4 Memory Semiconductor Stocks to Watch in October 2026
AI demand is reshaping the memory market, with Seagate, Western Digital, Micron and Sandisk expanding high-performance storage.
Zacks Investment Research9/28/2026Positive
WDC
Western Digital CorporationNASDAQTECHNOLOGYCOMPUTER HARDWARE
Key Statistics
Market Cap
$164.70B
P/E Ratio
16.98
EPS
$26.91
Beta
2.18
52W High
$799.62
52W Low
$112.31
50-Day MA
$474.14
200-Day MA
$391.83
Dividend Yield
0.11%
Profit Margin
73.00%
Forward P/E
22.83
PEG Ratio
0.90
About Western Digital Corporation
Western Digital Corporation (WDC, commonly known as Western Digital or WD) is an American computer hard disk drive manufacturer and data storage company, headquartered in San Jose, California. It designs, manufactures and sells data technology products, including storage devices, data center systems and cloud storage services.
Fundamentals
| Revenue (TTM) | $12.92B |
| Gross Profit (TTM) | $6.31B |
| EBITDA | $5.00B |
| Operating Margin | 43.60% |
| Return on Equity | 130.80% |
| Return on Assets | 20.80% |
| Revenue/Share (TTM) | $37.45 |
| Book Value | $20.91 |
| Price-to-Book | 19.27 |
| Price-to-Sales (TTM) | 12.75 |
| EV/Revenue | 13.18 |
| EV/EBITDA | 16.30 |
| Quarterly Earnings Growth (YoY) | 984.00% |
| Quarterly Revenue Growth (YoY) | 43.80% |
| Shares Outstanding | $360.54M |
| Float | $358.03M |
| % Insiders | 0.51% |
| % Institutions | 91.92% |
Historical Volatility
HV 10-Day
53.18%
HV 20-Day
48.32%
HV 30-Day
58.66%
HV 60-Day
84.14%
HV Rank
15.1%
Volatility is currently contracting
Analyst Ratings
Consensus ($664.92 target)
4
Strong Buy17
Buy5
HoldLatest News
SK Hynix Drops 6% as Bloomberg Puts $100B Value on Potential Solidigm IPO; Micron and Western Digital Fall 4%
Memory stocks are sliding after a report that SK Hynix (NASDAQ:SKHY) could take its U.S. storage unit public as a separate company. SK Hynix stock is at $180.31, down 6% in early trading.
24/7 Wall Street9/28/2026Negative
What Is Going on With Western Digital Stock on Friday?
Western Digital Corp. (NASDAQ:WDC) is entering a stronger growth phase as rising data-center storage demand, higher pricing and next-generation HDD technologies support its revenue, margins and cash generation.
Benzinga9/25/2026Positive
Is Western Digital an Undervalued Semiconductor Stock to Buy Right Now?
The proliferation of agentic AI has been great news for Western Digital Corporation (WDC +3.67%).
The Motley Fool9/22/2026Positive
Western Digital (WDC) Surpasses Market Returns: Some Facts Worth Knowing
In the closing of the recent trading day, Western Digital (WDC) stood at $448.17, denoting a +1.54% move from the preceding trading day.
Zacks Investment Research9/21/2026Positive
SanDisk Falls 2% Despite Memory Rally; Micron Advances 3%, Western Digital Nudges Higher
Shares of SanDisk (NASDAQ:SNDK | SNDK Price Prediction) are moving against their own sector Monday afternoon, sliding while the rest of the memory complex trades higher. SanDisk stock is at $1,759.45, down 2% in Monday trading.
24/7 Wall Street9/21/2026Negative
Can Sovereign AI and Neoclouds Extend Western Digital's Growth Run?
WDC sees sovereign customers, neoclouds and physical AI broadening HDD demand, with tighter supply creating added pricing leverage.
Zacks Investment Research9/21/2026Neutral
SanDisk Jumps 6% as Storage Bid Concentrates in One Name; Western Digital Rises 3%, Micron Ticks Up
SanDisk (NASDAQ:SNDK | SNDK Price Prediction) stock is rising 6% to $1,713.18 in Friday morning trading, running well ahead of every other name in the memory/storage group.
24/7 Wall Street9/18/2026Positive
Western Digital vs. Sandisk: Which Storage Stock is the Better Bet?
WDC and SNDK offer distinct paths to AI-driven storage growth, with divergent margins, risks and exposure to HDDs versus NAND flash.
Zacks Investment Research9/18/2026Negative
Western Digital Corporation (WDC) Is a Trending Stock: Facts to Know Before Betting on It
Western Digital (WDC) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
Zacks Investment Research9/18/2026Positive
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Data last updated: 9/28/2026