Western Digital's Margins Seen as Less Appealing Than Seagate -- Market Talk

Dow Jones05-02 01:45

Western Digital posted a strong quarter, Morgan Stanley analysts write in a note, but the company's guide for margins in the current quarter disappointed buyside analysts after fellow hard-drive maker Seagate Technology Holdings posted "blowout" results earlier this week. "We believe this reflects [management] conservatism ... and nothing else, and expect this dip to get quickly bought because WDC's long-term strong very much remains intact," the analysts write. Though they are bullish on both stocks, they have a preference for Seagate, where the near-term results suggest larger margin expansion. Western Digital falls 1.4%; Seagate rises 5.5%. (elias.schisgall@wsj.com)

(END) Dow Jones Newswires

May 01, 2026 13:45 ET (17:45 GMT)

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Though they are bullish on both stocks, they have a preference for Seagate, where the near-term results suggest larger margin expansion. Western Digital falls 1.4%; Seagate rises 5.5%. 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Though they are bullish on both stocks, they have a preference for Seagate, where the near-term results suggest larger margin expansion. Western Digital falls 1.4%; Seagate rises 5.5%. 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