SanDisk, Seagate, and Western Digital emerge as top AI storage stocks for 2026

Industry
โดย FX Empire·Read original
Summary · why it matters

Three storage companies—SanDisk, Seagate, and Western Digital—are positioned as top AI storage stocks for 2026 and beyond amid a storage shortage that is pushing up prices. SanDisk, a $305 million market cap NAND flash specialist, has surged 4,100% in a year, with earnings per share estimated at $65.50 this year and projected to jump to $204.83 by 2028. Seagate, a $250 billion market cap solid-state storage firm, has gained 712% in the last year and has consistently beaten earnings estimates, attracting institutional buying since shares were around $150. Western Digital, a $286 billion market cap hard disk drive maker, has risen 1,103% over the past year, with sales expected to nearly double to $23.1 billion and net income to exceed $10 billion within two years, driven by data center demand.

Impact on stocks 3

Cloud & Digital Infrastructure▲ · 2 stocks
Seagate Technology PLC
STX
▲ PositiveDemandrelevance

Storage shortage and rising prices driven by AI data center demand benefit Seagate as a solid-state storage firm.

Western Digital Corporation
WDC
▲ PositiveDemandrelevance

Storage shortage and rising prices driven by AI data center demand benefit Western Digital as a hard disk drive maker.

Semiconductors▲ · 1 stocks
Sandisk Corp
SNDK
▲ PositiveDemandrelevance

Storage shortage and rising prices driven by AI data center demand benefit SanDisk as a NAND flash specialist.

Theme Impact 2

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