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Applied Digital Corp. is a technology company, which engages in the provision of development and operation of data centers which provide computing power. It operates through the Data Center Hosting Business and HPC Hosting Business segments. The Data Center Hosting Business segment provides energized infrastructure services to crypto mining customers. The HPC Hosting Business segment focuses on the designing, constructing, and operating data centers tailored to support high power density applications like HPC and AI. The company was founded by Wesley Carl Cummins and Jason Zhang in May 2001 and is headquartered in Dallas, TX.

Applied Digital Corporation

APLD is trending following a positive earnings report and increased guidance, sparking excitement about its potential in the AI data center space. The community is actively discussing the possibility of a short squeeze and future hyperscaler deals, while some caution against overvaluation and potential algorithmic selling. Despite differing opinions, bullish sentiment appears to be dominating the conversation surrounding APLD.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including from sellers, advertising, and subscription services through internationally-focused online stores. The AWS segment is composed of global sales of compute, storage, database, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazon's stock is trending as traders eye a potential breakout, fueled by optimism around AI and cloud growth. Community members are actively discussing short-term price movements and potential options plays, with some anticipating a run towards higher price targets. Despite some bearish sentiment and concerns about lagging performance, many bulls believe AMZN is undervalued and poised to catch up with its mega-cap peers.

Pyth Network is a decentralised oracle network designed to provide real-time financial market data to decentralised applications (dApps) across multiple blockchains. It allows developer to secure smart contracts with reliable, low-latency market data from institutional sources, and build apps with high-fidelity oracle feeds designed for mission-critical systems.

Pyth Network

Pyth Network is trending as the community discusses its potential, particularly its role in providing data for other platforms. Some are drawing comparisons to Chainlink and highlighting the potential for revenue generation and real-world asset applications. Talk centers on potential price movements and future growth.

SEALSQ Corp. is a holding company, which engages in the security of microcontrollers. It operates through the following geographical segments: North America, Europe, Middle East, Africa, Asia Pacific, and Latin America. It focuses on authentication process, digital certification, and covering individual patents of semiconductors. The company was founded on April 1, 2022 and is headquartered in Cointrin, Switzerland.

SEALSQ Corp

SEALSQ Corp ($LAES) is trending due to its partnership to develop quantum-resistant chips for U.S. defense, fueling speculation of government contracts and a potential short squeeze. The community is comparing it to other quantum stocks like $IONQ and $RGTI, with many believing it's undervalued and poised for significant growth. Discussions also highlight upcoming catalysts, including a satellite launch and the release of a new chip.

UiPath, Inc. engages in the development and provision of a software platform to automate business processes. The firm serves the public, healthcare, telecommunication, finance, and banking industries. It also offers accounts payable automation, claims processing automation, contact center automation, and finance and accounting automation. The company was founded by Daniel Dines and Marius Tirca in 2005 and is headquartered in New York, NY.

UiPath Inc - Ordinary Shares - Class A

UiPath Inc

UiPath ($PATH) is trending as investors discuss its potential amid growing interest in AI and automation, with many drawing comparisons to Palantir. Community members are actively watching for a breakout, fueled by the stock's recent momentum and high call option volume, hinting at a possible short squeeze. Bulls are hopeful that $PATH is only just beginning its run as investor sentiment grows.

Siyata Mobile, Inc. engages in the provision of cellular communications systems for enterprise customers. It specializes in connected vehicle products for professional fleets, marketed under the Uniden Cellular and Siyata brands. The firm operates through the following geographical segments: Europe, the Middle East and Africa; Unites States; Canada; and Australia and New Zealand. The company was founded by Marc Seelenfreund on October 15, 1986 and is headquartered in Montreal, Canada.

Core AI Holdings Inc.

Core AI Holdings, Inc.

Core AI Holdings ($CHAI) is trending as investors express frustration and confusion following its NASDAQ debut after a reverse merger, citing a lack of communication and disappointing price action; the community is actively discussing concerns around financials, the merger's purpose, and potential short attacks, while also questioning the company's strategy. Some are hopeful for a turnaround pending news and brokerages resolving trading issues, while others voice deep skepticism and regret, comparing it to past disappointments.

One and one Green Technologies. Inc - Ordinary Shares - Class A

One and one Green Technologies ($YDDL) is trending following its IPO, with significant after-hours volatility and considerable interest due to its low float. Community members are actively discussing potential overnight holds, possible price targets, and the company's business model as a waste management and scrap metal recycling company in the Philippines. Many are also comparing it to other recent IPOs with similar price action.

Solotto ($LOTTO) is the first on-chain lottery built on Solana. Holders qualify for weekly raffles by trading at least 75% of their holdings each cycle (Monday–Sunday). Wallets are split into tiers, and winners are randomly selected with prize pools funded directly from Pump.fun’s dynamic creator fees.  This system drives trading volume, rewards active participants, and gamifies the experience — giving traders both a chance to profit from market activity and to win additional rewards.  Trade. Hold. Win.

Solotto

Solotto ($LOTTO) is trending due to its innovative on-chain lottery system, with the first drawing generating significant buzz and winners being announced. The community is excited about the weekly lottery funded by creator rewards, requiring holders to trade a portion of their bag to be eligible, thus driving volume. With a doxxed dev and articles circulating, Solotto aims to revolutionize the lottery experience on the blockchain.

The Home Depot, Inc. engages in the sale of building materials and home improvement products. Its products include building materials, home improvement products, lawn and garden products and decor products. The firm operates through the following geographical segments: U.S., Canada and Mexico. It offers home improvement installation services, and tool and rental equipment. The company was founded by Bernard Marcus, Arthur M. Blank, Kenneth Gerald Langone and Pat Farrah on June 29, 1978 and is headquartered at Atlanta, GA.

Home Depot, Inc.

Home Depot is trending as community members discuss its potential acquisition of GMS, impacting the building materials distribution landscape. Some traders are analyzing Home Depot's chart patterns, anticipating breakouts or pullbacks, while others are weighing factors like interest rates and housing market trends to gauge the stock's future performance. Discussions also revolve around tariffs and their potential effects on Home Depot's financials.

The Hershey Co. engages in the manufacture and marketing of chocolate, sweets, mints and confectionery products. The firm operates through the following segments: North America Confectionery, North America Salty Snacks and International. The North America Confectionery segment is responsible for the traditional chocolate and non-chocolate confectionery market position of the company, as well as its grocery and snacks market positions, in the United States and Canada. The North America Salty Snacks segment is responsible for the salty snack products in the United States. The International segment includes the combination of all other operating segments, including those geographic regions where the company operates outside of North America. Its brands include Hershey's, Reese's, and Kisses. The company was founded by Milton S. Hershey in 1894 and is headquartered in Hershey, PA.

Hershey Company

Hershey is trending amid speculation of a potential acquisition by Mondelez, driving significant price movement. Community discussions revolve around the likelihood of the deal given Hershey's trust structure and previous rejections, as well as the potential impact of cocoa prices and consumer demand on a combined entity. Analysts are weighing in on the potential valuation and strategic fit within the broader food and beverage sector.

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Shares of&nbsp;Workday, Inc. (WDAY)&nbsp;surged 5.12% to $230.22 in Tuesday's after-hours trading,&nbsp;following a stake buildup by an activist investor in the AI-driven human resources software developer.Elliott Investment Management said in a press&nbsp;release that it had built up a stake worth more than $2 billion in Workday,&nbsp;making it the fourth-largest institutional investor in the company.&nbsp;Vanguard Group, which holds about $5 billion worth of Workday shares, is currently its largest institutional investor, according to Koyfin.Elliott acknowledged the efforts of CEO Carl Eschenbach, CFO Zane Rowe, and the entire Workday team for making "substantial progress" in recent years.The activist investor also said it is pleased with its dialogue with Workday's management team. It lauded the company for the multi-year plan announced at the Financial Analyst Day held on Tuesday. This plan would drive substantial long-term value creation for the company's shareholders, it added. "We look forward to continued collaboration with the company."In a response statement, Workday said, "We appreciate Elliott's support," but did not elaborate further.Workday stock has fallen about 15% this year, underperforming the broader market, the tech sector, and the software industry. The company made a slew of announcements on Tuesday, coinciding with its analyst day, including a new collaboration with Microsoft to deliver unified AI agents to its customers via the software giant's Azure AI Foundry and Copilot Studio.The company also announced "Workday Build," a developer platform that allows customers and partners to create, share, and scale AI-powered solutions directly on its platform. Separately, the company announced that it has agreed to <a href="https://stocktwits.com/news-articles/markets/equity/workday-to-acquire-sana-for-about-1-1-b/chwyjctRdzB">acquire</a> enterprise knowledge tools company Sana for $1.1 billion — its third AI-related deal in less than two months.On Stocktwits, retail sentiment toward <a href="https://stocktwits.com/symbol/WDAY">Workday stock</a> improved to 'neutral' (47/100) by late Tuesday from 'bearish' a day ago. The message volume remained at 'extremely low' levels.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/martin-shkreli-shorts-opendoor-stock/chwyrOyRdz6">‘Pharma Bro’ Martin Shkreli Shorts Opendoor Technologies, Stock Tumbles 5%</a>

Workday’s shares have shed a little over 2% year-to-date.

Why Workday's Stock Jumped Over 5% After-Hours Today

Shares of Workday, Inc. (WDAY) surged 5.12% to $230.22 in Tuesday's after-hours trading, following a stake buildup by an activist investor in the AI-driven human resources software developer.

Equity

Elliott Investment Management has acquired a substantial stake in the company.


Should You Invest in the iShares Expanded Tech Sector ETF (IGM)?

Workday Inc.’s (WDAY) <a href="https://stocktwits.com/symbol/WDAY">shares</a> fell nearly 4% in Thursday’s midday trade after analysts at Piper Sandler downgraded the stock over concerns about the company’s near-term growth outlook.According to The Fly, Piper Sandler downgraded the Workday stock to ‘Underweight’ from ‘Neutral’ and reduced the price target to $235 from $255. The new price target for WDAY stock implies an upside of less than 2% from current price levels.The downgrade follows Piper’s latest survey of Chief Information Officers (CIO), which revealed growing concerns over the impact of artificial intelligence on enterprise software demand.&nbsp;The brokerage’s survey found that more than half of CIOs now expect AI to negatively affect hiring plans, marking the first time that sentiment has crossed the 50% threshold.&nbsp;The firm noted that while enthusiasm remains high for AI infrastructure, appetite for broader application software, where Workday operates, appears to be waning.The firm expressed concern over Workday’s per-employee pricing model, suggesting it could become a liability as businesses reassess headcount and IT budgets in the face of AI disruption.&nbsp;Workday, which provides human capital and financial management software to large organizations, is not alone in feeling pressure from AI-driven shifts in enterprise planning.&nbsp;While the tech sector broadly benefits from AI tailwinds, legacy software-as-a-service (SaaS) providers may find themselves squeezed as budgets pivot to infrastructure and model development.In the first quarter (Q1), Workday’s operating income slumped 39% year-on-year (YoY) to $39 million, impacted by restructuring expenses of $166 million.On Stocktwits, retail sentiment around Workday improved to ‘bullish’ from ‘neutral’ territory the previous day amid ‘normal’ message volume levels.<figure class="image"><img style="aspect-ratio:966/112;" src="https://news.stocktwits-cdn.com/Screenshot_2025_07_10_124907_png_7054f398af.webp" alt="WDAY’s Sentiment Meter and Message Volume as of 01.15 p.m. ET on July 10, 2025 | Source: Stocktwits" width="966" height="112"><figcaption>WDAY’s Sentiment Meter and Message Volume as of 01.15 p.m. ET on July 10, 2025 | Source: Stocktwits</figcaption></figure>Workday stock has lost over 10% year-to-date but has gained more than 3% in the past 12 months.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/autodesk-stock-drops-on-potential-acquisition-of-peer-ptc/ch8GJtfR5kl">Autodesk Stock Drops On Potential Acquisition Of Peer PTC, But Retail’s Exuberant</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Workday logo is displayed on the screen of an iPad.

Workday Stock Takes A Hit After Piper Sandler Survey Flags AI-Driven Headwinds, But Retail’s Optimistic

Piper Sandler downgraded Workday to Underweight, citing concerns about slowing application demand and AI-driven reductions in headcount. 

Pleasanton, California-based Workday, Inc. (WDAY) is scheduled to report its fiscal year 2025 fourth-quarter results after&nbsp;the closing bell on Tuesday.&nbsp;The Finchat-compiled consensus calls for adjusted earnings per share (EPS) of $1.78 and revenue of $2.18 billion, up 13.5% year over year (YoY). In the year-ago quarter, the company reported&nbsp;an adjusted EPS and revenue of $1.157 and $1.92 billion,&nbsp;respectively.<a href="https://stocktwits.com/symbol/WDAY">Workday stock </a>pulled back following the company’s third-quarter results in late November as investors did not take kindly to the company’s full-year subscription revenue guidance cut.Given the precedence, the forward guidance for the first quarter and the current fiscal year is expected to determine the stock's near-term direction.Investors may also focus on other key metrics, such as the fourth-quarter subscription revenue, which was guided to $2.025 billion, adjusted operating margin , estimated at 25%, 12-month subscription revenue backlog, and operating cash flow.&nbsp;Last week, Morgan Stanley analyst Keith Weiss downgraded the stock to ‘Equal-Weight’ from ‘Overweight’ and reduced the price target to $275 from $330. Among the pushbacks mentioned by the analyst are recent negative revisions, headcount reductions, Workday’s go-to-market investments not paying off as expected, and weak fourth-quarter results from enterprise software companies.Loop Capital also has a ‘Hold’ rating on Workday stock with a $260 price target, while Goldman Sachs rates it ‘Buy’ with a $310 price target.On Stocktwits, retail sentiment toward Workday stock turned to ‘bearish’ (28/100) from the ‘bullish’ mood that prevailed a day ago. However, the message volume improved to ‘high’ levels.<figure class="image"><img style="aspect-ratio:626/140;" src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/wday_sentiment_d089fd1c3d.png" alt="wday-sentiment.png" width="626" height="140"><figcaption>WDAY sentiment and message volume February 25, as of 12:46 pm ET | Source:&nbsp;Stocktwits</figcaption></figure>Some retail watchers said it is too risky to hold the stock at its current high valuation. The stock trades at a forward&nbsp;price-to-earnings (P/E) multiple of 32.1.<stembedurl>https://stocktwits.com/Activetrader777/message/605622913</stembedurl><stembedurl>https://stocktwits.com/bonhommetwits/message/603144004</stembedurl>The stock has gained about 1.5% since the start of the year. On Tuesday afternoon, it traded down 1.57% at $257.70.For updates and corrections, email <a target="_blank" rel="noopener noreferrer nofollow" href="mailto:newsroom@stocktwits.com">newsroom@stocktwits.com</a>&nbsp;Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/amc-entertainment-stock-slides-ahead-of-q4-print-amid-macro-concerns/chd49w9RUE">AMC Entertainment Stock Slides Ahead Of Q4 Print Amid Macro Concerns But Retail Gears For Hit Performance</a>

Workday Q4 Earnings Round The Corner: Analysts, Retail Worry About Stock’s Valuation

The Finchat-compiled consensus calls for adjusted earnings per share of $1.78 and revenue of $2.18 billion, up 13.5% year over year.

Pleasanton, California-based Workday, Inc. (WDAY) Shares fell more than 3% on Wednesday after Morgan Stanley downgraded the stock and reduced its price target.Analyst Keith Weiss downgraded&nbsp;<a href="https://stocktwits.com/symbol/WDAY">Workday stock</a> to&nbsp;‘Equal-Weight’ from ‘Overweight’ and reduced the price target to $275 from $330. The analyst attributed his tempered opinion to the company's lack of success in its efforts to boost topline growth through investment in distribution.“While the company has taken action to better support cash flows, we continue to see risk to the multiple as investors try to assess 'Where Does Growth Bottom?'” the analyst said.Workday is an enterprise platform company that helps organizations manage money and manpower.Some of the sore points listed by the analysts include:<ul style="list-style-type:circle;"><li>Recent negative revisions and&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/workday-stock-rallies-on-plans-to-cut-1750-jobs/chPuWsTRrS">headcount reductions</a> flagging concerns about the growth trajectory</li><li>Go-to-market investments not paying off as expected</li><li>Weak fourth-quarter prints from enterprise software companies</li><li>Eroding partner sentiment and growth expectations</li></ul>Weiss said he would be more constructive on the stock if growth stabilizes and accelerates back to the management’s 15% target. If growth stalls, Workday should focus on margin expansion, he said.“Absent these first two, we would need to see the multiple come down to a more attractive level in the low-20s FCF range,”&nbsp;the analyst said.Workday is due to report its fiscal 2025 fourth-quarter report after the market closes on Feb. 25. According to Finchat, the consensus estimates for adjusted earnings per share and revenue are at $1.77 and&nbsp; $2.182 billion, respectively.The company&nbsp;has&nbsp;projected quarterly subscription revenue of $2.025 billion and a non-GAAP operating margin of 25%.On Stocktwits, sentiment toward Workday stock remained ‘bearish’ (39/100), with the message volume at a ‘low’ level.<figure class="image"><img style="aspect-ratio:633/135;" src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/wday_sentiment_3732b1d2d1.png" alt="wday-sentiment.png" width="633" height="135"><figcaption>WDAY sentiment and message volume February 19, as of 12:20 pm ET | Source:&nbsp;Stocktwits</figcaption></figure>Workday stock fell 3.22% to $257.17 by Wednesday’s mid-session. However, it is up about 3% so far this year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/after-nebius-nvidia-fueled-rally-in-2025-most-retailers-expect-thursday-s-q4-report-to-be-next-big-catalyst/ch5sP0dRw9">After Nebius’ Nvidia-Fueled Rally, Most Retailers Expect Thursday’s Q4 Report To Be Next Big Catalyst</a>

Workday Stock Snags Ratings Downgrade Ahead Of Next Week’s Q4 Report: Retail Stays Downbeat

Analyst Keith Weiss said he would be more constructive on the stock if growth stabilizes and accelerates back to the management’s 15% target.

Shares of Pleasanton, California-based Workday, Inc. (WDAY) rose by the mid-session on Wednesday after the company announced a restructuring program that includes a plan to eliminate 8.5% of its workforce.&nbsp;The enterprise platform provider that helps organizations manage money and manpower said the restructuring aims to prioritize its investments and continue its focus on durable growth.The company said it is cutting about 1,750 positions and expects to exit certain owned office space. However, it also clarified that it would continue to hire in key strategic areas and locations throughout the fiscal year 2025, which ends on Jan. 31, 2026. The planned actions will likely be completed by the second quarter of fiscal year 2026.Workday said it would incur about $230 million to $270 million in charges related to the plan, with $60 million to $70 million expected to be recognized in the fourth quarter.&nbsp;Additionally, the company expects to report fiscal year 2025 and fourth quarter results in line with or above the guidance provided in late November, except for the GAAP operating margin.&nbsp;Workday’s guidance calls for subscription revenue of $2.05 billion for the fourth quarter and $7.703 billion for the full year. Subscription revenue&nbsp;accounts for over 90% of the company’s total revenue.Due to the restructuring plan, the fourth-quarter GAAP operating margin is now expected to be 22-23&nbsp;percentage points lower than the non-GAAP operating margin. The annual GAAP operating margin will likely trail its non-GAAP counterpart by 21 percentage points.&nbsp;Workday is scheduled to report its fourth-quarter results after the market closes on Feb. 25.&nbsp;<figure class="image"><img style="aspect-ratio:637/133;" src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/wday_sentiment_36dfa9825e.png" alt="wday-sentiment.png" width="637" height="133"><figcaption>WDAY sentiment and message volume February 5, as of 12:10 pm ET | Source:&nbsp;Stocktwits</figcaption></figure>On Stocktwits, retail sentiment toward&nbsp;<a href="https://stocktwits.com/symbol/WDAY">Workday stock</a> climbed further into the ‘extremely bullish’ territory (90/100). The message volume stayed ‘extremely high.’Workday stock climbed 4.21% to $270.66 by the mid-session. The stock is up a modest 0.7% this year after declining over 6% in 2024.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/workday-stock-bounces-up-on-price-target-hike-by-wolfe-research/cJa1aDnRKk">Super Micro Stock Rockets As Nvidia-Powered AI Data Center Reaches Full Production Availability: Retail Bulls Charge In</a>

Workday Stock Rallies After Company Announces Workforce Reduction, Reaffirms Q4 Guidance: Retail’s Extremely Bullish

Workday said it plans to eliminate 8.5% of its workforce but clarified that it would continue hiring in key strategic areas and locations throughout the fiscal year 2025. 

Western Digital Corp. (WDC) shares climbed sharply early on Thursday after the storage devices solutions provider’s positive commentary about an impending spin-off managed to outweigh mixed quarterly results.The San Jose, California-based company reported fiscal 2025 second-quarter non-GAAP earnings per share (EPS) of $1.77, slightly shy of the $1.78 per share consensus estimate, but marked a reversal from the $0.75 per share loss incurred in the year-ago quarter.Revenue climbed 41% year-over-year to $4.29 billion, exceeding the consensus estimate of $4.26 billion.Earlier this month, the&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/western-digital-stock-slips-after-storage-devices-company-preannounces-q2-earnings-shortfall/chGv8vsRnr">company&nbsp;offered a preview of the bottom-line results&nbsp;</a>at the low end of the guidance range of $1.75-$2.05, and revenue at the midpoint of the $4.20 billion to $4.40 billion guidance range.Western Digital said its cloud revenue climbed 119% YoY and 6% sequentially to $2.35 billion and client revenue rose 4% YoY but slipped 3% from the previous quarter to $1.17 billion. Consumer revenue moved down 8% YoY to $771 million.The company guided third-quarter non-GAAP EPS to $0.90-$1.20 and revenue to $3.75 billion to $3.95 billion. Wall Street analysts currently model the metrics at $1.25 and $3.91 billion, respectively.CEO David Goeckeler said, “As we finalize the separation of our businesses, we are confident that both Western Digital and SanDisk will continue driving innovation and providing compelling storage solutions to customers while delivering long-term shareholder value.”In&nbsp;October 2023, the company announced plans to spin off its HDD and flash businesses, creating two independently traded public companies.&nbsp;Goeckeler expects Western Digital’s strong HDD performance and strategic approach to managing its flash business will help both companies to capture the growing demand for storage driven by the artificial intelligence (AI) Data Cycle.Speaking on the earnings call, he said the company is in the final stages of the spin-off, having completed the Form-10 filing and finalizing key financing activities necessary for the separation, according to Koyfin.He also mentioned Western Digital and SanDisk&nbsp;management teams&nbsp;would provide more details at their respective Investor Days, scheduled&nbsp;on Feb. 11 and Feb. 12, respectively.CFO Wissam Jabre said shares of the two companies will likely trade independently shortly after Feb. 21.On Stocktwits, retail sentiment toward&nbsp;<a href="https://stocktwits.com/symbol/WDC">Western Digital stock</a> flipped to ‘bullish’ (62/100) from ‘bearish,’ with message volume remaining at ‘extremely high’ levels.<figure class="image"><img style="aspect-ratio:631/132;" src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/wdc_sentiment_0b8d5baf07.png" alt="wdc-sentiment.png" width="631" height="132"><figcaption>WDC sentiment and message volume January 30, as of 10:13 am ET | Source:&nbsp;Stocktwits</figcaption></figure>A retail stock watcher recommended loading up the stock ahead of the spin-off and predicted that Western Digital would rally toward the $70 level.<stembedurl>https://stocktwits.com/binson/message/602111698</stembedurl>In early trading, Western Digital stock rose 3.36% to $66.91. The stock rose about 14% in 2024 and has gained over 5% so far in January.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/servicenow-2024-q4-results-beat-estimates-by-thin-margin/chbAZ5XRqG">ServiceNow Stock Tumbles Premarket On Slim Q4 Beat, Soft Guidance — But Retail Eyes Buying The Dip</a>

 In this photo illustration, the Western Digital company logo is seen displayed on a smartphone screen. 

Western Digital Stock Rallies Despite Mixed Q2 Print: Retail Sentiment Flips To Bullish On Spin-Off Hopes

CEO David Goeckeler said with the planned spin-off of SanDisk from Western Digital, the two companies will continue driving innovation, provide compelling storage solutions to customers, and deliver long-term shareholder value.

Seagate Technology Holdings (STX) stock rose sharply in Wednesday’s early trading after the data storage devices company announced an upbeat fiscal year 2025 second-quarter results.The Fremont, California-based company reported second-quarter non-GAAP earnings per share (EPS) of $2.03, up from $0.12 a year ago. The bottom line results exceeded the consensus estimate of $1.88 per share.Revenue climbed nearly 50% year-over-year (YoY) to $2.33 billion from $1.56 billion, surpassing the $2.32 billion consensus estimate.&nbsp;Dave Mosley, CEO of Seagate, said, “Our results demonstrate structural improvements in the business and our focus on value capture in an improving demand environment, highlighted by decade-high gross margin performance exiting the December quarter.”The company said it began ramping up HAMR-based Mozaic products to its lead customer in the December quarter and that the latter is already sampling capacities up to 36 terabytes.&nbsp;Mosley said the company is in a great position to “deliver profitable growth” in fiscal year&nbsp;2025.Seagate generated $221 million in cash flow from operations during the second quarter and ended the quarter with a cash position of $1.2 billion.&nbsp;The board declared a quarterly cash dividend of $0.72 per share, payable on April 2, to shareholders of record as of the close of business on March 19.Seagate&nbsp;projects third-quarter non-GAAP EPS at $1.70, plus or minus $0.20, and revenue at $2.1 billion. Analysts, on average, estimate the metrics to come in at $1.73 and $2.18 billion, respectively.Following the results, Baird analyst Tristan Gerra maintained an ‘Outperform’ rating and a $120 price target for Seagate stock. The analyst’s bullish thesis is predicated on the company’s expectations of a continued increase in hyperscaler capex in 2025.He noted that the company expects substantial data generated by artificial intelligence (AI) to reside on hard disk drives (HDD), fueling secular growth ahead.Morgan Stanley revised the price target for the stock to $134 from $129, citing the in-line quarterly results, gross margin base, and its updated calendar year 2025 estimate, which is 15% above the consensus.Analyst Erik Woodring noted that the March quarter supply headwinds have been resolved.<figure class="image"><img style="aspect-ratio:632/135;" src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/stx_sentiment_730a9cc335.png" alt="stx-sentiment.png" width="632" height="135"><figcaption>STX sentiment and message volume January 22, 2025, as of 10:33 a.m. ET | Source:&nbsp;Stocktwits</figcaption></figure>On Stocktwits, retail sentiment toward&nbsp;<a href="https://stocktwits.com/symbol/STX">Seagate stock</a> is ‘extremely bullish’ (92/100), with sentiment slightly toned down from Tuesday when Morgan Stanley named the company as its top IT hardware pick in place of Apple, Inc. (AAPL). Message volume remained ‘extremely high.’The stock rallied 8.23% to $109.58 in early trading, marking the highest level since Oct. 22.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/agilysys-reports-mixed-2025-q3-results-cuts-guidance/chbeb7cR8P">&nbsp;Agilysys Stock Eyes 3-Month Lows After Sinking 20% Premarket On Mixed Q3 Results, Guidance Cut: Retail Mood Nosedives</a>

Sign with logo on facade of headquarters of hard drive and computer hardware maker Seagate in the Silicon Valley, Fremont, California, July 28, 2018.

Seagate Stock Soars To 3-Month High On Q2 Beat: Retail Stays Bullish

CEO Dave Mosley said the company is in a great position to “deliver profitable growth” in fiscal year 2025.

Seagate Technology Holdings, Inc. (STX) stock experienced a pre-earnings rally on Tuesday after a Morgan Stanley analyst named the data storage devices company his top information technology (IT) pick, replacing tech giant Apple, Inc. (AAPL).Analyst Erik Woodring attributed his optimism to Seagate's high short interest, greater confidence in June quarter revenue recovery, and his above-consensus gross margin outlook.<a href="https://stocktwits.com/symbol/STX">Seagate stock</a> climbed 4.00% to $10158 ahead of the company’s fiscal year 2025 second-quarter results.On average, analysts expect the company to report non-GAAP earnings per share (EPS) of $1.88 and revenue of $2.32 billion. This compares to the year-ago EPS and revenue of $0.12 and $1.55 billion, respectively.When the company released its first-quarter results in late October, it guided second-quarter headline metrics to $1.85, plus or minus $0.20, and $2.30 billion, plus or minus $150 million, respectively.&nbsp;Peer Western Digital Corp. (<a class="mention" data-mention="$WDC" data-symbol-id="WDC" href="https://stocktwits.com/symbol/WDC" target="_blank">$WDC</a>) preannounced a&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/western-digital-stock-slips-after-storage-devices-company-preannounces-q2-earnings-shortfall/chGv8vsRnr">potential second-quarter earnings shortfall&nbsp;</a>last week.&nbsp;Woodring said he is now increasingly comfortable with the persistence of the hard disk drive (HDD) cycle. He estimates second-quarter EPS and revenue of $1.89 and $2.3 billion, respectively., for Seagate.However, the analyst’s third-quarter expectations are muted. He lowered his EPS estimates to $1.65 and revenue to $2.1 billion, citing supply chain issues.To account for the estimate changes, the analyst trimmed the price target for Seagate stock to $129 from $133. He maintained an ‘Overweight’ rating.Woodring expects things to improve in the fourth quarter as supply chain issues abate and capacity shipped snaps back.&nbsp;<figure class="image"><img style="aspect-ratio:637/137;" src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/stx_sentiment_da955c5df2.png" alt="stx-sentiment.png" width="637" height="137"><figcaption>STX sentiment and message volume January 21, 2025, as of 3:25 pm ET | Source:&nbsp;Stocktwits</figcaption></figure>On Stocktwits, sentiment toward Seagate stock improved to ‘bullish’ (67/100) from ‘neutral’ a day ago. Retail chatter grew louder, with message volume spiking to ‘extremely high’ levels.In late-afternoon trading, the stock climbed 3.73% to $101.32.For updates and corrections, email newsroom[at]stocktwits[dot]comRead Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/retail-optimism-abounds-as-over-70-of-stocktwits-users-brace-for-q4-beat-from-streaming-giant/chb3G7dRFq">Netflix Earnings Preview: Retail Optimism Abounds As Over 70% Of Stocktwits Users Brace For Q4 Beat From Streaming Giant</a>

Seagate Sock Jumps Ahead Of Q2 Results As It Replaces Apple As Morgan Stanley’s Top IT Pick: Retail Upbeat

On average, analysts expect Seagate to report non-GAAP earnings per share of $1.88 and revenue of $2.32 billion. 

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