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Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

META is trending due to concerns about increased spending on AI and infrastructure, despite strong revenue growth and a one-time tax charge impacting EPS. The community is debating whether the sell-off is an overreaction and a buying opportunity, or a sign of weakening profitability and a shift in investor sentiment. Some traders are anticipating a bounce back to the 50-day moving average, while others see further downside potential.

United States Antimony Corp. engages in the extraction, processing and sale of antimony, zeolite, silver, and gold products. It operates through the following segments: United States Antimony Operations, Mexican Antimony Operations, Precious Metals Recovery, and United States Zeolite Operations. The company was founded by John C. Lawrence in June 1968 and is headquartered in Thompson Falls, MT.

United States Antimony Corp.

United States Antimony Corp

UAMY is trending due to renewed discussions around antimony supply and potential impacts from trade relations, particularly regarding export controls from China and a recently rejected acquisition offer. Community members are weighing the implications of these factors on the company's future, discussing the possibility of a short squeeze, and the potential for government support to bolster domestic antimony production.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Alphabet's stock is trending as strong AI demand and advertising growth drove its Q3 revenue above expectations, prompting increased capital expenditure forecasts and community excitement. Investors are reacting positively to Alphabet's favored cash flow strategy and AI investments, while some analysts are predicting further gains. Community members are actively discussing the stock's potential to reach new price levels and its long-term investment value.

Chipotle Mexican Grill, Inc. engages in the business of developing and operating restaurants that serve a relevant menu of burritos, burrito bowls, quesadillas, tacos, and salads made using fresh, high-quality ingredients. The company was founded by Steve Ells in 1993 and is headquartered in Newport Beach, CA.

Chipotle Mexican Grill

Chipotle's stock is trending due to concerns about slowing growth and reduced guidance, sparking debate about its valuation and future prospects. Community discussions center on whether the brand is losing its value proposition amid rising prices and inconsistent portions, with some criticizing the CEO's handling of the situation. Investors are weighing whether the dip presents a buying opportunity or signals deeper issues within the company and the broader consumer discretionary sector.

Viking Therapeutics, Inc. is a clinical-stage biopharmaceutical company, which engages in the development of therapies for metabolic and endocrine disorders. The company was founded by Brian Lian and Michael A. Dinerman on September 24, 2012 and is headquartered in San Diego, CA.

Viking Therapeutics Inc

VKTX is trending as traders discuss potential catalysts from upcoming conferences and strong revenue growth in the obesity sector from competitors. The community speculates about buyout possibilities, comparing VKTX's assets and market cap to recent acquisitions in the space. Bullish sentiment remains high due to positive clinical data and analysts' price targets.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Microsoft is trending amid mixed reactions to its earnings, with analysts debating the impact of AI spending on future growth; despite strong cloud performance, some express concerns about increased capital expenditures. Community discussions revolve around whether the company's valuation remains justified in light of its AI investments and competition in the cloud sector, with some speculating on a potential post-earnings dip.

Roblox Corp. engages in the provision of online gaming services. Its platform consists of Roblox Client, Roblox Studio, and Roblox Cloud. Roblox Client is an application that allows users to explore 3D digital worlds. Roblox Studio is the toolset that allows developers and creators to build, publish, and operate 3D experiences and other content accessed with Roblox Client. Roblox Cloud includes the services and infrastructure that power the human co-experience platforms. The company was founded by Erik Cassel and David B. Baszucki in March 2004 and is headquartered in San Mateo, CA.

Roblox Corporation - Ordinary Shares - Class A

Roblox Corp.

Roblox ($RBLX) is trending amid discussions around its Q3 earnings report, which showed higher revenue and lower EPS than expected, alongside FY25 bookings guidance. The community is actively debating the company's valuation and future prospects, while some express concerns related to broader market conditions and commentary around the platform's content.

Alphabet Inc - Ordinary Shares - Class C

GOOG is trending amid positive sentiment driven by AI advancements and anticipation of strong earnings, with the community discussing potential for the stock to reach new highs. Upgrades from analysts and excitement around cloud and AI revenue are fueling optimism, although some traders are wary of a potential pullback after recent gains. Additionally, a new partnership between Google and NextEra Energy to restart a nuclear plant in Iowa is generating some buzz.

Eli Lilly & Co. engages in the discovery, development, manufacture, and sale of pharmaceutical products. The firm's products consist of diabetes, oncology, immunology, neuroscience, and other products and therapies. The company was founded by Eli Lilly in May 1876 and is headquartered in Indianapolis, IN.

Lilly(Eli) & Co

Eli Lilly is trending due to strong Q3 earnings, driven by high demand for weight loss drugs Mounjaro and Zepbound, which beat revenue expectations and raised the FY25 guidance. The community is focused on the impact of this GLP-1 momentum, potential FDA approvals, and the company's strategic partnerships in AI, viewing LLY as a leader in the pharmaceutical sector.

ARB IOT Group Ltd. is a holding company that engages in the provision of solutions for the integration of IoT systems and devices. It operates through the Internet of Things and Investment Holding and Others segments. The company was founded on March 1, 2022 and is headquartered in Singapore.

ARB IOT Group Ltd

ARBB is trending due to significant after-hours momentum, with community members highlighting its low float and potential for a short squeeze, reminiscent of other recent runners. Traders are actively discussing entry points, price targets, and potential overnight holds, while also pointing to contracts of nearly $100 million. Despite the excitement, some caution against chasing the pump, noting the stock's volatile history.

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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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