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Celestica, Inc. engages in the provision of supply chain solutions globally to equipment manufacturers and service providers. It operates through the Advanced Technology Solutions (ATS) and Connectivity and Cloud Solutions (CCS) segments. The ATS segment includes aerospace and defense, industrial, smart energy, health tech, and capital equipment businesses. The CCS segment consists of enterprise communications, telecommunications, servers, and storage businesses. The company was founded in 1994 and is headquartered in Toronto, Canada.

Celestica, Inc. - Ordinary Shares (Subordinate Voting)

Celestica, Inc.

Celesticas quarterly earnings beat and raised outlook, including a strong longer-term revenue forecast tied to AI data-center demand, are driving attention after a sharp selloff and an after-hours rebound. Many traders view the results as confirmation of growth, while others question whether thin margins, cash-flow needs and customer concentration make the outlook sustainable.

PayPal Holdings, Inc. engages in the development of technology platforms that enable digital payments and simplifies commerce experiences on behalf of merchants and consumers worldwide. Its solutions include PayPal, PayPal Credit, Braintree, Venmo, Xoom, and Paydiant products. The firm also enables consumers to exchange funds with merchants using funding sources, which include bank account, PayPal account balance, PayPal Credit account, credit, and debit card or other stored value products. It operates through United States and Other Countries geographical segments. The company was founded in December 1998 and is headquartered in San Jose, CA.

PayPal Holdings Inc

PayPal is drawing attention ahead of its quarterly results, with traders debating whether improving Venmo monetization and other growth efforts can offset concerns about branded-checkout growth, margins, and the stocks history of selling off around earnings. Optimists see subdued expectations as a chance for a positive surprise, while skeptics expect continued weakness; takeover and bank-charter speculation also appears but remains unconfirmed.

Whirlpool Corp. engages in the manufacturing and marketing of home appliances. Its products include home laundry appliances, refrigerators and freezers, cooking appliances, home dishwashers, and room air-conditioning equipment, mixers, and portable household appliances. The firm's brands include Whirlpool, KitchenAid, Maytag, Consul, Brastemp, Amana, Bauknecht, JennAir, and Indesit. It operates through the following geographical segments: Major Domestic Appliances (MDA) North America, Major Domestic Appliances (MDA) Latin America, Small Domestic Appliances (SDA) Global, and Others. The company was founded by Emory Upton, Fred Upton, and Louis C. Upton on November 11, 1911 and is headquartered in Benton Harbor, MI.

Whirlpool Corp.

Whirlpools steep selloff follows a major third-quarter earnings miss and another cut to its 2026 outlook, with weak appliance demand and shrinking margins weighing on results. Traders are debating whether the decline reflects deeper balance-sheet and business risks or an oversold value opportunity, with bankruptcy fears alongside dip-buying interest.

Fervo Energy Co. operates as a energy company. It builds and operates power facilities in extracting geothermal energy. The company was founded by Jack Norbeck and Timothy Latimer in 2017 and is headquartered in Berkeley, CA.

Fervo Energy Co. - Ordinary Shares - Class A

Fervo Energy Co

FRVO is drawing attention amid concern that the upcoming IPO lockup expiration could add selling pressure, alongside a bearish short report questioning Fervos geothermal performance, water recovery and project execution. Bulls dispute those concerns and point to the Google power agreement and Cape Stations progress, leaving debate over whether the selloff reflects lasting operating risks or temporary pressure.

Aurinia Pharmaceuticals, Inc. is a clinical stage bio-pharmaceutical company, which engages in the research, development, and commercialization of therapeutic drugs. The company was founded by Robert Foster, Richard Glickman, and Michael Martin on June 16, 1993 and is headquartered in Edmonton, Canada.

Aurinia Pharmaceuticals Inc

Aurinias ongoing patent litigation with generic-drug challengers is the dominant topic, with court scheduling extensions and new docket activity prompting traders to anticipate further developments or a possible settlement. Some view resolution as a potential positive catalyst, while others are frustrated by delays and the lack of company updates; buyout speculation remains unconfirmed.

SPDR Series Trust - State Street SPDR S&P Biotech ETF

SPDR S&P Biotech ETF

XBI is drawing attention as biotech shares attempt to rebound after a sharp sector-wide pullback, with traders debating whether the bounce can hold. Optimists point to oversold conditions, possible sector rotation and M&A chatter, while cautious traders cite rate sensitivity and continued weakness versus longer-term technical levels.

XP, Inc. engages in the operation of technology-driven financial services platform. The firm provides customers with two principal types of offerings, financial advisory services for retail clients in Brazil, high-net-worth clients, international clients and corporate and institutional clients, and an open financial product platform providing access to over 800 investment products including equity and fixed income securities, mutual and hedge funds, structured products, life insurance, pension plans, real-estate investment funds (REITs) and others from XP, its partners and competitors. he company was founded by Guilherme Dias Fernandes Benchimol in 2001 and is headquartered in Vila Olimpia, Brazil.

XP Inc - Ordinary Shares - Class A

Lulas election victory sparked a broad selloff in Brazilian assets amid trader concerns about government spending, fiscal discipline, and currency weakness, with XP among the hardest-hit stocks. Traders largely debate whether the politically driven drop is an overreaction and buying opportunity or whether Brazil-related risks could fuel further losses.

Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

Rivians prolonged selloff and fresh 52-week lows are fueling debate over whether Volkswagen considering Xpeng software for some European models could weaken its partnership with Rivian, alongside concerns about cash burn, profitability, and the companys earnings outlook. Bears see continued execution and financial risks, while some investors are buying the dip and pointing to Rivians delivery growth and R2 ramp potential.

MARA Holdings, Inc. is a digital asset technology company, which engages in mining cryptocurrencies with a focus on the Bitcoin ecosystem. It also deals with owning and operating bitcoin mining facilities or data centers, selling proprietary software or technology to third parties operating in the Bitcoin ecosystem, offering advisory and consulting services to support Bitcoin mining ventures in domestic and international jurisdictions, and generating electricity from renewable energy resources or methane gas capture to power Bitcoin mining projects. The company was founded on February 23, 2010 and is headquartered in Hallandale Beach, FL.

MARA Holdings Inc.

Marathon Digital Holdings Inc

MARA is drawing attention after a steep selloff toward its yearly lows, with traders debating why it has lagged Bitcoin and other miners. Bearish discussion centers on sector weakness, doubts about the AI/data-center pivot and delayed deal approvals, alongside criticism of management; some traders view the decline as oversold and anticipate a rebound.

Uber Technologies, Inc. is a technology platform, which engages in the development and operation of technology applications, networks, and product to power movement from point A to point B. The firm offers ride services and merchants delivery service providers for meal preparation, grocery, and other delivery services. It operates through the following segments: Mobility, Delivery, and Freight. The Mobility segment refers to products that connect consumers with mobility drivers who provide rides in a variety of vehicles, such as cars, auto rickshaws, motorbikes, minibuses, and taxis. The Delivery segment offers consumers the chance to search for and discover local restaurants, order a meal, and either pick-up at the restaurant or have the meal delivered. The Freight segment focuses on connecting carriers with shippers on its platform, and gives carriers upfront, transparent pricing, and the ability to book a shipment. The company was founded by Oscar Salazar Gaitan, Travis Kalanick, and Garrett Camp in 2009 and is headquartered in San Francisco, CA.

Uber Technologies Inc

Ubers reported exit from preliminary Instacart acquisition talks has prompted debate over whether avoiding a costly deal is a relief or a missed growth opportunity. The discussion also reflects frustration with the stocks weakness and concerns about robotaxi competition ahead of earnings.

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Is Silicon Motion Stock a Strong Buy Ahead of Q3 Earnings?

SIMO eyes Q3 growth fueled by AI, enterprise storage and automotive demand, but rising memory costs and premium valuation cloud its near-term outlook.

Seagate Eyes a Q1 Earnings Beat: Is the Stock Worth Buying Now?

STX's Q1 FY27 earnings outlook reflects surging AI-driven storage demand, higher pricing and Mozaic technology growth. 

Should You Buy, Hold or Sell Western Digital Stock After Q1 Earnings?

WDC's strong fiscal Q1 results, AI-driven storage demand and rising earnings estimates fuel its growth outlook, but valuation and execution risks persist.

AI Trade in Trouble? Western Digital CEO Explains Why He's Not Worried

CEO Irving Tan sees AI storage demand growing 25% annually as Western Digital projects expanding margins despite data center cost worries.read more...

Western Digital Stock Has Fallen 53% Since June. I'd Consider a Small Position After Its Latest Report.

Key PointsWestern Digital's fiscal first-quarter revenue climbed 55% year over year to $4.38 billion, above its own guidance...

Western Digital CEO: AI demand for storage remains durable and continues to grow

Western Digital CEO: AI demand for storage remains durable and continues to grow...

Noteworthy Friday Option Activity: WDC, PEP, BX

Among the underlying components of the S&P 500 index, we saw noteworthy options trading volume today in Western Digital Corp (Symbol: WDC), where a total of 62,329 contracts have traded so far, representing approximately 6.2 million underlying shares. That amounts to about...

These Analysts Revise Their Forecasts On Western Digital After Q1 Results

Western Digital beat Q1 FY27 estimates, issued strong Q2 guidance, while shares fell 1.9%; analysts adjusted price targets after earnings.read more...

Western Digital's Q1 Earnings & Revenues Beat, Dividend Hiked by 17%

WDC's fiscal Q1 earnings and revenue beat estimates, fueled by strong cloud demand and pricing gains, as higher-capacity drives and new technology transitions drive growth.

WDC's Pricing-Driven Earnings Beat Divides Wall Street — Analysts Warn Rising Capex, Potential Supply Increases Could Pressure Valuations

Equity

Western Digital's December-quarter earnings guidance topped estimates, but analysts remain divided over whether strong hard disk drive pricing and elevated margins can persist.

• Reported GAAP EPS of $4.64 up 160.67% YoY
• Reported revenue of $4.38B up 55.46% YoY
• Western Digital expects Q2FY27 revenue of $5.1B +/- $100M, non-GAAP gross margin of 60%61%, and diluted net income per common share of $5.80 +/- $0.20.

Western Digital flagged Cloud-end-market and top-customer revenue concentration, reported GAAP diluted EPS down 44% Q/Q, and reported cash of $1.31B versus $1.58B at July 3, 2026.

Western Digital posted 55% year-over-year revenue growth, non-GAAP gross and operating margins of 58.1% and 49.1%, and cited robust exabyte growth, improved pricing, and technology transitions.

Western Digital Corp. engages in the development, manufacture, marketing, and sale of data storage devices and solutions. It operates through the Hard Disk Drives (HDD) segment. The company was founded by Alvin B. Phillips in 1970 and is headquartered in San Jose, CA.

Western Digital Corp.

Neutral Sentiment

<ul class="summary-bullets"><li>UBS warned that rising capital expenditures and accelerating industry supply could pressure hard disk drive stock valuations.</li><li>Goldman Sachs said elevated near-term capital spending and potential capacity increases by rivals could pressure WDC’s valuation and shares.</li><li>Western Digital's revenue rose 55% year over year to $4.38 billion, while adjusted EPS surged to $4.64.</li></ul>Western Digital Corp. (WDC) drew mixed analyst reactions on Friday despite strong fiscal first-quarter earnings and guidance, as concerns over rising capital expenditures and potential increases in industry supply raised questions about the stock’s valuation.Morgan Stanley raised its price target to $668 from $643 and maintained an ‘Overweight’ rating, saying Western Digital delivered a “strong, pricing-driven beat”. The firm highlighted robust December-quarter earnings guidance, but cautioned “the market continues to be fickle,” according to the note cited by TheFly.UBS, however, lowered its target to $435 from $470 and kept a ‘Neutral’ rating. Despite acknowledging strong results and supply-constrained demand, the firm warned that rising capital expenditures, accelerating supply and uncertainty over demand beyond the current cycle could lead to further valuation compression.As of this writing, <a href="https://stocktwits.com/symbol/WDC">WDC stock</a> was down more than 4% in Friday’s premarket, on track to extend the previous session’s 6.4% decline. It was also among the top trending tickers on Stocktwits.&nbsp;<h2 class="st-heading-2">Citi Backs Demand Outlook, Goldman Flags Valuation Risks</h2>Citi maintained its ‘Buy’ rating, saying Western Digital's strong quarter reinforced its positive outlook on the hard disk drive (HDD) storage cycle. The firm, however, lowered the price target, citing a reduced peer valuation multiple, per TheFly.Goldman Sachs said WDC shares could trade modestly lower despite strong quarterly results and guidance well above consensus, as elevated near-term capex and potential capacity increases by competitors could limit valuation multiples.The firm noted that management continues to expect sustained demand, constrained industry supply, and further growth in revenue, margins, and earnings.<div><figure class="table"><table class="ck-table-resized"><colgroup><col><col><col><col><col></colgroup><tbody><tr><td>Analyst Firm</td><td>Rating</td><td>New Target</td><td>Previous Target</td><td>% Change From Last Close (Oct. 22)</td></tr><tr><td>Baird</td><td>Outperform</td><td>$900</td><td>$630</td><td>+154.1%</td></tr><tr><td>Morgan Stanley</td><td>Overweight</td><td>$668</td><td>$643</td><td>+88.6%</td></tr><tr><td>Citi</td><td>Buy</td><td>$660</td><td>$740</td><td>+86.3%</td></tr><tr><td>Goldman Sachs</td><td>Neutral</td><td>$540</td><td>$615</td><td>+52.5%</td></tr><tr><td>UBS</td><td>Neutral</td><td>$435</td><td>$470</td><td>+22.8%</td></tr></tbody></table></figure></div><h2 class="st-heading-2">WDC Forecasts Stronger Revenue Growth And Margins</h2>Western Digital's fiscal first-quarter (Q1) revenue rose 55% year over year to $4.38 billion, beating the $4.14 billion analyst consensus tracked by FiscalAI. Adjusted EPS surged to $4.64, exceeding the consensus estimate of $4.10.The company forecast fiscal second-quarter (Q2) revenue of $5 billion to $5.2 billion, representing approximately 69% year-over-year growth at the midpoint. The company expects adjusted gross margin of 60% to 61% and adjusted EPS of $5.60 to $6.<h2 class="st-heading-2">Retail Investors’ Sentiment Around WDC Stock</h2>Despite the recent selloff, retail investors’ sentiment around WDC stock flipped to the ‘bullish’ territory amid ‘high’ levels of message volume.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_10_23_170834_f47281e8be.png" alt="Screenshot 2026-10-23 170834.png" width="815" height="421"><figcaption>WDC stock retail sentiment on October 23, as of 08:00 a.m. ET | Source: Stocktwits</figcaption></figure>So far this year, WDC shares have surged nearly 89%. By comparison, the iShares AI Innovation and Tech Active ETF (<a href="https://stocktwits.com/symbol/BAI">BAI</a>), which holds the stock, has risen over 18% over this period.See Also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/cathie-wood-s-ark-loads-up-38-110-meta-shares-across-3-et-fs-despite-mounting-ai-spending-concerns/cZxyX6URBxa">Cathie Wood's ARK Loads Up 38,110 Meta Shares Across 3 ETFs Despite Mounting AI Spending Concerns</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A person holds a smartphone displaying the Western Digital logo. (Photo credit should read CFOTO/Future Publishing via Getty Images)

Western Digital Corp. (WDC) drew mixed analyst reactions on Friday despite strong fiscal first-quarter earnings and guidance, as concerns over rising capital expenditures and potential increases in industry supply raised questions about the stock’s valuat

WDC's Pricing-Driven Earnings Beat Divides Wall Street — Analysts Flag Rising Supply, Valuation Risks

iShares A.I. Innovation and Tech Active ETF

Too early to tell

Memory stocks have been under significant selling pressure in recent weeks. Is the selloff done? Cast your vote and drop your reasoning in the comments.

Is the pullback in memory stocks over? 
 
Explain your reasoning in the comments.

Current Price	$356.13
Prev Close	$343.67
Open	$346.28
Dividend Yield	0.09%
50-Day Moving Average	$429.95
Beta	2.05
Avg. Volume	6.63M
PE Ratio	13.84

52-Week High	$799.87
52-Week Low	$121.85
Market Capitalization	$128.64B
EPS (Annual)	$24.28
Price to Book	14.25
Revenue Per Employee	$322,975.00

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