Western Digital spun off SanDisk in Feb 2025 and posted Q3 FY2026 revenue of $3.34B (+45% YoY). Its entire 2026 HDD production is sold out. Is WDC still a buy at current levels?
Seagate (STX) stock outlook 2026: Q3 revenue $3.1B, non-GAAP EPS $4.10 verified. Mozaic 4+ HAMR 44TB drives at hyperscalers, competitive analysis vs WDC, valuation, and investor strategy.
CRDO Credo Technology FY2026 Q3 revenue hit $407M (+201% YoY) with 68.5% gross margin. This 2026 outlook covers AEC technology moat, 87% customer concentration risk, Microsoft partnership, and Buy/Hold/Avoid scenarios for US investors.
ANET Arista Networks 2026 outlook: Q1 2026 revenue of $2.71B (+35% YoY), Non-GAAP operating margin 47.8%, Q2 guide of $2.8B. Covers EOS software moat, NVIDIA Spectrum-X threat, Meta and Microsoft concentration risk, and Buy/Hold scenarios for US investors.
Dell Technologies (DELL) hit $113.5B in FY2026 revenue (+19% YoY) driven by AI-optimized server demand. But gross margins compressed to 20.0%—down from 23.8% in FY2024. Here's what that trade-off means for DELL investors in 2026.