Cantor Fitzgerald Urges Long Position on Western Digital (WDC) Amid AI Infrastructure Wave

Western Digital Corporation (NASDAQ:WDC) is 1 of the hottest large-cap stocks of 2025. On December 16, Cantor Fitzgerald expert CJ Muse raised the firm’s terms people connected Western Digital to $250 from $200, portion keeping an Overweight standing connected the shares. The semiconductor assemblage is acceptable to stay a marketplace person aft a stellar 2025, fixed that the AI epoch is conscionable beginning. While the steadfast acknowledged immoderate mixed economical signals, Cantor Fitzgerald advised investors to support a agelong presumption connected the SOX scale to seizure the upcoming question of AI infrastructure investment.

Earlier connected December 5, China Renaissance initiated sum of Western Digital Corporation (NASDAQ:WDC) with a Buy standing and $193 terms target.

Furthermore, connected December 2, Citi expert Asiya Merchant besides raised the firm’s terms people connected Western Digital to $200 from $180 and kept a Buy standing connected the shares. The steadfast raised its people based connected a robust representation marketplace characterized by a favorable supply-demand balance, constrained accumulation levels, and accordant pricing strength. Demand visibility has present been extended done 2027, a displacement that Citi attributes to the accelerated maturation of unstructured information created by AI.

Western Digital Corporation (NASDAQ:WDC) is making accelerated technological strides to conscionable the monolithic retention needs of AI information lakes. The institution delivered 204 exabytes of retention successful FQ1 2026, which was up 23% year-over-year, and pulled guardant its roadmap for Heat-Assisted Magnetic Recording/HAMR. Qualification for HAMR-based drives is present expected to statesman with a hyperscale lawsuit successful the archetypal fractional of calendar twelvemonth 2026, expanding to 3 customers by year-end.

Western Digital Corporation (NASDAQ:WDC) develops, manufactures, and sells information retention devices and solutions based connected hard disk drive/HDD tech successful the US, Asia, Europe, the Middle East, and Africa.

While we admit the imaginable of WDC arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you’re looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

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Disclosure: None. This nonfiction is primitively published at Insider Monkey.