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FINWIRES

シーゲイト・テクノロジーとウェスタン・デジタルは収益成長への「明確な道筋」が見えていると、バンク・オブ・アメリカ・セキュリティーズが指摘

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-- バンク・オブ・アメリカ・セキュリティーズは月曜日のレポートで、シーゲイト・テクノロジー（STX）とウェスタン・デジタル（WDC）は、長期契約とハードディスクドライブの供給逼迫により、収益成長への「明確な道筋」が見えていると指摘した。 同証券会社は、ハードディスクドライブの需要が供給を上回り続けており、OEMメーカーは価格を引き上げることができる状況にあると述べた。また、市場の寡占状態は依然として維持されており、新規参入の可能性は低いとも指摘した。 バンク・オブ・アメリカ・セキュリティーズは、熱アシスト磁気記録（HAMR）技術がハードディスクドライブのエクサバイト出荷量を増加させる一方で、テラバイトあたりのコストを削減していると付け加えた。 同投資会社は、これらの要因により、シーゲイト・テクノロジーは2026年に1株当たり45ドル、ウェスタン・デジタルは33ドルの利益を達成する可能性があると述べた。 BofA証券は、シーゲイト・テクノロジーの目標株価を605ドルから700ドルに、ウェスタン・デジタルの目標株価を415ドルから495ドルに引き上げ、両社とも買い推奨とした。

Price: $592.64, Change: $+6.39, Percent Change: +1.09%

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