Micron (MU) vs Western Digital (WDC): Which AI Infrastructure Stock Offers Better Value?
Micron and Western Digital are benefiting from the AI infrastructure trend, with Micron delivering record quarterly revenue and Western Digital seeing growth in its cloud segment. The two companies offer complementary technologies, with Micron focusing on memory solutions and Western Digital on storage systems.
Micron achieved record quarterly revenue of $23.86 billion in its fiscal Q2 2026. The company's gross margin was 74.4% and net income was $13.79 billion. Western Digital generated $2.82 billion in fiscal Q1 2026 revenue, a 27% year-over-year increase. Micron's high-bandwidth memory technology is driving its growth, while Western Digital's focus is on hard-disk drive technology and enterprise storage infrastructure. Wall Street assigns Micron a Buy rating with a $453.55 average target, while Western Digital receives a Moderate Buy rating with a $265.58 target. The companies are investing in AI infrastructure, with Micron increasing its capital expenditure forecast above $25 billion.
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