Tag Archives: stx

Hard Drive Crash: Seagate Dives On Guidance, Western Digital Too

Seagate Technology ( STX ) stock plunged Thursday after the company released preliminary earnings late the previous day that were below its earlier guidance due to weak demand for its disk drives in servers and personal computers. Seagate stock crashed 20.1% to 27.11 in the stock market today , the lowest since late January. The news also hit Western Digital ( WDC ), which fell 6.65% to 41.82. Seagate and Western Digital are the two largest providers of disk drives. IBD’s Take: How healthy are shares of Seagate and Western Digital, and how do they stack up vs. rivals? Find out at IBD Stock Checkup Seagate expects to report revenue of about $2.6 billion, below previous guidance of $2.7 billion, for its fiscal third quarter. That would be a 21% decline year over year and the fifth straight quarterly decline. Seagate expects to report a non-GAAP gross profit margin of 23% vs. its previous guidance of 25.6%. Seagate attributed the shortfall to lower demand for disk drives in the business sector, as well as weaker demand for disk drives among China-based PC makers and the company’s decision not to aggressively participate in the low-capacity notebook market, among other reasons. Seagate will report its full earnings before the market open April 29. The company expects to report disk drive unit shipments of about 39 million, representing approximately 40% market share. Western Digital is scheduled to report its fiscal-third-quarter earnings April 28 after the market close.

Western Digital Started With Buy Rating After SanDisk Acquisition

Summit Research initiated coverage of Western Digital ( WDC ) with a buy rating, saying that the company’s market position improved following its $16 billion acquisition of SanDisk ( SNDK ) this month. Summit Research analyst Srini Sundararajan set a price target on Western Digital of 74. Western Digital stock was near 46, down a fraction, in afternoon trading in the stock market today and just above its 50-day moving average. Western Digital is the largest supplier of disk drives, followed closely by Seagate Technology ( STX ). Western Digital holds a 44% share of the disk drive market, with Seagate at 40%. Western Digital shareholders approved the deal to acquire SanDisk early this month, creating a company that is a formidable competitor in both disk drives and flash-chip storage. SanDisk is a leading provider of chips used for data storage in a wide variety of devices, including smartphones, tablets and PCs. The acquisition is expected to double Western Digital’s addressable market from to $75 billion from $37 billion. Sundararajan, in a research report, said that SanDisk, which has a strong retail business, will be able to move up the ladder in the enterprise market, where Western Digital is strongest. Western Digital, meanwhile, gets the ability to offer chip-based storage in areas where its disk drive technology is losing ground. The combined company will have annual revenue of nearly $20 billion, vs. $13.7 billion for Seagate. Image provided by Shutterstock .

Western Digital Now A Storage Powerhouse With SanDisk Acquisition

Western Digital ( WDC ) shareholders approved a $16 billion deal to acquire SanDisk ( SNDK ), creating a formidable competitor in both disk drives and flash-chip storage. “We like the merger,” Monika Garg, an analyst at Pacific Crest Securities, wrote in a research note. “The deal makes strategic sense for both companies. For Western Digital, it removes an overhang from the flash-chip impact on hard disk drives. Western Digital would then own the best flash assets and supply for its solid-state drive business.” SanDisk is a leading provider of chips used for data storage in a wide variety of devices, including smartphones, tablets and PCs. The deal will help SanDisk, which has a strong retail business, to move up the ladder into the enterprise market, where Western Digital is strongest. Western Digital gets the ability to offer chip-based storage in areas where its disk drive technology is losing ground. Western Digital and SanDisk combined had revenue of about $20 billion in 2015. Western Digital is the largest provider of disk drives, ahead of Seagate Technology ( STX ), though the market has struggled as PC sales decline. Western Digital and Seagate have pursued the flash chip market. “This combination brings together two tremendous companies and cultures ideally positioned to capture the growth opportunities in our rapidly evolving industry,” said Steve Milligan, Western Digital CEO, in a statement announcing the deal. China regulators are the last remaining obstacle. China has a say in the transaction, based on Western Digital investments in that country. RBC analyst Amit Daryanani said in a research note that he expects China to approve the deal. More than 90% of votes cast were in favor of approving the issuance of Western Digital stock in connection with the acquisition, Western Digital said. SanDisk said 98% of its shareholders approved the deal. “The combination of SanDisk with Western Digital will enable the combined company to offer the broadest portfolio of industry-leading, innovative storage solutions to customers across a wide range of markets and applications,” said SanDisk CEO Sanjay Mehrotra in a statement . SanDisk shareholders will receive $67.50 in cash and 0.2387 Western Digital share for each share of SanDisk stock. That amounts to about $79 per share, based on Monday’s closing price of $48.19 for Western Digital. The deal was valued at $86.50 a share, or about $19 billion, when it was first announced on Oct. 21. That changed when China’s Unisplendour pulled its plan to make a $3.8 billion investment for a 15% stake in Western Digital on Feb. 23, amid a U.S. government inquiry. By terminating the investment, Unisplendour triggered the alternative deal. Western Digital anticipates seeing $500 million in total cost synergies, not including tax savings, from the acquisition. Institutional Shareholder Services, a leading independent proxy advisory firm, issued a report on Feb. 29 recommending Western Digital shareholders approve the deal and said the transaction could attain $1.1 billion in cost synergies within 12 months of closing. Shares of Western Digital and Seagate were down 1.5% each in midday trading in the stock market today , near 45 and 76, respectively. Needham analyst Richard Kugele said in a research note that the focus will now quickly shift to Western Digital being able to “streamline two organizations and extract synergy savings while maintaining the strong cash flow of the traditional core to finance the debt.” Kugele has a strong buy on Western Digital stock, with a price target of 90. He said flash-based storage systems are proving critical for the front end of data centers, and increasingly serve as primary storage.