因此，Benchmark将对西部数据2025财年Non-GAAP每股收益预期从8.16美元下调至7.57美元，将2025财年全年销售收入预期从174亿美元下调至167亿美元。Investment bank Benchmark downgraded the rating of Western Digital's stocks from "Buy" to "Hold".
According to Zhito Finance APP, after Micron Technology (MU.US) announced lower-than-expected guidance for the second quarter of fiscal year 2025, investment bank Benchmark downgraded the rating of Western Digital (WDC.US) stocks from "Buy" to "Hold."
Benchmark analyst Mark Miller stated in a report: "We see increasing concerns about Western Digital, including weak NAND pricing due to inventory adjustments by consumer market customers, a continued slowdown in NAND demand in the industrial and autos markets, the weak guidance announced by Micron Technology for the second quarter of fiscal year 2025, and a decline in NAND market share."
Therefore, Benchmark lowered its non-GAAP EPS forecast for Western Digital for fiscal year 2025 from $8.16 to $7.57, and reduced the full-year sales revenue forecast for fiscal year 2025 from $17.4 billion to $16.7 billion.
Analysts stated: "In the last three quarters, Western Digital's market share in NAND has fallen from around 15% to 10.5%. We attribute this to Western Digital's NAND sales being concentrated in the consumer market. Micron Technology expects that the consumer market will not recover until later in 2025."
