11 Unstoppable Stocks to Buy According to Analysts

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4. Seagate Technology Holdings (NASDAQ:STX)

Average Upside Potential: 94%

Market Cap: $125.40 billion

1-Year Performance: 108.06%

Seagate has cut its gross debt to $1.6 billion from $3.6 billion since its fiscal year ended, while hard drive demand from cloud companies keeps climbing. Revenue was $4.233 billion in the fiscal first quarter, against $2.629 billion a year earlier, and gross margin reached a record on a GAAP basis.

Chair and Chief Executive Officer Dave Mosley said the quarter brought record profitability and its highest free cash flow ever for a September quarter. That cash is going to debt first. Seagate retired about $1.2 billion of principal in the quarter and another $750 million after it ended. It still returned money to shareholders through dividends and buybacks, and it declared a quarterly dividend of $0.76 per share.

The next quarter looks stronger. Seagate guided to revenue of $4.8 billion, plus or minus $100 million, and non-GAAP earnings of $9.20 per share, plus or minus $0.20. Chief Financial Officer Gianluca Romano said he expects operating margin to move toward the mid-50% range. That turnaround is the story in our look at how Seagate tripled by selling a technology many had written off.

3. Western Digital (NASDAQ:WDC)

Average Upside Potential: 99%

Market Cap: $116.50 billion

1-Year Performance: 98.04%

Western Digital raised its dividend after a quarter in which earnings per share rose 161%. Revenue was $4.38 billion in the fiscal first quarter, up 55% from a year earlier. Gross and operating margins both widened, which is how earnings grew so much faster than sales.

Chief Executive Officer Irving Tan said the year is off to a strong start, with results ahead of expectations on strong customer demand and steady execution. He added that Western Digital is deepening customer relationships, reaching new parts of the market and gaining visibility into future demand. The board lifted the quarterly dividend 17% to $0.175 per share, and the company produced strong free cash flow in the quarter.

Management expects the pace to hold. It guided to fiscal second-quarter revenue of $5.1 billion, plus or minus $100 million, which would be up 66% to 72% from a year earlier. Chief Financial Officer Kris Sennesael tied the results to growth in exabytes shipped and better pricing. Readers weighing the stock can see a valuation view in our assessment of whether Western Digital is a good investment at its price.

2. Micron Technology (NASDAQ:MU)

Average Upside Potential: 103%

Market Cap: $906.30 billion

1-Year Performance: 238.06%

Micron closed fiscal 2026 with revenue of $133.19 billion, against $37.38 billion the year before. Fourth-quarter revenue alone was $54.23 billion, compared with $11.32 billion in the same quarter a year earlier. Operating cash flow grew sharply as well, and the company said strong AI-driven demand shaped the quarter. Micron also said its server memory modules have passed several customer qualifications, and that its newest solid-state drives for AI workloads are now shipping to leading customers.

Chairman and Chief Executive Officer Sanjay Mehrotra said that Micron “delivered record fiscal 2026 results, and we expect an even stronger fiscal 2027.” The company backed that up with fiscal first-quarter revenue guidance of $61.5 billion, plus or minus $1.5 billion, and said it expects revenue to grow every quarter.

The balance sheet gives it room to keep investing. Micron ended the year with $73.48 billion in cash, marketable investments and restricted cash, and it kept paying a quarterly dividend. Why the stock trades at such a low multiple is the subject of our analysis of what Wall Street may be missing about Micron.

1. Sandisk (NASDAQ:SNDK)

Average Upside Potential: 131%

Market Cap: $133.48 billion

1-Year Performance: 285.14%

Sandisk made $11.0 billion in revenue in the fiscal first quarter, up 23% from the quarter before. It earned far more than a year earlier, and its profit margins stayed very high. The company makes flash memory used in everything from phones to the enterprise drives that store data for AI.

Chairman and Chief Executive Officer David Goeckeler said demand for its products is strong and growing, and that its data center business grew faster than the rest of the company. Management guided to fiscal second-quarter revenue of $12.2 billion to $12.6 billion, a step up from the quarter just reported, and it expects margins to stay near current levels.

Sandisk is also returning cash. It spent $5.0 billion to buy back shares in the quarter, and over two quarters it has repurchased a meaningful share of its stock. The company announced an 8-for-1 stock split as well, with split-adjusted trading expected to begin next week. The per-share figures in its guidance are shown before the split. Whether the profit surge can last is the question in our analysis of Sandisk at six times forward earnings.

READ NEXT: Sandisk (SNDK) Is Up 1,322% in a Year: Is There Still Room to Run? and Micron (MU) vs. Sandisk (SNDK): Is the Smaller Factory Bill Really an Advantage?

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