Western Digital Corporation

(NASDAQ Global Select)

Top News rankings and signal summaries are processed using AI and may contain errors.

1
Very Bullish +85

Western Digital Stock Tripled: What Changed And What Did Not?

Earnings report Financial outlook AI-generated analysis

Western Digital (WDC) stock surged 217.9% over the twelve months ended October 28, 2026, significantly outperforming the S&P 500's 13.7% gain. This rally was driven by a combination of favorable market sentiment regarding storage pricing and strong fundamental performance reported in fiscal Q1 2027. The...

Bullish Signals

  • Stock tripled to +217.9% vs S&P 500's +13.7% by Oct 28, 2026.
  • Q1 2027 revenue surged 55.5% to $4.38B on capacity and price gains.
  • Operating margins hit 47.7%, highest since fiscal Q2 2017.
  • Net income tripled to $9.9B trailing twelve months, up from $2.56B.
  • Cloud revenue comprised 88% of sales in fiscal Q1 2027.
2
Very Bullish +76

Western Digital (WDC) Stock Surges as Analysts Set $660 Price Target Following Q3 Beat

AI-generated analysis

Western Digital (WDC) posted a strong fiscal third-quarter 2026 result, reporting adjusted earnings per share of $2.72, which significantly beat the Wall Street consensus of $2.39 by $0.33. The company also reported quarterly revenue of $3.34 billion, marking a 45% year-over-year increase and exceeding analyst...

Bullish Signals

  • WD beat EPS estimates, posting $2.72 per share.
  • Revenue surged 45% to $3.3 billion, beating forecasts.
  • Gross margins expanded 436 bps to reach 51.5%.
  • Q4 guidance raised with EPS expected between $3.10-$3.40.
  • AI demand and pricing drive stock support.
  • New HDDs deliver 2-4x conventional throughput in testing.
  • HAMR deployment accelerated to first half of 2027.
  • Cantor upgraded price target to $660 from $500.
  • Bernstein raised objective to $590 on strong performance.
  • Institutional ownership stands at 92.51%.

Bearish Signals

  • Insiders sold $19.2M shares in 90 days.
  • Stock up 160% YTD raises valuation concerns.
  • P/E multiple at 25.79 limits short-term gains.
3
Very Bullish +85

Western Digital Is the Best-Performing Nasdaq-100 Stock. Can It Keep Going? - 24/7 Wall St.

AI-generated analysis

Western Digital (WDC) has emerged as the top-performing stock in the Nasdaq-100, surging over 59% year-to-date despite a broader tech sector sell-off that pushed the index down more than 8%. Although the stock recently retreated roughly 14% from its all-time high near $320 due to...

Bullish Signals

  • Pure-play leader in high-capacity HDDs for massive AI workloads.
  • 2026 capacity sold out with orders extending to 2028.
  • Recent quarterly results showed solid revenue growth and earnings beat.
  • Multi-year contracts remove cyclical uncertainty plaguing the storage sector.
  • Hyperscale demand drives stronger pricing power and expanding margins.
  • Analyst price targets rising significantly above current trading price.
  • Stock pullback viewed as attractive entry point by analysts.
4
Bullish +75

Is Western Digital stock still a buy amid AI shake up?

Earnings report Financial outlook Share buyback AI-generated analysis

Western Digital (NASDAQ:WDC) reported robust financial performance driven by surging demand for enterprise data center storage within the expanding AI infrastructure ecosystem. The company delivered first-quarter revenue of $4.4 billion, representing a 55% year-over-year increase, with gross margins reaching 58.1%, up significantly from the prior...

Bullish Signals

  • Q1 revenue hit $4.4B, up 55% YoY.
5
Bullish +65

Western Digital Slips 2.7% as AI Storage Rally Cools After Record Cash and Guidance

AI-generated analysis

Western Digital Corp. shares fell approximately 2.7% to $469.42 on Thursday as investors locked in gains following a historic fiscal 2026 performance that turned hard-disk drives into a dominant AI trade. The stock had previously surged over 650% year-to-date, but the market is now digesting...

Bullish Signals

  • Fiscal 2026 revenue hit $12.92B, up 36% YoY.

Bearish Signals

  • Shares fell 2.7% to $469.42 after historic rally gains.
  • Stock dropped >5% pre-market and 11% after earnings report.
  • Analyst price targets range widely from $428 to $900.
  • P/E of 19x deemed expensive despite strong margins.
6
Bullish +65

Western Digital (WDC) Stock Surges 6% as AI Data Center Boom Fuels Storage Rally

AI-generated analysis

Western Digital (WDC) shares surged 5.9% to $467.46 following impressive quarterly results that significantly exceeded Wall Street expectations. The storage giant reported earnings per share of $3.56 against a consensus of $3.31, with total revenue reaching $3.75 billion, a 44% year-over-year increase. This performance was...

Bullish Signals

  • Shares surged 5.9% as EPS hit $3.56.
  • Cloud sales reached $3.3 billion, representing 89% of revenue.
  • Non-GAAP gross margin widened to 54.4%.
  • Pricing per terabyte increased in the high teens YoY.
  • ROE hit 48.15% with $3.1B distributed to shareholders.

Bearish Signals

  • CEO sold $8.9M shares in August amid >$10M quarterly insider selling.
  • Trades at 7.52x forward sales vs 3.05x sector average.
7
Bullish +72

Micron and Western Digital Rise 6%, SanDisk Gains 5% as Memory Stocks Rally Into Micron’s Earnings

AI-generated analysis

Western Digital (WDC) shares rose approximately 6% to around $788 on Monday, joining a broader rally in memory and storage stocks ahead of Micron Technology's earnings report. The sector is gaining momentum despite geopolitical tensions involving the U.S. and Iran, driven by strong conviction in...

Bullish Signals

  • Western Digital shares rose 6% to $788 with analyst upgrades.
  • Needham raised Micron price target to $1,550 on strong demand.
  • SanDisk Q2 revenue hit $5.95 billion with 78% gross margin.
  • Apple confirms rising memory costs driving sector-wide price hikes.
  • JPMorgan cites accelerating hard drive price increases for positive outlook.

Bearish Signals

  • RSI readings of 74 and 70.9 suggest short-term pullback risks.
  • Bearish retail sentiment persists despite significant stock price appreciation.
  • Price is significantly above analyst consensus target of $945.6.
8
Bullish +72

Western Digital Stock Gains Fresh Attention After Earnings Beat and AI Storage Demand Strengthens

AI infrastructure Earnings report Financial outlook AI-generated analysis

Western Digital (WDC) reported quarterly results that surpassed expectations, driven by revenue growth, expanded margins, and surging demand for AI data center storage. The company's hard drives have become critical components in hyperscale infrastructure planning, with a significant portion of recent activity linked to AI-driven...

Bullish Signals

  • Revenue hit $4.38B with higher margins from AI demand.

Bearish Signals

  • High margins face scrutiny over capacity additions and tech shifts.
  • Margin sustainability relies on limited sold-out production duration.
9
Bullish +75

Western Digital (WDC) Stock Dips 3% Despite Strong Earnings—Should Investors Buy the Pullback?

AI-generated analysis

Western Digital (WDC) shares declined approximately 3.1% on Thursday, settling near $575–$576 after hitting an intraday low of $564.56, despite the company reporting strong third-quarter results that exceeded analyst expectations. The stock has surged nearly 23% over the preceding month, outperforming both the technology sector...

Bullish Signals

  • Western Digital EPS beat estimates at $2.72.
  • Revenues surged 45.5% year-over-year to $3.34 billion.
  • Fourth-quarter guidance projects 97.6% growth versus prior year.
  • Citigroup boosted price target by 37%.
  • Barclays raised target to $620 with overweight rating.
  • 18 of 22 analysts assign buy ratings.
  • Quarterly dividend enhanced to $0.15 per share.
  • Institutional ownership stands at 92.51%.

Bearish Signals

  • Shares declined 3.1% despite strong earnings.
  • Trading volume dropped 28% below average levels.
  • Forward P/E of 59.3 exceeds industry average of 24.53.
  • Executives sold 37,408 shares in three months.
  • Average price target of $424.33 is below current price.
10
Bullish +75

Micron Rises 7%, Western Digital Climbs and SanDisk Climb 4% as Memory Stocks Extend Parabolic Run

AI-generated analysis

Western Digital (WDC) shares climbed 4% alongside peers Micron and SanDisk as memory and storage stocks continued a strong rally driven by AI infrastructure demand. The sector is benefiting from a "supercycle" where hyperscalers are building out compute capacity, which necessitates significant increases in DRAM,...

Bullish Signals

  • Western Digital stock gained 4% to $554 on AI supercycle.
  • Micron Q1 FY2026 revenue up 57% YoY to $13.64B.
  • Western Digital Q3 FY2026 gross margin crossed 50% at 51%.
  • SanDisk Q3 FY2026 revenue surged 251% YoY to $5.95B.
  • Western Digital lifted dividend by 20% to $0.15 per share.
  • NVIDIA Computex signals increased AI infrastructure and storage capacity needs.
  • NAND flash prices surged 60-75% recently per IndexBox.

Bearish Signals

  • Western Digital stock is deeply extended after surging 226% year-to-date.
  • Memory stocks face downside risk as premium valuations may reverse.
  • SanDisk director sold $870K in shares, warranting monitoring.
  • Micron faces uncertainty with only 64% chance of closing above $880.
  • SanDisk's rejected $1,150 tender offer highlights sector valuation dislocation.
11
Bullish +65

Western Digital stock prediction: $451.28 bull, $197.92 bear

Dividend Earnings report AI-generated analysis

Western Digital (WDC) reported strong fiscal Q1 results with revenue of $4,381 million, up 55% year-over-year, and non-GAAP diluted EPS of $4.64, a 161% increase. The growth was primarily driven by the cloud segment, which saw exabyte volume rise over 20% and price per exabyte...

Bullish Signals

  • Revenue surged 55% YoY to $4,381M driven by cloud growth.
  • Non-GAAP EPS jumped 161% to $4.64 amid strong momentum.
  • Cloud segment now dominates with 88% of total revenue.
  • Management raised Q2 guidance to $5.0B-$5.2B revenue range.
  • Aggressive buyback removed 2M shares at ~$500/share.

Bearish Signals

  • EPS fell to $4.63 after removing $2,050M Sandisk gain.
12
Bullish +65

Western Digital stock rises as strong earnings offset capex and supply concerns

Dividend Earnings report AI-generated analysis

Western Digital reported strong fiscal first-quarter results, with revenue surging 55% year over year to $4.38 billion, significantly beating analyst expectations of $4.14 billion. Adjusted earnings per share reached $4.64, surpassing the consensus estimate of $4.14 billion. The company attributed this robust performance primarily to...

Bullish Signals

  • Revenue surged 55% YoY to $4.38B in Q1.
  • EPS hit $4.64, beating estimates on AI demand.
  • Dividend raised 17% to 17.5 cents per share.
  • Guidance projects Q2 revenue of $5.0-5.2B.

Bearish Signals

  • Rising capex may pressure future margins despite strong performance.
  • Industry supply increases could weaken pricing power across HDD market.
  • AI data-center HDD demand may slow faster than anticipated.
13
Bullish +75

Western Digital Corporation (WDC) Is a Trending Stock: Facts to Know Before Betting on It - Yahoo Finance

AI-generated analysis

Western Digital Corporation (WDC) has emerged as a trending stock, outperforming the broader market with shares rising 2.2% over the past month compared to the S&P 500's 0.2% gain. The company operates within the Computer Storage Devices industry, which has seen significant growth of 9.8%...

Bullish Signals

  • Beat EPS estimates for four consecutive quarters.
  • Top revenue estimates every quarter over last four periods.
  • Recent revenues of $3.34 billion surpassed expectations by 3.12%.
  • Current quarter earnings projected to surge 97.6% year-over-year.
  • Full-year fiscal earnings estimates increased 103.3% to $10.02.
  • Zacks Rank #1 Strong Buy rating due to positive changes.
  • Shares returned +2.2% over past month, outperforming S&P 500.
  • Next fiscal year earnings forecast to grow 71.6%.

Bearish Signals

  • Western Digital graded F on Zacks Value Style Score.
  • Projected revenue decline of -3.1% for current fiscal year.
  • High valuation multiples suggest stock is overvalued.
14
Bullish +65

Western Digital (WDC) rises 3.5% as AI-storage demand narrative and recent buyback authorization continue to support shares - Quiver Quantitative

AI-generated analysis

Western Digital (WDC) shares rose 3.5% driven by a bullish narrative surrounding tight high-capacity hard drive supply for AI and cloud workloads, alongside the company's expanded share repurchase authorization of $4.0 billion. The stock's momentum is supported by recent analyst upgrades and target price increases,...

Bullish Signals

  • Secured $4.0B share repurchase authorization.
  • Key storage partner for AI data economy.
  • New 40TB UltraSMR HDD qualifying with hyperscale.
  • 2026 production capacity heavily booked.
  • 15 buy ratings, zero sell ratings.
  • FMR LLC added $1.7B position (+42%).
  • Strong institutional confidence in Q4 2025.

Bearish Signals

  • CEO sold $36M shares; Legal Officer also sold shares. Bank of America cut $1.7B position.
15
Bullish +75

Western Digital Surges 540% in a Year: Is the Stock Worth Buying? - Zacks Investment Research

AI-generated analysis

Western Digital (WDC) has surged 540% over the past year, outperforming peers like Seagate and rivals in the server space. The stock recently hit a 52-week high of $309.9, prompting analysis on whether the investment opportunity remains viable after such a dramatic rally. Analysts highlight...

Bullish Signals

  • Secured firm orders through 2026/2028 with top customers.
  • Qualifying 40TB UltraSMR HDD for volume in H2 FY26.
  • Targets ePMR to 60TB and HAMR to 100TB by 2029.
  • Developing High Bandwidth Drive and Dual Pivot for AI.
  • Repurchased 3.8M shares for $615M; authorized $4B more.
  • Targets >20% revenue CAGR with gross margins exceeding 50%.

Bearish Signals

  • Market dominated by WD and Seagate duopoly.
  • Loss of single large customer is significant risk.
  • AI demand increases complexity and lengthens lead times.
16
Bullish +65

Western Digital (WDC) jumps 8% as investors refocus on AI-driven storage demand after recent pullback - Quiver Quantitative

AI-generated analysis

Western Digital (WDC) shares surged 8% following a market rebound and renewed investor focus on AI-driven storage demand. The rally appears to be a technical snap-back after recent risk-off selling, but it is underpinned by management commentary suggesting that AI workloads, particularly video generation, will...

Bullish Signals

  • AI workload demand drives structural growth in high-capacity storage.
  • Sustained nearline storage demand expected due to AI data growth.
  • Improving profitability and strong cloud demand in recent results.
  • Clear visibility into hyperscaler demand planning through 2026.
  • 15 buy ratings with highest target of $420.00.

Bearish Signals

  • CEO/COO sold heavily; zero insider buys in six months.
  • Institutions cut $1.7B and $1.3B positions in Q4 2025.
17
Somewhat Bullish +45

Western Digital or Micron? Jim Cramer Says “I Think Micron’s a Better Company.” Here’s the Test

Company update AI-generated analysis

Jim Cramer recently compared Western Digital (WDC) and Micron Technology (MU), favoring Micron due to its advanced memory technology and higher current gross margins of 80.7% in fiscal 2026 versus WDC's 48.9%. Despite this preference, the article highlights that WDC presents a compelling alternative with...

Bullish Signals

  • Q1 2027 revenue hit $4.38B, up 55% YoY.
  • Non-GAAP gross margin expanded to 58.1% in Q1.
  • Management expects Q2 revenue of $5.1B with 60-61% margins.
  • ASP per TB rose 28% YoY on stronger demand.
  • Analysts project EPS growth from $24.72 to $40.40.

Bearish Signals

  • Pricing power critical for future profitability.
  • Stock declined 28% recently showing volatility.
  • Historical comparisons need caution post-Sandisk split.
18
Somewhat Bearish -45

Marvell and Western Digital Just Had Their Worst Week Since 2001

Dividend Guidance raised AI-generated analysis

Western Digital (WDC) shares plunged approximately 28% over the week ended November 6, 2026, marking its worst weekly decline since September 2001. This significant drop occurred despite the company raising its earnings guidance, suggesting the selloff was driven by broader market reactions to election results...

Bullish Signals

  • Raised Q2 guidance to $5.1B with 60-61% gross margins.
  • Ended quarter with net cash and increased dividend 17%.
  • Provided visibility up to 2031 for top seven customers.

Bearish Signals

  • Shares plunged 28% in week ended Nov 6, 2026.
  • Risk from anti-data-center laws or hyperscaler spending cuts.
19
Bullish +60

Micron vs. Western Digital: Jim Cramer Says One Stock Is Good, the Other Is Better

Analyst upgrade Financial outlook AI-generated analysis

Jim Cramer recently compared Western Digital and Micron, explicitly favoring Micron for its superior technology despite both stocks facing recent declines. While Western Digital shares rose 4.5% on Tuesday, they remain significantly below their June peak, whereas Micron is attempting a comeback after a broader...

Bullish Signals

  • Revenue $4.38B, earnings $4.64 beat estimates.

Bearish Signals

  • Pricing sustainability concerns amid potential facility spending slowdown.
  • Stock trades 52% below June peak due to wariness.
20
Slightly Bearish -20

Sandisk Sinks 9% Despite Earnings Beat, Raised Guidance and 8-for-1 Split; Western Digital Tumbles 8%, Seagate Slides 7%, Micron Falls 6%

Earnings report Share buyback AI-generated analysis

Sandisk (SNDK) shares tumbled 9% in morning trading following its Q1 FY2027 earnings report, despite the company beating revenue and EPS estimates and raising guidance for the second quarter. The stock's sharp decline occurred against a backdrop of a massive 460% year-to-date rally, which investors...

Bullish Signals

  • Context: Peer Western Digital stock fell 8% to $365 following Sandisk's report, though it remains up 112% year-to-date.
  • Context: The broader memory sector selloff included Seagate dropping 7% and Micron sliding 6%, indicating a sector-wide rotation rather than isolated company failure.

Bearish Signals

  • Peer Sandisk decline dragged WDC shares down 8%.