Western Digital Corporation
WDC
NASDAQ·Technology·Computer Hardware·Mkt cap $161.1B
$467.46
▲ +5.86%
P/E
28.64
Mkt Cap
$161.1B
52-Wk Range
$91.65–$799.87
52-Week Range
$91.65 - $799.87
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Up 401.1% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
5 reasons
- Vertically integrated manufacturing with in-house NAND flash production capabilities
- Diversified product portfolio spanning HDDs, SSDs, and embedded flash across multiple markets
- Strong brand portfolio (WD, SanDisk, G-Technology) with established OEM and retail relationships
- Decades of storage technology expertise and R&D investment in next-generation storage solutions
- Global distribution network and manufacturing presence across key markets
Bear Case
1 risk
- High volatility (beta 2.2). Larger-than-normal price swings expected.
Growth
Strong growth ahead
Increasing global data creation from cloud computing, AI, and big data analytics
Value
Fairly valued vs Memory & Storage Semiconductors peers
Momentum
Weak
-11.3% over 3m
Quality
Strong
Strong fundamentals
Dividend
Token
0.11% yield
Smart-money signal
Who's buying WDC right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Latest print - beat on both lines
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Oct 29, 2026
AUG 4, 2026
Reported EPS of $3.56 vs $3.31 consensus (+7.5% surprise). Revenue of $3.7B vs $3.7B expected (+1.3%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Estimate
Actual
Q3 26
+7.5%
Revenue trend · last 8Q
—
+41%
+31%
-31%
-31%
-30%
+45%
+44%
Q1 24
Q2 24
Q3 25
Q4 25
Q1 25
Q2 26
Q3 26
Q4 26
$4.1B
$4.3B
$2.3B
$2.6B
$2.8B
$3.0B
$3.3B
$3.7B
Margins · last 8Q
Gross
54.1%
Operating
40.3%
Profit
85.3%
Wall Street consensus
15 analysts · 73% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
73%
Hold
27%
Sell
0%
Median Price Target
$975.00
▲ +108.6% vs $467.46
Latest: Citi · Aug 7, 2026
2 analysts covering
vs Industry
How WDC stacks vs Computer Hardware
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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