AI And Hyperscaler Demand Will Expand Storage Opportunities

Published
08 Aug 24
Updated
06 Aug 25
AnalystConsensusTarget's Fair Value
US$86.14
13.4% undervalued intrinsic discount
06 Aug
US$74.64
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1Y
23.6%
7D
-3.4%

Author's Valuation

US$86.1

13.4% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on04 Aug 25
Fair value Increased 25%

The sharp increase in Western Digital’s consensus price target is primarily driven by a significant turnaround in projected revenue growth from -11.2% to 7.3% annually, resulting in a fair value revision from $68.67 to $85.33. What's in the News Western Digital provided financial guidance for the fiscal first quarter of 2026 with expected revenues of $2.7 billion.

Shared on07 May 25
Fair value Increased 14%

Shared on30 Apr 25
Fair value Decreased 5.08%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on23 Apr 25
Fair value Decreased 0.89%

AnalystConsensusTarget has decreased shares outstanding growth rate from 0.1% to 0.0%.

Shared on16 Apr 25
Fair value Decreased 13%

AnalystConsensusTarget has decreased future PE multiple from 30.8x to 25.8x.

Shared on09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Increased 3.28%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Decreased 4.51%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on10 Mar 25
Fair value Increased 19%

AnalystConsensusTarget has decreased profit margin from 15.7% to 13.0%, increased future PE multiple from 17.0x to 31.5x and increased shares outstanding growth rate from 0.0% to 0.1%.