Shared on 05 Dec 25

Fair value Increased 0.48%

WDC: AI Storage Demand Will Sustain Tight Supply And Margin Upside

Analysts nudged our Western Digital fair value estimate modestly higher, from $180.57 to $181.43, citing a wave of sharply higher Street price targets that reflect stronger than expected exabyte shipments, tighter HDD and NAND supply, improving pricing, and conviction that AI driven storage demand will support structurally higher growth and margins. Analyst Commentary Street research has turned meaningfully more constructive on Western Digital, with a series of higher price targets reflecting a stronger fundamental and cyclical backdrop across both HDD and NAND.

Shared on 21 Nov 25

Fair value Increased 7.81%

WDC: Accelerating AI-Driven Demand Will Sustain Tight Supply And Margin Upside

Western Digital's analyst-derived fair value has been raised significantly, increasing from approximately $167 to $181 per share. Analysts attribute this to stronger earnings, robust demand, and improved pricing dynamics, as reflected in recent price target increases across the Street.

Shared on 06 Nov 25

Fair value Increased 33%

WDC: Future Demand Trends And Supply Tightness Will Shape Share Performance

The consensus analyst price target for Western Digital has been raised significantly, increasing from approximately $126 to $167 per share. Analysts point to strong earnings, expanding margins, and robust demand outlooks as major drivers for the upgrade.

Shared on 22 Oct 25

Fair value Increased 22%

Western Digital's fair value estimate has been raised significantly from approximately $104 to $126 per share. Analysts cite strengthening demand dynamics, improving profitability projections, and a durable shift in industry economics as the reasons behind the upward revision.

Shared on 08 Oct 25

Fair value Increased 5.80%

Western Digital's analyst price target has increased from approximately $98 to $104. Analysts cite stronger outlooks on industry demand, accelerated revenue growth, and tight supply conditions as factors supporting further upside for the company's shares.

Shared on 24 Sep 25

Fair value Increased 9.83%

Western Digital’s analyst price target has risen from $89.14 to $97.91, driven by sharply improving demand for storage products fueled by AI and cloud expansion, price increases amid supply tightness, and growing confidence in its technology leadership. Analyst Commentary Bullish analysts cite sharply improving demand for both NAND and hard disk drives, primarily driven by artificial intelligence, cloud storage expansion, and overall data growth, with lead times for high-capacity drives extending significantly and industry supply remaining tight despite increased output.

Shared on 09 Sep 25

Fair value Increased 1.19%

Analysts have raised Western Digital's price target to $89.14, driven by accelerating AI-led storage demand, improving fundamentals, and greater confidence in the company’s technology roadmap, partially offset by dilution from convertible notes. Analyst Commentary Bullish analysts cite accelerating AI-driven demand for storage, forecasting robust fundamentals and industry-wide tailwinds into 2026.

Shared on 04 Aug 25

Fair value Increased 28%

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 on 07 May 25

Fair value Increased 14%

Shared on 30 Apr 25

Fair value Decreased 5.08%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 23 Apr 25

Fair value Decreased 0.89%

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

Shared on 16 Apr 25

Fair value Decreased 13%

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

Shared on 09 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 3.28%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Decreased 4.51%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 10 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%.

Analysts Boost Western Digital Price Targets Amid Stronger Outlook and Positive Valuation Shifts

WDC: AI Storage Demand Will Sustain Tight Supply And Margin Upside

WDC: Accelerating AI-Driven Demand Will Sustain Tight Supply And Margin Upside

WDC: Future Demand Trends And Supply Tightness Will Shape Share Performance

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