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Western Digital Corporation Stock Price

NasdaqGS:WDC Community·US$149.7b Market Cap
  • 4 Narratives written by author
  • 1 Comments on narratives written by author
  • 263 Fair Values set on narratives written by author

WDC Share Price Performance

US$437.93
362.02 (476.91%)
US$329.76
Fair Value
US$437.93
362.02 (476.91%)
32.8% overvalued intrinsic discount
US$329.76
Fair Value
Price US$437.93
mitchell_lawler US$329.76
AnalystConsensusTarget US$662.13
AnalystHighTarget US$897.27

WDC Community Narratives

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Fair Value US$329.76 32.8% overvalued intrinsic discount

Western Digital (WDC) Stock Price is riding a 54% margin that isn't quite what it looks like

2users have liked this narrative
1users have commented on this narrative
20users have followed this narrative
·
Fair Value US$662.13 33.9% undervalued intrinsic discount

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

0users have liked this narrative
0users have commented on this narrative
83users have followed this narrative
·
Fair Value US$897.27 51.2% undervalued intrinsic discount

AI, Cloud And IoT Trends Will Expand Storage Markets

1users have liked this narrative
0users have commented on this narrative
17users have followed this narrative
US$329.76
32.8% overvalued intrinsic discount
15% revenue growth, 23% net margin, and a terminal P/E ratio of 22 times earnings.
US$415
5.5% overvalued intrinsic discount
Revenue
32.82% p.a.
Profit Margin
41.77%
Future PE
15.55x
Price in 2029
US$530.13
US$897.27
51.2% undervalued intrinsic discount
Revenue
38.2% p.a.
Profit Margin
36.85%
Future PE
33.85x
Price in 2029
US$1.15k

Trending Discussion

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Hola soy de Colombia

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Updated Narratives

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Western Digital (WDC) Stock Price is riding a 54% margin that isn't quite what it looks like

Fair Value: US$329.76 32.8% overvalued intrinsic discount
20 users have set this as their fair value
1 users have commented on this narrative
0 users have liked this narrative
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WDC: Long-Term AI Storage Demand Will Outweigh HAMR Execution Risks

Fair Value: US$662.13 33.9% undervalued intrinsic discount
83 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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WDC: AI Storage Supercycle Expectations Will Eventually Pressure Rich P/E

Fair Value: US$415 5.5% overvalued intrinsic discount
2 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Flawless balance sheet and undervalued.

3 Risks
4 Rewards

Western Digital Corporation Key Details

US$12.9b

Revenue

US$6.6b

Cost of Revenue

US$6.3b

Gross Profit

-US$3.0b

Other Expenses

US$9.3b

Earnings

Last Reported Earnings
Jul 03, 2026
Next Reporting Earnings
n/a
26.94
48.85%
71.88%
11.9%
View Full Analysis

About WDC

Founded
1970
Employees
40000
CEO
Tiang Yew Tan
WebsiteView website
www.westerndigital.com

Western Digital Corporation develops, manufactures, and sells data storage devices and solutions based on hard disk drive (HDD) technology in the United States, Asia, Europe, the Middle East, and Africa. The company offers internal HDDs, data center drives, data center platforms, external drives, portable drives, NAS for home and office, and accessories. It sells its data storage devices and solutions through its computer manufacturers, sales personnel, dealers, distributors, and retailers. The company has a collaboration with Open Quantum Design for the development of quantum error correction technology and related systems to advance reliable quantum computing. Western Digital Corporation was founded in 1970 and is headquartered in San Jose, California.

Recent WDC News & Updates

Seeking Alpha 15h

Western Digital: Q4 2026 Confirms The Market Is Still Underpricing EPS Growth

Summary I'm reiterating Western Digital as a Strong Buy with a raised price target of $1250. WDC's Q4 2026 results and Q1 2027 guidance validate sustained earnings power, with annualized non-GAAP EPS now tracking at $16 and a path to $25 by 2028. The valuation still looks attractive on a growth-adjusted basis because WDC's FWD non-GAAP PEG is only 0.31x versus the sector median of 1.28x. My 2028 EPS estimate is $25, and applying a 50x FWD non-GAAP P/E multiple gets me to a $1250 price target. Read the full article on Seeking Alpha

Recent updates

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