Western Digital Corporation

NasdaqGS:WDC Lagerbericht

Marktkapitalisierung: US$170.3b

Western Digital Zukünftiges Wachstum

Future Kriterienprüfungen 5/6

Western Digital wird ein jährliches Gewinn- und Umsatzwachstum von 17.6% bzw. 23.6% prognostiziert. Der Gewinn pro Aktie wird voraussichtlich wachsen um 19.9% pro Jahr. Die Eigenkapitalrendite wird in 3 Jahren voraussichtlich 87.6% betragen.

Wichtige Informationen

17.6%

Wachstumsrate der Gewinne

19.93%

EPS-Wachstumsrate

Tech Gewinnwachstum11.1%
Wachstumsrate der Einnahmen23.6%
Zukünftige Eigenkapitalrendite87.56%
Analystenabdeckung

Good

Zuletzt aktualisiert14 May 2026

Jüngste Aktualisierungen zum künftigen Wachstum

Recent updates

Seeking Alpha • Apr 29

Western Digital: This Bull Run May Just Be Starting

Summary Western Digital Corp. is rated a buy as cloud-driven demand and tight supply drive earnings and margin expansion. WDC's revenue is set to rebound, with Q3 sales expected to be up 40% YoY and adjusted EPS projected at $2.39, a 75% YoY increase. Long-term contracts with major cloud providers and a roadmap for higher-capacity drives (40TB+ this year, 100TB by 2029) underpin forward growth. Valuation has risen (PE from 8x to 38x), but PEG remains extremely low at 0.04x, reflecting strong growth expectations and manageable competitive risk. Read the full article on Seeking Alpha
Narrativ-Update • Apr 28

WDC: AI Storage And Buybacks Will Support EPS Floor While Expectations Rise

Analysts have lifted the Western Digital price target by about $51, reflecting updated assumptions for faster revenue growth, a higher future P/E multiple, and revised margin expectations following a series of recent target hikes across the Street. Analyst Commentary Recent research points to a strong wave of optimism around Western Digital, with multiple firms lifting price targets by wide margins and a few highlighting valuation and execution risks for investors to watch.
Narrativ-Update • Apr 13

WDC: AI Storage Optimism And Rich P/E Will Drive Future Downside Risk

Western Digital's updated fair value estimate has shifted from $170 to about $227 per share, reflecting analysts' higher assessed revenue growth potential, a slightly adjusted margin outlook, and a richer future P/E assumption following a broad wave of Street price target increases. Analyst Commentary Recent Street research on Western Digital has been dominated by higher price targets and rating upgrades, including moves from large firms such as JPMorgan, Goldman Sachs, BofA, Citi and Wells Fargo.
Narrativ-Update • Mar 30

WDC: AI Storage And $20 EPS Roadmap Will Drive Future Upside

Narrative Update: Western Digital Analyst Price Target The updated analyst price target for Western Digital reflects a recalibrated view that incorporates higher projected revenue growth, slightly adjusted discount rate assumptions, and modestly lower future P/E expectations. Analysts point to management's confidence in $20 plus EPS, a path toward higher margins, and AI driven storage demand as key supports for the revised valuation in the $300 plus range.
Neues Narrativ • Mar 17

Western Digital Corp (WDC): The HDD Renaissance and the "Road to $20 EPS"

Western Digital has successfully rebranded itself as the "Pure-Play" king of mass-capacity storage. By shedding the volatile NAND Flash segment, the company has allowed its Nearline HDD business to shine as the fundamental backbone of the AI data economy.
Narrativ-Update • Mar 16

WDC: AI Storage Demand Will Support EPS Floor And Margin Expansion

Western Digital's analyst price target is maintained at $321, as analysts point to reaffirmed management confidence in a $20-plus EPS floor, long term goals for higher gross and EBIT margins, and growing AI-driven storage demand as key supports for the valuation. Analyst Commentary Recent research commentary around Western Digital has been broadly constructive, with several firms updating price targets and highlighting the same core themes that management underscored at the investor conference.
Narrativ-Update • Mar 02

WDC: AI Storage Demand Will Support Higher Margins And Cash Returns

Western Digital's analyst price target has been updated to $321. Analysts point to modeled assumptions of higher revenue growth, wider profit margins, a slightly lower discount rate and a modestly reduced future P/E multiple as key drivers of the change.
Narrativ-Update • Feb 16

WDC: Future AI Storage Demand And HDD Pricing May Support Upside

Analysts have lifted their implied fair value estimate for Western Digital to $440.00 per share. They cite updated assumptions that include higher revenue growth, stronger profit margins and a slightly lower discount rate, along with a P/E outlook broadly consistent with prior expectations and a series of recent price target increases across the Street.
Narrativ-Update • Feb 02

WDC: Elevated HDD Pricing And Margin Assumptions Will Drive Future Downside Risk

Analysts lifted their Western Digital fair value estimate to $170 from $145, citing higher assumed revenue growth, wider profit margins, and a lower future P/E multiple reflected across a wave of recent price target increases from major firms. Analyst Commentary Across recent research, Western Digital has attracted a series of higher price targets from major firms, including JPMorgan, Goldman Sachs and Mizuho.
Narrativ-Update • Jan 19

WDC: Elevated HDD Pricing Assumptions Will Drive Future Downside Surprise Risk

Analysts have lifted their price target on Western Digital from US$42.07 to US$145.00, citing updated assumptions around revenue growth, profitability, and a higher future P/E multiple in line with recent bullish Street research. Analyst Commentary Recent Street research around Western Digital has clustered around higher price targets and more constructive earnings assumptions, but there are still some clear pockets of caution that are worth flagging if you are thinking about risk and reward.
Analyseartikel • Jan 16

Western Digital Corporation (NASDAQ:WDC) Stocks Shoot Up 27% But Its P/S Still Looks Reasonable

Despite an already strong run, Western Digital Corporation ( NASDAQ:WDC ) shares have been powering on, with a gain of...
Narrativ-Update • Jan 05

WDC: Future HDD Demand And AI Storage Needs May Support Upside

Analysts have lifted their fair value estimate for Western Digital to about $242.69 from $85.00, citing higher price targets supported by stronger than expected shipments, firm pricing, gross margin upside, and improved long term P/E and profitability assumptions. Analyst Commentary Bullish analysts have been lifting their price targets across a wide range, pointing to stronger shipment trends, firm pricing, and upside in both gross and operating margins as key drivers of their updated views on Western Digital.
Narrativ-Update • Dec 19

WDC: AI Storage Demand Will Support Higher Margins Amid Cycle Uncertainty

Analysts have nudged our Western Digital fair value estimate higher to about $187 per share from roughly $181, reflecting stronger than expected enterprise HDD and NAND demand, improving pricing and margin dynamics, and higher forward valuation multiples following a series of Street price target hikes into the $135 to $200 range. Analyst Commentary Bullish analysts have broadly raised price targets into the mid 100s to $200 range, citing a combination of better than expected earnings execution, improving supply demand conditions in both HDD and NAND, and rising confidence in Western Digital's ability to sustain higher margins through the current cycle.
Narrativ-Update • Dec 05

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.
Narrativ-Update • Nov 21

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.
Analyseartikel • Nov 07

Impressive Earnings May Not Tell The Whole Story For Western Digital (NASDAQ:WDC)

Western Digital Corporation ( NASDAQ:WDC ) just reported some strong earnings, and the market reacted accordingly with...
Narrativ-Update • Nov 06

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.
Narrativ-Update • Oct 22

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

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.
Analyseartikel • Oct 19

Western Digital Corporation (NASDAQ:WDC) Stocks Shoot Up 25% But Its P/S Still Looks Reasonable

Western Digital Corporation ( NASDAQ:WDC ) shares have continued their recent momentum with a 25% gain in the last...
Narrativ-Update • Oct 08

AI And Hyperscaler Demand Will Expand Storage Opportunities

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.
Narrativ-Update • Sep 24

AI And Hyperscaler Demand Will Expand Storage Opportunities

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.
Narrativ-Update • Sep 09

AI And Hyperscaler Demand Will Expand Storage Opportunities

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.
Analyseartikel • May 22

Western Digital Corporation (NASDAQ:WDC) Shares Could Be 28% Below Their Intrinsic Value Estimate

Key Insights Using the 2 Stage Free Cash Flow to Equity, Western Digital fair value estimate is US$68.66 Western...
Analyseartikel • May 22

Western Digital Corporation's (NASDAQ:WDC) 38% Price Boost Is Out Of Tune With Revenues

Western Digital Corporation ( NASDAQ:WDC ) shareholders are no doubt pleased to see that the share price has bounced...

Gewinn- und Umsatzwachstumsprognosen

NasdaqGS:WDC - Zukünftige Analystenschätzungen und Finanzdaten der Vergangenheit (USD Millions)
DatumUmsatzGewinneFreier CashflowBargeld aus operativen TätigkeitenDurchschn. Anz. Analysten
6/30/202822,3758,2657,3748,47316
6/30/202717,5966,1815,0086,25923
6/30/202612,8656,0643,4783,70122
4/3/202611,7776,3502,9053,286N/A
1/2/202610,7343,9372,3062,671N/A
10/3/202510,1262,6011,9402,329N/A
6/27/20259,5201,5981,2791,691N/A
3/28/20258,9191,0988541,311N/A
12/27/20248,377313436861N/A
9/27/20245,77928-93366N/A
6/28/20246,317-819-781-294N/A
3/29/20246,985-1,287-1,218-728N/A
12/29/20238,036-1,837-1,684-1,167N/A
9/29/202311,332-2,455-1,665-1,040N/A
6/30/20236,255-926-1,229-408N/A
3/31/202314,174-683-1,027-45N/A
12/30/202215,752-78-415734N/A
9/30/202217,4789371681,365N/A
7/1/202218,7931,5467581,880N/A
4/1/202219,1851,8211,4112,579N/A
12/31/202118,9411,9931,1762,297N/A
10/1/202118,0511,4911,0022,056N/A
7/2/202116,9228217521,898N/A
4/2/202116,289347411,076N/A
1/1/202116,3271671841,102N/A
10/2/202016,618-3495934N/A
7/3/202016,736-250177824N/A
4/3/202016,083-595235821N/A
1/3/202015,582-1,193N/A883N/A
10/4/201915,581-1,541N/A1,095N/A
6/28/201916,569-754N/A1,547N/A
3/29/201918,052199N/A2,241N/A
12/28/201819,391841N/A3,064N/A
9/28/201820,494505N/A3,777N/A
6/29/201820,647675N/A4,205N/A
3/30/201820,372199N/A4,281N/A
12/29/201720,008386N/A4,252N/A
9/29/201719,5601,444N/A4,130N/A
6/30/201719,093397N/A3,437N/A
3/31/201717,746-249N/A2,853N/A
12/30/201615,919-423N/A2,340N/A
9/30/201614,348-407N/A1,878N/A
7/1/201612,994242N/A1,983N/A
4/1/201612,690828N/A2,116N/A
1/1/201613,4181,138N/A2,315N/A
10/2/201513,9891,325N/A1,960N/A
7/3/201514,5721,465N/A2,242N/A

Analystenprognosen zum zukünftigen Wachstum

Einkommen vs. Sparrate: WDCDas prognostizierte Gewinnwachstum (17.6% pro Jahr) liegt über der Sparquote (3.5%).

Ertrag vs. Markt: WDCDie Erträge des Unternehmens (17.6% pro Jahr) werden voraussichtlich schneller wachsen als der Markt US (16.7% pro Jahr).

Hohe Wachstumserträge: WDCDie Erträge des Unternehmens werden voraussichtlich steigen, jedoch nicht deutlich.

Einnahmen vs. Markt: WDCDie Einnahmen des Unternehmens (23.6% pro Jahr) werden voraussichtlich schneller wachsen als der Markt US (11.7% pro Jahr).

Hohe Wachstumseinnahmen: WDCDie Einnahmen des Unternehmens (23.6% pro Jahr) werden voraussichtlich schneller wachsen als 20% pro Jahr.

Wachstumsprognosen für den Gewinn je Aktie

Künftige Eigenkapitalrendite

Künftige Eigenkapitalrendite: WDCDie Eigenkapitalrendite des Unternehmens wird in 3 Jahren voraussichtlich sehr hoch sein (87.6%).

Wachstumsunternehmen entdecken

7D

1Y

7D

1Y

7D

1Y

Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/05/14 03:48
Aktienkurs zum Tagesende2026/05/14 00:00
Gewinne2026/04/03
Jährliche Einnahmen2025/06/27

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

Western Digital Corporation wird von 57 Analysten beobachtet. 23 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
Brett SimpsonArete Research Services LLP
James FontanelliArete Research Services LLP
James KelleherArgus Research Company