Western Digital Vergangene Ertragsentwicklung
Vergangenheit Kriterienprüfungen 5/6
Western Digital verzeichnete einen durchschnittlichen jährlichen Gewinnzuwachs von 25.3%, während die Gewinne der Branche Tech jährlich um gewachsen und zwar um 10.3%. Die Umsätze verzeichneten einen durchschnittlichen jährlichen Gewinnzuwachs von rückläufig von 18.1%. Die Eigenkapitalrendite von Western Digital beträgt 67% und die Nettomargen betragen 53.9%.
Wichtige Informationen
25.27%
Wachstumsrate der Gewinne
21.74%
EPS-Wachstumsrate
| Tech Wachstum der Industrie | 14.32% |
| Wachstumsrate der Einnahmen | -18.10% |
| Eigenkapitalrendite | 66.95% |
| Netto-Marge | 53.92% |
| Letzte Ertragsaktualisierung | 03 Apr 2026 |
Jüngste Aktualisierungen vergangener Leistungen
Recent updates
Seeking Alpha • 18h
Western Digital Stacks Up Poorly To Peers Like Micron, Don't Buy Here
Summary Western Digital has surged nearly 3x YTD, but I reiterate a "Sell" rating. WDC’s fundamentals and valuation do not justify its sharp rally to all-time highs. The company’s focus on commoditized HDDs results in weaker gross margins versus peers like Micron. MU benefits from high-demand, high-margin HBM memory, while WDC’s products are relegated to low-cost, archival storage. Read the full article on Seeking Alpha
Narrativ-Update • May 18
WDC: AI Storage Demand And EPS Floor Will Shape Balanced Outlook
Western Digital's updated analyst price target has moved from about $372 to roughly $508, as analysts factor in higher projected revenue growth, wider profit margins, and a slightly adjusted discount rate alongside expectations for a lower future P/E multiple. Analyst Commentary Recent Street research on Western Digital has been dominated by a series of higher price targets, with multiple firms lifting their valuations by double and triple digits.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.Aufschlüsselung der Einnahmen und Ausgaben
Aufschlüsselung der Einnahmen und Ausgaben
Wie Western Digital Geld verdient und ausgibt. Basierend auf den neuesten gemeldeten Einnahmen der letzten zwölf Monate.
Gewinn- und Umsatzhistorie
| Datum | Einnahmen | Gewinn | Allgemeine und Verwaltungskosten | F&E-Ausgaben |
|---|---|---|---|---|
| 03 Apr 26 | 11,777 | 6,350 | 530 | 1,139 |
| 02 Jan 26 | 10,734 | 3,937 | 491 | 1,090 |
| 03 Oct 25 | 10,126 | 2,601 | 495 | 1,026 |
| 27 Jun 25 | 9,520 | 1,598 | 561 | 994 |
| 28 Mar 25 | 8,919 | 1,098 | 612 | 999 |
| 27 Dec 24 | 8,377 | 313 | 680 | 997 |
| 27 Sep 24 | 5,779 | 28 | 707 | 781 |
| 28 Jun 24 | 6,317 | -819 | 710 | 950 |
| 29 Mar 24 | 6,985 | -1,287 | 750 | 1,141 |
| 29 Dec 23 | 8,036 | -1,837 | 816 | 1,374 |
| 29 Sep 23 | 11,332 | -2,455 | 907 | 1,888 |
| 30 Jun 23 | 6,255 | -926 | 784 | 986 |
| 31 Mar 23 | 14,174 | -683 | 979 | 2,149 |
| 30 Dec 22 | 15,752 | -78 | 1,018 | 2,245 |
| 30 Sep 22 | 17,478 | 937 | 1,047 | 2,297 |
| 01 Jul 22 | 18,793 | 1,546 | 1,091 | 2,323 |
| 01 Apr 22 | 19,185 | 1,821 | 1,137 | 2,323 |
| 31 Dec 21 | 18,941 | 1,993 | 1,143 | 2,306 |
| 01 Oct 21 | 18,051 | 1,491 | 1,129 | 2,266 |
| 02 Jul 21 | 16,922 | 821 | 1,094 | 2,243 |
| 02 Apr 21 | 16,289 | 347 | 1,076 | 2,191 |
| 01 Jan 21 | 16,327 | 167 | 1,070 | 2,199 |
| 02 Oct 20 | 16,618 | -34 | 1,103 | 2,242 |
| 03 Jul 20 | 16,736 | -250 | 1,152 | 2,261 |
| 03 Apr 20 | 16,083 | -595 | 1,214 | 2,238 |
| 03 Jan 20 | 15,582 | -1,193 | 1,286 | 2,219 |
| 04 Oct 19 | 15,581 | -1,541 | 1,297 | 2,180 |
| 28 Jun 19 | 16,569 | -754 | 1,348 | 2,182 |
| 29 Mar 19 | 18,052 | 199 | 1,370 | 2,236 |
| 28 Dec 18 | 19,391 | 841 | 1,393 | 2,294 |
| 28 Sep 18 | 20,494 | 505 | 1,465 | 2,384 |
| 29 Jun 18 | 20,647 | 675 | 1,475 | 2,400 |
| 30 Mar 18 | 20,372 | 199 | 1,466 | 2,427 |
| 29 Dec 17 | 20,008 | 386 | 1,436 | 2,438 |
| 29 Sep 17 | 19,560 | 1,444 | 1,413 | 2,394 |
| 30 Jun 17 | 19,093 | 397 | 1,445 | 2,441 |
| 31 Mar 17 | 17,746 | -249 | 1,347 | 2,325 |
| 30 Dec 16 | 15,919 | -423 | 1,167 | 2,071 |
| 30 Sep 16 | 14,348 | -407 | 1,048 | 1,875 |
| 01 Jul 16 | 12,994 | 242 | 997 | 1,627 |
| 01 Apr 16 | 12,690 | 828 | 824 | 1,514 |
| 01 Jan 16 | 13,418 | 1,138 | 857 | 1,557 |
| 02 Oct 15 | 13,989 | 1,325 | 782 | 1,594 |
| 03 Jul 15 | 14,572 | 1,465 | 788 | 1,646 |
Qualität der Erträge: WDC einen hohen Anteil an unbarem Gewinn hat.
Wachsende Gewinnspanne: WDCDie aktuellen Gewinnspannen (53.9%) sind höher als im letzten Jahr (12.6%).
Analyse von freiem Cashflow und Gewinn
Analyse des Gewinnwachstums in der Vergangenheit
Ergebnisentwicklung: WDCIn den letzten 5 Jahren sind die Einnahmen von 25.3% pro Jahr erheblich gestiegen.
Beschleunigtes Wachstum: WDCDas Gewinnwachstum des Unternehmens im letzten Jahr (461.5%) übertrifft seinen 5-Jahres-Durchschnitt (25.3% pro Jahr).
Erträge im Vergleich zur Industrie: WDC Das Gewinnwachstum im vergangenen Jahr (461.5%) übertraf das der Branche Tech 17.2% .
Eigenkapitalrendite
Hohe Eigenkapitalrendite: WDCDie Eigenkapitalrendite des Unternehmens (67%) wird als hervorragend angesehen.
Kapitalrendite
Rendite auf das eingesetzte Kapital
Entdecken Sie starke Unternehmen, die in der Vergangenheit erfolgreich waren
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/05/29 10:29 |
| Aktienkurs zum Tagesende | 2026/05/29 00:00 |
| Gewinne | 2026/04/03 |
| Jährliche Einnahmen | 2025/06/27 |
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.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
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| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
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* 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.
| Analyst | Einrichtung |
|---|---|
| Brett Simpson | Arete Research Services LLP |
| James Fontanelli | Arete Research Services LLP |
| James Kelleher | Argus Research Company |