Western Digital (WDC) Aperçu de l'action
Western Digital Corporation développe, fabrique et vend des dispositifs de stockage de données et des solutions basées sur la technologie des disques durs aux États-Unis, en Asie, en Europe, au Moyen-Orient et en Afrique. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 4/6 |
| Croissance future | 5/6 |
| Performances passées | 5/6 |
| Santé financière | 6/6 |
| Dividendes | 0/6 |
Récompenses
Analyse des risques
WDC Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$329.76
FV
69.3% surévalué décote intrinsèque15% revenue growth, 23% net margin, and a terminal P/E ratio of 22 times earnings.
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Western Digital Corporation Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$558.30 |
| Plus haut sur 52 semaines | US$799.87 |
| Plus bas sur 52 semaines | US$66.51 |
| Bêta | 2.17 |
| Variation sur 1 mois | -16.76% |
| Variation sur 3 mois | 38.19% |
| Variation sur 1 an | 708.90% |
| Variation sur 3 ans | 1,239.49% |
| Variation sur 5 ans | 766.12% |
| Évolution depuis l'introduction en bourse | 10,409.18% |
Nouvelles et mises à jour récentes
Nouveau récit • Jul 17
Western Digital (WDC) Stock Price is riding a 54% margin that isn't quite what it looks like
Cyclical high for earnings on current shortages. Jeff Bezos "your margin is my opportunity" China supply could pressure margins Depends on complexity of memory and storage Western Digital (WDC) has quietly become one of the cleanest ways to own the AI buildout, and that is exactly what makes it worth a second look.
Mise à jour du récit • Jul 14
WDC: AI Infrastructure Storage Contracts Will Drive Future Earnings Repricing
Western Digital’s updated analyst price target of $897.27, up from $685.00, reflects analysts’ broader repricing of the stock as they factor in stronger expectations around AI driven storage demand, firm hard disk drive pricing, and higher projected profit margins supported by recent Street research. Analyst Commentary Recent Street research on Western Digital points to a cluster of bullish analysts raising price targets across the hard disk drive and storage sector, with many tying their views to AI driven storage demand, firm pricing, and the company’s ability to execute against existing guidance ranges.Recent updates
Nouveau récit • Jul 17
Western Digital (WDC) Stock Price is riding a 54% margin that isn't quite what it looks like
Cyclical high for earnings on current shortages. Jeff Bezos "your margin is my opportunity" China supply could pressure margins Depends on complexity of memory and storage Western Digital (WDC) has quietly become one of the cleanest ways to own the AI buildout, and that is exactly what makes it worth a second look.Mise à jour du récit • Jul 14
WDC: AI Infrastructure Storage Contracts Will Drive Future Earnings Repricing
Western Digital’s updated analyst price target of $897.27, up from $685.00, reflects analysts’ broader repricing of the stock as they factor in stronger expectations around AI driven storage demand, firm hard disk drive pricing, and higher projected profit margins supported by recent Street research. Analyst Commentary Recent Street research on Western Digital points to a cluster of bullish analysts raising price targets across the hard disk drive and storage sector, with many tying their views to AI driven storage demand, firm pricing, and the company’s ability to execute against existing guidance ranges.Seeking Alpha • Jul 04
Western Digital Falls Over The Cliff As AI Trade Cools - What's Next?
Summary WDC benefits from robust AI-driven demand, with the outsized cloud exposure at 89% of revenues and the supply constraints supporting the higher pricing power/richer profit margins. This is significantly aided by the long-term agreements through 2029 and the technological roadmap focused on the higher-capacity HDDs mitigating the potential oversupply/cyclical risks. These may have contributed to WDC's robust multi-year guidance of revenue growth at >20% and adj EPS of >$20, with it underscoring their AI inferencing beneficiary status. Despite the excellent multi-year fundamentals and the recent double digits meltdown, the stock is still trading at a premium P/E of 54.21x, with further downside risk as momentum reverses. WDC remains a Hold here, as the stock market also enters the seasonally softer Q3 months after the typically stronger June/July trading months, worsened by the elevated short interest ratio. Read the full article on Seeking Alpha
Mise à jour du récit • Jun 30
WDC: AI Storage Hype And HDD Pricing Assumptions Will Pressure Future Returns
Western Digital's analyst fair value estimate has been raised from $518.26 to $584.79 as analysts factor in higher assumed revenue growth and a richer future P/E linked to AI driven storage demand, alongside a broad wave of higher price targets across recent research. Analyst Commentary Recent research on Western Digital points to strong interest in the stock from AI focused investors, but there is not complete agreement on how much of the opportunity is already reflected in current expectations.Mise à jour du récit • Jun 16
WDC: AI Storage Cycle And Balance Sheet Actions Will Shape Future Upside
Western Digital's analyst price target has been raised from $440 to $685, with analysts citing stronger AI driven demand for memory and storage, firmer industry pricing, and updated expectations for revenue, margins, and future P/E multiples. Analyst Commentary Recent research on Western Digital centers on rising price targets and constructive commentary around AI related demand for storage and memory.Mise à jour du récit • Jun 02
WDC: AI Storage Demand And Supply Discipline Will Shape Future EPS Power
Western Digital's analyst price target has been nudged higher, with the model's fair value estimate moving from about $508 to $518 as analysts point to AI driven storage demand, tighter industry supply, and expectations for sustained pricing power across hard disk drives and memory. Analyst Commentary Recent Street research has trended toward higher valuation markers for Western Digital, with a series of price target revisions that lean heavily on AI related storage demand, tight supply conditions, and expectations for firm pricing across both hard disk drives and memory.Mise à jour du récit • 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.Mise à jour du récit • 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.
Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Rendement pour les actionnaires
| WDC | US Tech | US Marché | |
|---|---|---|---|
| 7D | 19.6% | 0.2% | -1.4% |
| 1Y | 708.9% | 67.0% | 16.4% |
Rendement vs Industrie: WDC a dépassé le secteur US Tech qui a rapporté 67 % au cours de l'année écoulée.
Rendement vs marché: WDC a dépassé le marché US qui a rapporté 16.4 % au cours de l'année écoulée.
Volatilité des prix
| WDC volatility | |
|---|---|
| WDC Average Weekly Movement | 13.0% |
| Tech Industry Average Movement | 12.8% |
| Market Average Movement | 7.1% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.2% |
Cours de l'action stable: Le cours de l'action de WDC a été volatil au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de WDC ( 13% ) est restée stable au cours de l'année écoulée, mais reste supérieure à 75 % des actions de US.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 1970 | 40,000 | Irving Tan | www.westerndigital.com |
Western Digital Corporation développe, fabrique et vend des dispositifs et des solutions de stockage de données basés sur la technologie des disques durs (HDD) aux États-Unis, en Asie, en Europe, au Moyen-Orient et en Afrique. La société propose des disques durs internes, des disques pour centres de données, des plateformes pour centres de données, des disques externes, des disques portables, des NAS pour la maison et le bureau, ainsi que des accessoires. Elle vend ses dispositifs et solutions de stockage de données par l'intermédiaire de ses fabricants d'ordinateurs, de son personnel de vente, de ses revendeurs, de ses distributeurs et de ses détaillants.
Western Digital Corporation Résumé des fondamentaux
| WDC statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$191.87b |
| Bénéfices(TTM) | US$6.35b |
| Recettes(TTM) | US$11.78b |
30.3x
Ratio P/E16.3x
Ratio P/SLe site WDC est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| WDC compte de résultat (TTM) | |
|---|---|
| Recettes | US$11.78b |
| Coût des recettes | US$6.43b |
| Marge brute | US$5.35b |
| Autres dépenses | -US$1.00b |
| Les revenus | US$6.35b |
Derniers bénéfices déclarés
Apr 03, 2026
Prochaine date de publication des résultats
Aug 05, 2026
| Résultat par action (EPS) | 18.42 |
| Marge brute | 45.43% |
| Marge bénéficiaire nette | 53.92% |
| Ratio dettes/capitaux propres | 16.3% |
Quelles ont été les performances à long terme de WDC?
Voir les performances historiques et les comparaisonsDividendes
0.1%
Rendement actuel des dividendes2%
Ratio de distributionAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/07/23 21:57 |
| Cours de l'action en fin de journée | 2026/07/23 00:00 |
| Les revenus | 2026/04/03 |
| Revenus annuels | 2025/06/27 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Western Digital Corporation est couverte par 54 analystes. 24 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| James Fontanelli | Arete Research Services LLP |
| Brett Simpson | Arete Research Services LLP |
| James Kelleher | Argus Research Company |