Western Digital (WDC) Panoramica del titolo
Western Digital Corporation sviluppa, produce e vende dispositivi e soluzioni di archiviazione dati basati sulla tecnologia degli hard disk (HDD) negli Stati Uniti, in Asia, Europa, Medio Oriente e Africa. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 4/6 |
| Crescita futura | 4/6 |
| Prestazioni passate | 5/6 |
| Salute finanziaria | 6/6 |
| Dividendi | 0/6 |
Premi
Analisi del rischio
WDC Community Fair Values
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Analyst Price Targets
Concorrenti di Western Digital Corporation
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$582.59 |
| Massimo di 52 settimane | US$799.87 |
| Minimo di 52 settimane | US$65.24 |
| Beta | 2.17 |
| Variazione di 1 mese | 3.49% |
| Variazione a 3 mesi | 66.38% |
| Variazione di 1 anno | 780.84% |
| Variazione a 3 anni | 1,368.95% |
| Variazione a 5 anni | 807.45% |
| Variazione dall'IPO | 10,866.31% |
Notizie e aggiornamenti recenti
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
Aggiornamento della narrazione • 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.Recent updates
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 AlphaAggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Rendimenti per gli azionisti
| WDC | US Tech | US Mercato | |
|---|---|---|---|
| 7D | 8.1% | 3.2% | 0.8% |
| 1Y | 780.8% | 66.8% | 20.6% |
Ritorno vs Industria: WDC ha superato il US Tech che ha restituito 66.8 % nell'ultimo anno.
Rendimento vs Mercato: WDC ha superato il mercato US che ha restituito 20.6 % nell'ultimo anno.
Volatilità dei prezzi
| WDC volatility | |
|---|---|
| WDC Average Weekly Movement | 11.8% |
| Tech Industry Average Movement | 12.6% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.2% |
Prezzo delle azioni stabile: Negli ultimi 3 mesi il prezzo delle azioni di WDC è stato volatile rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 12% ) di WDC è rimasta stabile nell'ultimo anno, ma è comunque superiore al 75% delle azioni US.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 1970 | 40,000 | Irving Tan | www.westerndigital.com |
Western Digital Corporation sviluppa, produce e vende dispositivi e soluzioni di archiviazione dati basati sulla tecnologia degli hard disk (HDD) negli Stati Uniti, in Asia, Europa, Medio Oriente e Africa. L'azienda offre HDD interni, unità per data center, piattaforme per data center, unità esterne, unità portatili, NAS per casa e ufficio e accessori. L'azienda vende i suoi dispositivi e le sue soluzioni di archiviazione dati attraverso i produttori di computer, il personale di vendita, i rivenditori, i distributori e i negozianti.
Western Digital Corporation Riepilogo dei fondamenti
| WDC statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$200.81b |
| Utili (TTM) | US$6.35b |
| Ricavi(TTM) | US$11.78b |
31.6x
Rapporto P/E17.1x
Rapporto P/SWDC è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| WDC Conto economico (TTM) | |
|---|---|
| Ricavi | US$11.78b |
| Costo del fatturato | US$6.43b |
| Profitto lordo | US$5.35b |
| Altre spese | -US$1.00b |
| Utili | US$6.35b |
Ultimi utili riportati
Apr 03, 2026
Prossima data di guadagno
n/a
| Utile per azione (EPS) | 18.42 |
| Margine lordo | 45.43% |
| Margine di profitto netto | 53.92% |
| Rapporto debito/patrimonio netto | 16.3% |
Come si è comportato WDC nel lungo periodo?
Vedi performance storica e confrontoDividendi
0.1%
Rendimento attuale del dividendo2%
Rapporto di remunerazioneAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/07/12 11:54 |
| Prezzo dell'azione a fine giornata | 2026/07/10 00:00 |
| Utili | 2026/04/03 |
| Utili annuali | 2025/06/27 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; disponiamo inoltre di guide su come utilizzare i nostri report e di tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Western Digital Corporation è coperta da 54 analisti. 24 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| James Fontanelli | Arete Research Services LLP |
| Brett Simpson | Arete Research Services LLP |
| James Kelleher | Argus Research Company |