Western Digital（WDCD）株式概要ウエスタンデジタルコーポレーションは、米国、アジア、欧州、中東、アフリカにおいて、ハードディスクドライブ（HDD）技術に基づくデータストレージデバイスおよびソリューションの開発、製造、販売を行っている。 詳細WDCD ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長5/6過去の実績5/6財務の健全性6/6配当金0/6報酬当社が推定した公正価値より45.6%で取引されている 収益は年間19.22%増加すると予測されています 過去1年間で収益は461.5%増加しました リスク分析高いレベルの非現金収入 株式の流動性は非常に低い 過去3か月間に大規模なインサイダー売却が発生 すべてのリスクチェックを見るWDCD Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW479,582 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINRODA479,582 investors already sharing narrativesYour Fair Value€Current Price€501.0551.6% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-1b36b2016201920222025202620282031Revenue US$36.1bEarnings US$19.5bAdvancedSet Fair ValueView all narrativesWestern Digital Corporation 競合他社Raspberry Pi HoldingsSymbol: LSE:RPIMarket cap: UK£1.4bSeagate Technology HoldingsSymbol: NasdaqGS:STXMarket cap: US$201.8bDell TechnologiesSymbol: NYSE:DELLMarket cap: US$261.1bSandiskSymbol: NasdaqGS:SNDKMarket cap: US$235.4b価格と性能株価の高値、安値、推移の概要Western Digital過去の株価現在の株価US$501.0552週高値US$657.0052週安値US$297.45ベータ2.171ヶ月の変化-23.73%3ヶ月変化55.80%1年変化n/a3年間の変化n/a5年間の変化n/aIPOからの変化68.45%最新ニュースお知らせ • Jul 14Western Digital Corporation to Report Q4, 2026 Results on Aug 05, 2026Western Digital Corporation announced that they will report Q4, 2026 results After-Market on Aug 05, 2026お知らせ • Jul 13Western Digital Corp. Reportedly Explores Possible Merger with KioxiaWestern Digital Corporation (NasdaqGS:WDC) is again at the center of merger discussions with Japan-based Kioxia Holdings Corporation (TSE:285A), as reports on July 9, 2026 describe a potential combination that could reshape the NAND flash landscape and position the pair as a stronger competitor in data-center and PC memory. Discussions focus on integrating flash memory assets through a share-based transaction or a spin-off that would unite Western Digital's flash unit with Kioxia. No deal value has been disclosed. Previous merger attempts faced valuation and regulatory hurdles, but both companies reportedly see merit in strategic collaboration.Buy Or Sell Opportunity • Jun 30Now 31% undervaluedThe stock has been flat over the last 90 days, currently trading at €539. The fair value is estimated to be €780, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.3% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 24% per annum. Earnings are also forecast to grow by 18% per annum over the same time period.お知らせ • Jun 29+ 4 more updatesWestern Digital Corporation(NasdaqGS:WDC) dropped from Russell Midcap IndexWestern Digital Corporation(NasdaqGS:WDC) dropped from Russell Midcap IndexValuation Update With 7 Day Price Move • Jun 23Investor sentiment improves as stock rises 43%After last week's 43% share price gain to €657, the stock trades at a forward P/E ratio of 43x. Average forward P/E is 12x in the Tech industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €842 per share.Recent Insider Transactions • Jun 04Key Executive recently sold €1.2m worth of stockOn the 1st of June, Vidyadhara Gubbi sold around 2k shares on-market at roughly €479 per share. This transaction amounted to 2.8% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth €1.9m. Vidyadhara has been a net seller over the last 12 months, reducing personal holdings by €12m.最新情報をもっと見るRecent updatesお知らせ • Jul 14Western Digital Corporation to Report Q4, 2026 Results on Aug 05, 2026Western Digital Corporation announced that they will report Q4, 2026 results After-Market on Aug 05, 2026お知らせ • Jul 13Western Digital Corp. Reportedly Explores Possible Merger with KioxiaWestern Digital Corporation (NasdaqGS:WDC) is again at the center of merger discussions with Japan-based Kioxia Holdings Corporation (TSE:285A), as reports on July 9, 2026 describe a potential combination that could reshape the NAND flash landscape and position the pair as a stronger competitor in data-center and PC memory. Discussions focus on integrating flash memory assets through a share-based transaction or a spin-off that would unite Western Digital's flash unit with Kioxia. No deal value has been disclosed. Previous merger attempts faced valuation and regulatory hurdles, but both companies reportedly see merit in strategic collaboration.Buy Or Sell Opportunity • Jun 30Now 31% undervaluedThe stock has been flat over the last 90 days, currently trading at €539. The fair value is estimated to be €780, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.3% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 24% per annum. Earnings are also forecast to grow by 18% per annum over the same time period.お知らせ • Jun 29+ 4 more updatesWestern Digital Corporation(NasdaqGS:WDC) dropped from Russell Midcap IndexWestern Digital Corporation(NasdaqGS:WDC) dropped from Russell Midcap IndexValuation Update With 7 Day Price Move • Jun 23Investor sentiment improves as stock rises 43%After last week's 43% share price gain to €657, the stock trades at a forward P/E ratio of 43x. Average forward P/E is 12x in the Tech industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €842 per share.Recent Insider Transactions • Jun 04Key Executive recently sold €1.2m worth of stockOn the 1st of June, Vidyadhara Gubbi sold around 2k shares on-market at roughly €479 per share. This transaction amounted to 2.8% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth €1.9m. Vidyadhara has been a net seller over the last 12 months, reducing personal holdings by €12m.お知らせ • Jun 02Western Digital Corporation Demonstrates Storage Innovations and Platforms for Scaling Persistent Ai WorkloadsWestern Digital Corporation announced its presence at Computex 2026 to help the industry understand that AI infrastructure is fundamentally a data system, not just a compute system. WD is at Computex addressing this reality with a forum session keynote, booth demonstrations and new storage innovations. WD's exhibit brings this data-centric architecture to life, demonstrating how storage underpins AI systems at scale. Visitors will see WD's Ultrastar HDD high-capacity storage portfolio spanning UltraSMR, ePMR and HAMR. The company will also be highlighting its two industry-first advanced HDD innovations: High Bandwidth Drive Technology and Dual Pivot Drive Technology, which together project a 4x increase in HDD throughput while maintaining the relative I/O per TB rate customers enjoy today. This reduces the need for customers to increase SSD deployment or rearchitect services as capacity scales. WD’s Platform solutions highlighted will include the Ultrastar Data Series JBODs, OpenFlex EBOF, and RapidFlex NVMe-oF controller. These solutions help cloud, neo cloud and HPC companies accelerate adoption by optimizing capacity and performance, reducing costs, and improving time to value without requiring costly infrastructure designs. WD is also showcasing its new Ultrastar Data 3000 series JBODs, delivering the scalable capacity required for AI data growth. Using ArcticFlow multizone cooling and patented IsoVibe vibration isolation technologies, the Ultrastar Data 3000 series optimizes performance and reliability by reducing drive return rates by up to 62% in a platform designed for dependable operation at scale. The 3000 series also offers 12 ports of 24 Gb/s SAS-4 host connectivity, enabling customers to stay ahead of bandwidth demands as capacity and workload intensities grow. WD will also share tiered storage solutions, including architectures built on Ceph and others developed with IBM Storage Scale and XTAO, that align performance and economics to each stage of the AI data lifecycle, increasing GPU efficiency while lowering cost at scale through tiered system-level architectures. The globally recognized WD Color portfolio including WD Gold, WD Red, and WD Purple, as well as the rebranded G-DRIVE family of external storage solutions designed for content creators, will also be on display. Together, these innovations position WD as a key foundational layer in AI infrastructure, enabling the persistence, movement, and scalability of data across environments.Valuation Update With 7 Day Price Move • Jun 01Investor sentiment improves as stock rises 22%After last week's 22% share price gain to €474, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 15x in the Tech industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €856 per share.お知らせ • May 28Western Digital Corporation Announces Appointment of Manuvir Das to Board of Directors, Effective May 26, 2026Western Digital Corporation announced the appointment of Manuvir Das to its board of directors, effective May 26, 2026. Das previously held senior leadership roles at NVIDIA, Dell EMC, and Microsoft, and brings deep expertise in enterprise AI, data infrastructure, and cloud computing. He currently serves as an Operating Partner in the Digital Infrastructure group at Stonepeak Partners LP, a position he assumed in April 2025. Das most recently served as Head of Enterprise Computing at NVIDIA, where he led the company’s enterprise AI strategy, launched the NVIDIA AI Enterprise software suite, and worked to make AI more accessible and production-ready for enterprise customers worldwide. Prior to NVIDIA, Das led Dell EMC’s unstructured data storage business, overseeing the scale-out Isilon NAS platform and the scale-out ECS Object platform. Earlier in his career, he spent 14 years at Microsoft where he was an original engineering leader behind the development of Microsoft Azure. Das earned his master’s and doctoral degrees in Computer Science from the University of Wisconsin and his bachelor’s degree in Computer Science and Engineering from the Indian Institute of Technology Bombay. With this appointment, Western Digital's board is comprised of nine directors, eight of whom are external and independent.お知らせ • May 20Western Digital Corporation Advances Next-Generation Trusted Infrastructure With Industry’s First Post-Quantum Cryptography Hard DrivesWestern Digital Corporation announced a significant step in next-generation infrastructure security with the integration of post-quantum cryptography (PQC) into its newest high-capacity Ultrastar UltraSMR hard disk drives. Ultrastar HDDs currently in customer qualification introduce PQC-ready secure boot and firmware protection, establishing a new standard for device trust in the Quantum Era. These drives are currently in qualification with multiple hyperscale customers, reflecting strong early interest in quantum-resilient storage architectures. WD's launch of the first hard drives to implement NIST-approved quantum-resistant algorithms marks a definitive industry transition — from theoretical planning to deployed hardware-level defense. By hardening the root of trust, WD provides a critical safeguard against threats like harvest now, decrypt later (HNDL) and similar attacks. This helps protect the massive data lakes fueling today’s AI innovations against the cryptographic protection-breaking power of tomorrow’s quantum computers. WD is among the first to bring post-quantum cryptography into production storage infrastructure, helping lead the industry’s quantum transition with deployed, standards-aligned, infrastructure-level protection, setting a new baseline for trust in AI-era data systems. AI data systems generate and retain massive, long-lived data sets. Securing that data over decades, not just years, must be a core requirement of modern infrastructure. Long data lifecycles and extended IT service windows widen vulnerabilities. Enterprise storage infrastructure typically remains in service for five years or longer, a timeframe that may overlap with the emergence of cryptographically relevant quantum computers. As decryption capabilities advance, so do the strategies of sophisticated adversaries. HNDL is a present-day threat. Adversaries may collect encrypted or signed data with the intent to decrypt or forge security signatures once quantum capabilities mature. Organizations must begin to prepare for long-term cryptographic resilience today. Firmware-level attacks present a critical risk. Device-level trust is becoming increasingly important as security architectures evolve. A quantum-enabled adversary could potentially forge digital signatures on firmware updates, allowing malicious code to appear authentic and compromising drive security. WD's PQC implementation on the new Ultrastar DC HC6100 UltraSMR is designed to help protect device trust chains from manufacturing through field service. This implementation represents more than a feature enhancement; it reflects a broader shift toward embedding quantum-resilient security directly into the foundation of data infrastructure. The focus is on securing device-level trust, including firmware integrity and key management, rather than data-at-rest encryption. Key elements include: Algorithm selection: ML-DSA-87 (NIST FIPS 204) for high-assurance code signing, with dual-signing using RSA-3072 combining proven and emerging cryptographic standards to ensure strong, resilient security; Infrastructure readiness: PQC-capable public key infrastructure (PKI) and hardware security module (HSM) workflows deployed to support key issuance, rotation, and lifecycle management; Operational continuity: Dual-signing and rollback safeguards designed to support deployment across diverse fleets without disrupting current operations. As quantum security requirements advance, data protection at the infrastructure layer is becoming a baseline requirement for AI-driven enterprises. WD is helping define the next baseline for trust in AI infrastructure, where security is embedded at the foundation of the system, not added as an afterthought. WD expects to expand PQC capabilities across additional enterprise hard drive product lines over time.お知らせ • May 02Western Digital Corporation Announces Increase Quarterly Cash Dividend on Common Stock, Payable on June 17, 2026Western Digital Corporation announced 20% increase in the quarterly cash dividend on the company’s common stock to $0.15 per share of the company’s common stock, which will be paid on June 17, 2026 to stockholders of record as of the close of business on June 5, 2026.株主還元WDCDGB TechGB 市場7D0%2.6%1.9%1Yn/a9.9%17.7%株主還元を見る業界別リターン: WDCDがUK Tech業界に対してどのようなパフォーマンスを示したかを判断するにはデータが不十分です。リターン対市場: WDCD UK市場に対してどのようなパフォーマンスを示したかを判断するにはデータが不十分です。価格変動Is WDCD's price volatile compared to industry and market?WDCD volatilityWDCD Average Weekly Movementn/aTech Industry Average Movement6.3%Market Average Movement5.1%10% most volatile stocks in GB Market10.4%10% least volatile stocks in GB Market2.7%安定した株価: WDCDの株価は、 UK市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 過去 1 年間のWDCDのボラティリティの変化を判断するには データが不十分です。会社概要設立従業員CEO（最高経営責任者ウェブサイト197040,000Irving Tanwww.westerndigital.comウエスタンデジタルコーポレーションは、米国、アジア、欧州、中東、アフリカにおいて、ハードディスクドライブ（HDD）技術をベースとしたデータストレージデバイスおよびソリューションの開発、製造、販売を行っている。同社は内蔵HDD、データセンター・ドライブ、データセンター・プラットフォーム、外付けドライブ、ポータブル・ドライブ、家庭・オフィス用NAS、アクセサリーを提供している。データ・ストレージ・デバイスおよびソリューションの販売は、コンピュータ・メーカー、営業担当者、販売店、代理店、小売店を通じて行っている。信頼性の高い量子コンピューティングを推進するため、量子エラー訂正技術と関連システムの開発でオープンクォンタムデザインと協業している。ウエスタンデジタルコーポレーションは1970年に設立され、カリフォルニア州サンノゼに本社を置いている。もっと見るWestern Digital Corporation 基礎のまとめWestern Digital の収益と売上を時価総額と比較するとどうか。WDCD 基礎統計学時価総額€168.16b収益（TTM）€5.57b売上高(TTM)€10.32b30.2xPER（株価収益率16.3xP/SレシオWDCD は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計WDCD 損益計算書（TTM）収益US$11.78b売上原価US$6.43b売上総利益US$5.35bその他の費用-US$1.00b収益US$6.35b直近の収益報告Apr 03, 2026次回決算日Aug 05, 2026一株当たり利益（EPS）18.42グロス・マージン45.43%純利益率53.92%有利子負債／自己資本比率16.3%WDCD の長期的なパフォーマンスは？過去の実績と比較を見る配当金0.1%現在の配当利回り2%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/23 20:20終値2026/07/06 00:00収益2026/04/03年間収益2025/06/27データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Western Digital Corporation 24 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。54 アナリスト機関James FontanelliArete Research Services LLPBrett SimpsonArete Research Services LLPJames KelleherArgus Research Company51 その他のアナリストを表示
お知らせ • Jul 14Western Digital Corporation to Report Q4, 2026 Results on Aug 05, 2026Western Digital Corporation announced that they will report Q4, 2026 results After-Market on Aug 05, 2026
お知らせ • Jul 13Western Digital Corp. Reportedly Explores Possible Merger with KioxiaWestern Digital Corporation (NasdaqGS:WDC) is again at the center of merger discussions with Japan-based Kioxia Holdings Corporation (TSE:285A), as reports on July 9, 2026 describe a potential combination that could reshape the NAND flash landscape and position the pair as a stronger competitor in data-center and PC memory. Discussions focus on integrating flash memory assets through a share-based transaction or a spin-off that would unite Western Digital's flash unit with Kioxia. No deal value has been disclosed. Previous merger attempts faced valuation and regulatory hurdles, but both companies reportedly see merit in strategic collaboration.
Buy Or Sell Opportunity • Jun 30Now 31% undervaluedThe stock has been flat over the last 90 days, currently trading at €539. The fair value is estimated to be €780, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.3% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 24% per annum. Earnings are also forecast to grow by 18% per annum over the same time period.
お知らせ • Jun 29+ 4 more updatesWestern Digital Corporation(NasdaqGS:WDC) dropped from Russell Midcap IndexWestern Digital Corporation(NasdaqGS:WDC) dropped from Russell Midcap Index
Valuation Update With 7 Day Price Move • Jun 23Investor sentiment improves as stock rises 43%After last week's 43% share price gain to €657, the stock trades at a forward P/E ratio of 43x. Average forward P/E is 12x in the Tech industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €842 per share.
Recent Insider Transactions • Jun 04Key Executive recently sold €1.2m worth of stockOn the 1st of June, Vidyadhara Gubbi sold around 2k shares on-market at roughly €479 per share. This transaction amounted to 2.8% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth €1.9m. Vidyadhara has been a net seller over the last 12 months, reducing personal holdings by €12m.
お知らせ • Jul 14Western Digital Corporation to Report Q4, 2026 Results on Aug 05, 2026Western Digital Corporation announced that they will report Q4, 2026 results After-Market on Aug 05, 2026
お知らせ • Jul 13Western Digital Corp. Reportedly Explores Possible Merger with KioxiaWestern Digital Corporation (NasdaqGS:WDC) is again at the center of merger discussions with Japan-based Kioxia Holdings Corporation (TSE:285A), as reports on July 9, 2026 describe a potential combination that could reshape the NAND flash landscape and position the pair as a stronger competitor in data-center and PC memory. Discussions focus on integrating flash memory assets through a share-based transaction or a spin-off that would unite Western Digital's flash unit with Kioxia. No deal value has been disclosed. Previous merger attempts faced valuation and regulatory hurdles, but both companies reportedly see merit in strategic collaboration.
Buy Or Sell Opportunity • Jun 30Now 31% undervaluedThe stock has been flat over the last 90 days, currently trading at €539. The fair value is estimated to be €780, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.3% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 24% per annum. Earnings are also forecast to grow by 18% per annum over the same time period.
お知らせ • Jun 29+ 4 more updatesWestern Digital Corporation(NasdaqGS:WDC) dropped from Russell Midcap IndexWestern Digital Corporation(NasdaqGS:WDC) dropped from Russell Midcap Index
Valuation Update With 7 Day Price Move • Jun 23Investor sentiment improves as stock rises 43%After last week's 43% share price gain to €657, the stock trades at a forward P/E ratio of 43x. Average forward P/E is 12x in the Tech industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €842 per share.
Recent Insider Transactions • Jun 04Key Executive recently sold €1.2m worth of stockOn the 1st of June, Vidyadhara Gubbi sold around 2k shares on-market at roughly €479 per share. This transaction amounted to 2.8% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth €1.9m. Vidyadhara has been a net seller over the last 12 months, reducing personal holdings by €12m.
お知らせ • Jun 02Western Digital Corporation Demonstrates Storage Innovations and Platforms for Scaling Persistent Ai WorkloadsWestern Digital Corporation announced its presence at Computex 2026 to help the industry understand that AI infrastructure is fundamentally a data system, not just a compute system. WD is at Computex addressing this reality with a forum session keynote, booth demonstrations and new storage innovations. WD's exhibit brings this data-centric architecture to life, demonstrating how storage underpins AI systems at scale. Visitors will see WD's Ultrastar HDD high-capacity storage portfolio spanning UltraSMR, ePMR and HAMR. The company will also be highlighting its two industry-first advanced HDD innovations: High Bandwidth Drive Technology and Dual Pivot Drive Technology, which together project a 4x increase in HDD throughput while maintaining the relative I/O per TB rate customers enjoy today. This reduces the need for customers to increase SSD deployment or rearchitect services as capacity scales. WD’s Platform solutions highlighted will include the Ultrastar Data Series JBODs, OpenFlex EBOF, and RapidFlex NVMe-oF controller. These solutions help cloud, neo cloud and HPC companies accelerate adoption by optimizing capacity and performance, reducing costs, and improving time to value without requiring costly infrastructure designs. WD is also showcasing its new Ultrastar Data 3000 series JBODs, delivering the scalable capacity required for AI data growth. Using ArcticFlow multizone cooling and patented IsoVibe vibration isolation technologies, the Ultrastar Data 3000 series optimizes performance and reliability by reducing drive return rates by up to 62% in a platform designed for dependable operation at scale. The 3000 series also offers 12 ports of 24 Gb/s SAS-4 host connectivity, enabling customers to stay ahead of bandwidth demands as capacity and workload intensities grow. WD will also share tiered storage solutions, including architectures built on Ceph and others developed with IBM Storage Scale and XTAO, that align performance and economics to each stage of the AI data lifecycle, increasing GPU efficiency while lowering cost at scale through tiered system-level architectures. The globally recognized WD Color portfolio including WD Gold, WD Red, and WD Purple, as well as the rebranded G-DRIVE family of external storage solutions designed for content creators, will also be on display. Together, these innovations position WD as a key foundational layer in AI infrastructure, enabling the persistence, movement, and scalability of data across environments.
Valuation Update With 7 Day Price Move • Jun 01Investor sentiment improves as stock rises 22%After last week's 22% share price gain to €474, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 15x in the Tech industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €856 per share.
お知らせ • May 28Western Digital Corporation Announces Appointment of Manuvir Das to Board of Directors, Effective May 26, 2026Western Digital Corporation announced the appointment of Manuvir Das to its board of directors, effective May 26, 2026. Das previously held senior leadership roles at NVIDIA, Dell EMC, and Microsoft, and brings deep expertise in enterprise AI, data infrastructure, and cloud computing. He currently serves as an Operating Partner in the Digital Infrastructure group at Stonepeak Partners LP, a position he assumed in April 2025. Das most recently served as Head of Enterprise Computing at NVIDIA, where he led the company’s enterprise AI strategy, launched the NVIDIA AI Enterprise software suite, and worked to make AI more accessible and production-ready for enterprise customers worldwide. Prior to NVIDIA, Das led Dell EMC’s unstructured data storage business, overseeing the scale-out Isilon NAS platform and the scale-out ECS Object platform. Earlier in his career, he spent 14 years at Microsoft where he was an original engineering leader behind the development of Microsoft Azure. Das earned his master’s and doctoral degrees in Computer Science from the University of Wisconsin and his bachelor’s degree in Computer Science and Engineering from the Indian Institute of Technology Bombay. With this appointment, Western Digital's board is comprised of nine directors, eight of whom are external and independent.
お知らせ • May 20Western Digital Corporation Advances Next-Generation Trusted Infrastructure With Industry’s First Post-Quantum Cryptography Hard DrivesWestern Digital Corporation announced a significant step in next-generation infrastructure security with the integration of post-quantum cryptography (PQC) into its newest high-capacity Ultrastar UltraSMR hard disk drives. Ultrastar HDDs currently in customer qualification introduce PQC-ready secure boot and firmware protection, establishing a new standard for device trust in the Quantum Era. These drives are currently in qualification with multiple hyperscale customers, reflecting strong early interest in quantum-resilient storage architectures. WD's launch of the first hard drives to implement NIST-approved quantum-resistant algorithms marks a definitive industry transition — from theoretical planning to deployed hardware-level defense. By hardening the root of trust, WD provides a critical safeguard against threats like harvest now, decrypt later (HNDL) and similar attacks. This helps protect the massive data lakes fueling today’s AI innovations against the cryptographic protection-breaking power of tomorrow’s quantum computers. WD is among the first to bring post-quantum cryptography into production storage infrastructure, helping lead the industry’s quantum transition with deployed, standards-aligned, infrastructure-level protection, setting a new baseline for trust in AI-era data systems. AI data systems generate and retain massive, long-lived data sets. Securing that data over decades, not just years, must be a core requirement of modern infrastructure. Long data lifecycles and extended IT service windows widen vulnerabilities. Enterprise storage infrastructure typically remains in service for five years or longer, a timeframe that may overlap with the emergence of cryptographically relevant quantum computers. As decryption capabilities advance, so do the strategies of sophisticated adversaries. HNDL is a present-day threat. Adversaries may collect encrypted or signed data with the intent to decrypt or forge security signatures once quantum capabilities mature. Organizations must begin to prepare for long-term cryptographic resilience today. Firmware-level attacks present a critical risk. Device-level trust is becoming increasingly important as security architectures evolve. A quantum-enabled adversary could potentially forge digital signatures on firmware updates, allowing malicious code to appear authentic and compromising drive security. WD's PQC implementation on the new Ultrastar DC HC6100 UltraSMR is designed to help protect device trust chains from manufacturing through field service. This implementation represents more than a feature enhancement; it reflects a broader shift toward embedding quantum-resilient security directly into the foundation of data infrastructure. The focus is on securing device-level trust, including firmware integrity and key management, rather than data-at-rest encryption. Key elements include: Algorithm selection: ML-DSA-87 (NIST FIPS 204) for high-assurance code signing, with dual-signing using RSA-3072 combining proven and emerging cryptographic standards to ensure strong, resilient security; Infrastructure readiness: PQC-capable public key infrastructure (PKI) and hardware security module (HSM) workflows deployed to support key issuance, rotation, and lifecycle management; Operational continuity: Dual-signing and rollback safeguards designed to support deployment across diverse fleets without disrupting current operations. As quantum security requirements advance, data protection at the infrastructure layer is becoming a baseline requirement for AI-driven enterprises. WD is helping define the next baseline for trust in AI infrastructure, where security is embedded at the foundation of the system, not added as an afterthought. WD expects to expand PQC capabilities across additional enterprise hard drive product lines over time.
お知らせ • May 02Western Digital Corporation Announces Increase Quarterly Cash Dividend on Common Stock, Payable on June 17, 2026Western Digital Corporation announced 20% increase in the quarterly cash dividend on the company’s common stock to $0.15 per share of the company’s common stock, which will be paid on June 17, 2026 to stockholders of record as of the close of business on June 5, 2026.
