Western Digital（WDC）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
WDC Community Fair Values
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Analyst Price Targets
Western Digital Corporation 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$529.29 |
| 52週高値 | US$602.54 |
| 52週安値 | US$54.60 |
| ベータ | 2.2 |
| 1ヶ月の変化 | 8.30% |
| 3ヶ月変化 | 94.38% |
| 1年変化 | 848.89% |
| 3年間の変化 | 1,188.44% |
| 5年間の変化 | 647.90% |
| IPOからの変化 | 9,863.11% |
最新ニュース
ナラティブの更新 • 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.Seeking Alpha • May 29
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 AlphaRecent updates
ナラティブの更新 • 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.Seeking Alpha • May 29
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ナラティブの更新 • 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.ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.株主還元
| WDC | US Tech | US 市場 | |
|---|---|---|---|
| 7D | -8.0% | -7.4% | -4.1% |
| 1Y | 848.9% | 63.2% | 20.6% |
業界別リターン: WDC過去 1 年間で63.2 % の収益を上げたUS Tech業界を上回りました。
リターン対市場: WDC過去 1 年間で20.6 % の収益を上げたUS市場を上回りました。
価格変動
| WDC volatility | |
|---|---|
| WDC Average Weekly Movement | 9.9% |
| Tech Industry Average Movement | 10.9% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: WDC 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: WDCの 週次ボラティリティ ( 10% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1970 | 40,000 | Irving Tan | www.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。
Western Digital Corporation 基礎のまとめ
| WDC 基礎統計学 | |
|---|---|
| 時価総額 | US$168.93b |
| 収益（TTM） | US$6.35b |
| 売上高(TTM) | US$11.78b |
28.7x
PER（株価収益率15.5x
P/SレシオWDC は割高か？
公正価値と評価分析を参照収益と収入
| WDC 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
該当なし
| 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% |
WDC の長期的なパフォーマンスは？
過去の実績と比較を見る| Western Digital 配当日 | |
|---|---|
| 配当落ち日 | Jun 05 2026 |
| 配当支払日 | Jun 17 2026 |
| 配当落ちまでの日数 | 7 days |
| 配当支払日までの日数 | 5 days |
WDC 配当は確実ですか？
WDC 配当履歴とベンチマークを見る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 | 2026/06/11 23:25 |
| 終値 | 2026/06/11 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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
本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、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
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 23 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。53
| アナリスト | 機関 |
|---|---|
| Brett Simpson | Arete Research Services LLP |
| James Fontanelli | Arete Research Services LLP |
| James Kelleher | Argus Research Company |