Western Digital Corporation

NasdaqGS:WDC 株式レポート

時価総額：US$172.1b

Western Digital 将来の成長

Future 基準チェック /56

Western Digital利益と収益がそれぞれ年間18.2%と22.3%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に73.5% 18.4%なると予測されています。

主要情報

18.2%

収益成長率

18.40%

EPS成長率

Tech 収益成長9.9%
収益成長率22.3%
将来の株主資本利益率73.51%
アナリストカバレッジ

Good

最終更新日04 Sep 2026

今後の成長に関する最新情報

Recent updates

ナラティブ更新 • Aug 25

WDC: AI Cloud Storage Demand And HDD Pricing Will Drive Repricing

Western Digital's updated fair value estimate has increased from about $897 to roughly $927, as analysts factor in stronger AI and cloud related demand, higher modeled profit margins, and a modestly lower future P/E multiple despite some mixed views on pricing and technology transition risks. Analyst Commentary Recent Street research on Western Digital points to a generally constructive tone, with many bullish analysts revisiting their models after the latest earnings and AI focused updates.
ナラティブ更新 • Aug 11

WDC: Long-Term AI Storage Demand Will Outweigh HAMR Execution Risks

The analyst price target for Western Digital has been revised higher to $662.13 from $584.79. This reflects updated expectations from analysts who point to stronger AI and cloud related demand, solid pricing trends in storage, and model revisions following recent quarterly results across the sector.
Seeking Alpha • Aug 11

Western Digital: Q4 2026 Confirms The Market Is Still Underpricing EPS Growth

Summary I'm reiterating Western Digital as a Strong Buy with a raised price target of $1250. WDC's Q4 2026 results and Q1 2027 guidance validate sustained earnings power, with annualized non-GAAP EPS now tracking at $16 and a path to $25 by 2028. The valuation still looks attractive on a growth-adjusted basis because WDC's FWD non-GAAP PEG is only 0.31x versus the sector median of 1.28x. My 2028 EPS estimate is $25, and applying a 50x FWD non-GAAP P/E multiple gets me to a $1250 price target. Read the full article on Seeking Alpha
ナラティブ更新 • Jul 28

WDC: AI Storage Supercycle Expectations Will Eventually Pressure Rich P/E

Western Digital's updated analyst price target moves from $226.76 to $415.00, reflecting analysts' focus on stronger assumed revenue growth, higher profit margins, and a lower future P/E multiple, supported by a broad series of recent target hikes tied to AI driven storage demand and firmer HDD pricing expectations. Analyst Commentary Recent Street research on Western Digital points to a generally constructive stance on AI related storage demand and hard disk drive pricing, but there are also clear pockets of caution that matter for valuation and execution risk.
新しいナラティブ • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.

業績と収益の成長予測

NasdaqGS:WDC - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
6/30/202931,90615,18913,43216,42710
6/30/202826,25010,9539,18010,95920
6/30/202719,1927,7516,5667,01821
7/3/202612,9199,2863,5113,929N/A
4/3/202611,7776,3502,9053,286N/A
1/2/202610,7343,9372,3062,671N/A
10/3/202510,1262,6011,9402,329N/A
6/27/20259,5201,5981,2791,691N/A
3/28/20258,9191,0988541,311N/A
12/27/20248,377313436861N/A
9/27/20245,77928-93366N/A
6/28/20246,317-819-781-294N/A
3/29/20246,985-1,287-1,218-728N/A
12/29/20238,036-1,837-1,684-1,167N/A
9/29/202311,332-2,455-1,665-1,040N/A
6/30/20236,255-926-1,229-408N/A
3/31/202314,174-683-1,027-45N/A
12/30/202215,752-78-415734N/A
9/30/202217,4789371681,365N/A
7/1/202218,7931,5467581,880N/A
4/1/202219,1851,8211,4112,579N/A
12/31/202118,9411,9931,1762,297N/A
10/1/202118,0511,4911,0022,056N/A
7/2/202116,9228217521,898N/A
4/2/202116,289347411,076N/A
1/1/202116,3271671841,102N/A
10/2/202016,618-3495934N/A
7/3/202016,736-250177824N/A
4/3/202016,083-595N/A821N/A
1/3/202015,582-1,193N/A883N/A
10/4/201915,581-1,541N/A1,095N/A
6/28/201916,569-754N/A1,547N/A
3/29/201918,052199N/A2,241N/A
12/28/201819,391841N/A3,064N/A
9/28/201820,494505N/A3,777N/A
6/29/201820,647675N/A4,205N/A
3/30/201820,372199N/A4,281N/A
12/29/201720,008386N/A4,252N/A
9/29/201719,5601,444N/A4,130N/A
6/30/201719,093397N/A3,437N/A
3/31/201717,746-249N/A2,853N/A
12/30/201615,919-423N/A2,340N/A
9/30/201614,348-407N/A1,878N/A
7/1/201612,994242N/A1,983N/A
4/1/201612,690828N/A2,116N/A
1/1/201613,4181,138N/A2,315N/A
10/2/201513,9891,325N/A1,960N/A

アナリストによる今後の成長予測

収入対貯蓄率: WDCの予測収益成長率 (年間18.2% ) は 貯蓄率 ( 3.7% ) を上回っています。

収益対市場: WDCの収益 ( 18.2% ) はUS市場 ( 17.4% ) よりも速いペースで成長すると予測されています。

高成長収益: WDCの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: WDCの収益 ( 22.3% ) US市場 ( 13.5% ) よりも速いペースで成長すると予測されています。

高い収益成長: WDCの収益 ( 22.3% ) 20%よりも速いペースで成長すると予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: WDCの 自己資本利益率 は、3年後には非常に高くなると予測されています ( 73.5 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/09/09 22:05
終値2026/09/09 00:00
収益2026/07/03
年間収益2026/07/03

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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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 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 21 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。50

アナリスト機関
James FontanelliArete Research Services LLP
James KelleherArgus Research Company
Tristan GerraBaird