Western Digital マネジメント
マネジメント 基準チェック /24
Western Digitalの CEO はIrving Tanで、 Oct2024年に任命され、 の在任期間は 1.92年です。 の年間総報酬は$ 11.53Mで、 7.2%給与と92.8%のボーナス（会社の株式とオプションを含む）で構成されています。 は、会社の株式の0.16%を直接所有しており、その価値は$ 280.72M 。経営陣と取締役会の平均在任期間はそれぞれ1.6年と7.8年です。
主要情報
Irving Tan
最高経営責任者
US$11.5m
報酬総額
| CEO給与比率 | 7.25% |
| CEO在任期間 | 1.9yrs |
| CEOの所有権 | 0.2% |
| 経営陣の平均在職期間 | 1.6yrs |
| 取締役会の平均在任期間 | 7.8yrs |
経営陣の近況
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.CEO報酬分析
| 日付 | 総報酬 | 給与 | 会社業績 |
|---|---|---|---|
| Jul 03 2026 | n/a | n/a | US$9b |
| Apr 03 2026 | n/a | n/a | US$6b |
| Jan 02 2026 | n/a | n/a | US$4b |
| Oct 03 2025 | n/a | n/a | US$3b |
| Jun 27 2025 | US$12m | US$836k | US$2b |
報酬と市場: Irvingの 総報酬 ($USD 11.53M ) は、 US市場 ($USD 14.74M ) の同様の規模の企業の平均とほぼ同じです。
報酬と収益: Irvingの報酬と会社の業績を比較するにはデータが不十分です。
CEO
Irving Tan (56 yo)
1.9yrs
在職期間
US$11,534,369
報酬
Mr. Tiang Yew Tan, also known as Irving, is Chief Executive Officer of Western Digital Corporation from October 10, 2024 and serves as its Director since February 2025. He was Executive Vice President of G...
リーダーシップ・チーム
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| CEO & Director | 1.9yrs | US$11.53m | 0.16% $ 280.7m | |
| Executive VP & CFO | 1.3yrs | US$10.22m | 0.012% $ 20.4m | |
| Executive VP & Chief of Global Operations | 1.6yrs | US$4.71m | 0.023% $ 40.1m | |
| Executive VP | 2.7yrs | US$4.46m | 0.031% $ 53.5m | |
| Executive VP & Chief Product Officer | 1.5yrs | US$7.77m | 0.045% $ 78.1m | |
| Chief Investment Officer | no data | データなし | データなし | |
| Senior VP & Chief Accounting Officer | less than a year | データなし | データなし | |
| Chief Information Officer | no data | データなし | データなし | |
| Vice President of Investor Relations | no data | データなし | データなし | |
| Executive VP and Chief Sales & Marketing Officer | 1.6yrs | データなし | 0.028% $ 48.4m | |
| Vice President of Strategy & Corporate Development | 1.7yrs | データなし | データなし | |
| Chief Human Resources Officer | 1.6yrs | データなし | データなし |
1.6yrs
平均在職期間
56.5yo
平均年齢
経験豊富な経営陣: WDCの経営陣は 経験豊富 とはみなされません ( 1.6年の平均在職年数)。これは新しいチームを示唆しています。
取締役
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| CEO & Director | 1.6yrs | US$11.53m | 0.16% $ 280.7m | |
| Independent Director | 8.1yrs | US$354.24k | 0.011% $ 18.1m | |
| Independent Director | 26.7yrs | US$474.96k | 0.0020% $ 3.4m | |
| Lead Independent Director | 7.8yrs | US$417.44k | 0.0097% $ 16.6m | |
| Independent Director | 1.6yrs | US$273.21k | 0.00064% $ 1.1m | |
| Independent Chairman of the Board | 11.8yrs | US$456.95k | 0.0054% $ 9.3m | |
| Independent Director | 7.8yrs | US$364.98k | 0.0071% $ 12.3m | |
| Independent Director | 1.6yrs | US$275.07k | 0.0011% $ 1.8m | |
| Independent Director | less than a year | データなし | データなし |
7.8yrs
平均在職期間
65yo
平均年齢
経験豊富なボード: WDCの 取締役会 は 経験豊富 であると考えられます ( 7.8年の平均在任期間)。
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 |
| |
| 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
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 Fontanelli | Arete Research Services LLP |
| James Kelleher | Argus Research Company |
| Tristan Gerra | Baird |