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Western Digital Corporation Stock Price

NasdaqGS:WDC Community·US$173.9b Market Cap
  • 4 Narratives written by author
  • 1 Comments on narratives written by author
  • 331 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

WDC Share Price Performance

US$460.93
364.78 (379.39%)
​
US$662.13
Fair Value
US$460.93
364.78 (379.39%)
30.4% undervalued intrinsic discount
US$662.13
Fair Value
Price US$460.93
AnalystConsensusTarget US$662.13
mitchell_lawler US$329.76
AnalystHighTarget US$926.76
Tue, 11 Aug 26
Fair ValueUS$662.13
Share Pricen/a

WDC Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$662.13 30.4% undervalued intrinsic discount

Analysts Boost Western Digital Price Targets Amid Stronger Outlook and Positive Valuation Shifts

1users have liked this narrative
0users have commented on this narrative
111users have followed this narrative
MI
mitchell_lawler
mitchell_lawler's
Fair Value
·
Fair Value US$329.76 39.8% overvalued intrinsic discount

Western Digital (WDC) Stock Price is riding a 54% margin that isn't quite what it looks like

6users have liked this narrative
1users have commented on this narrative
34users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$926.76 50.3% undervalued intrinsic discount

AI, Cloud And IoT Trends Will Expand Storage Markets

1users have liked this narrative
0users have commented on this narrative
18users have followed this narrative
WDC logo
Western Digital
39.8% overvalued intrinsic discount

Western Digital (WDC) Stock Price is riding a 54% margin that isn't quite what it looks like

View narrative
MI
mitchell_lawler
mitchell_lawler
Published 17 Jul
Read Narrative
WDC logo
Western Digital
30.4% undervalued intrinsic discount

Analysts Boost Western Digital Price Targets Amid Stronger Outlook and Positive Valuation Shifts

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 11 Aug
Read Narrative
WDC logo
Western Digital
11.1% overvalued intrinsic discount

Shrinking HDD Market And Asian Rivalry Will Weaken Outlook

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AN
AnalystLowTarget
AnalystLowTarget
Updated 28 Jul
Read Narrative
WDC logo
Western Digital
50.3% undervalued intrinsic discount

AI, Cloud And IoT Trends Will Expand Storage Markets

View narrative
AN
AnalystHighTarget
AnalystHighTarget
Updated 25 Aug
Read Narrative

Trending Discussion

MA
WDC logo

Hola soy de Colombia

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Recently Updated Narratives

MI
mitchell_lawler
WDC logo

Western Digital (WDC) Stock Price is riding a 54% margin that isn't quite what it looks like

Fair Value: US$329.76 39.8% overvalued intrinsic discount
34 fair values setusers have set this as their fair value
1 commentusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystHighTarget
WDC logo

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

Fair Value: US$926.76 50.3% undervalued intrinsic discount
18 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystConsensusTarget
WDC logo

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

Fair Value: US$662.13 30.4% undervalued intrinsic discount
111 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
1 likeusers have liked this narrative

Snowflake Analysis

Flawless balance sheet and undervalued.

3 Risks
4 Rewards
View Full Analysis

Western Digital Corporation Key Details

US$12.9b

Revenue

US$6.6b

Cost of Revenue

US$6.3b

Gross Profit

-US$3.0b

Other Expenses

US$9.3b

Earnings

Last Reported Earnings
Jul 03, 2026
Next Reporting Earnings
n/a
25.76
48.85%
71.88%
11.9%
View Full Analysis

About WDC

Founded
1970
Employees
40000
CEO
Tiang Yew Tan
WebsiteView website
www.westerndigital.com

Western Digital Corporation engages in the development, manufacture, and sale of data storage devices and solutions based on hard disk drive (HDD) technology in the United States, Asia, Europe, the Middle East, and Africa. The company offers internal HDDs, data center drives, data center platforms, external drives, portable drives, NAS for home and office, and accessories. It sells its data storage devices and solutions through its computer sales personnel, dealers, distributors, retailers, and subsidiaries. The company has a collaboration with Open Quantum Design for the development of quantum error correction technology and related systems to advance reliable quantum computing. Western Digital Corporation was founded in 1970 and is headquartered in San Jose, California.

Recent WDC News & Updates

Seeking Alpha • 2h

Western Digital: The Correction Priced Out The Froth, Not The Compounding

Summary Western Digital is rated a Buy, with compounding AI-driven storage demand and a reasonable ~17.5x forward EV/EBITDA multiple supporting the thesis. Structural shifts from inference, agentic, and physical AI workloads underpin a 'new normal' of robust, less-cyclical storage demand, with pricing power intact through FY2027. Medium-term growth expectations have moderated to ~25% exabyte shipment growth, but pricing-led revenue and margin expansion remain strong, mitigating short-term volume fluctuations. Outer-year risks center on potential margin compression and multiple contraction, but base-case scenarios still screen net positive through FY2029, supporting near-term upside. Read the full article on Seeking Alpha

Recent updates

No updates

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