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Western Digital Corporation Stock Price

NasdaqGS:WDC Community·US$159.8b Market Cap
  • 4 Narratives written by author
  • 0 Comments on narratives written by author
  • 228 Fair Values set on narratives written by author

WDC Share Price Performance

US$462.04
390.61 (546.84%)
US$329.76
Fair Value
US$462.04
390.61 (546.84%)
40.1% overvalued intrinsic discount
US$329.76
Fair Value
Price US$462.04
mitchell_lawler US$329.76
AnalystConsensusTarget US$584.79
AnalystHighTarget US$897.27

WDC Community Narratives

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Fair Value US$329.76 40.1% overvalued intrinsic discount

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

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·
Fair Value US$584.79 21.0% undervalued intrinsic discount

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

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·
Fair Value US$897.27 48.5% undervalued intrinsic discount

AI, Cloud And IoT Trends Will Expand Storage Markets

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18users have followed this narrative
US$329.76
40.1% overvalued intrinsic discount
15% revenue growth, 23% net margin, and a terminal P/E ratio of 22 times earnings.
US$415
11.3% overvalued intrinsic discount
Revenue
32.82% p.a.
Profit Margin
41.77%
Future PE
15.55x
Price in 2029
US$530.13
US$897.27
48.5% undervalued intrinsic discount
Revenue
38.2% p.a.
Profit Margin
36.85%
Future PE
33.85x
Price in 2029
US$1.15k

Trending Discussion

No trending discussion available.

Updated Narratives

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

Fair Value: US$329.76 40.1% overvalued intrinsic discount
8 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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WDC: AI Storage Supercycle Expectations Will Eventually Pressure Rich P/E

Fair Value: US$415 11.3% overvalued intrinsic discount
2 users have set this as their fair value
0 users have commented on this narrative
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WDC: AI Infrastructure Storage Contracts Will Drive Future Earnings Repricing

Fair Value: US$897.27 48.5% undervalued intrinsic discount
18 users have set this as their fair value
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Snowflake Analysis

Exceptional growth potential with flawless balance sheet.

3 Risks
3 Rewards

Western Digital Corporation Key Details

US$11.8b

Revenue

US$6.4b

Cost of Revenue

US$5.4b

Gross Profit

-US$1.0b

Other Expenses

US$6.4b

Earnings

Last Reported Earnings
Apr 03, 2026
Next Reporting Earnings
Aug 05, 2026
18.42
45.43%
53.92%
16.3%
View Full Analysis

About WDC

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

Western Digital Corporation develops, manufactures, and sells 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 manufacturers, sales personnel, dealers, distributors, and retailers. 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

Narrative Update 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.

Recent updates

No updates