Western Digital Framtida tillväxt
Future kriterier kontrolleras 5/6
Western Digital förväntas öka intäkter och intäkter med 17.7% respektive 21.8% per år. EPS förväntas tillväxt med 22.6% per år. Avkastningen på eget kapital förväntas bli 87.4% om 3 år.
Viktig information
17.7%
Tillväxttakt i vinsten
22.59%
Tillväxttakt för EPS
| Tech vinsttillväxt | 10.7% |
| Intäkternas tillväxttakt | 21.8% |
| Framtida avkastning på eget kapital | 87.44% |
| Bevakning av analytiker | Good |
| Senast uppdaterad | 02 May 2026 |
Senaste uppdateringarna om framtida tillväxt
Recent updates
Western Digital: This Bull Run May Just Be Starting
Apr 29
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.
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.
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.
Western Digital Corp (WDC): The HDD Renaissance and the "Road to $20 EPS"
Western Digital has successfully rebranded itself as the "Pure-Play" king of mass-capacity storage. By shedding the volatile NAND Flash segment, the company has allowed its Nearline HDD business to shine as the fundamental backbone of the AI data economy.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.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.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.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.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.Western Digital Corporation (NASDAQ:WDC) Stocks Shoot Up 27% But Its P/S Still Looks Reasonable
Jan 16
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.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.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.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.Impressive Earnings May Not Tell The Whole Story For Western Digital (NASDAQ:WDC)
Nov 07WDC: 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.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.Western Digital Corporation (NASDAQ:WDC) Stocks Shoot Up 25% But Its P/S Still Looks Reasonable
Oct 19AI 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.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.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.Western Digital Corporation (NASDAQ:WDC) Shares Could Be 28% Below Their Intrinsic Value Estimate
May 22Western Digital Corporation's (NASDAQ:WDC) 38% Price Boost Is Out Of Tune With Revenues
May 22Western Digital: Invest For The AI Aftershock
Apr 08Prognoser för vinst- och omsättningstillväxt
| Datum | Intäkter | Intäkter | Fritt kassaflöde | Kassaflöde från rörelsen | Genomsnittligt Antal analytiker |
|---|---|---|---|---|---|
| 1/2/2026 | 10,734 | 3,946 | 2,306 | 2,671 | N/A |
| 10/3/2025 | 10,126 | 2,601 | 1,940 | 2,329 | N/A |
| 6/27/2025 | 9,520 | 1,598 | 1,279 | 1,691 | N/A |
| 3/28/2025 | 8,919 | 1,105 | 855 | 1,311 | N/A |
| 12/27/2024 | 8,377 | 316 | 436 | 861 | N/A |
| 9/27/2024 | 5,779 | 28 | -93 | 366 | N/A |
| 6/28/2024 | 6,317 | -819 | -781 | -294 | N/A |
| 3/29/2024 | 6,985 | -1,287 | -1,218 | -728 | N/A |
| 12/29/2023 | 8,036 | -1,837 | -1,684 | -1,167 | N/A |
| 9/29/2023 | 11,332 | -2,455 | -1,665 | -1,040 | N/A |
| 6/30/2023 | 6,255 | -926 | -1,229 | -408 | N/A |
| 3/31/2023 | 14,174 | -683 | -1,027 | -45 | N/A |
| 12/30/2022 | 15,752 | -78 | -415 | 734 | N/A |
| 9/30/2022 | 17,478 | 937 | 168 | 1,365 | N/A |
| 7/1/2022 | 18,793 | 1,546 | 758 | 1,880 | N/A |
| 4/1/2022 | 19,185 | 1,821 | 1,411 | 2,579 | N/A |
| 12/31/2021 | 18,941 | 1,993 | 1,176 | 2,297 | N/A |
| 10/1/2021 | 18,051 | 1,491 | 1,002 | 2,056 | N/A |
| 7/2/2021 | 16,922 | 821 | 752 | 1,898 | N/A |
| 4/2/2021 | 16,289 | 347 | 41 | 1,076 | N/A |
| 1/1/2021 | 16,327 | 167 | 184 | 1,102 | N/A |
| 10/2/2020 | 16,618 | -34 | 95 | 934 | N/A |
| 7/3/2020 | 16,736 | -250 | 177 | 824 | N/A |
| 4/3/2020 | 16,083 | -595 | 235 | 821 | N/A |
| 1/3/2020 | 15,582 | -1,193 | N/A | 883 | N/A |
| 10/4/2019 | 15,581 | -1,541 | N/A | 1,095 | N/A |
| 6/28/2019 | 16,569 | -754 | N/A | 1,547 | N/A |
| 3/29/2019 | 18,052 | 199 | N/A | 2,241 | N/A |
| 12/28/2018 | 19,391 | 841 | N/A | 3,064 | N/A |
| 9/28/2018 | 20,494 | 505 | N/A | 3,777 | N/A |
| 6/29/2018 | 20,647 | 675 | N/A | 4,205 | N/A |
| 3/30/2018 | 20,372 | 199 | N/A | 4,281 | N/A |
| 12/29/2017 | 20,008 | 386 | N/A | 4,252 | N/A |
| 9/29/2017 | 19,560 | 1,444 | N/A | 4,130 | N/A |
| 6/30/2017 | 19,093 | 397 | N/A | 3,437 | N/A |
| 3/31/2017 | 17,746 | -249 | N/A | 2,853 | N/A |
| 12/30/2016 | 15,919 | -423 | N/A | 2,340 | N/A |
| 9/30/2016 | 14,348 | -407 | N/A | 1,878 | N/A |
| 7/1/2016 | 12,994 | 242 | N/A | 1,983 | N/A |
| 4/1/2016 | 12,690 | 828 | N/A | 2,116 | N/A |
| 1/1/2016 | 13,418 | 1,138 | N/A | 2,315 | N/A |
| 10/2/2015 | 13,989 | 1,325 | N/A | 1,960 | N/A |
| 7/3/2015 | 14,572 | 1,465 | N/A | 2,242 | N/A |
Analytiker Framtid Tillväxt Prognoser
Intäkter kontra sparande: WDC s prognostiserade vinsttillväxt ( 17.7% per år) är över sparkvoten ( 3.4% ).
Resultat vs marknad: WDC s intäkter ( 17.7% per år) förväntas växa snabbare än marknaden för US ( 16% per år).
Höga tillväxtresultat: WDC s intäkter förväntas växa, men inte avsevärt.
Intäkt vs marknad: WDC s intäkter ( 21.8% per år) förväntas växa snabbare än US marknaden ( 11.2% per år).
Hög tillväxtintäkter: WDC s intäkter ( 21.8% per år) förutspås växa snabbare än 20% per år.
Tillväxtprognoser för vinst per aktie
Framtida avkastning på eget kapital
Framtida ROE: WDC s avkastning på eget kapital förväntas bli mycket hög om 3 år ( 87.4 %).
Upptäck tillväxtföretag
Företagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/05/04 11:22 |
| Aktiekurs vid dagens slut | 2026/05/01 00:00 |
| Intäkter | 2026/04/03 |
| Årlig intjäning | 2025/06/27 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
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| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
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* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.
Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
Western Digital Corporation bevakas av 57 analytiker. 22 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Brett Simpson | Arete Research Services LLP |
| James Fontanelli | Arete Research Services LLP |
| James Kelleher | Argus Research Company |