Duyuru • Jul 14
Western Digital Corporation to Report Q4, 2026 Results on Aug 05, 2026 Western Digital Corporation announced that they will report Q4, 2026 results After-Market on Aug 05, 2026 Duyuru • Jul 13
Western Digital Corp. Reportedly Explores Possible Merger with Kioxia Western Digital Corporation (NasdaqGS:WDC) is again at the center of merger discussions with Japan-based Kioxia Holdings Corporation (TSE:285A), as reports on July 9, 2026 describe a potential combination that could reshape the NAND flash landscape and position the pair as a stronger competitor in data-center and PC memory. Discussions focus on integrating flash memory assets through a share-based transaction or a spin-off that would unite Western Digital's flash unit with Kioxia. No deal value has been disclosed. Previous merger attempts faced valuation and regulatory hurdles, but both companies reportedly see merit in strategic collaboration. Buy Or Sell Opportunity • Jun 30
Now 31% undervalued The stock has been flat over the last 90 days, currently trading at €539. The fair value is estimated to be €780, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.3% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 24% per annum. Earnings are also forecast to grow by 18% per annum over the same time period. Valuation Update With 7 Day Price Move • Jun 23
Investor sentiment improves as stock rises 43% After last week's 43% share price gain to €657, the stock trades at a forward P/E ratio of 43x. Average forward P/E is 12x in the Tech industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €842 per share. Recent Insider Transactions • Jun 04
Key Executive recently sold €1.2m worth of stock On the 1st of June, Vidyadhara Gubbi sold around 2k shares on-market at roughly €479 per share. This transaction amounted to 2.8% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth €1.9m. Vidyadhara has been a net seller over the last 12 months, reducing personal holdings by €12m. Duyuru • Jun 02
Western Digital Corporation Demonstrates Storage Innovations and Platforms for Scaling Persistent Ai Workloads Western Digital Corporation announced its presence at Computex 2026 to help the industry understand that AI infrastructure is fundamentally a data system, not just a compute system. WD is at Computex addressing this reality with a forum session keynote, booth demonstrations and new storage innovations. WD's exhibit brings this data-centric architecture to life, demonstrating how storage underpins AI systems at scale. Visitors will see WD's Ultrastar HDD high-capacity storage portfolio spanning UltraSMR, ePMR and HAMR. The company will also be highlighting its two industry-first advanced HDD innovations: High Bandwidth Drive Technology and Dual Pivot Drive Technology, which together project a 4x increase in HDD throughput while maintaining the relative I/O per TB rate customers enjoy today. This reduces the need for customers to increase SSD deployment or rearchitect services as capacity scales. WD’s Platform solutions highlighted will include the Ultrastar Data Series JBODs, OpenFlex EBOF, and RapidFlex NVMe-oF controller. These solutions help cloud, neo cloud and HPC companies accelerate adoption by optimizing capacity and performance, reducing costs, and improving time to value without requiring costly infrastructure designs. WD is also showcasing its new Ultrastar Data 3000 series JBODs, delivering the scalable capacity required for AI data growth. Using ArcticFlow multizone cooling and patented IsoVibe vibration isolation technologies, the Ultrastar Data 3000 series optimizes performance and reliability by reducing drive return rates by up to 62% in a platform designed for dependable operation at scale. The 3000 series also offers 12 ports of 24 Gb/s SAS-4 host connectivity, enabling customers to stay ahead of bandwidth demands as capacity and workload intensities grow. WD will also share tiered storage solutions, including architectures built on Ceph and others developed with IBM Storage Scale and XTAO, that align performance and economics to each stage of the AI data lifecycle, increasing GPU efficiency while lowering cost at scale through tiered system-level architectures. The globally recognized WD Color portfolio including WD Gold, WD Red, and WD Purple, as well as the rebranded G-DRIVE family of external storage solutions designed for content creators, will also be on display. Together, these innovations position WD as a key foundational layer in AI infrastructure, enabling the persistence, movement, and scalability of data across environments. Valuation Update With 7 Day Price Move • Jun 01
Investor sentiment improves as stock rises 22% After last week's 22% share price gain to €474, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 15x in the Tech industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €856 per share. Duyuru • May 28
Western Digital Corporation Announces Appointment of Manuvir Das to Board of Directors, Effective May 26, 2026 Western Digital Corporation announced the appointment of Manuvir Das to its board of directors, effective May 26, 2026. Das previously held senior leadership roles at NVIDIA, Dell EMC, and Microsoft, and brings deep expertise in enterprise AI, data infrastructure, and cloud computing. He currently serves as an Operating Partner in the Digital Infrastructure group at Stonepeak Partners LP, a position he assumed in April 2025. Das most recently served as Head of Enterprise Computing at NVIDIA, where he led the company’s enterprise AI strategy, launched the NVIDIA AI Enterprise software suite, and worked to make AI more accessible and production-ready for enterprise customers worldwide. Prior to NVIDIA, Das led Dell EMC’s unstructured data storage business, overseeing the scale-out Isilon NAS platform and the scale-out ECS Object platform. Earlier in his career, he spent 14 years at Microsoft where he was an original engineering leader behind the development of Microsoft Azure. Das earned his master’s and doctoral degrees in Computer Science from the University of Wisconsin and his bachelor’s degree in Computer Science and Engineering from the Indian Institute of Technology Bombay. With this appointment, Western Digital's board is comprised of nine directors, eight of whom are external and independent. Duyuru • May 20
Western Digital Corporation Advances Next-Generation Trusted Infrastructure With Industry’s First Post-Quantum Cryptography Hard Drives Western Digital Corporation announced a significant step in next-generation infrastructure security with the integration of post-quantum cryptography (PQC) into its newest high-capacity Ultrastar UltraSMR hard disk drives. Ultrastar HDDs currently in customer qualification introduce PQC-ready secure boot and firmware protection, establishing a new standard for device trust in the Quantum Era. These drives are currently in qualification with multiple hyperscale customers, reflecting strong early interest in quantum-resilient storage architectures. WD's launch of the first hard drives to implement NIST-approved quantum-resistant algorithms marks a definitive industry transition — from theoretical planning to deployed hardware-level defense. By hardening the root of trust, WD provides a critical safeguard against threats like harvest now, decrypt later (HNDL) and similar attacks. This helps protect the massive data lakes fueling today’s AI innovations against the cryptographic protection-breaking power of tomorrow’s quantum computers. WD is among the first to bring post-quantum cryptography into production storage infrastructure, helping lead the industry’s quantum transition with deployed, standards-aligned, infrastructure-level protection, setting a new baseline for trust in AI-era data systems. AI data systems generate and retain massive, long-lived data sets. Securing that data over decades, not just years, must be a core requirement of modern infrastructure. Long data lifecycles and extended IT service windows widen vulnerabilities. Enterprise storage infrastructure typically remains in service for five years or longer, a timeframe that may overlap with the emergence of cryptographically relevant quantum computers. As decryption capabilities advance, so do the strategies of sophisticated adversaries. HNDL is a present-day threat. Adversaries may collect encrypted or signed data with the intent to decrypt or forge security signatures once quantum capabilities mature. Organizations must begin to prepare for long-term cryptographic resilience today. Firmware-level attacks present a critical risk. Device-level trust is becoming increasingly important as security architectures evolve. A quantum-enabled adversary could potentially forge digital signatures on firmware updates, allowing malicious code to appear authentic and compromising drive security. WD's PQC implementation on the new Ultrastar DC HC6100 UltraSMR is designed to help protect device trust chains from manufacturing through field service. This implementation represents more than a feature enhancement; it reflects a broader shift toward embedding quantum-resilient security directly into the foundation of data infrastructure. The focus is on securing device-level trust, including firmware integrity and key management, rather than data-at-rest encryption. Key elements include: Algorithm selection: ML-DSA-87 (NIST FIPS 204) for high-assurance code signing, with dual-signing using RSA-3072 combining proven and emerging cryptographic standards to ensure strong, resilient security; Infrastructure readiness: PQC-capable public key infrastructure (PKI) and hardware security module (HSM) workflows deployed to support key issuance, rotation, and lifecycle management; Operational continuity: Dual-signing and rollback safeguards designed to support deployment across diverse fleets without disrupting current operations. As quantum security requirements advance, data protection at the infrastructure layer is becoming a baseline requirement for AI-driven enterprises. WD is helping define the next baseline for trust in AI infrastructure, where security is embedded at the foundation of the system, not added as an afterthought. WD expects to expand PQC capabilities across additional enterprise hard drive product lines over time. Duyuru • May 02
Western Digital Corporation Announces Increase Quarterly Cash Dividend on Common Stock, Payable on June 17, 2026 Western Digital Corporation announced 20% increase in the quarterly cash dividend on the company’s common stock to $0.15 per share of the company’s common stock, which will be paid on June 17, 2026 to stockholders of record as of the close of business on June 5, 2026. 
