Price (90d)
$487.29Signal Score (90d)
50Quote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2026 | $12.92B | $9.42B | $26.92 |
| 2025 | $9.52B | $1.86B | $5.31 |
| 2024 | $6.32B | $-798.00M | $-2.61 |
| 2023 | $6.25B | $-1.68B | $-5.37 |
| 2022 | $18.79B | $1.55B | $4.81 |
Social Signal Score
Earnings
Thu, Oct 29(in 2 months)
Consensus estimate $4.07 per share
Typical surprise +12.2% (median, so one quarter with a near-zero estimate can't distort it)
- Wed, Aug 5$3.56 vs $3.31beat
- Thu, Apr 30$2.72 vs $2.39beat
- Thu, Jan 29$2.13 vs $1.93beat
- Thu, Oct 30$1.78 vs $1.59beat
- Wed, Jul 30$1.66 vs $1.48beat
- Wed, Apr 30$1.36 vs $1.12beat
Estimates and results for WDC via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Valuation
Project earnings forward and see what return today's price implies.
Seeded from WDC's reported EPS growth of 53.8% a year over 4 years. Historical EPS growth of 54% reflects a recovery from a low base and won't persist. Capped at 30% as a starting point.
- EPS in 5 years
- $101.42
- Implied price
- $2,028
- Return from $508.80
- 31.9% a year
To earn 15.0% a year on these assumptions you'd need to buy at $1,008 — today's price is already 49.5% below that.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 14 | 17 | 20 | 23 | 26 |
|---|---|---|---|---|---|
| 20.0% | 13.3% | 17.8% | 21.7% | 25.2% | 28.3% |
| 25.0% | 18.1% | 22.7% | 26.8% | 30.4% | 33.6% |
| 30.0% | 22.8% | 27.6% | 31.9% | 35.6% | 39.0% |
| 35.0% | 27.5% | 32.6% | 36.9% | 40.8% | 44.3% |
| 40.0% | 32.2% | 37.5% | 42.0% | 46.0% | 49.7% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Mentions (16)
- 4chan /biz/biz·11h ago·Neutral
>>62595582 Buying GRRR, GRSD, NBIS, IREN, SNDK, MU, WDC, RDDT I ain't selling shit, playing The Movies Stunts & Effects, watching The Aviator, Listening to Khruangbin, Reading Moby Dick, Drinking Gin & Tonic, Fapping too much, feeling nothing as always :3
View source ↗ - Newszacks.com·1d ago·Neutral
3 Reasons Why Western Digital (WDC) Is a Great Growth Stock Western Digital (WDC) could produce exceptional returns because of its solid growth attributes.
View source ↗ - Newszacks.com·1d ago·Positive
Western Digital (WDC) Upgraded to Strong Buy: What Does It Mean for the Stock? Western Digital (WDC) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).
View source ↗ - 4chan /biz/biz·2d ago·Positive
>>62587188 Based and same here pilled, did the same with neoclouds. All of the following are hitting big resistance levels and I would love one last shakeout/pullback. Sk Hynix Sneedisk Micron Western Digital Kioxia Iren Neeby Weebyius But I will slurp all if they have a little 5 - 10% shave in the coming weeks.
View source ↗ - 4chan /biz/biz·4d ago·Neutral
>>62583567 GRRR MU SNDK SKHY WDC IREN NBIS PENG RIOT POET DAVE ASTS RDDT PL RKLB META GOOGL NFLX UBER BREAKING BREAKING BREAKING: >Pakistan: US-Iran are close to some arrangement on peace.
View source ↗ - Newszacks.com·4d ago·Positive
WDC Beats Q4 Expectations: More AI-Driven Upside Ahead for the Stock? Western Digital's 44% revenue growth, expanding margins and strong AI-driven storage demand signal continued earnings momentum.
View source ↗ - Newszacks.com·4d ago·Neutral
Can Western Digital Expand Margins on Higher-Capacity Drives? WDC's higher-capacity drives are lifting margins as favorable pricing, lower costs and new ePMR products support further expansion.
View source ↗ - Newszacks.com·4d ago·Neutral
Is Western Digital (WDC) a Buy as Wall Street Analysts Look Optimistic? The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.
View source ↗ - Newsseekingalpha.com·4d ago·Neutral
Western Digital: AI Is Creating 300 Trillion Tokens A Day, Buy The Storage Western Digital delivered a near-perfect quarter with 44% YoY revenue growth, strong margins, and robust guidance, yet sold off on relative expectations. WDC's cloud segment now dominates revenue, with exabyte shipments up 22% YoY and pricing power driving significant operating leverage. Seagate's HAMR lead triggered market concerns, but WDC is ramping 40TB ePMR drives and expects its 44TB HAMR product in H1 2027, minimiz
View source ↗ - Newsseekingalpha.com·4d ago·Positive
Western Digital: Q4 2026 Confirms The Market Is Still Underpricing EPS Growth 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.
View source ↗ - 4chan /biz/biz·4d ago·Negative
>>62582271 Micron and Sandicks and WDC to new highs /smg/ to missing out again I don't care about meme ones that have 100 billion mcap on 1 billion earnings btw Also MHCP might have more room to run because they've got a side biz making stuff for lockheed.
View source ↗ - 4chan /biz/biz·5d ago·Neutral
>>62579876 >>62579881 >ti trimmed its price target on Micron stock to $1,150 from $1,400 while keeping a ‘Buy’ rating, citing “mixed” earnings from SanDisk and Western Digital and a more tempered outlook for DRAM and NAND pricing heading into next year, after the Future of Memory conference.
View source ↗ - 4chan /biz/biz·6d ago·Neutral
>>62577474 hmmmm The thing is Micron has already taken deposits for 2027, Sandisk as far as 2028. I don't know about other companies like WDC or AMD. But the thing is you can only lie about the company's value for so long as their earnings continue to rise before you are forced to accept that the nand company making 93 billion a year is worth more than 182 billion mcap, and the memory company making 350 billion a year is worth closer to 4 trillion than 900 billion. The price targets, the rando
View source ↗ - Newsseekingalpha.com·6d ago·Negative
Western Digital: Cyclical Upcycle Is On A Clock While Valuation Remains Expensive Western Digital is now a pure-play HDD storage provider post-Sandisk spin-off, with cloud representing 89% of revenue and driving recent explosive growth. I initiate coverage with a Sell rating and a $370 price target, citing concerns over unsustainably high-growth rates and an overextended valuation. Despite 44% revenue growth, 1,310 bps gross margin expansion, and 109% EPS growth, forward guidance and sequential
View source ↗ - Newsseekingalpha.com·7d ago·Neutral
Western Digital: Watch For Technological Threats Following Post-Earnings Sell-Off Western Digital delivered strong Q4 2026 results, beating earnings and revenue expectations but faced a sharp post-earnings sell-off due to valuation concerns. WDC's pure-play HDD focus exposes it to technological disruption risks, such as emerging low-bit AI architectures, and SSD adoption could erode demand and margins. Current valuation requires unsustainably high FCF growth (~40%) to justify, with non-GAAP P/E
View source ↗ - 4chan /biz/biz·8d ago·Positive
Quick. Do I buy Western Digital Computer (WDC) or not?
View source ↗