Professional
Added to YB: 2025-10-17
Pitch date: 2025-10-01
WDC [bullish]
Western Digital Corporation
+29.76%
current return
Author Info
Night Watch Investment Management is an alternative asset manager focused on global equities, selected based on our in-depth proprietary research. Our investment style is best described as value plus catalyst. Visit their website.
Company Info
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.
Market Cap
$54.0B
Pitch Price
$135.90
Price Target
N/A
Dividend
0.32%
EV/EBITDA
18.87
P/E
22.06
EV/Sales
5.53
Sector
Technology Hardware, Storage and Peripherals
Category
special_situation
Night Watch Investment Management New Position: Western Digital Corporation
WDC (new position): Pure-play HDD after SanDisk spinoff benefits from AI data center storage demand. Duopoly with Seagate controlling supply while capacity demand grows rapidly. Market late to recognize positive earnings impact from AI infrastructure spending cycle.
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