Added to YB: 2026-05-01
Pitch date: 2026-04-30
WDC [neutral]
Western Digital Corporation
Author Info
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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
$139.9B
Pitch Price
N/A
Price Target
N/A
Dividend
0.12%
EV/EBITDA
41.56
P/E
38.59
EV/Sales
13.13
Sector
Technology Hardware, Storage and Peripherals
Category
growth
Earnings Edge for None: Setups for Western Digital Corporation
WDC (earnings): AI datacenter HDD demand driving multi-year runway; UltraSMR tech >50% mix boosting margins to 44-45% GM guidance. Post-SanDisk spinoff = pure-play HDD focus. 33 Buy/0 Sell ratings, beat est 4 qtrs avg 9.18%. Bull: nearline contracts thru 2026+, margin expansion toward 50%. Bear: SSD displacement risk, 4-6% capex may limit supply, 89% cloud rev concentration, 19.3% EPS growth trails semi sector 25.2%.
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