Added to YB: 2026-07-20
Pitch date: 2026-07-16
WDC [bullish]
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
$160.9B
Pitch Price
N/A
Price Target
N/A
Dividend
0.13%
EV/EBITDA
40.20
P/E
25.56
EV/Sales
13.53
Sector
Technology Hardware, Storage and Peripherals
Category
special_situation
Western Digital $WDC: Investment Thesis
WDC: Only 2 public HDD makers left; net cash 1st time in decade. Best pure-play quarter ever: 50.5% GM, +45% rev growth, FCF jumped to $978M. Sold out cal'26, LTAs to 2028-29. Cloud 89% of rev, exabytes +34% YoY, mgmt sees 25%+ CAGR. Risks: HAMR lag vs Seagate, 43% top-3 concentration, dilution, tariffs.
Read full article (14 min)