Added to YB: 2026-08-10
Pitch date: 2026-08-06
WDC [neutral]
Western Digital Corporation
-5.06%
current return
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
$155.6B
Pitch Price
$457.44
Price Target
N/A
Dividend
0.13%
EV/EBITDA
31.18
P/E
18.60
EV/Sales
12.01
Sector
Technology Hardware, Storage and Peripherals
Category
growth
Western Digital: Q4FY26 revenue surged 44% year-over-year, led by cloud and AI demand, with margins at record highs
WDC (earnings): Q4FY26 rev $3.75B (+44% YoY), beat $3.69B; adj EPS $3.56 (+109% YoY) beat $3.30. Gross margin 54.4% (+1310bps), op margin 44.2%. FCF $1.3B. Q1FY27 guide: rev $4.1B, EPS $4.00, GM 55-56%, all above est. Net +$500M cash, $3.1B returned. AI/cloud demand, 40TB/44TB HAMR ramp. -11.5% AH; +566% 1yr.
Read full article (2 min)