Added to YB: 2025-02-26
Pitch date: 2025-01-08
WDC [bullish]
Western Digital Corporation
+271.2%
current return
Author Info
No bio for this author
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
$47.51
Price Target
112.00 (-36%)
Dividend
0.32%
EV/EBITDA
18.87
P/E
22.06
EV/Sales
5.53
Sector
Technology Hardware, Storage and Peripherals
Category
growth
Western Digital Corporation - $WDC
WDC: Underappreciated AI beneficiary. 50%+ upside: 1) AI-driven EPS growth 2) NAND market perception improving 3) HDD duopoly rational pricing 4) Spin forces attractive SoTP valuation 5) Catalysts: investor day, shorts covering, NAND cycle improvement, takeout potential. 6-8x fwd EPS, $112 PT (70% upside).
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