Western Digital Corporation

Western Digital Corporation

WDCยทNASDAQ

$594.23

+8.8%
TechnologyComputer Hardware

Western Digital Corporation develops, manufactures, and sells data storage devices and solutions in the United States, China, Hong Kong, Europe, the Middle East, Africa, rest of Asia, and internationally. It offers client devices, including hard disk drives (HDDs) and solid state drives (SSDs) for computing devices, such as desktop and notebook personal computers (PCs), smart video systems, gaming consoles, and set top boxes; flash-based embedded storage products for mobile phones, tablets, notebook PCs, and other portable and wearable devices, as well as automotive, Internet of Things, industrial, and connected home applications; and flash-based memory wafers. The company also provides data center devices and solutions comprising enterprise helium hard drives; enterprise SSDs consisting of flash-based SSDs and software solutions for use in enterprise servers, online transactions, data analysis, and other enterprise applications; data center solutions for data storage systems and tiered storage models; and data storage platforms. In addition, it offers client solutions, such as external HDD storage products in mobile and desktop form; client portable SSDs; removable cards that are used in consumer devices comprising mobile phones, tablets, imaging systems, and cameras and smart video systems; universal serial bus flash drives for use in the computing and consumer markets; and wireless drive products used in-field back up of created content, as well as wireless streaming of high-definition movies, photos, music, and documents to tablets, smartphones, and PCs. The company sells its products under the G-Technology, SanDisk, and WD brands to original equipment manufacturers, distributors, dealers, resellers, and retailers. Western Digital Corporation was founded in 1970 and is headquartered in San Jose, California.

At a Glance

Live Snapshot
Market Cap$204.82B
EPS5.3100
P/E Ratio111.91
Earnings Date07/29/2026
wdc

Western Digital Corporation Street Expectations Map

WDC ยท NASDAQ

Wall Street analysts project that WDC stock may decline over the coming 12 months. The consensus 1-year price target stands at 458.07, with estimates ranging from a low of 250.00 to a high of 660.00.

Lowest Target
250.00
-57.93%
Consensus Target
458.07
-22.91%
Highest Target
660.00
11.07%

The consensus 1-year price target stands at 458.07, with estimates ranging from a low of 250.00 to a high of 660.00.

Analyst Consensus Analysis

Upside Potential

-22.9%

Significant downside risk. Stock trading well above analyst consensus suggests elevated valuation concerns and potential correction.

Analyst Agreement

89.5% spread

High uncertainty. Very wide target spread indicates significant disagreement among analystsโ€”major valuation uncertainty or transformation underway.

Risk-Reward Profile

0.19x

Unfavorable risk-reward. Downside risk exceeds upside potential. Consider defensive positioning or alternative opportunities.

Analyst Conviction

Low

High uncertainty: Wide dispersion indicates analysts struggle to agree on valuationโ€”proceed with caution and independent analysis.

Market Sentiment Insight

Extreme uncertainty: Massive dispersion in price targets reflects fundamental disagreement on business trajectory. This could signal transformation, disruption, or complex valuationโ€”requires deep sector expertise and contrarian mindset.

wdc

Western Digital Corporation Forward Estimates of Revenue

WDC ยท NASDAQ
Latest Revenue
9.52B
FY 2025
Avg Estimate
11.77B
FY 2026
Estimate Range
11.67B - 11.83B
Analyst Spread

Forward Growth Analysis

Projected Growth+23.6%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage16 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

wdc

Western Digital Corporation Forward Estimates of Net Income

WDC ยท NASDAQ
Latest Net Income
1.86B
FY 2025
Avg Estimate
2.76B
FY 2026
Estimate Range
2.71B - 2.82B
Analyst Spread

Forward Growth Analysis

Projected Growth+48.5%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage16 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread4%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

wdc

Western Digital Corporation Forward Estimates of EPS

WDC ยท NASDAQ
Latest EPS
5.31
FY 2025
Avg Estimate
$7.68
FY 2026
Estimate Range
$7.55 - $7.85
Analyst Spread

Forward Growth Analysis

Projected Growth+44.6%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage12 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread4%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

wdc

Western Digital Corporation Forward Estimates of EBIT

WDC ยท NASDAQ
Latest EBIT
1.49B
FY 2025
Avg Estimate
528.07M
FY 2026
Estimate Range
523.54M - 530.78M
Analyst Spread

Forward Growth Analysis

Projected Growth-64.5%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage16 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

wdc

Western Digital Corporation Forward Estimates of EBITDA

WDC ยท NASDAQ
Latest EBITDA
1.94B
FY 2025
Avg Estimate
1.45B
FY 2026
Estimate Range
1.44B - 1.46B
Analyst Spread

Forward Growth Analysis

Projected Growth-25.3%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage16 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

wdc

Western Digital Corporation Forward Estimates of SG&A Expense

WDC ยท NASDAQ
Latest SG&A Expense
568.00M
FY 2025
Avg Estimate
1.01B
FY 2026
Estimate Range
999.72M - 1.01B
Analyst Spread

Forward Growth Analysis

Projected Growth+77.5%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage16 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

wdc

Western Digital Corporation Insider Positioning

WDC ยท NASDAQ

During the last 12 months, insiders have sold $20.19M worth of WDC shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

22.3K

8.62M

Net Activity

-8.6M

-$8.62M

3-6 Months

Bought

0

0.00

Sold

16.5K

3.99M

Net Activity

-4.0M

-$3.99M

6-9 Months

Bought

0

0.00

Sold

22.4K

3.56M

Net Activity

-3.6M

-$3.56M

9-12 Months

Bought

0

0.00

Sold

51.7K

4.03M

Net Activity

-4.0M

-$4.03M

Top Buyers

No buying activity

Top Sellers

1
GVK

Gubbi Vidyadhara K

Officer: Chief Of Global Operations

54.3K sharesโ€ข8 transactions

$10.23M

2
TCL

Tregillis Cynthia L

Officer: Chief Legal Officer & Corp Sec

26.5K sharesโ€ข12 transactions

$4.27M

3
TI

Tan Irving

Director, Officer: Chief Executive Officer

14.4K sharesโ€ข4 transactions

$2.45M

4
DBS

Davis Brian Scott

Officer: Chief Sales & Mrktng Officer

2.0K sharesโ€ข2 transactions

$914K

5
MME

Massengill Matthew E

Director

2.6K sharesโ€ข1 transactions

$667K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $20.19M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$8.62M

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

5 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.