WDC

Western Digital Corp. (WDC) | Rumor.io

Western Digital

WDC

Attention (50-day avg)0.06%

Attention rank (50-day avg)#141

Bullish sentiment (50-day avg)52%

Price to earnings ratio16.5

Market capitalization163.4B

Earnings per share26.9

Dividend yield (TTM)0.13%

Revenue (annual)12.9B

Net income (annual)9.4B

Social

What share of all stock conversation is about WDC?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0.01% -0.02	0.03% +0	0.03% -0.14	0.11% +0.11

Sep 29

An engineer breaks down the 3D NAND technology used in Western Digital's products, explaining how it works and its importance in the AI supply chain.
Western Digital's stock is expected to follow Micron's earnings, with some traders anticipating a significant increase in price.
The company's stock price is expected to rally to $600, with some traders believing the 10% return is not something to brag about.

Generated by AI

Sentiment

Of the messages about WDC that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	90.48% -4.47	96.49% +10.35	73.31% +30.49	78.08% -8.44
Bearish	9.52% +4.47	3.51% -10.35	26.69% -30.49	21.92% +8.44

Bullish· Sep 23

Western Digital Corporation's margins are at 85%, indicating a strong growth profile, with revenue and earnings both increasing every quarter in FY26.
The company has a high concentration of Strong Buy and Buy ratings from the Street, with only a few Holds creeping in, indicating broad market support.
Western Digital's recent price action is looking strong, with the stock outperforming on a weak day, and its relative strength on a weak tape is extreme, suggesting a potential breakout.

Bearish· Sep 22

There are concerns about a potential break out in the short term being unsuccessful, with many trapped buyers potentially leading to a decline.
The stock has been compared to traditional hard drives, which are seen as less in demand due to the shift towards AI and other emerging technologies.
The stock's price depression may be attributed to the remaining debt from a convertible note, which is expected to be paid off soon and potentially lead to a price increase.

Generated by AI

Topics

Of the messages about WDC that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Analysts	22.54%	36.41%	27.97%	23.13%
Announcements	0%	2.5%	5.86%	2.16%
Technical Analysis	77.46%	24.42%	18.7%	5.42%
Macro	0%	35.29%	36.8%	56.75%
Earnings	0%	1.38%	10.63%	12.33%
Controversies	0%	0%	0.04%	0.2%

Earnings· Aug 6

Western Digital reported stronger-than-expected fiscal Q4 2026 results, with adjusted EPS of $3.56 beating the $3.29 consensus and revenue of $3.75 billion topping estimates of $3.69 billion.
The company issued an upbeat outlook for fiscal Q1 2027, expecting adjusted EPS of $3.85-$4.15, above the $3.77 Wall Street consensus, and projects revenue of $4.0-$4.2 billion, compared with analyst expectations of $4.04 billion.
Despite beating earnings expectations, Western Digital's stock price fell 11% in after-hours trading, with investors shifting their attention to future guidance, AI storage demand, pricing trends, and the outlook for the memory and data storage industry.

Analysts· Jun 2

Citi analyst Asiya Merchant raised Western Digital's price target to $685 from $500 and maintains a Buy rating, citing AI-led demand strength and industry supply discipline.
The analyst increased estimates in the hard disk drive space, expecting sustainable pricing power due to AI-led demand and supply discipline.
Western Digital is seen as a beneficiary of the AI compute bottleneck, with Citi analyst preferring it over Micron for long-term exposure due to its high-margin and massive HBM4 revenue ramp.

Announcements· Mar 10

Western Digital Corporation's ($WDC) stock rose 5.65% due to increased demand for storage.
Phison CEO reported NAND flash prices surged up to 50% overnight due to tightening supply.
Increased focus on storage technology and infrastructure protection may benefit companies like Western Digital Corporation ($WDC).

Controversies· Jul 28

Western Digital is involved in a court case, with a hearing scheduled for 2:30PM PST, regarding a Superior Court of California order.
A legal fight between Toshiba and Western Digital could disrupt the memory chip industry, with Toshiba agreeing to give Western Digital notice on closing a memory sale.
Western Digital's comments on the Superior Court of California's order suggest that Toshiba is not honoring a prior consent agreement with SanDisk, which was part of a joint venture with Western Digital.

Macro· Jun 25

The memory/storage complex is a $5 trillion market, with DRAM/HBM makers valued at $3.5 trillion.
Analysts expect Micron to match 2025's revenue in a single quarter, driven by hyperscalers' demand for memory.
The big players in the market, including Micron, Samsung, and Western Digital, are telling investors that console storage and memory price increases are a long-term trend.

Technical Analysis· Jun 7

Western Digital Corporation (WDC) took a significant hit, dropping 11% yesterday, and is now hovering around a key support level near $500, which was resistance back in May.
The $500 zone has been retested, and if the support level holds, it could be a solid opportunity for investors.
If the support line holds, Western Digital Corporation (WDC) could see some real potential for upside, with the $500 level potentially acting as a catalyst for further gains.

Generated by AI

Community

Of the messages about WDC, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	91.67%	67.64%	65.3%	30.29%
Newcomers	8.33%	32.36%	34.7%	69.71%

Regulars· Sep 29

The primary technical challenge in 3D NAND technology is the physical difficulty of stacking memory layers, which requires precise engineering and manufacturing expertise.
Regular participants in the Western Digital discussion are focused on the AI bottleneck in nearline storage, which is a key area of focus for the company's moat thesis.
Western Digital's stock performance is being closely watched, with some participants expressing concern about the company's ability to maintain a 10% return on investment and others anticipating a potential earnings boost similar to that of Micron.

Newcomers· Sep 25

New investors are drawn to Western Digital's impressive stock performance, with one portfolio owner witnessing a "highlight" of their investment journey.
Some newcomers are concerned about the stock's volatility, with one user calling it "crazy" and another describing it as "bipolar."
Others are focused on the stock's long-term growth potential, with one user stating that the "long-term potential is immense."

Generated by AI

News

The Zacks Analyst Blog Highlights Seagate, Western Digital, Micron and Sandisk

Detailed price information for Micron Technology (MU-Q) from The Globe and Mail including charting and trades.

1d agoThe Globe and Mail

Spotting Winners: Western Digital (NASDAQ:WDC) And Semiconductors Stocks In Q2

Looking back on semiconductors stocks’ Q2 earnings, we examine this quarter’s best and worst performers, including Western Digital (NASDAQ:WDC) and its peers.

1d agoYahoo Finance

AMD, Intel, Western Digital, Vishay Intertechnology, and Penguin Solutions Stocks Trade Down, What You Need To Know

Detailed price information for Adv Micro Devices (AMD-Q) from The Globe and Mail including charting and trades.

1d agoThe Globe and Mail

Western Digital Stock Is Just One Of 3 Top AI Infrastructure Picks

2d agoYahoo Finance

What Is Going on With Western Digital Stock on Friday? - Western Digital (NASDAQ:WDC)

S&P Global revises Western Digital's outlook to positive as booming AI storage demand and next-generation HDD adoption drive rapid margin and revenue expansion.

4d agoBenzinga

S&P Global raises Western Digital outlook to positive on surging AI demand

Investing.com -- S&P Global Ratings has revised its outlook on Western Digital Corporation (NASDAQ:WDC) to positive from stable while affirming its 'BBB-' issuer credit rating, pointing to accelerating cash flow generation and sustained low leverage. The revision signals potential upward mobility for the data storage manufacturer's credit profile as booming demand for artificial intelligence infrastructure fuels rapid top-line growth.

5d agoYahoo Finance

Also Discussed

Investors talking about WDC also mention

#	Name	Attention
1	Seagate Technology Holdings plcSTX	0.01%-0.05
2	Sandisk Corp.SNDK	0.7%+0.13
3	Micron Technology Inc.MU	17.5%+10.14
4	Lam Research Corp.LRCX	0.02%-0.01
5	Applied Materials Inc.AMAT	0.01%+0.01
6	SK hynix Inc. ADRSKHY	0.37%-0.17
7	Silicon Motion Technology Corp. ADRSIMO	0%0
8	Lumentum Holdings Inc.LITE	0%-0.06
9	Roundhill Memory ETFDRAM	1.86%+1.73
10	Ciena CorpCIEN	0.01%-0.05

Western Digital Corp.

Technology
Computer Hardware

Western Digital Corp. is a data storage company that develops, manufactures, markets, and sells storage devices and solutions for consumers, businesses, and large-scale data environments. Its product portfolio centers on hard disk drives and related storage platforms used across personal computers, data centers, network-attached storage systems, external storage, and portable drive applications. The company also serves enterprise and infrastructure customers with offerings designed to support data-heavy workloads, backup, archiving, and digital content management. Western Digital Corp. operates in the computer hardware and storage technology market, where it plays a key role in enabling the collection, preservation, and accessibility of digital information across a broad range of industries and use cases.

Website

Location

5601 Great Oaks Parkway

San Jose, CA, 95119

United States

Social

What share of all stock conversation is about WDC?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0.01% -0.02	0.03% +0	0.03% -0.14	0.11% +0.11

Sep 29

An engineer breaks down the 3D NAND technology used in Western Digital's products, explaining how it works and its importance in the AI supply chain.
Western Digital's stock is expected to follow Micron's earnings, with some traders anticipating a significant increase in price.
The company's stock price is expected to rally to $600, with some traders believing the 10% return is not something to brag about.

Generated by AI

Sentiment

Of the messages about WDC that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	90.48% -4.47	96.49% +10.35	73.31% +30.49	78.08% -8.44
Bearish	9.52% +4.47	3.51% -10.35	26.69% -30.49	21.92% +8.44

Bullish· Sep 23

Western Digital Corporation's margins are at 85%, indicating a strong growth profile, with revenue and earnings both increasing every quarter in FY26.
The company has a high concentration of Strong Buy and Buy ratings from the Street, with only a few Holds creeping in, indicating broad market support.
Western Digital's recent price action is looking strong, with the stock outperforming on a weak day, and its relative strength on a weak tape is extreme, suggesting a potential breakout.

Bearish· Sep 22

There are concerns about a potential break out in the short term being unsuccessful, with many trapped buyers potentially leading to a decline.
The stock has been compared to traditional hard drives, which are seen as less in demand due to the shift towards AI and other emerging technologies.
The stock's price depression may be attributed to the remaining debt from a convertible note, which is expected to be paid off soon and potentially lead to a price increase.

Generated by AI

Topics

Of the messages about WDC that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Analysts	22.54%	36.41%	27.97%	23.13%
Announcements	0%	2.5%	5.86%	2.16%
Technical Analysis	77.46%	24.42%	18.7%	5.42%
Macro	0%	35.29%	36.8%	56.75%
Earnings	0%	1.38%	10.63%	12.33%
Controversies	0%	0%	0.04%	0.2%

Earnings· Aug 6

Western Digital reported stronger-than-expected fiscal Q4 2026 results, with adjusted EPS of $3.56 beating the $3.29 consensus and revenue of $3.75 billion topping estimates of $3.69 billion.
The company issued an upbeat outlook for fiscal Q1 2027, expecting adjusted EPS of $3.85-$4.15, above the $3.77 Wall Street consensus, and projects revenue of $4.0-$4.2 billion, compared with analyst expectations of $4.04 billion.
Despite beating earnings expectations, Western Digital's stock price fell 11% in after-hours trading, with investors shifting their attention to future guidance, AI storage demand, pricing trends, and the outlook for the memory and data storage industry.

Analysts· Jun 2

Citi analyst Asiya Merchant raised Western Digital's price target to $685 from $500 and maintains a Buy rating, citing AI-led demand strength and industry supply discipline.
The analyst increased estimates in the hard disk drive space, expecting sustainable pricing power due to AI-led demand and supply discipline.
Western Digital is seen as a beneficiary of the AI compute bottleneck, with Citi analyst preferring it over Micron for long-term exposure due to its high-margin and massive HBM4 revenue ramp.

Announcements· Mar 10

Western Digital Corporation's ($WDC) stock rose 5.65% due to increased demand for storage.
Phison CEO reported NAND flash prices surged up to 50% overnight due to tightening supply.
Increased focus on storage technology and infrastructure protection may benefit companies like Western Digital Corporation ($WDC).

Controversies· Jul 28

Western Digital is involved in a court case, with a hearing scheduled for 2:30PM PST, regarding a Superior Court of California order.
A legal fight between Toshiba and Western Digital could disrupt the memory chip industry, with Toshiba agreeing to give Western Digital notice on closing a memory sale.
Western Digital's comments on the Superior Court of California's order suggest that Toshiba is not honoring a prior consent agreement with SanDisk, which was part of a joint venture with Western Digital.

Macro· Jun 25

The memory/storage complex is a $5 trillion market, with DRAM/HBM makers valued at $3.5 trillion.
Analysts expect Micron to match 2025's revenue in a single quarter, driven by hyperscalers' demand for memory.
The big players in the market, including Micron, Samsung, and Western Digital, are telling investors that console storage and memory price increases are a long-term trend.

Technical Analysis· Jun 7

Western Digital Corporation (WDC) took a significant hit, dropping 11% yesterday, and is now hovering around a key support level near $500, which was resistance back in May.
The $500 zone has been retested, and if the support level holds, it could be a solid opportunity for investors.
If the support line holds, Western Digital Corporation (WDC) could see some real potential for upside, with the $500 level potentially acting as a catalyst for further gains.

Generated by AI

Community

Of the messages about WDC, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	91.67%	67.64%	65.3%	30.29%
Newcomers	8.33%	32.36%	34.7%	69.71%

Regulars· Sep 29

The primary technical challenge in 3D NAND technology is the physical difficulty of stacking memory layers, which requires precise engineering and manufacturing expertise.
Regular participants in the Western Digital discussion are focused on the AI bottleneck in nearline storage, which is a key area of focus for the company's moat thesis.
Western Digital's stock performance is being closely watched, with some participants expressing concern about the company's ability to maintain a 10% return on investment and others anticipating a potential earnings boost similar to that of Micron.

Newcomers· Sep 25

New investors are drawn to Western Digital's impressive stock performance, with one portfolio owner witnessing a "highlight" of their investment journey.
Some newcomers are concerned about the stock's volatility, with one user calling it "crazy" and another describing it as "bipolar."
Others are focused on the stock's long-term growth potential, with one user stating that the "long-term potential is immense."

Generated by AI

Western Digital

Social

Sep 29

Bullish· Sep 23

Bearish· Sep 22

Earnings· Aug 6

Analysts· Jun 2

Announcements· Mar 10

Controversies· Jul 28

Macro· Jun 25

Technical Analysis· Jun 7

Regulars· Sep 29

Newcomers· Sep 25

The Zacks Analyst Blog Highlights Seagate, Western Digital, Micron and Sandisk

Spotting Winners: Western Digital (NASDAQ:WDC) And Semiconductors Stocks In Q2

AMD, Intel, Western Digital, Vishay Intertechnology, and Penguin Solutions Stocks Trade Down, What You Need To Know

Western Digital Stock Is Just One Of 3 Top AI Infrastructure Picks

What Is Going on With Western Digital Stock on Friday? - Western Digital (NASDAQ:WDC)

S&P Global raises Western Digital outlook to positive on surging AI demand

Also Discussed

Western Digital Corp.

Company Information

Location

The Zacks Analyst Blog Highlights Seagate, Western Digital, Micron and Sandisk

Spotting Winners: Western Digital (NASDAQ:WDC) And Semiconductors Stocks In Q2

AMD, Intel, Western Digital, Vishay Intertechnology, and Penguin Solutions Stocks Trade Down, What You Need To Know

Western Digital Stock Is Just One Of 3 Top AI Infrastructure Picks

What Is Going on With Western Digital Stock on Friday? - Western Digital (NASDAQ:WDC)

S&P Global raises Western Digital outlook to positive on surging AI demand

Also Discussed

Social

Sep 29

Bullish· Sep 23

Bearish· Sep 22

Earnings· Aug 6

Analysts· Jun 2

Announcements· Mar 10

Controversies· Jul 28

Macro· Jun 25

Technical Analysis· Jun 7

Regulars· Sep 29

Newcomers· Sep 25