Recently, Zacks.com users have been paying close attention to Western Digital (WDC). This makes it worthwhile to examine what the stock has in store.
Investors interested in Computer- Storage Devices stocks are likely familiar with Western Digital (WDC) and NetApp (NTAP). But which of these two stocks offers value investors a better bang for their buck right now?
I'm downgrading Seagate to a sell after a massive run-up, as better alternatives like Western Digital now exist. Seagate's valuation has become stretched at 15x forward P/E, making its risk/reward profile less attractive compared to cheaper, higher-margin WDC. The memory industry remains highly competitive and commoditized, with potential demand risks if AI-driven capex slows in the coming years.
WDC posts strong fiscal Q4 2025 with 30% revenue growth and EPS of $1.66, fueled by cloud demand and record high-capacity drive shipments.
Western Digital Corporation (NASDAQ:WDC ) Q4 2025 Earnings Conference Call July 30, 2025 4:30 PM ET Company Participants Ambrish Srivastava - Corporate Participant Kris Sennesael - Chief Financial Officer Tiang Yew Tan - CEO & Director Conference Call Participants Aaron Christopher Rakers - Wells Fargo Securities, LLC, Research Division Amit Jawaharlaz Daryanani - Evercore ISI Institutional Equities, Research Division Ananda Prosad Baruah - Loop Capital Markets LLC, Research Division Asiya Merchant - Citigroup Inc., Research Division Erik William Richard Woodring - Morgan Stanley, Research Division Karl Ackerman - BNP Paribas Exane, Research Division Mark S. Miller - The Benchmark Company, LLC, Research Division Thomas James O'Malley - Barclays Bank PLC, Research Division Wamsi Mohan - BofA Securities, Research Division Operator Good afternoon, and thank you for standing by.
Western Digital (WDC) came out with quarterly earnings of $1.66 per share, beating the Zacks Consensus Estimate of $1.48 per share. This compares to earnings of $1.44 per share a year ago.
Western Digital beat expectations for fourth-quarter revenue on Wednesday, benefiting from strong orders for its data storage products as enterprises adopt cloud computing, sending its shares up more than 4% in extended trading.
Western Digital (NASDAQ: WDC is scheduled to announce its fiscal fourth-quarter earnings on Wednesday, July 30, 2025. Analysts expect adjusted earnings of $1.48 per share on $2.47 billion in revenue, indicating a year-over-year increase of 3% in earnings and a 34% drop in revenue, compared to $1.44 per share and $3.76 billion, respectively, reported in the same quarter of the previous year.
WDC eyes sequential revenue growth in fiscal Q4 2025, fueled by cloud demand, AI-driven storage and a $2B buyback in place amid cost pressures.
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?
The latest trading day saw Western Digital (WDC) settling at $67.06, representing a -2.44% change from its previous close.
From a technical perspective, Western Digital Corporation (WDC) is looking like an interesting pick, as it just reached a key level of support. WDC's 50-day simple moving average crossed above its 200-day simple moving average, which is known as a "golden cross" in the trading world.