Western Digital Corporation WDC is set to report first-quarter fiscal 2027 results on Oct. 22, after market close.
In the most recent trading session, Western Digital (WDC) closed at $355.46, indicating a -2.37% shift from the previous trading day.
Western Digital is now a pure-play HDD supplier, deriving 89% of revenue from cloud hyperscalers with multi-year LTAs extending into 2029. I see WDC as undervalued at 17.7x FY2027 EPS, with consensus projecting EPS to double in FY2027 and rise another 60% in FY2028. Q4 delivered 44% revenue growth, 109% EPS growth, 54.4% gross margin, and 34% FCF margin, all above guidance, with a net cash balance sheet.
| Technology Hardware, Storage & Peripherals Industry | Information Technology Sector | Tiang Yew Tan CEO | XDUS Exchange | US9581021055 ISIN |
| US Country | 40,000 Employees | 8 Sep 2026 Last Dividend | 24 Feb 2025 Last Split | - IPO Date |
Western Digital Corporation stands as a leading company in the development, manufacturing, and sales of data storage devices and solutions across a broad geographical footprint that includes the United States, China, Hong Kong, Europe, the Middle East, Africa, and various parts of Asia. The company's comprehensive product range caters to a wide array of client needs, from personal computing devices to large-scale enterprise storage solutions. Since its inception in 1970, Western Digital has established itself at the forefront of data storage technology, innovating in HDD (Hard Disk Drive) and SSD (Solid State Drive) technologies, alongside developing embedded storage solutions for a host of applications. Headquartered in San Jose, California, Western Digital sells its products globally under the renowned brands Western Digital, SanDisk, and WD, targeting original equipment manufacturers, distributors, dealers, resellers, and retailers.
These include HDDs and SSDs designed for use in desktop and notebook PCs, gaming consoles, and set-top boxes. Furthermore, the company provides flash-based embedded storage products tailored for mobile phones, tablets, notebook PCs, and other portable and wearable devices, alongside automobiles, Internet of Things (IoT) devices, industrial applications, and connected home technologies.
In the enterprise segment, Western Digital offers HDDs and SSDs specially engineered for servers, online transaction processing, and data analysis among other critical enterprise applications. These data storage solutions are designed to meet the demanding performance and reliability requirements of enterprise environments.
This category embodies Western Digital’s comprehensive and advanced solutions for data management and storage, targeting the enterprise market.
Western Digital serves the consumer market with external HDD storage solutions, available in mobile and desktop forms. These products are designed for general consumers seeking reliable data backup and storage options.
The company offers portable SSDs to clients, providing fast and reliable storage solutions that are perfect for on-the-go users who need speedy access to their data.
These are used in a wide variety of consumer devices such as mobile phones, tablets, imaging systems, cameras, and smart video systems. Western Digital's removable cards offer expandable and reliable storage for devices requiring additional space for data.
Designed for the computing and consumer markets, USB flash drives from Western Digital offer a portable and convenient option for transporting and sharing files.
These products are crafted for in-field backup of content created by professionals and for wireless streaming of high-definition movies, photos, music, and documents to tablets, smartphones, and PCs, facilitating seamless content management and sharing among devices.