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?
Western Digital (WDC) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
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?