Western Digital Corporation (WDC)
WDC's Strong Q4 Raises the Stakes for Its Fiscal 2027 Product Ramp
Western Digital's Q4 beat, 44% revenue growth and margin gains set up fiscal 2027, with 40TB ramps and HAMR execution now in focus.
Are You Looking for a Top Momentum Pick? Why Western Digital (WDC) is a Great Choice
Does Western Digital (WDC) have what it takes to be a top stock pick for momentum investors? Let's find out.
Can Western Digital (WDC) Run Higher on Rising Earnings Estimates?
Western Digital (WDC) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
Can Strong End Markets & Pricing Tailwinds Keep WDC's Momentum Alive?
Western Digital enters fiscal 2027 with strong storage demand, improving pricing and AI-driven cloud growth fueling its HDD recovery.
3 Reasons Why Western Digital (WDC) Is a Great Growth Stock
Western Digital (WDC) could produce exceptional returns because of its solid growth attributes.
Western Digital (WDC) Upgraded to Strong Buy: What Does It Mean for the Stock?
Western Digital (WDC) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).
WDC Beats Q4 Expectations: More AI-Driven Upside Ahead for the Stock?
Western Digital's 44% revenue growth, expanding margins and strong AI-driven storage demand signal continued earnings momentum.
Can Western Digital Expand Margins on Higher-Capacity Drives?
WDC's higher-capacity drives are lifting margins as favorable pricing, lower costs and new ePMR products support further expansion.
Is Western Digital (WDC) a Buy as Wall Street Analysts Look Optimistic?
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.
Western Digital: AI Is Creating 300 Trillion Tokens A Day, Buy The Storage
Western Digital delivered a near-perfect quarter with 44% YoY revenue growth, strong margins, and robust guidance, yet sold off on relative expectations. WDC's cloud segment now dominates revenue, with exabyte shipments up 22% YoY and pricing power driving significant operating leverage. Seagate's HAMR lead triggered market concerns, but WDC is ramping 40TB ePMR drives and expects its 44TB HAMR product in H1 2027, minimizing long-term risk.
Western Digital: Q4 2026 Confirms The Market Is Still Underpricing EPS Growth
I'm reiterating Western Digital as a Strong Buy with a raised price target of $1250. WDC's Q4 2026 results and Q1 2027 guidance validate sustained earnings power, with annualized non-GAAP EPS now tracking at $16 and a path to $25 by 2028. The valuation still looks attractive on a growth-adjusted basis because WDC's FWD non-GAAP PEG is only 0.31x versus the sector median of 1.28x.
Western Digital: Cyclical Upcycle Is On A Clock While Valuation Remains Expensive
Western Digital is now a pure-play HDD storage provider post-Sandisk spin-off, with cloud representing 89% of revenue and driving recent explosive growth. I initiate coverage with a Sell rating and a $370 price target, citing concerns over unsustainably high-growth rates and an overextended valuation. Despite 44% revenue growth, 1,310 bps gross margin expansion, and 109% EPS growth, forward guidance and sequential acceleration failed to meet elevated market expectations.
