Stockreport
Western Digital: Don't Get Fooled By The Cycle [Seeking Alpha]
Last western digital corporation earnings: 4/30 04:01 pm
Check Earnings Report
US:NASDAQ Investor Relations: investor.wdc.com
WDC's Cloud segment now comprises 89% of revenue, highlighting extreme dependence on hyperscale CapEx cycles and concentrated customer exposure. Despite robust cash flow and aggressive buybacks, valuation remains elevated for a cyclical hardware business, with shares priced for perfection and minimal margin of safety. I maintain a Sell rating on WDC due to peak-cycle risks, competitive threats from Seagate's HAMR technology, and potential for demand normalization post-supercycle. JHVEPhoto/iStock Editorial via Getty Images Introduction Since my last analysis on Western Digital ( WDC ), where I gave the company a Sell rating, it has remained relatively flat, with only a slight share appreciation of 3%. In fairness, I'll say that the This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself,
[Read more]
| IMPACT SNAPSHOT | EVENT TIME: | WDC | ||||
|---|---|---|---|---|---|---|
|
Last Price
|
Price Change
|
Price Change %
|
Volume Shares
|
Max Up
|
Max Down
|
Volume Ratio
%
|
Performance comparison
Updated
|
EVENT DAY
Stock performance from the time of news release until the following 4pm ET market close
|
LAST
PRICE AT NEWS EVENT |
SINCE EVENT
Multi-day stock performance from the time of the news release
|
|---|---|---|
|
EVENT DAY
Stock performance from the time of news release until the following 4pm ET market close
|
LAST
PRICE AT NEWS EVENT |
SINCE EVENT
Multi-day stock performance from the time of the news release
|
| LAST PRICE | ||
| VWAP | ||
|
High:
|
MAX UP |
High:
|
|
Low:
|
MAX DOWN |
Low:
|
|
%
|
POST NEWS RANGE |
%
|
|
|
PRICE CHANGE |
|
|
|
PRICE CHANGE PERCENTAGE |
|
|
|
S&P 500 (SPX) |
|
|
%
|
VOLUME RATIO |
%
|
| VOLUME (SHARES) | ||
| TICKS | ||
|
|
AVG SHARES PER TRADE |
|
Don't Miss Out On The Next BIG Stock Move
EVENT DAY
Event Day Chart will not be displayed beyond 90-day period of the event
PERFORMANCE SINCE EVENT
TIME AND VELOCITY ANALYSIS
Be the first to know
Opt in for alerts from News Quantifed
Opt-in for
WDC alerts
WDC alerts
from News Quantified
Movers & Shakers
The biggest gainers and losers and WHY it moved
WDC alerts
High impacting Western Digital Corporation news events
Weekly update
A roundup of the hottest topics
WDC
NEWS
NEWS
- Western Digital (WDC) Valuation Check After Recent Share Price Volatility And AI Storage Growth Expectations [Yahoo! Finance][Yahoo! Finance]
- Western Digital vs Seagate After the Sell-Off: One Storage Rival Is a Clear Winner [Yahoo! Finance][Yahoo! Finance]
- 2026????:SSD??????????????????????? [CNET News][CNET News]
- Citron Research Is Betting Against Sandisk Stock. Should You? [Yahoo! Finance][Yahoo! Finance]
- Seagate Mozaic 4 Plus HAMR Rollout Tests AI Storage Growth Story [Yahoo! Finance][Yahoo! Finance]
- More
WDC
SEC Filings
SEC Filings
- 3/4/26 - Form 144
- 3/4/26 - Form 144
- 3/4/26 - Form 144
- WDC's page on the SEC website
- More