0 -0.00204609504690588 -0.00285681195228355 -0.00413079566073447 0.00104235030691419 -0.00644712967609935 -0.0106551364706793 -0.0144446589198163
Sign Up Today X
Thanks for submitting the form.
Stockreport

Western Digital: Strong AI Tailwinds, But Valuation Signals Cyclical Peak Risk [Seeking Alpha]

Western Digital Corporation (WDC)  More Company Research Source: Seeking Alpha
Last western digital corporation earnings: 4/30 04:01 pm Check Earnings Report
US:NASDAQ Investor Relations: investor.wdc.com
WDC's valuation—27x EV/EBITDA (TTM) and 7.2x EV/Sales—reflects high expectations for sustained AI and hyperscale cloud demand. Customer concentration risk is significant, with three clients accounting for 46% of H1 FY26 revenue, amplifying exposure to hyperscaler deployment cycles. I initiate WDC at Hold, as current multiples price in near-perfect execution and durable margins unlikely to persist in a historically cyclical industry. JHVEPhoto/iStock Editorial via Getty Images Western Digital Corporation ( WDC ) has done what you'd want a cyclical storage company to do coming out of a downturn, as it has over the last few years. The company's numbers are picking up again, and its 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, and it expresses my own opinions. I am not receiving com [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
Opt-in for
WDC alerts
from News Quantified
WDC
NEWS
WDC
Earnings
WDC
Analyst Actions
WDC
SEC Filings
Stockreport

Western Digital: Strong AI Tailwinds, But Valuation Signals Cyclical Peak Risk [Seeking Alpha]

Western Digital Corporation  (WDC) 
More Company Research Source: Seeking Alpha
Last western digital corporation earnings: 4/30 04:01 pm Check Earnings Report
US:NASDAQ Investor Relations: investor.wdc.com
WDC's valuation—27x EV/EBITDA (TTM) and 7.2x EV/Sales—reflects high expectations for sustained AI and hyperscale cloud demand. Customer concentration risk is significant, with three clients accounting for 46% of H1 FY26 revenue, amplifying exposure to hyperscaler deployment cycles. I initiate WDC at Hold, as current multiples price in near-perfect execution and durable margins unlikely to persist in a historically cyclical industry. JHVEPhoto/iStock Editorial via Getty Images Western Digital Corporation ( WDC ) has done what you'd want a cyclical storage company to do coming out of a downturn, as it has over the last few years. The company's numbers are picking up again, and its 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, and it expresses my own opinions. I am not receiving com [Read more]
IMPACT SNAPSHOT
EVENT TIME:
WDC
Last Price
Price Change
Price Change %
Volume Shares
Max Up
Max Down
Volume Ratio
%
Don't Miss Out On The Next BIG Stock Move
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
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
EVENT DAY
Event Day Chart will not be displayed beyond 90-day period of the event
PERFORMANCE SINCE EVENT
TIME AND VELOCITY ANALYSIS