Western Digital: AI's Unsung Storage Backbone [Seeking Alpha]
Western Digital Corporation (WDC)
Last western digital corporation earnings: 4/30 04:01 pm
Check Earnings Report
US:NASDAQ Investor Relations:
investor.wdc.com
Company Research
Source: Seeking Alpha
WDC's structural transformation—divesting SanDisk, reducing debt, and focusing on high-margin nearline HDDs—has unlocked significant value and improved financial discipline. Robust outlook: WDC has sold out 2026 HDD capacity, secured long-term contracts, and guided for 40% Y/Y revenue growth and 47–48% gross margins in 3QFY26. I rate WDC a Buy, citing secular HDD tailwinds, strong execution, expanding margins, and prudent capital allocation, while monitoring HAMR adoption and AI capex sustainability. JHVEPhoto/iStock Editorial via Getty Images Western Digital Corporation ( WDC ) is a prominent example of a re-rating story in the semiconductor industry over the last year, thanks to the resurrection of the HDD industry bolstered by AI data demand. The stock 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
Show less
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 | ||
| Ticks | ||
|
|
Avg transaction size |
|
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
Sign Up Today
Opt-in for
WDC alerts
Learn More With NQ
Reading the Impact Report
Help Me Understand This Data
Help Me Understand This Data
How NQ Works
What is news-based trading?
And why is it so successful?
And why is it so successful?
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
- Western Digital (WDC) Valuation Check After Recent Share Price Volatility And AI Storage Growth Expectations [Yahoo! Finance]Yahoo! Finance
- Western Digital: Don't Get Fooled By The Cycle [Seeking Alpha]Seeking Alpha
- 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
WDC
Earnings
- 1/29/26 - Beat
WDC
Sec Filings
- 3/4/26 - Form 144
- 3/4/26 - Form 144
- 3/4/26 - Form 144
- WDC's page on the SEC website