Western Digital: Strong AI Tailwinds, But Valuation Signals Cyclical Peak Risk [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 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
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: Autocatalytic Phase Shift, The $454 FY28 Coordinate [Seeking Alpha]Seeking Alpha
- 3 Market-Beating Stocks to Research Further [Yahoo! Finance]Yahoo! Finance
- Newegg Gamer Zone Hosts Educational Technology Workshop in Collaboration with Western Digital and UGREEN [Yahoo! Finance]Yahoo! Finance
- Western Digital Bets On Pure HDD Future With Hyperscaler AI Demand [Yahoo! Finance]Yahoo! Finance
- Western Digital (WDC) Valuation Check After Recent Share Price Volatility And AI Storage Growth Expectations [Yahoo! Finance]Yahoo! Finance
WDC
Earnings
- 1/29/26 - Beat
WDC
Sec Filings
- 3/5/26 - Form 4
- 3/5/26 - Form 4
- 3/5/26 - Form 4
- WDC's page on the SEC website