There's A Storage Problem With AI Inference - And Western Digital Knows It [Seeking Alpha]
Western Digital Corporation (WDC)
Last western digital corporation earnings: 4/30 04:01 pm
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US:NASDAQ Investor Relations:
investor.wdc.com
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Source: Seeking Alpha
WDC's product mix is shifting toward higher-capacity nearline drives, with UltraSMR adoption exceeding 50%, driving gross margin expansion and operating leverage. The company is sold out for 2026, has long-term agreements into 2027–2028, and is positioned as a critical supplier in the ongoing data center buildout. I reiterate a Strong Buy rating on WDC, citing robust demand visibility, improving fundamentals, and a compelling growth-adjusted valuation (PEG 0.68x vs. sector median 1.27x). Saulo Angelo/iStock via Getty Images Investment Thesis In my last piece on Western Digital ( WDC ), I described the setup as a company on the cusp pf significant and long term growth. And this was majorly driven by This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives i
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News
- Stocks making big moves yesterday: Beyond Meat, Western Digital, Target Hospitality, Redwire, and CACI [Yahoo! Finance]Yahoo! Finance
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- 1 Year Since the Liberation Day Tariffs: This Surprising Stock Has Been the S&P 500's Top Performer [Globe and Mail, The (Toronto, Canada)]Globe and Mail, The
- 1 Year Since the Liberation Day Tariffs: This Surprising Stock Has Been the S&P 500's Top Performer [Yahoo! Finance]Yahoo! Finance
- Western Digital (WDC) was downgraded by Zacks Research from "strong-buy" to "hold".MarketBeat
WDC
Earnings
- 1/29/26 - Beat
WDC
Sec Filings
- 3/27/26 - Form SCHEDULE
- 3/24/26 - Form 4
- 3/24/26 - Form 4
- WDC's page on the SEC website