Western Digital/$WDC

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About Western Digital

Western Digital is a leading vertically integrated supplier of hard disk drives. The HDD market is a practical duopoly, with Western Digital and Seagate being the two largest players. Western Digital designs and manufactures its HDDs, with much of the manufacturing and workforce located in Asia. The primary consumers of HDDs are data centers.

Ticker

$WDC

Sector

Digital Hardware
Primary listing

Employees

40,000

Western Digital Metrics

BasicAdvanced
$46B
25.55
$5.14
1.64
$0.20
0.30%

What the Analysts think about Western Digital

Analyst ratings (Buy, Hold, Sell) for Western Digital stock.

Bulls say / Bears say

Western Digital exceeded Q4 FY25 revenue projections, posting $2.61 billion compared to the $2.47 billion consensus, and issued Q1 FY26 guidance for $2.70 billion (plus or minus $100 million) in revenue and $1.54 EPS (plus or minus $0.15), signalling continued strong AI-driven demand (Reuters).
Western Digital’s cloud division saw a 38% year-over-year revenue increase to $2.01 billion in Q3 FY25, representing 87% of total sales, and the company projected Q4 revenue of $2.45 billion (plus or minus $150 million) and EPS of $1.45 (plus or minus $0.20), both above analyst expectations, emphasizing solid demand from data centers (Reuters).
Morgan Stanley nearly doubled its price target for Western Digital to $171 from $99, referencing AI and cloud infrastructure expansion as drivers of demand for HDDs and forecasting 37% annual earnings growth for WDC through 2028, indicating substantial upside potential (Barron's).
Data summarised monthly by Lightyear AI. Last updated on 5 Oct 2025.

Western Digital Financial Performance

Revenues and expenses
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
$37B
-39.75%
Net income
$45B
107.52%
Profit margin
37.65%
6.78%

Western Digital Earnings Performance

Company profitability
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
$3.69
$2.85
$2.45
$2.42
-
Expected
$3.55
$2.61
$2.05
$2.31
$3.94
Surprise
3.94%
9.20%
19.51%
4.63%
-
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
Real-time US market data is sourced from the IEX order book provided by Polygon. After-hours US market data is 15 minutes delayed and may differ significantly from the actual tradable price at market open.

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