Western Digital Corporation (WDC, commonly known as Western Digital or WD) is an American computer hard disk drive manufacturer and data storage company, headquartered in San Jose, California. It designs, manufactures and sells data technology products, including storage devices, data center systems and cloud storage services.
| Revenue (TTM) | $14.48B |
| Gross Profit (TTM) | $7.62B |
| EBITDA | $6.31B |
| Operating Margin | 47.70% |
| Return on Equity | 129.60% |
| Return on Assets | 25.90% |
| Revenue/Share (TTM) | $41.35 |
| Book Value | $25.00 |
| Price-to-Book | 10.72 |
| Price-to-Sales (TTM) | 6.82 |
| EV/Revenue | 6.88 |
| EV/EBITDA | 8.97 |
| Quarterly Earnings Growth (YoY) | 50.90% |
| Quarterly Revenue Growth (YoY) | 55.50% |
| Shares Outstanding | $374.32M |
| Float | $371.93M |
| % Insiders | 0.27% |
| % Institutions | 88.41% |
Volatility is currently expanding
Memory and storage stocks are leading the chip sector's recovery after one of its worst sessions in years. SanDisk (NASDAQ:SNDK | SNDK Price Prediction) stock is at $883.13, up 10% in morning trading.
The Blue Wave is throwing some cold water on the AI trade.
WDC's gross margin expansion gains momentum on stronger pricing, higher-capacity HDD demand and operational efficiencies, with more growth ahead.
Selling in memory and storage stocks is stretching past the post-election slip, and SanDisk (NASDAQ:SNDK | SNDK Price Prediction) is leading the group lower. SanDisk stock is at $968.17, down 7% in morning trading.
Western Digital's strong pricing, higher-capacity drives and AI storage demand fuel margin growth, but valuation and technology execution risks remain in focus.
Western Digital's stock pullback contrasts with surging earnings and cloud demand, but premium valuation and execution risks raise questions about buying the dip.
Western Digital's surging earnings, expanding margins and strong cash flow bolster its growth case, but premium valuation and HAMR execution risks warrant caution.
Memory and storage stocks are giving back ground while the broader tech market rallies, and SanDisk (NASDAQ:SNDK | SNDK Price Prediction) is leading the retreat. SanDisk stock is at $1,075.20, down 5% in morning trading.
Memory stocks are recovering part of Monday's losses, and SanDisk (NASDAQ:SNDK | SNDK Price Prediction) is leading the bounce. SanDisk stock is at $1,149.60 early in the session, up 7%.
Western Digital delivered another strong Q1 2027 quarter, supported by strong hyperscaler customer demand. Revenues grew by 55% to $4.38 billion while non-GAAP EPS increased by 161% to $4.64. At a FWD non-GAAP PEG of 0.2x WDC trades at a huge discount relative to its peers.
Tiblio connects your broker and runs your put-and-call-writing strategy for you — on WDC and any ticker you trade — then tracks every position and per-strategy win rate.
