Western Digital Corporation (WDC)

US — Technology Sector
Peers: STX  NXPI  MPWR  SMCI  EA  MSI  XYZ  DDOG  INFY  GRMN 

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News

Western Digital's Hyperscaler Momentum Boosts Revenue Visibility
WDC
Published: March 20, 2026 by: Zacks Investment Research
Sentiment: Positive

WDC's hyperscaler partnerships drive strong cloud revenue growth, boosting visibility into fiscal 2026 and reinforcing its high-capacity storage roadmap.

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image for news Western Digital's Hyperscaler Momentum Boosts Revenue Visibility
3 Computer Storage Devices Stocks With Huge Upside to Buy on the Dip
SNDK, STX, WDC
Published: March 09, 2026 by: Zacks Investment Research
Sentiment: Positive

WDC, STX and SNDK slide over 10% in a month, but rising AI and cloud storage demand could drive strong upside for these beaten-down stocks.

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image for news 3 Computer Storage Devices Stocks With Huge Upside to Buy on the Dip
3 Computer Storage Devices Stocks With Huge Upside to Buy on the Dip
SNDK, STX, WDC
Published: March 09, 2026 by: Zacks Investment Research
Sentiment: Positive

WDC, STX and SNDK slide over 10% in a month, but rising AI and cloud storage demand could drive strong upside for these beaten-down stocks.

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image for news 3 Computer Storage Devices Stocks With Huge Upside to Buy on the Dip
What Drove WDC Stock's Historic 490% Jump
WDC
Published: March 06, 2026 by: Forbes
Sentiment: Positive

From March 5, 2025, to March 5, 2026, Western Digital (WDC) experienced a remarkable growth in stock value due to a significant revenue increase and margin improvements driven by AI-related demand and a more efficient business structure following its split—until a 16% decline occurred as debt reductions and a major stake divestiture triggered anxiety over a wider technology sell-off.

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image for news What Drove WDC Stock's Historic 490% Jump
Western Digital: Autocatalytic Phase Shift, The $454 FY28 Coordinate
WDC
Published: March 06, 2026 by: Seeking Alpha
Sentiment: Positive

Western Digital (WDC) earns a strong buy rating, targeting a $454 fair value (~68% upside) driven by structural transformation in AI data-retention. WDC's internalization of Vertical-Emitting HAMR lasers enables 14-platter drives, decoupling revenue growth from CapEx and supporting >50% gross margins and >$20 EPS. Strategic SanDisk stake liquidation funds cash settlement of $1.6B convertible debt, neutralizing dilution and fueling a $4B buyback for EPS expansion.

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image for news Western Digital: Autocatalytic Phase Shift, The $454 FY28 Coordinate
Western Digital vs Seagate After the Sell-Off: One Storage Rival Is a Clear Winner
STX, WDC
Published: March 05, 2026 by: 24/7 Wall Street
Sentiment: Negative

Western Digital (NASDAQ: WDC) and Seagate Technology (NASDAQ: STX) both got hit in the March 3, 2026, sell-off as Iran conflict fears rattled semiconductor markets and rippled into U.S.

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image for news Western Digital vs Seagate After the Sell-Off: One Storage Rival Is a Clear Winner
Western Digital Corporation (WDC) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
WDC
Published: March 03, 2026 by: Seeking Alpha
Sentiment: Neutral

Western Digital Corporation (WDC) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript

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image for news Western Digital Corporation (WDC) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
UBS raises memory chip price targets as supply crunch deepens, defying sector sell-off
WDC
Published: March 03, 2026 by: Proactive Investors
Sentiment: Positive

The bank now forecasts DDR contract prices rising 72% in the first quarter alone, with undersupply expected to persist into 2028 Wall Street's retreat from memory chip stocks on Tuesday sits awkwardly alongside a research note from UBS, the Swiss investment bank, which argues that the underlying fundamentals for the sector have rarely looked stronger. In its monthly memory semiconductors update published the same day, UBS raised its price targets for the major chipmakers and sharply upgraded its contract pricing forecasts after a week of industry meetings, presenting a picture of a market where demand is outrunning supply by a …

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image for news UBS raises memory chip price targets as supply crunch deepens, defying sector sell-off
Micron and other memory stocks see outsized losses. What's behind the big moves?
MU, SNDK, STX, WDC
Published: March 03, 2026 by: Market Watch
Sentiment: Negative

Analysts don't see any negative shift in fundamentals for memory-chip stocks — and UBS offers a new highly upbeat earnings forecast for Micron specifically.

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image for news Micron and other memory stocks see outsized losses. What's behind the big moves?
Nasdaq semiconductor stocks lead tech sell-off as memory chip crisis deepens amid Middle East turmoil
WDC
Published: March 03, 2026 by: Proactive Investors
Sentiment: Negative

A collapse in smartphone demand is compounding geopolitical anxiety for chip stocks, with the sector's equipment makers caught in the crossfire Technology stocks bore the brunt of a broad market sell-off on Tuesday as escalating conflict in the Middle East drove oil prices sharply higher and stoked fears of renewed inflation, but within the carnage a more specific and troubling trend was emerging for the semiconductor sector. The Nasdaq fell more than 2% as Brent crude topped $84 a barrel after Iran's Revolutionary Guard stated the Strait of Hormuz was closed to shipping, a development that sent energy costs surging …

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image for news Nasdaq semiconductor stocks lead tech sell-off as memory chip crisis deepens amid Middle East turmoil
Here is What to Know Beyond Why Western Digital Corporation (WDC) is a Trending Stock
WDC
Published: February 27, 2026 by: Zacks Investment Research
Sentiment: Positive

Western Digital (WDC) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

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image for news Here is What to Know Beyond Why Western Digital Corporation (WDC) is a Trending Stock
Western Digital (WDC) is a Great Momentum Stock: Should You Buy?
WDC
Published: February 26, 2026 by: Zacks Investment Research
Sentiment: Positive

Does Western Digital (WDC) have what it takes to be a top stock pick for momentum investors? Let's find out.

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image for news Western Digital (WDC) is a Great Momentum Stock: Should You Buy?
Why Sandisk's split from Western Digital has been such a huge win for investors
SNDK, WDC
Published: February 24, 2026 by: Market Watch
Sentiment: Positive

It's been a year since the companies broke apart and let Wall Street better assess the AI-fueled demand for both businesses

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image for news Why Sandisk's split from Western Digital has been such a huge win for investors
Wall Street Analysts See Western Digital (WDC) as a Buy: Should You Invest?
WDC
Published: February 24, 2026 by: Zacks Investment Research
Sentiment: Negative

The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.

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image for news Wall Street Analysts See Western Digital (WDC) as a Buy: Should You Invest?
WDC vs. TDC: Which Data Infrastructure Stock is the Smarter Bet?
TDC, WDC
Published: February 24, 2026 by: Zacks Investment Research
Sentiment: Positive

Western Digital is focusing on AI-driven storage and rising cash returns as data center demand rises. Teradata hinges on growing ARR base and platform strength.

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image for news WDC vs. TDC: Which Data Infrastructure Stock is the Smarter Bet?
Is Western Digital's $4B Buyback Plan a Smart Move or a Risk?
WDC
Published: February 16, 2026 by: Zacks Investment Research
Sentiment: Positive

WDC expands buyback by $4 billion as AI-driven storage boom lifts revenues, margins and cash flow but debt and cyclicality pose risks.

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image for news Is Western Digital's $4B Buyback Plan a Smart Move or a Risk?
Is Trending Stock Western Digital Corporation (WDC) a Buy Now?
WDC
Published: February 16, 2026 by: Zacks Investment Research
Sentiment: Positive

Zacks.com users have recently been watching Western Digital (WDC) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

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image for news Is Trending Stock Western Digital Corporation (WDC) a Buy Now?
These 3 Zacks 'Strong Buy' Stocks Reflect the Hottest S&P 500 Stocks of 2026
SNDK, TER, WDC
Published: February 13, 2026 by: Zacks Investment Research
Sentiment: Positive

Shares of these three red-hot companies continue to remain at the top of the S&P 500 leaderboard, underpinned by all being Zacks Rank #1 (Strong Buy) stocks. Coincidence?

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image for news These 3 Zacks 'Strong Buy' Stocks Reflect the Hottest S&P 500 Stocks of 2026
Western Digital the 2nd Best Stock in the S&P 500 As Shares Rally 65% in 2026
WDC
Published: February 13, 2026 by: 24/7 Wall Street
Sentiment: Positive

Western Digital (NASDAQ:WDC) has delivered an exceptional start to 2026, with shares climbing 64.9% year-to-date through yesterday's close.

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image for news Western Digital the 2nd Best Stock in the S&P 500 As Shares Rally 65% in 2026
Is it Too Late to Buy WDC Stock After 305% Explosive Rally in a Year?
WDC
Published: February 12, 2026 by: Zacks Investment Research
Sentiment: Neutral

Western Digital has surged 305% in a year as AI-fueled storage demand powers growth, bold tech bets and hefty buybacks, but risks are building.

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image for news Is it Too Late to Buy WDC Stock After 305% Explosive Rally in a Year?
3 Massive Buybacks That Map the Market's Mood in 2026
NOW, PEP, WDC
Published: February 09, 2026 by: MarketBeat
Sentiment: Positive

Some of the biggest stocks in the technology and consumer staples sectors are kicking off 2026 with notable buyback announcements. This includes Western Digital NASDAQ: WDC, one of the market's best-performing names of 2025.

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image for news 3 Massive Buybacks That Map the Market's Mood in 2026
What's Supporting Western Digital's Gross Margin Momentum?
WDC
Published: February 09, 2026 by: Zacks Investment Research
Sentiment: Positive

Western Digital Corporation's WDC gross margin performance has strengthened meaningfully in the first two quarters of fiscal 2026. In the fiscal second quarter, Western Digital reported a gross margin of 46.1%, marking an improvement of 770 basis points (bps) year over year and 220 bps sequentially.

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image for news What's Supporting Western Digital's Gross Margin Momentum?
4 Top-Ranked Highly Efficient Stocks to Strengthen Portfolios in 2026
EAT, OWLT, TCBI, WDC
Published: February 06, 2026 by: Zacks Investment Research
Sentiment: Positive

OWLT joins three stocks that cleared screens for strong efficiency ratios, from turnover to margins, pointing to healthier operations for 2026.

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image for news 4 Top-Ranked Highly Efficient Stocks to Strengthen Portfolios in 2026
Western Digital (WDC) Is Up 5.85% in One Week: What You Should Know
WDC
Published: February 05, 2026 by: Zacks Investment Research
Sentiment: Positive

Does Western Digital (WDC) have what it takes to be a top stock pick for momentum investors? Let's find out.

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image for news Western Digital (WDC) Is Up 5.85% in One Week: What You Should Know
Should You Invest in Western Digital (WDC) Based on Bullish Wall Street Views?
WDC
Published: February 05, 2026 by: Zacks Investment Research
Sentiment: Positive

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?

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image for news Should You Invest in Western Digital (WDC) Based on Bullish Wall Street Views?
The Memory Supercycle Is Here—2 Winners From 1 Breakup
SNDK, WDC
Published: February 04, 2026 by: MarketBeat
Sentiment: Positive

While the broader stock market has spent years fixated on the processors that allow artificial intelligence (AI) to think, a massive rotation is occurring into the hardware required to provide AI with a memory. Approximately one year ago, Western Digital NASDAQ: WDC spun off its flash memory business to create SanDisk NASDAQ: SNDK as a standalone entity.

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image for news The Memory Supercycle Is Here—2 Winners From 1 Breakup
Why Western Digital (WDC) Might be Well Poised for a Surge
WDC
Published: February 04, 2026 by: Zacks Investment Research
Sentiment: Positive

Western Digital (WDC) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

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image for news Why Western Digital (WDC) Might be Well Poised for a Surge
2 Computer Storage Device Stocks to Buy on Solid Earnings & Guidance
STX, WDC
Published: February 03, 2026 by: Zacks Investment Research
Sentiment: Positive

AI-driven demand lifts computer storage stocks as WDC posts strong earnings and upbeat guidance, with STX also delivering solid results.

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image for news 2 Computer Storage Device Stocks to Buy on Solid Earnings & Guidance
Is Most-Watched Stock Western Digital Corporation (WDC) Worth Betting on Now?
WDC
Published: February 03, 2026 by: Zacks Investment Research
Sentiment: Positive

Recently, Zacks.com users have been paying close attention to Western Digital (WDC). This makes it worthwhile to examine what the stock has in store.

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image for news Is Most-Watched Stock Western Digital Corporation (WDC) Worth Betting on Now?
SanDisk and Western Digital are the Real AI Kings of 2026
SNDK, WDC
Published: February 03, 2026 by: 24/7 Wall Street
Sentiment: Neutral

As investors turned their back on software (notably, the seat-based software-as-a-service companies), they're turned towards hardware in a big-time way.

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image for news SanDisk and Western Digital are the Real AI Kings of 2026

About Western Digital Corporation (WDC)

  • IPO Date 1978-10-31
  • Website https://www.westerndigital.com
  • Industry Computer Hardware
  • CEO Tiang Yew Tan
  • Employees 40000

Western Digital Corporation develops, manufactures, and sells data storage devices and solutions in the United States, China, Hong Kong, Europe, the Middle East, Africa, rest of Asia, and internationally. It offers client devices, including hard disk drives (HDDs) and solid state drives (SSDs) for computing devices, such as desktop and notebook personal computers (PCs), smart video systems, gaming consoles, and set top boxes; flash-based embedded storage products for mobile phones, tablets, notebook PCs, and other portable and wearable devices, as well as automotive, Internet of Things, industrial, and connected home applications; and flash-based memory wafers. The company also provides data center devices and solutions comprising enterprise helium hard drives; enterprise SSDs consisting of flash-based SSDs and software solutions for use in enterprise servers, online transactions, data analysis, and other enterprise applications; data center solutions for data storage systems and tiered storage models; and data storage platforms. In addition, it offers client solutions, such as external HDD storage products in mobile and desktop form; client portable SSDs; removable cards that are used in consumer devices comprising mobile phones, tablets, imaging systems, and cameras and smart video systems; universal serial bus flash drives for use in the computing and consumer markets; and wireless drive products used in-field back up of created content, as well as wireless streaming of high-definition movies, photos, music, and documents to tablets, smartphones, and PCs. The company sells its products under the G-Technology, SanDisk, and WD brands to original equipment manufacturers, distributors, dealers, resellers, and retailers. Western Digital Corporation was founded in 1970 and is headquartered in San Jose, California.