Western Digital (WDC) Stock Gets Fair Value Trim As Analysts Weigh HDD Demand And HAMR Risks

Western Digital’s modeled fair value has been nudged lower, shifting from US$664.92 to US$650.67 in the latest update. Analysts link this adjustment to a more balanced view that mixes confidence in hard disk drive demand and AI related storage needs with questions around execution, technology transitions, and potential supply growth from rivals. As you read on, you will see how these moving parts shape the evolving Western Digital story and what to watch as the narrative changes over...