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08:00Today2 Stories
WDC's Fiscal Q2 Forecast Improves: What's Fueling the Momentum?
Western Digital heads into fiscal Q2 2027 with surging HDD demand, rising prices and expanding AI workloads, boosting revenue, margins and earnings expectations.
Here is What to Know Beyond Why Western Digital Corporation (WDC) is a Trending Stock
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.
14:00-16:00Yesterday2 Stories
Western Digital Corporation 2027 Q1 - Results - Earnings Call Presentation
2026-10-26. The following slide deck was published by Western Digital Corporation in conjunction with their 2027 Q1 earnings call.
Western Digital (WDC) Stock Still Looks Undervalued Following Its Huge 3 Year Run
Western Digital has produced very large multi year returns. However, the recent pullback and fresh headlines around AI driven demand and new memory competition leave a simple question on the table for you as an investor: Is the current share price really supported by the company’s earnings power? Over the past 3 years, Western Digital shares have delivered a gain close to 10x, which puts extra pressure on today’s valuation to be grounded in the profit stream behind the stock. Recent reports...
11:00-14:00Yesterday2 Stories
Why Western Digital Stock Is a ‘Strong Buy’ Now
Favorable pricing dynamics and growing demand for AI-driven storage support WDC’s long-term growth outlook.
Western Digital Corporation (WDC): Near-Term Weakness Diverges from Robust Cloud Demand
Fred Alger Management, an investment management company, released its “Alger Spectra Fund” third-quarter 2026 investor letter. The letter can be downloaded here. During the third quarter of 2026, U.S. equities delivered modest gains, with the S&P 500 advancing 2%. Despite robust corporate earnings and resilient consumer spending, market breadth remained weak as 60% of S&P […]
09:00-11:00Yesterday2 Stories
Wall Street Just Slashed Western Digital’s Price Target by $280. Here’s Why I’m Still Buying.
Despite analyst concerns about rising supply and future cyclicality, I believe strong AI-driven storage demand can sustain Western Digital’s revenue growth and pricing power.
Should You Buy, Hold or Sell Western Digital Stock After Q1 Earnings?
WDC's strong fiscal Q1 results, AI-driven storage demand and rising earnings estimates fuel its growth outlook, but valuation and execution risks persist.
01:00-06:00Yesterday2 Stories
Argus Research Maintains Buy on Western Digital, Lowers Price Target to $500
Argus Research analyst Jim Kelleher maintains Western Digital (NASDAQ:WDC) with a Buy and lowers the price target from $600 to $500.
AI Trade in Trouble? Western Digital CEO Explains Why He's Not Worried
CEO Irving Tan sees AI storage demand growing 25% annually as Western Digital projects expanding margins despite data center cost worries.
02:00Oct 251 Story
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21:00-23:00Oct 232 Stories
Western Digital (WDC) Stock Price Drops As Q1 Results Spur Profit Quality Concerns
Western Digital walked into its Q1 FY2027 report wearing a value label, with a P/E near 13x and a stock that had fallen about 27% over the past month. The quarter then landed with a thud in the market, the share price slipping almost 3% to about $344 in the first full session after the release, even as the headline print showed US$4.4b in revenue and US$4.86 in basic EPS. The real story is profit quality. Trailing net income sits near US$9.9b, but a high share of non cash earnings now hangs...
Western Digital Stock Has Fallen 53% Since June. I'd Consider a Small Position After Its Latest Report.
The hard drive maker's growth keeps speeding up. Has the stock's slide gone too far?
15:00-17:00Oct 232 Stories
Stock Market Today: Nasdaq Posts Back-To-Back Losses As Oil Surges; Samsara Breaks Out
The Dow Jones index drops 650 points Friday as oil prices rally. Bloom, MaxLinear and WDC are big earnings movers.
Stock Market Today: Dow Sheds 600 Points As Oil Jumps; Samsara Breaks Out (Live Coverage)
The Dow Jones index drops 600 points Friday as oil prices rally. Bloom, MaxLinear and WDC are big earnings movers.
11:00-13:00Oct 233 Stories
Western Digital Stock Pullback Despite Fiscal Q1 Beat Reflects AI Capex Concerns, Wedbush Says
Western Digital (WDC) stock price declined despite a fiscal Q1 beat as better near-term hard disk dr
Memory, Storage Stocks Rebound After Western Digital Earnings Land
Memory and data storage stocks are shaking off some of their blues.
10:00Oct 232 Stories
SanDisk Falters for 3 Months But One Top-Tier Institutional Desk Is Sure It’s Going to Nearly Triple
SanDisk has shed a third of its value in a month even as its business posts record numbers and locks in nearly $94 billion in signed customer contracts. One top analyst sees a near-triple from here, but the bull case rests on assumptions that could crack fast.
Citigroup Maintains Buy on Western Digital, Lowers Price Target to $660
Citigroup analyst Asiya Merchant maintains Western Digital (NASDAQ:WDC) with a Buy and lowers the price target from $740 to $660.
08:00-10:00Oct 232 Stories
Western Digital CEO: AI demand for storage remains durable and continues to grow
Irving Tan, Western Digital CEO, joins 'The Exchange' to discuss earnings, stock price, AI demand, and more.
Western Digital Earnings Easily Beat Estimates. Why The Stock Is Falling Anyway.
Western Digital reported fiscal first-quarter results ahead of estimates on Thursday but the stock was lower Friday.
22:00-00:00Oct 213 Stories
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...
BofA lifts Western Digital target despite lower capacity outlook
Tight hard-drive supply is keeping prices high as BofA raises its target to $800 ahead of earnings.
04:00-12:00Oct 212 Stories
Why Western Digital (WDC) is Poised to Beat Earnings Estimates Again
Western Digital (WDC) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
B of A Securities Maintains Buy on Western Digital, Raises Price Target to $800
B of A Securities analyst Wamsi Mohan maintains Western Digital (NASDAQ:WDC) with a Buy and raises the price target from $720 to $800.
02:00Oct 211 Story
09:00-11:00Oct 202 Stories
Morgan Stanley Maintains Overweight on Western Digital, Lowers Price Target to $643
Morgan Stanley analyst Erik Woodring maintains Western Digital (NASDAQ:WDC) with a Overweight and lowers the price target from $676 to $643.
Morgan Stanley cuts Western Digital target, raises Seagate amid HDD selloff
Investing.com -- Morgan Stanley on Tuesday lowered its price target on Western Digital to $643 from $676, while raising its target on Seagate Technology to $1,200 from $1,187, citing growing uncertainty around competition and AI funding despite strengthening hard disk drive (HDD) fundamentals.
07:00-09:00Oct 202 Stories
80% Upside? Why Morgan Stanley Is Pounding the Table on Battered Seagate and Western Digital Stocks
Western Digital and Seagate Technology soon will be reporting earnings and Morgan Stanley says it would be aggressive buyers of each stock.
Cramer warns SanDisk and Western Digital are worst stocks if data center capacity shrinks
Jim Cramer called out two storage giants sitting on massive year-to-date gains as the most dangerous stocks to own if one key spending trend reverses, and the math behind their profits makes the risk easy to underestimate.
06:00Oct 192 Stories
Western Digital: A Value Entry Into Print
Western Digital (WDC) looks undervalued after a 50% pullbackâsee earnings watchpoints, guidance, and valuation vs peers.
Cramer’s Stop Trading: Sandisk Corporation & Western Digital
Jim Cramer takes a closer look at some of the biggest names in the tech sector.
16:00Oct 162 Stories
Western Digital (WDC) Dips More Than Broader Market: What You Should Know
Western Digital (WDC) concluded the recent trading session at $333.24, signifying a -6.51% move from its prior day's close.
Western Digital (WDC) Says CFO Mark Long Is Leaving
Western Digital (NasdaqGS:WDC) confirmed that Chief Financial Officer and Chief Strategy Officer Mark Long is leaving the company. Long has accepted the CFO role at Super Micro Computer following its recent accounting review and the resignation of its auditor. Western Digital disclosed the leadership change as a material event, highlighting his dual responsibilities across finance and corporate strategy. The implications of Mark Long’s move to Super Micro Computer go beyond this CFO...
09:00Oct 162 Stories
Wells Fargo Maintains Overweight on Western Digital, Lowers Price Target to $450
Wells Fargo analyst Joe Quatrochi maintains Western Digital (NASDAQ:WDC) with a Overweight and lowers the price target from $730 to $450.
Western Digital Pre-Q1 Earnings: Buy the Stock Now or Wait for Results?
WDC expects Q1 fiscal 2027 revenue to jump 45% as AI and cloud storage demand accelerates, but will its earnings beat estimates?
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15:00-20:00Oct 82 Stories
Seagate & Western Digital: Jim Cramer Said They Haven’t Added Capacity But The Firms Might Have A Clever Strategy
Computer storage product manufacturers Seagate Technology Holdings plc (NASDAQ:STX) and Western Digital Corporation (NASDAQ:WDC) are among the top performers on the market. The shares have rallied in today’s AI-driven market due to the massive demand for the firms’ storage products from the ongoing buildout. In his morning appearance on Friday October 2nd, Cramer discussed a […]
Can Supply Discipline Sustain AI Storage Momentum for Western Digital (WDC)?
Market views on Western Digital Corp. (NASDAQ:WDC) revolve around growing demand for AI storage. Acceleration in hyperscale data center buildouts had supported the stock’s impressive run up until June. However, a broad memory and storage selloff took away much of those valuation gains. Analysts remain bullish on future prospects backed by encouraging supply-demand dynamics across […]
02:00Oct 81 Story
14:00-19:00Oct 72 Stories
Is Western Digital (WDC) Fully Valued After Toshiba's HDD Expansion Plan?
Western Digital (WDC) is back in focus after Toshiba outlined plans to almost double hard disk drive output for AI data centers, a move that triggered a sharp swing in the stock. Western Digital’s share price has pulled back sharply in the short term, with the stock down 10.8% over the past week and 29.9% over 90 days, even after news driven swings around Toshiba and the TDK bidding headlines. That near term volatility contrasts with powerful momentum over a longer horizon. Western Digital...
Western Digital Stock Has One Thing Left To Prove
Western Digital (WDC) could soon see fresh demand from a new base of customers. Management notes that AI labs, newer cloud companies, and an autonomous vehicle maker are increasingly seeking the manufacturer out for storage. Western Digital sells only hard drives. Exactly how much these new buyers will ultimately add is not settled yet.
08:00Oct 71 Story
12:00Oct 62 Stories
Western Digital Fell Nearly 20% Over The Last 3 Months: A Respected Wall Street Analyst Says 140% To Come
Western Digital shares sit nearly 45% below their peak while analyst estimates keep climbing, leaving investors to decide whether a supply scare just created a rare buying opportunity or a warning sign the bull story is cracking.
$1000 Invested In Western Digital 10 Years Ago Would Be Worth This Much Today
Western Digital (NASDAQ:WDC) has outperformed the market over the past 10 years by 11.57% on an annualized basis producing an average annual return of 25.39%. Currently, Western Digital has a market capitalization of
08:00Oct 61 Story
11:00-13:00Oct 52 Stories
Western Digital, Seagate Stock Rebound. What Wall Street Is Saying About Toshiba Competition.
Seagate and Western Digital were hit hard by a report Toshiba is scaling up hard-drive production.
What Changed For Western Digital Stock, And What Did Not?
Western Digital (WDC) stock fell 10.2% on Friday, October 2, 2026, while the S&P 500 gained 0.7%. News coverage that day tied the fall to Toshiba, a smaller rival in hard disks. Toshiba's planned expansion raises the risk of lower prices, a report said a day later. So what part do prices play in Western Digital's profit.
01:00Oct 51 Story
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15:00-17:00Oct 22 Stories
Western Digital (WDC) Stock Sinks As Market Gains: Here's Why
Western Digital (WDC) concluded the recent trading session at $415.29, signifying a -10.22% move from its prior day's close.
Why Toshiba's Expansion Plans Just Sent Western Digital Stock Lower
Western Digital stock sinks on Toshiba’s plans of a major capacity expansion. Here’s why WDC shares look attractive to buy on the dip today.
10:00-14:00Oct 22 Stories
Why Western Digital Stock Just Crashed
Toshiba is coming for Western Digital's market share.
Seagate Stock and Western Digital Tumble as AI Shortage Shows Signs of Easing
Western Digital and Seagate’s Japanese rival Toshiba plans to double its production capacity for drives used in AI data centers in fiscal 2027, Nikkei reports.