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Western Digital Corporation provides data storage solutions, including hard disk drives and flash memory, essential for AI infrastructure and data centers.

Snapshot
Country USA USA
ExchangeNasdaq
AI Layer infra
Category 3.30 Memory Chips & Storage Devices
Sentiment 62.0%
USD Mkt Cap161.23B
USD Revenue12.92B
USD Net Income9.29B
P/E16.61
fwd P/E14.08
PEG0.92
Price 3M-19.1%
Price 6M+66.0%
Price 1Y+363.4%
Price 2Y+849.5%
USD Share Price451.98
Price History
Price & Size
Price 447.18 USD
Market Cap 161.23B USD
Shares Outstanding 360.54M
Shares Float 358.02M
52w Low 99.72 USD
52w High 799.87 USD
Avg Volume 8.33M
Valuation
P/E (trailing) 16.6x
P/E (forward) 14.1x
Enterprise Value 160.84B USD
PEG Ratio 0.92x
P/S 12.48x
EV / Revenue 12.45x
EV / EBITDA 32.16x
Income
Revenue 12.92B USD
Revenue / Share 37.45 USD
EBITDA 5.00B USD
Net Income 9.29B USD
EPS (trailing) 26.92 USD
EPS (forward) 31.75 USD
Margins & Profitability
Gross Margin 48.9%
Operating Margin 43.6%
Profit Margin 73.0%
EBITDA Margin 38.7%
Return on Equity 130.8%
Return on Assets 20.8%
Growth
Revenue Growth 43.8%
Earnings Growth 984.1%
Cash & Debt
Total Cash 1.58B USD
Total Debt 1.19B USD
Free Cash Flow 2.27B USD
Operating Cash Flow 3.93B USD
Debt / Equity 0.13x
Current Ratio 1.33x
Quick Ratio 0.85x
Dividend
Rate 0.60 USD
Yield 0.1%
Payout Ratio 1.9%
Ex-Date 2026-09-08
Risk
Beta 2.18
Analyst Consensus
Target (Mean) 664.92 USD
Target (Median) 640.00 USD
Target (High) 1,050.00 USD
Target (Low) 420.00 USD
Recommendation buy
# Analysts 24
Identifiers
ISINUS9581021055
CUSIP958102105
FIGIBBG000BWNFZ9
SEDOL2646727
Sentiment 62.0%
Positive drivers

Strong demand for high-capacity storage solutions driven by AI data center expansions boosted investor optimism. Western Digital reported better-than-expected Q2 earnings with rising SSD shipments. Partnerships with major cloud providers highlighted long-term growth potential in the AI ecosystem.

Neutral / mixed

Broader semiconductor market fluctuations created mixed signals without clear directional impact. Ongoing industry transition from HDD to NAND technologies introduced some uncertainty in revenue projections. Regulatory reviews on supply chain practices remained ongoing but non-disruptive.

Negative drivers

Intense competition from Samsung and SK Hynix pressured margins in the flash memory segment. Macroeconomic concerns over potential recession in tech spending weighed on short-term forecasts. Recent inventory adjustments led to cautious guidance for the upcoming quarter.

Bottom line

Overall sentiment for WDC remains mildly positive amid AI-driven tailwinds, tempered by competitive and macro headwinds. The stock is viewed as a stable play in the storage space with moderate upside potential.