Western Digital Corporation (WDC)

NMS – Цена в реальном времени. Валюта: USD

458.19

+20.26 (4.63%)

Рынок открыт: Aug 12, 2026, 11:36 AM EDT

438.91

+0.98 (0.22%)

Предыдущая сессия: Aug 11, 2026, 7:59 PM EDT

09.08.2026

Alger Dynamic Opportunities Fund Q2 2026 Portfolio Update

Class A shares of the Alger Dynamic Opportunities Fund outperformed the S&P 500 Index during the second quarter of 2026. For the quarter, the portfolio's average long exposure was 88.77% and the average short exposure was -37.38%. Long positions Nebius Group, Astera Labs, Inc., and Western Digital Corporation were among the top contributors to performance.

09.08.2026

Western Digital: Cyclical Upcycle Is On A Clock While Valuation Remains Expensive

Western Digital is now a pure-play HDD storage provider post-Sandisk spin-off, with cloud representing 89% of revenue and driving recent explosive growth. I initiate coverage with a Sell rating and a $370 price target, citing concerns over unsustainably high-growth rates and an overextended valuation. Despite 44% revenue growth, 1,310 bps gross margin expansion, and 109% EPS growth, forward guidance and sequential acceleration failed to meet elevated market expectations.

08.08.2026

Western Digital: Watch For Technological Threats Following Post-Earnings Sell-Off

Western Digital delivered strong Q4 2026 results, beating earnings and revenue expectations but faced a sharp post-earnings sell-off due to valuation concerns. WDC's pure-play HDD focus exposes it to technological disruption risks, such as emerging low-bit AI architectures, and SSD adoption could erode demand and margins. Current valuation requires unsustainably high FCF growth (~40%) to justify, with non-GAAP P/E at 44.31 and revenue growth at 32% YOY seen as insufficient for the premium.

07.08.2026

Western Digital: When A Cyclical Is Priced As A Compounder

Western Digital remains a Sell despite operational strength and a net cash-positive balance sheet for the first time in recent history. WDC's valuation is stretched, trading at a non-GAAP P/E of 66.17 and EV/EBITDA of 47.75, far above peers like Sandisk and Dell. Recent margin expansion to 54.4% appears unsustainable, with growth and margin gains decelerating and pricing power nearing its ceiling.

06.08.2026

Stocks Fall On Spiking Oil Prices, Tumbling AI Plays Sandisk, Western Digital; Nvidia Above Buy Trigger

The stock market drops Thursday as oil prices rise and chip names Sandisk and Western Digital dive. Nvidia stock is above a recent buy point.

06.08.2026

AI Storage Demand Still Growing, Says WD CEO

Western Digital (WD) says the AI infrastructure buildout is creating sustained demand for data storage, even as investors reacted to a softer near-term outlook. CEO Irving Tan joins Bloomberg to explain why hyperscaler demand remains strong and how the company is increasing hard drive capacity.

06.08.2026

Western Digital's Margin Stabilization Signals Its Run-Up May Be Ending

Western Digital remains a 'Sell' as its valuation is unjustified versus memory peers, despite recent strong revenue growth. WDC's gross margin expansion is slowing, signaling that ASP-driven growth may have peaked amid a fading data center capex boom. The company's undifferentiated, commoditized HDD products face cyclical risks and lack the pricing power or multi-year agreements of memory vendors.

Видео

06.08.2026

Positive

AI Storage Demand Still Growing, Says WD CEO

06.08.2026

Negative

Easing Tensions in Iran, WDC & SNDK Pull Back

05.08.2026

Negative

EARNINGS ALERT: WDC, SNDK, APP, ELF

05.08.2026

Neutral

Expedia, Block, Western Digital, & Sandisk All Report Results | Closing Bell

Повышения / Понижения рейтинга

Тикер	Фирма	Изменение рейтинга	Целевая цена	Дата
WDC	Summit Insights	Hold	undefined >> undefined	August 6th 2026

Western Digital Corporation (WDC)

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Western Digital Corporation (WDC)

Alger Dynamic Opportunities Fund Q2 2026 Portfolio Update

Western Digital: Cyclical Upcycle Is On A Clock While Valuation Remains Expensive

Western Digital: Watch For Technological Threats Following Post-Earnings Sell-Off

Western Digital: When A Cyclical Is Priced As A Compounder

Stocks Fall On Spiking Oil Prices, Tumbling AI Plays Sandisk, Western Digital; Nvidia Above Buy Trigger

AI Storage Demand Still Growing, Says WD CEO

Western Digital's Margin Stabilization Signals Its Run-Up May Be Ending

Видео

Повышения / Понижения рейтинга

Alger Dynamic Opportunities Fund Q2 2026 Portfolio Update

Western Digital: Cyclical Upcycle Is On A Clock While Valuation Remains Expensive

Western Digital: Watch For Technological Threats Following Post-Earnings Sell-Off

Western Digital: When A Cyclical Is Priced As A Compounder

Stocks Fall On Spiking Oil Prices, Tumbling AI Plays Sandisk, Western Digital; Nvidia Above Buy Trigger

AI Storage Demand Still Growing, Says WD CEO

Western Digital's Margin Stabilization Signals Its Run-Up May Be Ending

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Western Digital Corporation (WDC)

Получите доступ ко всем премиум-функциям лучшего инструмента для анализа акций

Finranks

Компания

Контакты

Мы в соцсетях

Western Digital Corporation (WDC)

Alger Dynamic Opportunities Fund Q2 2026 Portfolio Update

Western Digital: Cyclical Upcycle Is On A Clock While Valuation Remains Expensive

Western Digital: Watch For Technological Threats Following Post-Earnings Sell-Off

Western Digital: When A Cyclical Is Priced As A Compounder

Stocks Fall On Spiking Oil Prices, Tumbling AI Plays Sandisk, Western Digital; Nvidia Above Buy Trigger

AI Storage Demand Still Growing, Says WD CEO

Western Digital's Margin Stabilization Signals Its Run-Up May Be Ending

Видео

Повышения / Понижения рейтинга

Alger Dynamic Opportunities Fund Q2 2026 Portfolio Update

Western Digital: Cyclical Upcycle Is On A Clock While Valuation Remains Expensive

Western Digital: Watch For Technological Threats Following Post-Earnings Sell-Off

Western Digital: When A Cyclical Is Priced As A Compounder

Stocks Fall On Spiking Oil Prices, Tumbling AI Plays Sandisk, Western Digital; Nvidia Above Buy Trigger

AI Storage Demand Still Growing, Says WD CEO

Western Digital's Margin Stabilization Signals Its Run-Up May Be Ending

Видео

Повышения / Понижения рейтинга