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WDC Western Digital Corporation

USTechnology
$582.59+0.78%ClosedMarket Cap: $200.81B

As of 2026-07-10 16:00

Why WDC matters now

Western Digital Corporation (WDC) is a US stock in Technology. The latest InvestLog snapshot shows $582.59 with +0.78% on the session and $200.81B in market capitalization; recent performance reads 1-month +63.72% and YTD +333.17%.

The latest financial table shown here is Q3 2026, with revenue of $3.34B, net income of $3.21B, and EPS of $8.52. Investors can compare that operating picture with valuation signals such as P/E 27.80 and FCF yield 1.1%.

InvestLog's latest related AI research is a Rating Change note titled "Morgan Stanley raises WDC target to $650 from $488". The latest indexable market news headline is "Beyond Micron: 2 AI Infrastructure Stocks With Massive Upside Ahead" from Zacks Investment Research.

Additional event context on this page matters because analyst consensus is Buy with a median target of $512.50; recent insider activity includes Cole Martin I filing S-Sale; recent congressional disclosure data includes Ro Khanna Purchase. These signals are research inputs, not a recommendation.

Valuation

P/E (TTM)

27.80

PEG

0.14

P/B

26.60

P/S

21.84

EV/EBITDA

34.08

DCF Value

$-0.78

FCF Yield

1.1%

Div Yield

0.1%

Margins & Returns

Gross Margin

45.4%

Operating Margin

30.8%

Net Margin

55.1%

ROE

91.9%

ROA

43.1%

ROIC

27.9%

Financials

PeriodRevenueNet IncomeEPS
Q3 2026$3.34B$3.21B$8.52
Q2 2026$3.02B$1.84B$4.73
Q1 2026$2.82B$1.18B$3.07
Q4 2025$2.60B$257.0M$0.76

Analyst Ratings

Consensus

Buy

Target (Consensus)

$479.29

Target (Median)

$512.50

Target Range

$250.00 - $685.00

Strong Buy: 4Buy: 17Hold: 3Sell: 1Strong Sell: 1
Morgan StanleyOverweight
2026-06-15
JP MorganOverweight
2026-06-12
MizuhoOutperform
2026-06-08
CitigroupBuy
2026-06-02
Wells FargoOverweight
2026-06-01

Trading Activity

Insider Trades

Cole Martin Idirector
Sell2026-06-11
Cole Martin Idirector
Sell2026-06-11
Cole Martin Idirector
Sell2026-06-11
Cole Martin Idirector
Sell2026-06-11
Cole Martin Idirector
Sell2026-06-11

Congress Trades

Ro KhannaBuy
2026-05-13

Company Info

Sector

Technology

Industry

Computer Hardware

Country

US

Exchange

Beta

2.20

Western Digital Corporation designs, manufactures, and markets a broad range of data storage devices and software solutions across the United States, China, Hong Kong, Europe, the Middle East, Africa, and the rest of Asia, serving an international market. The company's product lineup includes client devices such as hard disk drives (HDDs) and solid-state drives (SSDs) for computing platforms like desktops, notebooks, smart video systems, gaming consoles, and set-top boxes. They also provide flash-based embedded storage solutions for mobile phones, tablets, laptops, and various portable and wearable technologies, extending into automotive, Internet of Things (IoT), industrial, and connected home applications. Additionally, Western Digital produces flash-based memory wafers. For data centers, their offerings comprise enterprise helium hard drives and sophisticated flash-based SSDs, often bundled with software tailored for enterprise servers, online transaction processing, data analysis, and other business applications. This segment also includes comprehensive data storage systems, tiered storage models, and various data storage platforms. Consumer-oriented client solutions consist of external HDDs in both mobile and desktop configurations, portable SSDs, and removable memory cards compatible with mobile phones, tablets, imaging systems, cameras, and smart video systems. Furthermore, they offer universal serial bus (USB) flash drives for computing and general consumer markets, alongside wireless drive products designed for on-the-go content backup and high-definition streaming of media and documents to tablets, smartphones, and PCs. Western Digital sells its diverse portfolio through original equipment manufacturers (OEMs), distributors, dealers, resellers, and retailers, utilizing its prominent G-Technology, SanDisk, and WD brands. Founded in 1970, the corporation is headquartered in San Jose, California.