WDC

Western Digital Corporation

TechnologyComputer HardwareNASDAQ

$531.21

+$48.87 (9.20%)today

Conviction

0/ 10

Fair Value$328.87

Upside-38.09%

Signal0

Market Cap$117.4B

52W Range$30.57–$319.62

Next EarningsMay 6

Price History

FAIR VALUE ANALYSISMonte Carlo · 3,000 runs · 99% valid

Fair Value$61.04

Current Price$286.21

Upside / Down-78.7%

P(Undervalued)0.0%

P(20%+ Up)0.0%

P(15%+ Down)100.0%

Fair Value Distribution — percentile bands

0.0% of simulations place fair value above current price

WHAT IS PRICED IN

FCF-Based Reverse DCF

65.8%/yr

±4.3% · FCF growth to justify current price

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Quick Take

Western Digital Corporation develops, manufactures, and sells data storage devices and solutions based on hard disk drive (HDD) technology in the United States, Asia, Europe, the Middle East, and Africa.

Trailing P/E29.4x

Forward P/E22.8x

P/S9.9x

EPS (TTM)$10.57

Analyst Target$328.87

Analyst Upside-38.1%

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Bull Case

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Bear Case

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Research Feed

sec_10qMar 1

Conviction: unchanged

WDC Q2 FY2026 10-Q: Pure-Play HDD Thesis Delivering, But Stock Pricing In Perfection

Post-Sandisk-separation WDC is firing on all cylinders: 25% revenue growth, 800bps gross margin expansion to 45.7%, .25B H1 FCF. Cloud/AI demand driving everything. Key risk: .6B convertible notes at ...