Western Digital Corporation (WDC) Stock: Price, Forecast & Analyst Target
Western Digital Corporation (WDC) — MoonshotScore 80/100 (Exceptional band), calculated Oct 4, 2026. Price $415.29 (-10.22%), as of the Oct 2, 2026 trading session; market cap $143B. Expected results Oct 29, 2026.
Educational signal · not a buy or sell recommendation · How to read this
Market value / cash and short-term investments: 90.56× (market value Oct 2, 2026; cash Jul 3, 2026) · expected results Oct 29, 2026
Western Digital Corporation · WDC · NASDAQ · Technology · Computer Hardware
Research dated 2026-09-12: Western Digital sells storage capacity through cloud infrastructure products, client devices, and WD and SanDisk retail products, with cloud customers now supplying the overwhelming share of revenue. The case rests on whether that cloud-heavy mix can keep expanding revenue and operating cash flow without leaving reported earnings dependent on gains that do not appear in operating profit.
Price as of Oct 2, 2026
Key Statistics
MoonshotScore v2 · Western Digital (WDC)
ExceptionalWhy this rating? Method, drivers & history
Bands for the MoonshotScore: Exceptional 80-100 · Strong 65-79 · Fair 45-64 · Weak below 45.
- Business Quality — Is this a genuinely good business?
- Financial Safety — Could this blow up on me?
- Valuation — Am I paying a fair price?
- Growth Durability — Is the growth real and likely to last?
- Momentum — Is the market already moving on this?
Elite quality, a strong balance sheet and durable growth, with no real weak spot — fairly priced, so not a bargain entry; the market is already moving on it. Business Quality: Elite; Financial Safety: Fortress; Valuation: Full; Growth Durability: Compounding; Momentum: Rising.
- quarterly revenue $3.75B (Q4 FY2026, quarter ended Jul 2026)
- EPS beat 8 of 8
- Altman Z 21.23 · Piotroski F 8
Helping: business quality, balance-sheet strength, durable growth, positive momentum
What has the MoonshotScore done over time?
| Recorded | Score | Band |
|---|---|---|
| 82 | Exceptional | |
| 81 | Exceptional | |
| 82 | Exceptional | |
| 82 | Exceptional | |
| 82 | Exceptional | |
| 82 | Exceptional |
The score was 80 in the stored Oct 3, 2026 snapshot and remains 80 in the current publication computed Oct 4, 2026 (0); the largest pillar moves were Momentum +1; the pillar moves offset under the sector-relative weighting, so the headline score is unchanged. This current publication is not yet represented in the immutable snapshot archive.
Calculation uses the most recent completed US trading session. Live price changes do not update the score immediately.
Computed · Educational signal · not a buy or sell recommendation · How the MoonshotScore is computed →
Price & valuation
| Measure | Value | As of |
|---|---|---|
| Latest provided price | $415.29 | |
| Change on the day | -10.22% | |
| 52-week range | $112.52–$799.87 | |
| Market capitalisation | $143B | |
| Price / earnings (trailing) | 15.29 | |
| Shares traded on the day | 24.77M | |
| Beta (volatility vs the S&P 500) | 2.18 | |
| Dividends per share (last 12 months) | $0.55 | |
| Dividend yield (last 12 months) | 0.13% |
Price & events
Triangles mark reported quarters on the line: pointing up is above the recorded estimate, down is below, a diamond means no estimate on file. Numbers key to the dated list. Point at or tab to any week for its close.
Events behind the price
- · Earnings results · above the recorded estimate
- · Earnings results · above the recorded estimate
- · Earnings results · above the recorded estimate
- · Earnings results · above the recorded estimate
Results dates follow the earnings feed; call dates follow the transcript provider. Nearby dates do not establish that an event caused a price move.
Upcoming events
The provider's estimated date can change.
What to watch nextCouncil Score · weighted blend of 2 available disciplines
Council score for Western Digital (WDC): Bullish Lean
69/100 · B+Some lenses disagree with the MoonshotScore. Compare their readings below; each uses a different method.
5-Factor Breakdown
Legends Council
6 lenses, 6 current
AI simulations built from the named investors' published principles. Not affiliated with, endorsed by, or the opinion of these individuals. How these lenses are built
Read on: Oct 4, 2026
Munger's Mindset
Balance Sheet & Valuation · historical
Read on: Sep 9, 2026 · older than the 27 hours refresh window; not a current reading
How to read these bars and different assessments
Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.
Bars show each model's ordered assessment on its own scale, not a probability or a comparable investment return. The adjacent words give the assessment; more filled segments indicate a stronger model reading.
Two of these lenses read this company less favourably than the MoonshotScore does: Griffin-style lens and Klarman-style lens. Each lens is a separate scoring function over its own inputs, so a disagreement is a difference of method rather than a correction — the page's answer stays the MoonshotScore above.
On Sep 9, 2026, the Munger lens read the price at that time as fairly valued against its own estimate of value.
Readings on this page are from Oct 4, 2026, except a card that shows its own read date.
Watch the WDC film — every key number, told as a short cinematic story
~2 min · open the film
What is Western Digital (WDC), and what does it report?
Short answer · as of
Western Digital is better understood as a storage-capacity supplier than as a general computer maker.
Research dated 2026-09-12.
Western Digital is better understood as a storage-capacity supplier than as a general computer maker. It designs hard drives, solid-state drives, embedded flash, memory wafers, removable media, and storage platforms for data centers, device manufacturers, distributors, and consumers.
Reported revenue is overwhelmingly Cloud, while Client Devices and Retail Products contribute much smaller amounts. That reporting shape means changes in cloud storage purchasing matter far more than sales of branded portable drives, memory cards, or flash drives, despite the visibility of WD and SanDisk in retail channels.
What do the latest results show for Western Digital (WDC)?
Short answer · as of
The most recent reported quarter, Q4 FY2026, carried revenue of $3.75B.
Research dated 2026-09-12.
The latest sequence shows rising revenue, gross profit, operating profit, and operating cash flow. Reported revenue and earnings have also repeatedly exceeded market estimates, indicating that the improvement has persisted across several reporting periods rather than appearing in an isolated release.
Net income accelerated far beyond operating profit and operating cash flow, including an unusually large annual increase. The operating lines still show genuine improvement, but the gap makes headline net income and related return measures poor standalone guides to the recurring economics of the storage business.
Where is operating spending going?
Revenue alongside research and development, selling, general and administrative expenses, and the FMP standardized operating result.
- Latest quarter · revenue
- $3.75B Jul 3, 2026
- Latest quarter · R&D
- $284.00M Jul 3, 2026
- Latest quarter · SG&A
- $138.00M Jul 3, 2026
- Latest quarter · FMP standardized operating result
- $1.56B Jul 3, 2026
| Period end | Revenue | R&D | SG&A | FMP standardized operating result |
|---|---|---|---|---|
| Jul 3, 2026 | $3.75B | $284.00M | $138.00M | $1.56B |
| Apr 3, 2026 | $3.34B | $294.00M | $147.00M | $1.19B |
| Jan 2, 2026 | $3.02B | $289.00M | $128.00M | $963.00M |
| Oct 3, 2025 | $2.82B | $294.00M | $138.00M | $792.00M |
USD. The operating result is the FMP-standardized value supplied by FMP; it may differ from a filing’s GAAP loss from operations when the provider classifies separately presented items differently. It is not net income or cash flow.
Did results meet expectations?
Reported earnings and revenue alongside the estimates recorded by the provider.
- Latest report · revenue
- $3.75B Aug 5, 2026
- Latest report · revenue estimate
- $3.70B Aug 5, 2026
- Latest report · revenue vs estimate
- Above estimate Aug 5, 2026
- Latest report · EPS vs estimate
- Above estimate Aug 5, 2026
| Report date | Revenue · reported | Revenue · estimate | EPS · reported | EPS · estimate |
|---|---|---|---|---|
| Aug 5, 2026 | $3.75B | $3.70B | $3.5600 | $3.3100 |
| Apr 30, 2026 | $3.34B | $3.25B | $2.7200 | $2.3900 |
| Jan 29, 2026 | $3.02B | $2.93B | $2.1300 | $1.9300 |
| Oct 30, 2025 | $2.82B | $2.73B | $1.7800 | $1.5900 |
Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined.
Quarterly income statement — 4 quarters
| Period | Revenue | Net income | EPS |
|---|---|---|---|
| Q4 FY2026 | $3.75B | $3.19B | $8.50 (diluted) |
| Q3 FY2026 | $3.34B | $3.21B | $8.52 (diluted) |
| Q2 FY2026 | $3.02B | $1.84B | $4.73 (diluted) |
| Q1 FY2026 | $2.82B | $1.18B | $3.07 (diluted) |
What are the financial strengths and risks for Western Digital (WDC)?
Short answer
Cash and short-term investments were $1.58B at the Jul 3, 2026 balance-sheet date. Operating cash flow was $1.10B for the quarter ended Jul 3, 2026, meaning operations generated cash. These figures do not establish a cash runway.
Research dated 2026-09-12.
Cash and short-term investments exceed total debt, operating cash flow has strengthened, and capital spending has remained well below operating cash generation. Liquidity screens are broadly sound, although immediately liquid assets sit close to current obligations rather than providing an unlimited cushion.
Cash has moved sharply between reporting periods and finished below its recent peak, even though the decline across the broader reported window was modest. More importantly, net cash is small beside the company’s market value, so balance-sheet liquidity offers limited protection if expectations reset.
Cloud concentration is the operating vulnerability. Client Devices and Retail Products are too small to absorb a meaningful slowdown in cloud purchasing, making sustained data-center demand central to revenue, margins, and cash generation.
How much cash does the business generate or use?
Quarterly operating cash flow shows cash generated or used by operations.
- Latest quarter · operating cash flow
- $1.10B Jul 3, 2026
- Previous quarter · operating cash flow
- $1.12B Apr 3, 2026
| Period end | Operating cash flow | Capital expenditure (reported) |
|---|---|---|
| Jul 3, 2026 | $1.10B | −$108.00M |
| Apr 3, 2026 | $1.12B | −$145.00M |
| Jan 2, 2026 | $745.00M | −$92.00M |
| Oct 3, 2025 | $672.00M | −$73.00M |
Operating cash-flow bars share one scale and show magnitude; negative values mean cash used.
USD. Negative operating cash flow means cash used. Capital expenditure keeps the provider’s reported sign; it is not added here to estimate free cash flow or runway.
What should you watch next at Western Digital (WDC)?
Short answer · as of
The next earnings report is expected on Oct 29, 2026.
Research dated 2026-09-12.
Watch whether Cloud continues to carry revenue higher while gross profit, operating profit, and operating cash flow advance with it. Continued estimate beats would reinforce the current operating trend; a divergence between revenue growth and cash generation would weaken it.
Cash deserves attention after its sharp retreat from the prior period, especially because the equity valuation receives little backing from net cash. The wide spread in longer-range revenue estimates also makes near-term execution more informative than distant consensus averages.
The scheduled earnings release should be tested against the recent run of sequential revenue growth, the dominance of Cloud, and the conversion of operating profit into cash. Those observations will say more about durability than another surge in headline net income alone.
How does Western Digital compare with its peers?
Short answer
Western Digital's score ranks tied for 7th of 13 in the bounded comparison shown, against 12 same-model peers. These are company scores, not expected investment returns. The set lists named competitors first, then companies in the same data-provider industry classification closest in market value; that classification is the provider's, not our judgment of business similarity.
Research dated 2026-09-12.
Western Digital combines enterprise helium hard drives and data-center solid-state drives with embedded flash, client storage, and recognizable WD and SanDisk consumer products. Yet its economics are no longer evenly spread across that catalogue: Cloud supplies nearly all reported revenue.
That mix distinguishes Western Digital from a subscription-led storage software business and from a consumer-device vendor. It principally sells physical storage capacity, sometimes paired with enterprise software and platforms, while retaining routes to market through manufacturers, distributors, resellers, and retailers.
| Company | Price | Market value | Score |
|---|---|---|---|
| $848.99 Oct 2, 2026 | $190B | 96 5-pillar Oct 4, 2026 | |
| $226.27 Oct 2, 2026 | $44.4B | 91 5-pillar Oct 4, 2026 | |
| $207.35 Oct 2, 2026 | $261B | 88 5-pillar Oct 4, 2026 | |
| $104.32 Oct 2, 2026 | $15.0B | 84 5-pillar Oct 4, 2026 | |
| $1439.73 Oct 2, 2026 | $70.7B | 83 5-pillar Oct 4, 2026 | |
| $562.42 Oct 2, 2026 | $374B | 81 5-pillar Oct 4, 2026 | |
| Western Digital (WDC) — this page | $415.29 | $143B | 80 |
| $32.12 Oct 2, 2026 | $29.4B | 80 5-pillar Oct 4, 2026 | |
| $277.22 Oct 2, 2026 | $98.7B | 70 5-pillar Oct 4, 2026 | |
| $447.41 Oct 2, 2026 | $74.3B | 67 5-pillar Oct 4, 2026 | |
| $243.66 Oct 2, 2026 | $61.4B | 66 5-pillar Oct 4, 2026 | |
| $43.69 Oct 2, 2026 | $28.3B | 38 5-pillar Oct 4, 2026 | |
| $15.77 Oct 2, 2026 | $5.79B | 21 5-pillar Oct 4, 2026 |
Only 5-pillar scores are ranked together. Other models are not directly comparable. Price and score dates are shown separately; market-value dates are unavailable.
The records behind this page
Analyst targets & estimates
What analysts have on file
- Price target, low to high
- $400.00 – $1050.00
- Consensus target
- $647.58
- Median target
- $605.00
Consensus record · Captured .
Measured against a quoted price of $415.29 (as of Oct 2, 2026).
Insider activity
Form 4 records via FMP · Of the newest 60 records, those within the last 180 days, newest dated Sep 20, 2026
- Transactions
- 60
- Identified insiders
- 15
- Purchases
- 0
- Sales
- 7
- Other transactions
- 53
Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent.
Who holds the shares?
Institutional ownership reported through 13F filings.
- Institutional ownership
- 94.3% Period end Jun 30, 2026
- Previous quarter · ownership
- 95.4% Prior to period end Jun 30, 2026
- Reporting holders
- 1,960 Period end Jun 30, 2026
- Previous quarter · holders
- 1,513 Prior to period end Jun 30, 2026
| Holders in provider snapshot | Shares |
|---|---|
| Blackrock, INC. | 32,953,613 |
| Fmr LLC | 25,983,645 |
| Vanguard Capital Management LLC | 22,510,811 |
| Jpmorgan Chase & Co | 17,007,789 |
| Capital World Investors | 16,598,211 |
Quarterly filings lag the period end. Holder rows are names in the provider snapshot, not a verified ranking; individual filing dates are not supplied. Related managers may appear separately, so these positions are not summed. Holder snapshot as of Jun 30, 2026.
What has been published about Western Digital (WDC)?
WDC Technology Stock FAQ
Research dated 2026-09-12; the answers below are from that research, and the full attribution is under Sources. The last 3 questions are answered from this page's own dated data, not from the research.
Why does Western Digital’s Cloud segment matter more than WD and SanDisk retail products?
Cloud contributes overwhelmingly more revenue than Client Devices or Retail Products, so changes in data-center purchasing have much greater influence on companywide results than consumer storage sales.
Why is Western Digital’s headline net income a weak measure of current operating momentum?
Recent net income rose far beyond operating profit and operating cash flow. Revenue, gross profit, operating profit, and cash generation provide a cleaner view of how the underlying storage business is progressing.
Can WD and SanDisk retail products offset weakness in Western Digital’s Cloud segment?
Their current revenue contribution is far too small to provide a comparable offset. Retail breadth adds channels and product variety, but Cloud determines the overall revenue profile.
What would confirm durable demand for Western Digital’s enterprise helium drives?
Further Cloud-led revenue growth accompanied by stronger operating profit and operating cash flow would provide the clearest confirmation. Revenue growth without comparable cash conversion would be less persuasive.
What is the WDC stock price today?
The last price recorded on this page for Western Digital Corporation (WDC) is $415.29, as of the Oct 2, 2026 trading session (source: Financial Modeling Prep (FMP) · quote). It is a provider snapshot, not a live exchange feed, so check a brokerage quote before you trade.
What is the WDC price target?
The analyst consensus price target for Western Digital Corporation (WDC) is $647.58 (range $400.00 to $1050.00, median $605.00), per FMP data captured Oct 4, 2026. Targets are analyst opinions and change often; they are not a Stock Expert AI forecast.
Does WDC pay a dividend?
Yes. Western Digital Corporation (WDC) shows a trailing 12-month dividend yield of 0.13%, as of Oct 2, 2026, in the data on this page. Payout ratio and cash-flow coverage decide whether it can last, and past dividends do not guarantee future payments.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Research written by Codex (gpt-5.6-sol) on 2026-09-12. AI-authored analysis; source dates are shown with each answer. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief.
Sources — records for every figure on this page (84 figures)
The 84 rows below are exactly the facts the evidence-backed sections of this page printed — the 10-second verdict, the MoonshotScore, price and market value, the five questions with their receipts, and the records behind this page. Known dates and sources are recorded on their own rows; an em dash or UNRECORDED tier preserves a stored observation without inventing either. The quarterly income statement is provider-standardized (FMP) under one row, and scale definitions — a 0-100 rating, the band ladder, the Piotroski 0–9 range — are fixed rather than measured. No number in those sections was generated by a model. The register does not cover quoted third-party headlines, the dated council readings, or the Frequently Asked Questions; each of those says where it came from where it stands.
"As of" is the date the value is true for where the source carries one — a quarter end, a filing date, a price close, the day the score was computed. A cached observation with no source date remains undated; the page publication date is not used as a substitute.
OFFICIAL — 1 fact from SEC filings and earnings calls
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
id.hq | SEC filing business address | SAN Jose, CA | OFFICIAL | SEC EDGAR filer business address — The SEC filer business address. Our market-data provider separately lists "5601 Great Oaks Parkway, San Jose, CA, 95119, US". |
FMP — 74 facts from Financial Modeling Prep endpoint families
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
earn.next | Next earnings date | Oct 29, 2026 | FMP | Financial Modeling Prep (FMP) earnings calendar — The date is our provider's estimate until the company confirms it. | |
px.last | Latest provided price | $415.29 | FMP | Financial Modeling Prep (FMP) · quote — Dated to the US trading session the price belongs to, derived from the quote record's timestamp (weekend and pre-open reads roll back to the previous weekday; exchange holidays are not modelled). The record does not establish an exchange execution time. Retrieved 2026-10-04T20:54:37.128Z. | |
px.change | Change on the day | -10.22% | FMP | Financial Modeling Prep (FMP) · quote | |
px.mcap | Market capitalisation | $143B | FMP | Financial Modeling Prep (FMP) · quote — Date unknown Market cap record date: 2026-10-02. FMP quote timestamp: 2026-10-02T20:00:00.000Z. Captured from FMP at 2026-10-04T20:54:35.885Z. No share-count basis is inferred; this page preserves the reported amount instead of recalculating it from shares. | |
px.change_abs | Change on the day, in dollars | −$47.27 | FMP | Financial Modeling Prep (FMP) · quote | |
fin.q_revenue | Revenue, Q4 FY2026 | $3.75B | FMP | Financial Modeling Prep (FMP) · income statement (quarterly) | |
px.range52 | 52-week range | $112.52–$799.87 | FMP | Financial Modeling Prep (FMP) quote | |
px.pe | Price / earnings (trailing) | 15.29 | FMP | Financial Modeling Prep (FMP) · quote | |
px.volume | Shares traded on the day | 24.77M | FMP | Financial Modeling Prep (FMP) · quote | |
px.beta | Beta | 2.18 | FMP | Financial Modeling Prep (FMP) company profile | |
id.ceo | Chief executive | Tiang Yew Tan | FMP | Financial Modeling Prep (FMP) key executives (proxy-derived) — Titles and pay come from the company's proxy statement as our provider parsed it. | |
id.employees | Employees | 40,000 | FMP | Financial Modeling Prep (FMP) employee count, from the company's filing | |
fin.annual | Revenue and net result by fiscal year | 5 fiscal years, FY2022 through FY2026: FY2022 revenue $18.79B, net result $1.55B; FY2023 revenue $6.25B, net result −$1.68B; FY2024 revenue $6.32B, net result −$798.00M; FY2025 revenue $9.52B, net result $1.86B; FY2026 revenue $12.92B, net result $9.42B | FMP | Financial Modeling Prep (FMP), from the company's 10-K income statements | |
fin.rev_mix | Reported revenue segments | Cloud $11.49B · Client Devices $726.00M · Retail Products $703.00M | FMP | Financial Modeling Prep (FMP) revenue segmentation, from the company's 10-K | |
fin.gross_margin | Gross margin (trailing twelve months) | 48.9% | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm — A ratio our provider could not compute is absent rather than shown as zero. | |
fin.q_table.depth.2026-07-03.revenue_k | Revenue — period end 2026-07-03 | $3.75B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-07-03.rd_k | R&D — period end 2026-07-03 | $284.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-07-03.sga_k | SG&A — period end 2026-07-03 | $138.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-07-03.operating_result_k | FMP standardized operating result — period end 2026-07-03 | $1.56B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-04-03.revenue_k | Revenue — period end 2026-04-03 | $3.34B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-04-03.rd_k | R&D — period end 2026-04-03 | $294.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-04-03.sga_k | SG&A — period end 2026-04-03 | $147.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-04-03.operating_result_k | FMP standardized operating result — period end 2026-04-03 | $1.19B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-01-02.revenue_k | Revenue — period end 2026-01-02 | $3.02B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-01-02.rd_k | R&D — period end 2026-01-02 | $289.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-01-02.sga_k | SG&A — period end 2026-01-02 | $128.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-01-02.operating_result_k | FMP standardized operating result — period end 2026-01-02 | $963.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-10-03.revenue_k | Revenue — period end 2025-10-03 | $2.82B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-10-03.rd_k | R&D — period end 2025-10-03 | $294.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-10-03.sga_k | SG&A — period end 2025-10-03 | $138.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-10-03.operating_result_k | FMP standardized operating result — period end 2025-10-03 | $792.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
earn.history.depth.2026-08-05.revenue_actual | Revenue · reported — report date 2026-08-05 | $3.75B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-08-05.revenue_estimated | Revenue · estimate — report date 2026-08-05 | $3.70B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-08-05.eps_actual | EPS · reported — report date 2026-08-05 | $3.5600 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-08-05.eps_estimated | EPS · estimate — report date 2026-08-05 | $3.3100 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-04-30.revenue_actual | Revenue · reported — report date 2026-04-30 | $3.34B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-04-30.revenue_estimated | Revenue · estimate — report date 2026-04-30 | $3.25B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-04-30.eps_actual | EPS · reported — report date 2026-04-30 | $2.7200 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-04-30.eps_estimated | EPS · estimate — report date 2026-04-30 | $2.3900 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-01-29.revenue_actual | Revenue · reported — report date 2026-01-29 | $3.02B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-01-29.revenue_estimated | Revenue · estimate — report date 2026-01-29 | $2.93B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-01-29.eps_actual | EPS · reported — report date 2026-01-29 | $2.1300 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-01-29.eps_estimated | EPS · estimate — report date 2026-01-29 | $1.9300 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-10-30.revenue_actual | Revenue · reported — report date 2025-10-30 | $2.82B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-10-30.revenue_estimated | Revenue · estimate — report date 2025-10-30 | $2.73B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-10-30.eps_actual | EPS · reported — report date 2025-10-30 | $1.7800 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-10-30.eps_estimated | EPS · estimate — report date 2025-10-30 | $1.5900 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
fin.q_table | Quarterly income statement | 4 quarters through Q4 FY2026 | FMP | Financial Modeling Prep (FMP) · income statement (quarterly), as filed | |
fin.cash_investments | Cash and short-term investments | $1.58B | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. Long-term investments are excluded and remain unclassified. Restrictions on cash and short-term investments require separate review. | |
fin.opcf_latest | Latest-quarter operating cash flow | $1.10B | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Period end: 2026-07-03. Negative operating cash flow means cash used. This figure is not a cash-runway estimate. | |
fin.long_term_investments | Long-term investments (classification unverified) | $0.00 | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | |
fin.total_debt | Total debt | $1.05B | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | |
fin.price_to_book | Price to book value | 16.16× | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm — A ratio our provider could not compute is absent rather than shown as zero. | |
fin.opcf.depth.2026-07-03.operating_cash_flow_m | Operating cash flow — period end 2026-07-03 | $1.10B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-04-03.operating_cash_flow_m | Operating cash flow — period end 2026-04-03 | $1.12B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-07-03.capex_m | Capital expenditure (reported) — period end 2026-07-03 | −$108.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-04-03.capex_m | Capital expenditure (reported) — period end 2026-04-03 | −$145.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-01-02.operating_cash_flow_m | Operating cash flow — period end 2026-01-02 | $745.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-01-02.capex_m | Capital expenditure (reported) — period end 2026-01-02 | −$92.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-10-03.operating_cash_flow_m | Operating cash flow — period end 2025-10-03 | $672.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-10-03.capex_m | Capital expenditure (reported) — period end 2025-10-03 | −$73.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
earn.pt_range | Analyst price target, low to high | $400.00 – $1050.00 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 4, 2026 · Coverage not supplied | |
earn.pt_consensus | Consensus analyst price target | $647.58 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 4, 2026 · Coverage not supplied | |
earn.pt_median | Median analyst price target | $605.00 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 4, 2026 · Coverage not supplied | |
own.insiders | Insider transactions via FMP | 60 transactions · 0 purchases, 7 sales, 53 other transactions · 15 identified insiders · of the newest 60 records, those within the last 180 days, newest dated Sep 20, 2026 | FMP | Financial Modeling Prep (FMP), carrying Form 4 transaction records — Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent. | |
own.institutions.depth.ownership_pct | Institutional ownership | 94.3% | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Period end Jun 30, 2026 | |
own.institutions.depth.ownership_pct_previous_quarter | Previous quarter · ownership | 95.4% | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Prior to period end Jun 30, 2026 | |
own.institutions.depth.holders | Reporting holders | 1,960 | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Period end Jun 30, 2026 | |
own.institutions.depth.holders_previous_quarter | Previous quarter · holders | 1,513 | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Prior to period end Jun 30, 2026 | |
own.top_holders.depth.holder_0.shares | Blackrock, INC. — shares in provider snapshot | 32,953,613 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_1.shares | Fmr LLC — shares in provider snapshot | 25,983,645 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_2.shares | Vanguard Capital Management LLC — shares in provider snapshot | 22,510,811 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_3.shares | Jpmorgan Chase & Co — shares in provider snapshot | 17,007,789 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_4.shares | Capital World Investors — shares in provider snapshot | 16,598,211 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. |
UNRECORDED — 2 facts from stored observations whose source was not recorded
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
earn.history | Reported versus estimated, recent quarters | EPS beat 8 of 8 | UNRECORDED | Stored earnings-history observation — Captured 2026-09-27 · Expired observation | |
fin.scores | Distress and quality screens | Altman Z 21.23 · Piotroski F 8 | UNRECORDED | Stored financial-scores observation — Captured 2026-10-04 |
COMPUTED — 5 facts from our arithmetic, formula restated
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
fin.mcap_to_cash | Market value per dollar of cash and short-term investments | 90.56× | — | COMPUTED | Computed on this page from the figures above — The market capitalisation printed on this page divided by cash and short-term investments of $1.58B at Jul 3, 2026. Long-term investments are excluded and remain unclassified. Restrictions on cash and short-term investments require separate review. Market cap record date: 2026-10-02. Balance-sheet reference date: 2026-07-03. The inputs do not establish a single common source date for this ratio. |
div.ttm_per_share | Dividends per share, last 12 months (split-adjusted) | $0.55 | COMPUTED | Financial Modeling Prep (FMP) split-adjusted dividend history — Sum of 4 split-adjusted declared dividends with an ex-date in the 365 days to 2026-10-03, per current share. Ex-dates are not payment dates; special dividends are included. Not a declared annual rate. | |
div.ttm_yield | Dividend yield, last 12 months | 0.13% | COMPUTED | Financial Modeling Prep (FMP) split-adjusted dividend history and quote — Split-adjusted dividends with ex-dates in the trailing 365-day window divided by the packet price, on the same current-share basis. Price date follows the quote, latest price bar or packet-build day when unstamped. Not a forecast or declared annual rate. | |
earn.history.depth.2026-08-05.revenue_actual.comparison | Latest report · revenue vs estimate | Above estimate | Report date · | COMPUTED | Computed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported revenue ($3.75B) with the recorded estimate ($3.70B) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns. |
earn.history.depth.2026-08-05.eps_actual.comparison | Latest report · EPS vs estimate | Above estimate | Report date · | COMPUTED | Computed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported EPS ($3.5600) with the recorded estimate ($3.3100) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns. |
OURS — 2 facts from Stock Expert AI's own score and rank
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
ours.moonshot | MoonshotScore v2 | 80 of 100 · Exceptional · pillars 97 / 83 / 40 / 85 / 78 | OURS | Stock Expert AI MoonshotScore v2 engine | |
ours.moonshot_change | MoonshotScore movement | 80 (stored snapshot Oct 3, 2026) → 80 (current publication computed Oct 4, 2026) (0) | OURS | Stock Expert AI current score publication and immutable score snapshots — The current score publication is not yet represented in the immutable snapshot archive. |
Fact-family notes
- Quarterly statement note. Source series as of 2026-07-03. USD. The operating result is the FMP-standardized value supplied by FMP; it may differ from a filing’s GAAP loss from operations when the provider classifies separately presented items differently. It is not net income or cash flow. Applies to Fact IDs:
fin.q_table.depth.2026-07-03.revenue_k,fin.q_table.depth.2026-07-03.rd_k,fin.q_table.depth.2026-07-03.sga_k,fin.q_table.depth.2026-07-03.operating_result_k,fin.q_table.depth.2026-04-03.revenue_k,fin.q_table.depth.2026-04-03.rd_k,fin.q_table.depth.2026-04-03.sga_k,fin.q_table.depth.2026-04-03.operating_result_k,fin.q_table.depth.2026-01-02.revenue_k,fin.q_table.depth.2026-01-02.rd_k,fin.q_table.depth.2026-01-02.sga_k,fin.q_table.depth.2026-01-02.operating_result_k,fin.q_table.depth.2025-10-03.revenue_k,fin.q_table.depth.2025-10-03.rd_k,fin.q_table.depth.2025-10-03.sga_k,fin.q_table.depth.2025-10-03.operating_result_k. - Earnings-history note. Source series as of 2026-08-05. Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined. Applies to Fact IDs:
earn.history.depth.2026-08-05.revenue_actual,earn.history.depth.2026-08-05.revenue_estimated,earn.history.depth.2026-08-05.revenue_actual.comparison,earn.history.depth.2026-08-05.eps_actual.comparison,earn.history.depth.2026-08-05.eps_actual,earn.history.depth.2026-08-05.eps_estimated,earn.history.depth.2026-04-30.revenue_actual,earn.history.depth.2026-04-30.revenue_estimated,earn.history.depth.2026-04-30.eps_actual,earn.history.depth.2026-04-30.eps_estimated,earn.history.depth.2026-01-29.revenue_actual,earn.history.depth.2026-01-29.revenue_estimated,earn.history.depth.2026-01-29.eps_actual,earn.history.depth.2026-01-29.eps_estimated,earn.history.depth.2025-10-30.revenue_actual,earn.history.depth.2025-10-30.revenue_estimated,earn.history.depth.2025-10-30.eps_actual,earn.history.depth.2025-10-30.eps_estimated. - Cash-flow note. Source series as of 2026-07-03. USD. Negative operating cash flow means cash used. Capital expenditure keeps the provider’s reported sign; it is not added here to estimate free cash flow or runway. Applies to Fact IDs:
fin.opcf.depth.2026-07-03.operating_cash_flow_m,fin.opcf.depth.2026-04-03.operating_cash_flow_m,fin.opcf.depth.2026-07-03.capex_m,fin.opcf.depth.2026-04-03.capex_m,fin.opcf.depth.2026-01-02.operating_cash_flow_m,fin.opcf.depth.2026-01-02.capex_m,fin.opcf.depth.2025-10-03.operating_cash_flow_m,fin.opcf.depth.2025-10-03.capex_m.
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Sources used for research written 2026-09-12
Historical evidence preserved with this analysis. Current figures are listed separately above.
| Evidence | Captured value | Source date | Source type | Source |
|---|---|---|---|---|
| Business description | 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. | 2026-09-12 | FMP | Financial Modeling Prep (FMP) company profile |
| Revenue by segment | Cloud: $11.49B; Client Devices: $726.00M; Retail Products: $703.00M | 2026-07-03 | FMP | Financial Modeling Prep (FMP) revenue segmentation, from the company's 10-K |
| Quarterly income statement (USD thousands) | Captured record · 8 entries
| 2026-07-03 | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements |
| Operating cash flow by quarter (USD millions) | Captured record · 8 entries
| 2026-07-03 | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements |
| Sector / industry (provider taxonomy) | Technology / Computer Hardware The company's SEC filings classify it under SIC 3572 — Computer Storage Devices. | 2026-09-12 | FMP | Financial Modeling Prep (FMP) company profile |
| Annual revenue and net result (USD millions) | Captured record · 5 entries
| 2026-07-03 | FMP | Financial Modeling Prep (FMP), from the company's 10-K income statements |
| Reported versus estimated, last 8 quarters | Captured record · 8 entries
| 2026-08-05 | FMP | Financial Modeling Prep (FMP) earnings |
| Trailing twelve-month ratio set | Quick ratio: 0.97; Current ratio: 1.33; Debt to equity: 0.12; Net margin: 72.9%; Gross margin: 48.9%; Operating margin: 34.9%; Return on assets: 68%; Return on equity: 118.6% Price-based multiples captured at research time are not repeated here; the page shows each once, from current figures with their own dates. A ratio our provider could not compute is absent rather than shown as zero. | 2026-09-12 | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm |
| Cash, investments and debt | Total debt: $1.05B; Liquidity basis: cash and short-term investments; Total liabilities: $5.00B; Cash and short-term investments: $1.58B; Cash and investments: $1.58B; Long-term investments: $0; Long-term investments classification: unclassified Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | 2026-07-03 | FMP | Financial Modeling Prep (FMP), from the company's balance sheet |
| Cash and investment components | Total basis: cash short and long-term investments; Total: $1.58B; Cash and short-term investments: $1.58B; Long-term investments: $0; Long-term investments classification: unclassified Sums the balance sheet's cash and short-term investments with its long-term investments.; The long-term investment field does not establish marketability; the sum is not a measure of available liquidity.; These provider fields do not establish investment access restrictions or explain differences from third-party cash figures. | 2026-07-03 | COMPUTED | Computed from the balance sheet |
| Cash and short-term investments over time (USD millions) | Captured record · 8 entries
| 2026-07-03 | FMP | Financial Modeling Prep (FMP), from the company's quarterly balance sheets |
| Cash decline over the reported window | To: 2026-07-03; From: 2024-09-27; Periods: 7; Cash basis: cash and short-term investments; Closing balance: $1.58B; Decline: $126.00M; Opening balance: $1.71B; Average change per period: $18.00M Change in cash, cash equivalents and short-term investments between the 2024-09-27 and 2026-07-03 balance sheets.; This is a balance change, not operating burn: financing and investing move it too.; Averaged over 7 reporting periods of unequal length. | 2026-07-03 | COMPUTED | Computed from reported balances |
| Cash against market value | As of: 2026-07-03; Cash basis: cash and short-term investments; Net cash: $527.00M; Total debt: $1.05B; Cash and investments: $1.58B Price-based multiples captured at research time are not repeated here; the page shows each once, from current figures with their own dates. Cash is the latest reported cash and short-term investment balance; long-term investments are excluded. Market capitalization is the latest provider value.; The reported balance does not establish unrestricted availability or liquidation value.; The two are measured on different dates — the balance sheet is a quarter-end, the market cap is a recent close.; Debt is total debt as reported, including operating lease liabilities where the filer includes them. | 2026-07-03 | COMPUTED | Computed from the balance sheet and the latest market capitalization |
| Distress and quality screens | Altman Z-score: 23.12; Piotroski F-score: 8 Altman Z below 1.8 is the conventional distress zone. For a company holding large cash against negative retained earnings the score mostly reflects the retained-earnings term. | 2026-09-12 | FMP | Financial Modeling Prep (FMP) financial scores |
| Next earnings report | Date: 2026-10-29; EPS estimate: $4.07 per share; Revenue estimate: $4.13B The date is our provider's estimate until the company confirms it. | 2026-09-12 | FMP | Financial Modeling Prep (FMP) earnings calendar |
| Analyst revenue and earnings estimates (average) | Captured record · 4 entries
| 2026-09-12 | FMP | Financial Modeling Prep (FMP) analyst estimates |
Data provided for informational purposes only.
ETFs that hold WDC
Funds in our ETF coverage that list WDC among the top 10 holdings on their fund page, largest weight first. Each weight is the fund's reported holding weight as of the date in its row.