Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$161.2B
361M shares
52-week range
$99.72 – $799.87
47% from low
Sector
COMPUTER STORAGE DEVICES
Exchange
NASDAQ
CS
P/S (TTM)
12.6
EV / FCF (TTM)
50.2
Western Digital is a leading vertically integrated supplier of hard disk drives. The HDD market is a practical duopoly, with Western Digital and Seagate being the two largest players. Western Digital designs and manufactures its HDDs, with much of the manufacturing and workforce located in Asia. The primary consumers of HDDs are data centers.
www.westerndigital.comNo one on the platform currently holds WDC.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 1,146,133 | $310.0M |
| Bridgewater Associatesas of 2026-03-31 | 249,039 | $67.4M |
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-09-08 | $0.1500 | 2026-09-17 |
| 2026-06-05 | $0.1500 | 2026-06-17 |
| 2026-03-05 | $0.1250 | 2026-03-18 |
| 2025-12-04 | $0.1250 | 2025-12-18 |
| 2025-09-04 | $0.1000 | 2025-09-18 |
| 2025-06-04 | $0.1000 | 2025-06-18 |
No one on the platform has traded WDC yet.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
Consensus does not cover every selected forecast year. Later assumptions are extrapolated from available analyst estimates.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | 50.8% | — | — | — | ||
| Rev. Growth % | 35.7% | -5.3% | ||||
| Profit Margin % | 72.9% | 12.2% | 6.5% | |||
| Free Cash Flow Margin % | 27.2% | 2.6% | 5.6% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +21.6% on the P/E track.
At today's price, your expected annual return is +33.6% on the P/E track.
At today's price, your expected annual return is +45.7% on the P/E track.
Also held through funds
2 more books hold WDC indirectly · AVUS 0.3% of fund, VTI 0.2% of fund
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2027 | $19.1B | +48.8% | $20.33 | $15.99–$23.85 | 21.2× | 12 |
| 2028 | $26.5B | +38.4% | $32.54 | $20.56–$42.49 | 13.3× | 10 |
| 2029 | $31.9B | +20.6% | $45.03 | $39.16–$47.86 | 9.6× | 4 |
| 2030 | $38.6B | +20.9% | $65.73 | $53.16–$81.02 | 6.6× | 1 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 8 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-05 | $3.31 | $3.56 | +7.6% |
| 2026-04-30 | $2.39 | $2.72 | +13.8% |
| 2026-01-29 | $1.93 | $2.13 | +10.4% |
| 2025-10-30 | $1.59 | $1.78 | +11.9% |
| 2025-07-30 | $1.48 | $1.66 | +12.2% |
| 2025-04-30 | $1.12 | $1.36 | +21.4% |
| 2025-01-29 | $1.35 | $1.77 | +31.1% |
| 2024-10-24 | $1.72 |
| $1.78 |
| +3.5% |
| $47.1B |
| — |
| MPWRMonolithic Power Systems, Inc. | $1143.24 | -7.39% | $56.2B | — |
| MSIMotorola Solutions, Inc. | $474.13 | +1.71% | $78.7B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$WDC 🔥 The AI trade isn’t just about GPUs. Every AI workload creates data, and that data keeps accumulating long after the compute cycle ends. WD’s latest research is a screaming bullish signal for storage demand: 61% saw AI-driven data growth of 25%+ last year. 74% expect another 25%+ growth over the next 3 years. 85.4% reported expanding data lakes. Here’s the part bears keep missing: AI doesn’t just need compute, it needs massive, economical, scalable storage. WD is positioning directly for hyperscalers, cloud providers, neoclouds and data centers that have to retain and manage exploding volumes of AI-generated data. GPUs process the data. Western Digital stores the AI economy. AI grows → data grows → retention grows → storage demand compounds. This isn’t a dying HDD story anymore. It’s an AI infrastructure story hiding in plain sight. 🚀📈 $NVDA $AMD $DELL $MU
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$WDC Western Digital outlines new path to scalable storage infrastructure At AI Infrastructure Summit, September 15-17 in Santa Clara, California, Tim Rausch, SVP of HDD Development at WD, will discuss how AI is reshaping infrastructure requirements and why economically scalable capacity is emerging as a foundational element of the AI era. The session builds on findings from the recently released IDC white paper, sponsored by WD, "Built for Scale: The Enduring Role of HDDs in the AI Era," which found that: 61% of surveyed organizations experienced data growth of 25% or more over the past year due to AI; 74% expect data volumes to grow 25% or more over the next three years; 85.4% reported growth in data lake volumes over the past 12 months
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$SNDK $MU $WDC $STX due for a nice 7%+ run after having a few red days 🙏🏼 👀
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$AMD $LITE $MU $SNDK $WDC I paid about $200.00 for my 800 shares of Micron. Now up over 4 x purchase price. Shares hit a high of $1150.00 but backed down to $950.00. Company has great and growing earnings and looks to continue to 2030. Shares should pop at or before earnings date of sept 30.
View on StockTwits ↗$AMD $LITE $MU $SNDK $WDC 😂 Calling these “meme stocks” tells me you haven’t looked at the actual businesses. A 100% correction means ZERO. You’re basically predicting AMD, Micron, Sandisk, Lumentum and Western Digital are all going bankrupt. Good luck with that thesis. Meanwhile: 🔥 AMD Q2 revenue +50% YoY and Data Center revenue +107% 🔥 WDC Q4 revenue +44% YoY with 54%+ gross margins 🔥 SNDK FY26 revenue +175%, Datacenter revenue +437% 🔥 LITE just posted $1B+ quarterly revenue and guided even HIGHER 🔥 MU just reported record results with explosive AI/HBM demand These stocks didn’t run because somebody posted rocket emojis. Earnings, margins, cash flow and AI infrastructure demand exploded. (Advanced Micro Devices, Inc.) Can they correct? Absolutely. Does “they went up a lot” automatically mean the cycle is over? Absolutely not. You’re looking at the STOCK CHART. Bulls are looking at the EARNINGS CHART. 📈🔥
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$MU $SNDK $AMD $LITE $WDC all these meme stocks are up over 300% for the year and between 500-2000% over the last 2-3 years. They are do for a 100% correction.
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$WDC should never have added to this..itsnon the front end of a bear mkt thisncouldlast for few months
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$WDC $STX $DELL $HPE $SMCI Brutal day for these names, especially SMCI and HPE. We're all cash right now and have some great trade ideas for tomorrow. Check out our profile and join Bullseye Private Alerts. First 2 weeks are on us.
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$WDC $CRDO these two have forward PE sub 20. Looking at $AMAT $COHR which are also approaching sub 20. No point trying to be a hero on this down move. Pick stuff that you think will work or be less affected in any slowdown of the build out.
View on StockTwits ↗$DELL $MSFT $MU $NVDA $WDC Bears have been screaming “AI BUBBLE” while companies keep spending BILLIONS building the infrastructure anyway. Circular financing? Fine, watch it. IPO delays? Who cares. The real question is: ARE ORDERS STOPPING? GPUs still need memory. Servers still need storage. Data centers still need infrastructure. Cloud demand still needs capacity. You don’t cancel a generational buildout because Twitter found a new buzzword. The funniest part? Bears keep waiting for AI to “fail” while the suppliers keep collecting checks. 💰 This isn’t about whether every AI startup survives. It’s about whether the world needs MORE compute, MORE memory, MORE storage and MORE data centers. Answer: YES. Keep calling it a bubble. I’ll keep watching the infrastructure companies get PAID. 🐂🔥
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Bulls, you only have yourselves to blame. These and many more will drop massively. AI bubble concerns, circular financing, the slow pace of development, and, finally, postponing the IPO. The warning signs are piling up. $SNDK $DELL $MU $MSFT $NVDA $WDC
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$WDC added at $418 this morning. Great dip. Severely undervalued
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.