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Western Digital Corporation (WDC) Business News

Track Western Digital Corporation in real time with a live news feed covering Western Digital Corporation stock news, official press releases, company announcements, and an archive of historical Western Digital Corporation news. ...more

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2:26 AM | Saturday | Sep 12, 2026 Seeking Alpha

Western Digital: Buy The Earnings Growth, Not Just The AI Story

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3:21 PM | Friday | Sep 11, 2026 Benzinga

Western Digital Stock Slips Friday: What's Happening?

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11:53 AM | Friday | Sep 11, 2026 Seeking Alpha

Western Digital: The Correction Priced Out The Froth, Not The Compounding

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10:28 AM | Friday | Sep 11, 2026 Seeking Alpha

Western Digital: Learned Its Lesson From Last Cycle

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11:53 AM | Friday | Sep 11, 2026 Seeking Alpha

Western Digital: The Correction Priced Out The Froth, Not The Compounding

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10:28 AM | Friday | Sep 11, 2026 Seeking Alpha

Western Digital: Learned Its Lesson From Last Cycle

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10:00 AM | Thursday | Sep 10, 2026 24/7 Wall Street

Micron Could Be the Next Nvidia For Patient Investors

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9:22 AM | Thursday | Sep 10, 2026 24/7 Wall Street

Memory Stocks Slide as Rates and Oil Swamp JPMorgan's Overweight Call: SK Hynix Sinks 5%, Western Digital Drops 3%, Micron Slips

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7:17 PM | Wednesday | Sep 9, 2026 Seeking Alpha

Western Digital Corporation (WDC) Presents at Citi's 2026 Global TMT Conference Transcript

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9:40 AM | Tuesday | Sep 8, 2026 Zacks Investment Research

AI Data Explosion: Can WDC Become a Bigger Storage Winner?

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10:00 AM | Monday | Sep 7, 2026 Zacks Investment Research

Investors Heavily Search Western Digital Corporation (WDC): Here is What You Need to Know

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5:16 AM | Monday | Sep 7, 2026 Defense World

California State Teachers Retirement System Buys 337,864,310 Shares of Western Digital Corporation $WDC

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4:15 PM | Sunday | Sep 6, 2026 Fool - Investing News

Forget AI Stocks: This Clean-Power Play Is the Real Winner

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11:53 AM | Friday | Sep 4, 2026 Zacks Investment Research

WDC Stock's Big Rally: Buy, Sell, or Hold After a 70% 6-Month Surge?

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Western Digital: Buy The Earnings Growth, Not Just The AI Story

Seeking Alpha

2:26 AM | Saturday | Sep 12, 2026

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Western Digital is now a pure-play HDD leader, capitalizing on surging data storage demand, especially from hyperscale cloud and AI-driven workloads. WDC delivered 44% YoY Q4 revenue growth and 22% exabyte shipment growth, with cloud customers accounting for 89% of Q4 revenue. Gross margin expanded to 54.1% in Q4 FY2026, with management guiding for 55%-56%, driven by high-capacity drives and strong operating leverage.

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2:26 AM | Saturday | Sep 12, 2026

Western Digital: Buy The Earnings Growth, Not Just The AI Story

Seeking Alpha

Western Digital is now a pure-play HDD leader, capitalizing on surging data storage demand, especially from hyperscale cloud and AI-driven workloads. WDC delivered 44% YoY Q4 revenue growth and 22% exabyte shipment growth, with cloud customers accounting for 89% of Q4 revenue. Gross margin expanded to 54.1% in Q4 FY2026, with management guiding for 55%-56%, driven by high-capacity drives and strong operating leverage.

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3:21 PM | Friday | Sep 11, 2026

Western Digital Stock Slips Friday: What's Happening?

Benzinga

Shares of Western Digital Corp. (NASDAQ:WDC) are trading lower Friday afternoon as storage and semiconductor equities faced broad-based selling following a software efficiency breakthrough from AI developer DeepSeek.

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11:53 AM | Friday | Sep 11, 2026

Western Digital: The Correction Priced Out The Froth, Not The Compounding

Seeking Alpha

Western Digital is rated a Buy, with compounding AI-driven storage demand and a reasonable ~17.5x forward EV/EBITDA multiple supporting the thesis. Structural shifts from inference, agentic, and physical AI workloads underpin a 'new normal' of robust, less-cyclical storage demand, with pricing power intact through FY2027. Medium-term growth expectations have moderated to ~25% exabyte shipment growth, but pricing-led revenue and margin expansion remain strong, mitigating short-term volume fluctuations.

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10:28 AM | Friday | Sep 11, 2026

Western Digital: Learned Its Lesson From Last Cycle

Seeking Alpha

Western Digital is rated Strong Buy, targeting $580โ€“$670, driven by a capital-light model and sustained industry price strength. WDC's strategic shift to build-to-order and long-term agreements reduces inventory risk and supports margin resilience versus past cycles. AI-driven demand and limited flash substitution allow WDC to raise prices, with revenue per exabyte up 18% year over year in Q4.

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11:53 AM | Friday | Sep 11, 2026

Western Digital: The Correction Priced Out The Froth, Not The Compounding

Seeking Alpha

Western Digital is rated a Buy, with compounding AI-driven storage demand and a reasonable ~17.5x forward EV/EBITDA multiple supporting the thesis. Structural shifts from inference, agentic, and physical AI workloads underpin a 'new normal' of robust, less-cyclical storage demand, with pricing power intact through FY2027. Medium-term growth expectations have moderated to ~25% exabyte shipment growth, but pricing-led revenue and margin expansion remain strong, mitigating short-term volume fluctuations.

Read full article arrow
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10:28 AM | Friday | Sep 11, 2026

Western Digital: Learned Its Lesson From Last Cycle

Seeking Alpha

Western Digital is rated Strong Buy, targeting $580โ€“$670, driven by a capital-light model and sustained industry price strength. WDC's strategic shift to build-to-order and long-term agreements reduces inventory risk and supports margin resilience versus past cycles. AI-driven demand and limited flash substitution allow WDC to raise prices, with revenue per exabyte up 18% year over year in Q4.

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10:00 AM | Thursday | Sep 10, 2026

Micron Could Be the Next Nvidia For Patient Investors

24/7 Wall Street

Micron has already posted a 662% one-year gain on the AI memory boom, but our proprietary model puts its 12-month price target below where the stock trades today, and the reasoning challenges everything the bull case assumes.

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9:22 AM | Thursday | Sep 10, 2026

Memory Stocks Slide as Rates and Oil Swamp JPMorgan's Overweight Call: SK Hynix Sinks 5%, Western Digital Drops 3%, Micron Slips

24/7 Wall Street

Shares of SK Hynix (NASDAQ:SKHY) are down 5% to $189.47 early Thursday, leading a memory-chip selloff even after JPMorgan initiated coverage with an Overweight rating and a $245 price target.

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7:17 PM | Wednesday | Sep 9, 2026

Western Digital Corporation (WDC) Presents at Citi's 2026 Global TMT Conference Transcript

Seeking Alpha

Western Digital Corporation (WDC) Presents at Citi's 2026 Global TMT Conference Transcript

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9:40 AM | Tuesday | Sep 8, 2026

AI Data Explosion: Can WDC Become a Bigger Storage Winner?

Zacks Investment Research

Western Digital is poised to benefit from AI-driven data growth as inference, Agentic AI and emerging workloads fuel long-term storage demand.

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10:00 AM | Monday | Sep 7, 2026

Investors Heavily Search Western Digital Corporation (WDC): Here is What You Need to Know

Zacks Investment Research

Western Digital (WDC) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

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5:16 AM | Monday | Sep 7, 2026

California State Teachers Retirement System Buys 337,864,310 Shares of Western Digital Corporation $WDC

Defense World

California State Teachers Retirement System boosted its stake in Western Digital Corporation (NASDAQ: WDC) by 64,424.3% during the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 338,388,746 shares of the data storage provider's stock after buying an additional 337,864,310

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4:15 PM | Sunday | Sep 6, 2026

Forget AI Stocks: This Clean-Power Play Is the Real Winner

Fool - Investing News

AI stocks have proven to be highly volatile, but there's one thing that AI can't live without: electricity.

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11:53 AM | Friday | Sep 4, 2026

WDC Stock's Big Rally: Buy, Sell, or Hold After a 70% 6-Month Surge?

Zacks Investment Research

Western Digital's AI-driven storage growth, rising HDD pricing and expanding margins strengthen its case, but lofty expectations make the stock a closer call.

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