Western Digital's revenue has climbed from $2.0B in 2024Q4 to $4.4B in 2027Q1 (+55.5% YoY), driven by what appears to be AI-driven cloud and enterprise storage demand, with gross margin expanding roughly 2,240bps from the 35.4% level in 2025Q2 to 57.8% in 2027Q1.
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth has accelerated to 55.5% YoY in 2027Q1 with gross margin reaching 57.8% and operating margin at 46.7%, a trajectory that significantly exceeds historical norms and warrants scrutiny given prior cycle troughs of 47.0% gross margin in 2024Q4.
Western Digital Corp presents a compelling investment case driven by disciplined execution and market leadership in the storage industry.
The company's strategic focus on high-capacity nearline HDDs positions it well to capitalize on growing data storage demands.
Western Digital Corporation's trailing and forward P/E ratios suggest the stock may be attractively valued relative to its earnings potential.
Trailing total returns as of 11/7/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Oct 22, 2026 | $4.64+12.9% vs $4.11 | $4.4B+5.7% vs $4.1B |
Q3 2026 Aug 5, 2026 | $3.56+7.6% vs $3.31 | $3.7B+1.3% vs $3.7B |
Q2 2026 Apr 30, 2026 | $2.72+13.8% vs $2.39 | $3.3B+2.8% vs $3.2B |
Q1 2026 Jan 29, 2026 | $2.13+10.4% vs $1.93 | $3.0B+3.0% vs $2.9B |
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Argonautica Private Wealth Management Inc. grew its holdings in Western Digital Corporation (NASDAQ: WDC) by 19.0% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 14,058 shares of the data storage provider's stock after buying an additional 2,248 shares during the
Benchmark WDC against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Western Digital Corporation (WDC)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $263.78 | $90.92B | 10.64 | 35.7% | 72.95% | 132.97% | 0.19% | |
| $460.99 | $103.37B | 33.16 | 34.06% | 31.86% | 245.11% | 0.6% | |
| $690.00 | $779.28B | 90.91 | 48.85% | 63.8% | 91.77% | 0.07% | |
| $835.06 | $123.66B | 11.32 | 175.3% | 67.04% | 134.27% | — | |
| $169.15 | $33.5B | 26.60 | 5.37% | 19.19% | 113.67% | 1.23% | |
| $74.61 | $24.66B | 158.74 | — | 5.89% | 17.22% | — |
Western Digital Corporation (WDC) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Western Digital Corporation (WDC) SEC filings — annual & quarterly reports (10-K, 10-Q)
Oct 22, 2026·SEC
Aug 5, 2026·SEC
Jun 11, 2026·SEC
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Western Digital Corporation (WDC) stock FAQ — growth, dividends, profitability & financials explained
Western Digital Corporation (WDC) reported $14.48B in revenue over the trailing twelve months. Revenue was $12.92B in fiscal year 2026. That is 209% more than the $4.18B of fiscal year 1997.
Western Digital Corporation (WDC) grew revenue by 35.7% in fiscal year 2026, compared with the prior fiscal year.
Yes. Western Digital Corporation (WDC) earned $10.02B in net income over the trailing twelve months (a 69.2% net margin).
Yes. Western Digital Corporation (WDC) pays a dividend that yields 0.19% at the current price, a small yield.
Western Digital Corporation (WDC) had a return on equity (ROE) of 133.0% in fiscal year 2026. That is well above the market's typical 10-15%.
Western Digital Corporation (WDC) generated $4.00B in free cash flow over the trailing twelve months.
