US · Technology · Computer Hardware
EPS came in at 3.47 against a street estimate of 3.24 — a beat of 7.1%.
Analysts rate Western Digital Corporation a buy (21 buy, 5 hold, 0 sell out of 26) with an average price target of $668.50.
CONFIDENT WD delivered strong FY26 results: 36% revenue growth, 49.1% gross margin, $10.22 EPS. Guiding Q1 FY27 revenue $4.1B (+45% YoY) with 55-56% gross margin. AI inference and agentic workloads driving durable storage demand. Q4 FY26 Geographic breakdown not provided in call transcript. Analysts pressed margin trajectory vs. competitor, exabyte growth deceleration, and LTA pricing mechanics. Management attributed variances to customer mix timing and stressed medium/long-term momentum from product cadence and operational discipline, not one-time events. 2026-08-05…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 8.80% |
| FMR Inc | 6.94% |
| Vanguard Capital Management, LLC | 6.01% |
| JPMorgan Chase & Co | 4.54% |
| Capital World Investors | 4.43% |
| State Street Corp | 4.35% |
| Amvescap Plc. | 3.86% |
| Vanguard Portfolio Management, LLC | 3.50% |
| Document | Date |
|---|---|
| Proxy statement · Q2 FY2027 EXECUTIVE PAY • CEO David Goeckeler’s fiscal 2026 total compensation was not included in the supplied text. The document excerpt therefore does not s | 2026-10-05 |
| Reg FD disclosure · Q1 FY2027 WESTERN DIGITAL CORPORATION - 8-K SUMMARY HEADLINE NUMBERS • Convertible Notes Being Redeemed: 3.00% Convertible Senior Notes due 2028 • Redemption | 2026-09-14 |
| Company announcement · Q1 FY2027 WESTERN DIGITAL CORPORATION - 8-K SUMMARY HEADLINE NUMBERS • Company exchanging approximately $191.0 million in aggregate principal amount of conver | 2026-08-26 |
| Annual report FY2026 WESTERN DIGITAL CORPORATION — FORM 10-K SUMMARY Fiscal Year Ended July 3, 2026 --- HEADLINE NUMBERS • Market capitalization: $47.69 billion as of J | 2026-08-14 |
| Results announced · Q1 FY2027 WESTERN DIGITAL CORPORATION – FISCAL Q4 2026 EARNINGS SUMMARY --- HEADLINE NUMBERS • Q4FY26 Revenue: $3.75 billion, up 44% year-over-year; up 12% q | 2026-08-05 |
| Company announcement · Q4 FY2026 WESTERN DIGITAL CORPORATION – 8-K SUMMARY Filed June 11, 2026 --- HEADLINE NUMBERS • Company exchanging 1,038,681 shares of SanDisk Corporation sto | 2026-06-11 |
| Company announcement · Q4 FY2026 WESTERN DIGITAL CORPORATION - 8-K SUMMARY HEADLINE NUMBERS • Western Digital exchanged approximately $858.4 million in aggregate principal amount of | 2026-06-03 |
| Quarterly report · Q3 FY2026 WESTERN DIGITAL CORPORATION – Q3 2026 10-Q SUMMARY HEADLINE NUMBERS • Revenue (9 months ended April 3, 2026): $9,172 million vs. $6,915 million (9 m | 2026-05-01 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.15 / share ex-date Sep 8, 2026 · pay Sep 17, 2026 | 2026-09-08 |
| Dividend | $0.15 / share ex-date Jun 5, 2026 · pay Jun 17, 2026 | 2026-06-05 |
| Dividend | $0.12 / share ex-date Mar 5, 2026 · pay Mar 18, 2026 | 2026-03-05 |
| Dividend | $0.12 / share ex-date Dec 4, 2025 · pay Dec 18, 2025 | 2025-12-04 |
| Split | 1323 : 1000 effective Feb 24, 2025 | 2025-02-24 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Western Digital Corporation — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-10-18.