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Western Digital: When A Cyclical Is Priced As A Compounder (NASDAQ:WDC)

Western Digital is currently overvalued, trading at high non-GAAP P/E and EV/EBITDA ratios compared to its peers, despite recent operational improvements and a net cash-positive balance sheet. The article argues that its recent margin expansion is unsustainable, and the market is pricing WDC as …

Western Digital shares fall as margin outlook tempers strong Q4 results

Western Digital's shares fell 11% despite beating Wall Street estimates for its fiscal fourth quarter results. The decline was attributed to a margin outlook for the fiscal first quarter of 2027 that, while showing sequential expansion, fell short of the high expectations set by …

Western Digital Is Riding the AI Demand Wave

Western Digital is

Western Digital, Applovin, Zillow Group And Other Big Stocks Moving Lower In Thursday’s Pre-Market Session

Several major stocks, including Western Digital, Applovin, and Zillow Group, experienced significant drops in pre-market trading on Thursday. Western Digital's shares fell despite beating Q4 earnings and revenue estimates, while other companies like ThredUp, HubSpot, and LegalZoom.com saw declines after reporting worse-than-expected financial results …

Western Digital Stock Drops 11% Despite 44% Revenue Surge

This article first appeared on GuruFocus. Western Digital (NASDAQ:WDC), a manufacturer of data-storage drives, delivered another monster quarter, but Wall Street wanted even more. The stock tumbled roughly 11% on Thursday despite fiscal fourth-quarter revenue jumping 44% year over year to $3.75 billion, according …

Western Digital beats weak hardware group, but negative pressure tempers the 4.8% rebound

WDC finished the week at 544.8 USD, up 4.8%, with its long weekly Trend Signal intact and Relative Strength still positive. The setup is not clean: activity pressure has slipped below zero, volume was only modestly above average, and the股价仍

Western Digital (WDC) Stock May Be 49% Undervalued After AI Storage Deal Talks

Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Western Digital stock has posted a very large 3 year return while current valuation checks suggest the shares still screen as undervalued on both …

Western Digital Earnings: Pricing and Margins Surge as Contract Visibility Extends Into 2031

Western Digital reported strong fiscal fourth-quarter results with revenue up 44% year-over-year and gross margin expanding to 54.4%, surpassing guidance. Despite a slight revenue miss due to lower exabyte growth, pricing hikes exceeded expectations, and the company is securing long-term customer agreements extending through …

Micron Pares Most of Its Losses Even as Other Memory Stocks Reel

Shares dipped and then recovered after Sandisk and Western Digital failed to deliver the sort of knockout guidance investors are used to. Continue Reading

Apertura de Wall Street: el S&P 500 muestra fortaleza mientras los semiconductores se rezagan 🚩 Western Digital cae un 12%

Thursday's ETF with Unusual Volume: SNPE

The Xtrackers S&P 500 ESG ETF is seeing unusually high volume in afternoon trading Thursday, with over 2.3 million shares traded versus three month average volume of about 244,000. Shares of SNPE were off about 0.1% on the day. Components of that ETF with …

Western Digital Stock Slumps 9% as Current Quarter Projections Underwhelm Traders

Why Did Western Digital Stock Crash After Earnings?

Key Points Western Digital crushed on Q4 earnings, and promised even more good news in the new fiscal year. Management's guidance is strong, but investors didn't seem to notice.10 stocks we like better than Western Digital › Western Digital (NASDAQ: WDC) stock plunged 11.7% …

VTI is down 0.2% today, on WDC stock price movement

VTI stock has decreased by 0.2% today, primarily influenced by a 9.7% drop in WDC stock. Several other holdings, including APP, NVDA, AAPL, and GOOGL, also contributed to VTI's losses. The article also provides details on WDC insider trading activity, analyst ratings, and price …

Western Digital Stock Tanks. An Earnings Beat Isn’t Enough These Days.

What's Going On With Western Digital Stock Thursday

This article first appeared on GuruFocus. Western Digital (NASDAQ:WDC) shares fell about 12% on Thursday even after the data storage company posted fiscal fourth-quarter results and first-quarter guidance that exceeded Wall Street expectations. Western Digital reported fiscal fourth-quarter revenue of $3.75 billion, up 44% …

US Open: S&P 500 shows strength as semiconductor lags 🚩 Western Digital down 12%

Stock Market Today: Nasdaq Turns Up; These AI Plays Dismiss Sandisk, Western Digital Sell-Offs (Live Coverage)

Stock Market Today: The Dow Jones index rises, and the Nasdaq turns higher as some AI names buck sell-offs in Sandisk and Western Digital. Continue Reading

Western Digital (WDC) Says AI Storage Deal Talks Already Reach 2031

Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Western Digital (NasdaqGS:WDC) says customers are already negotiating AI storage contracts that run through 2031. The company reports multi year discussions covering AI related storage needs, giving …

Market movers: Western Digital, Sandisk, Kenvue, Fiserv...

Fiserv, Kenvue, Western Digital, and Sandisk experienced declines due to lowered outlooks or missed expectations. Fiserv's shares fell over 3% after reducing its 2026 organic revenue forecast, while Kenvue's shares dropped 2% after missing Q2 earnings estimates. Western Digital and Sandisk both saw their …

Sandisk, Western Digital Stocks Slump

Despite reporting blockbuster results demonstrating strong demand for data storage, SanDisk and Western Digital saw their stocks slump. This dip is attributed to SanDisk's first-quarter guidance falling slightly below analyst expectations, while Western Digital's guidance met predictions.

WDC Q4 Earnings Call Highlights AI Storage Demand

Western Digital Corporation WDC used its fourth-quarter fiscal 2026 call to frame data growth from inference, agentic AI and physical AI as a durable storage driver rather than a one-time infrastructure cycle. Management paired that demand view with longer customer visibility, higher-capacity products and …

Western Digital Sinks 16%, SanDisk Falls 11%, Micron Drops 6% as Memory Selloff Hits Storage Stocks

Storage and memory stocks experienced a significant sell-off on Thursday, with Western Digital, SanDisk, and Micron Technology seeing sharp declines despite strong Q4 2026 results from Western Digital and SanDisk. The market reaction is attributed to a "straightforward expectations reset" after enormous year-to-date rallies, …

Western Digital slumps after Q2 as analysts highlight peer STX results

Western Digital's stock tumbled premarket despite beating Q2 expectations, as analysts drew comparisons to Seagate Technology's stronger performance and guidance. While Wedbush maintained an "Outperform" rating, investors are looking for more robust quarterly results and guidance from Western Digital to drive a stock recovery. …

Why Western Digital Stock Is Tumbling Despite A Big Earnings Beat

Western Digital stock fell sharply Thursday despite the hard-disk drive maker posting a big earnings beat for its fiscal fourth-quarter. The results may be overshadowed from what analysts called an even stronger report from rival Seagate Technology last week. Western Digital, which recently rebranded …

Western Digital's AI Rally Just Hit a Much Higher Bar

This article first appeared on GuruFocus. Western Digital Corp. (WDC, Financials), the data-storage company, beat Wall Street estimates and issued an upbeat outlook, but that was not enough to protect a stock that had already tripled this year. Warning! GuruFocus has detected 2 Warning …

Stock Market Today: Dow Rises, Nasdaq Falls As AI Stocks Sandisk, Western Digital Plunge On Earnings (Live Coverage)

Stock Market Today: The Dow Jones index rises, while tech futures drop as AI stocks Sandisk and Western Digital plunge on earnings. Continue Reading

Why Micron and Other Memory Stocks Are Taking Another Hit

Shares dip after Sandisk and Western Digital fail to deliver the sort of knockout guidance investors are used to. Continue Reading

Summit downgrades Western Digital, says ’transition to HAMR creates risk’

Investing.com -- Equity research firm Summit Insights downgraded Western Digital to Hold, citing risks tied to the company's shift to heat-assisted magnetic recording (HAMR) technology in its hard disk drive business. While hard disk drive demand-supply dynamics could remain favorable in the near-to-medium term, …

Warum Sandisk und Western Digital um 10 % eingebrochen sind und was dies für Bitcoin bedeutet

Dow Jones Futures: Sandisk, Western Digital Lead Earnings Losers After Big Nvidia, Google, SpaceX Moves

The Dow Jones hit a new high thanks to Nvidia, but Google, SpaceX and AMD weighed on the Nasdaq. Sandisk, Western Digital fell late. Continue Reading

Sandisk, Western Digital drag on chip stocks as lofty expectations eclipse strong earnings

Data storage companies Sandisk and Western Digital saw their shares fall after their quarterly revenue forecasts, despite beating estimates, failed to meet the high expectations set for AI-related stocks. This reaction highlights investor skepticism towards even strong earnings in the highly valued chip sector, …

Sandisk, AppLovin, Moderna, and More Stocks That Explain Today’s Market

Memory stocks falter after guidance from Sandisk and Western Digital fails to meet the market’s sky-high expectations. Continue Reading

Nasdaq Futures Slip as Western Digital and Sandisk Sink on Disappointing Guidance

September Nasdaq 100 E-Mini futures (NQU26) are down -0.42% this morning as concerns about the AI trade linger after forecasts from Western Digital and Sandisk fell short of investors' lofty expectations. Western Digital (WDC) tanked over -14% in pre-market trading after the storage maker …

El beneficio neto de Western Digital se multiplica por 12, pero su acción cae un 12%

Why Is Western Digital Stock Sinking Thursday?

Western Digital Corp.(NASDAQ:WDC) stock traded lower Thursday despite reporting fiscal fourth-quarter earnings and revenue that beat Wall Street estimates. Despite the earnings beat, Western Digital's outlook fell short of elevated investor expectations, triggering a sector-wide pullback in AI memory and storage stocks. Peers including …