US · Technology · Computer Hardware
EPS came in at 4.64 against a street estimate of 3.99 — a beat of 16.3%.
Analysts rate Western Digital Corporation a buy (21 buy, 5 hold, 0 sell out of 26) with an average price target of $613.38.
CONFIDENT Western Digital reported a strong Q1 FY27, with robust cloud demand, expanding margins, accelerating product transitions and Q2 revenue guidance implying 69% year-over-year growth. Q1 FY27 Management discussed global demand and Asia-based physical AI opportunities but did not provide regional revenue figures. Analysts focused on HAMR timing, exabyte growth, pricing, margins, capacity additions and long-term demand visibility. Management emphasized strong demand, technology-led supply growth and confidence in sustained pricing and margins. 2026-10-22…
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 |
|---|---|
| Quarterly report · Q1 FY2027 HEADLINE NUMBERS • Fiscal Q1 2027 revenue was $4,381 million, up from $2,818 million in the prior-year quarter. • Net income rose to $1,779 million | 2026-10-23 |
| Results announced · Q1 FY2027 HEADLINE NUMBERS • Fiscal Q1FY27 revenue was $4.381 billion, up 55% year over year and 17% quarter over quarter. • GAAP gross margin was 57.8%, comp | 2026-10-22 |
| 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 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.17 / share ex-date Dec 4, 2026 · pay Dec 17, 2026 | 2026-12-04 |
| 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 2026-11-07.