تحليلات المنتج الاختيارية
بإذنك، نستخدم تحليلات محدودة تراعي الخصوصية لفهم مسارات البحث الفعالة. لا نستخدم أدوات تتبع إعلانية أو تسجيل الجلسات. يمكنك تغيير هذا الخيار في التفضيلات. اقرأ سياسة الخصوصية.
Western Digital Corporation's published Sell conclusion compares the analysis-date price with fair value and potential value. Read the full report for assumptions, evidence, and material risks.
| Market cap | $163.5B | |
|---|---|---|
| Revenue (ttm) | 14.5B | |
| Net income (ttm) | 9.9B | |
| EPS (ttm) | $25.8 | |
| Shares out | 374.3M | |
| P/E (trailing) | 15.4x | |
| P/E (forward) | 22.8x | |
| Dividend | $0.70 (0.18%) | |
| Volume | 6,552,757 | |
| Beta | 2.17 |
Recent price action with selectable time range.
| Item | P1 | P2 | P3 | P4 | P5 | Trend |
|---|---|---|---|---|---|---|
| Period | 2022-07-01 | 2023-06-30 | 2024-06-28 | 2025-06-27 | 2026-07-03 | Trend |
| Revenue | $18.79B | $6.26B | $6.32B | $9.52B | $12.92B | -8.9% |
| Gross profit | $5.87B | $1.39B | $1.77B | $3.69B | $6.31B | +1.8% |
| Operating income | $2.39B | $-548.0M | $-403.0M | $2.33B | $4.45B | +16.8% |
| Net income | $1.55B | $-1.68B | $-798.0M | $1.89B | $9.42B | +57.1% |
| EPS (diluted) | $4.89 | $-5.37 | $-2.61 | $5.12 | $24.28 | +49.3% |
| EBITDA | $3.40B | $289.0M | $243.0M | $1.94B | $10.28B | +31.8% |
| R&D | $2.32B | $986.0M | $950.0M | $994.0M | $1.16B | -15.9% |
| SG&A | $1.12B | $807.0M | $726.0M | $568.0M | $551.0M | -16.2% |
Recent company headlines from major financial publishers.
Western Digital executes a powerful cyclical recovery through FY2027 and FY2028, with revenue expanding to $19,191.86M (+48.56%) in FY2027 and $26,249.65M (+36.77%) in FY2028, supported by volume delivery of 40TB ePMR drives. Operating margins peak at 30.0% in FY2028 before moderating to 25.0% in FY2029 and normalizing toward 18.0% in FY2030-FY2031 as hyperscalers enter a scheduled capacity digestion phase (-10.0% revenue contraction in FY2030),. Intrinsic Fair value synthesizes at $214.67, indicating that shares traded at $453.48 substantially discount full-cycle reality.
Cloud hyperscalers accelerate exabyte procurement for generative AI training and inference infrastructure buildouts, sustaining elevated gross margins and extending the nearline HDD upcycle through calendar 2031. Volume production of 40TB ePMR drives and UltraSMR platforms expands to over 60% of nearline exabyte shipments, sustaining incremental gross margins above 80%. Revenue approaches the upper consensus estimate of $34,240M in FY2028, driving operating margins above 35% and generating substantial free cash flow that funds aggressive share repurchases.
| Ke ↓ / g → | 1.0% | 1.5% | 2.0% | 2.5% | 3.0% |
|---|---|---|---|---|---|
| 10.9% | $229 | $234 | $239 | $245 | $252 |
| 11.7% | $218 | $223 | $227 | $232 | $237 |
| 12.4% | $209 | $213 | $215 | $220 | $225 |
| 13.2% | $201 | $204 | $207 | $210 | $214 |
| 13.9% | $193 | $196 | $199 | $202 | $205 |
Upcoming earnings date and setup when available.
التصنيف الذي حملته نسخة البحث المنشورة في كل شهر. يقارن التصنيف السعر في تاريخ التحليل بالقيمة العادلة، وليس سجلاً لمدى صحة التقدير.
| السنة | يناير | فبراير | مارس | أبريل | مايو | يونيو | يوليو | أغسطس | سبتمبر | أكتوبر | نوفمبر | ديسمبر |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 |
