Seeking Alpha
03 Nov 2026, 07:47 UTC · 1h ago
Ignore The Noise And Buy Western Digital
Impact · against what's priced in
The Q1 2027 earnings beat for Western Digital does not provide a new catalyst as the market is already discounting the stock based on a refusal to believe current growth rates are sustainable. The reported 55% revenue growth aligns with the bullish growth trajectories the market explicitly declines to pay for.
- WDC+0.20
Challenges what's priced in
- The price assumes
The continuation of near-term 40%-plus revenue growth past the current fiscal year
The 55% revenue growth in Q1 2027 supports the bull case for sustained 40%+ growth, which the market currently declines to pay for in its valuation.
What WDC's price assumes · Sep 11
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