The Motley Fool
26 Sept 2026, 17:34 UTC · 2h ago
Verdict
Headline takes no side. We score WDC +1.00 across four claims — strongly bullish.
+1.00strongly bullish
More positive than 99% of ticker scores this week
What the story claims
4 claims · scored −1 bearish … +1 bullish · 0 new · 4 priced in
Western Digital anticipates fiscal 2027 first quarter revenue of $4.1 billion and adjusted earnings of $4.00 per share.
Priced inanalysis of Q4 results released in August
So whatThe expected $4.00 EPS represents a 12% sequential increase from the Q4 figure of $3.56.
More positive than 93% of claims this week
Management forecasts a gross margin between 55% and 56% for the fiscal 2027 first quarter.
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Priced inanalysis of Q4 results released in August
So whatThis target implies a margin expansion of at least 617bps over the reported 48.83% gross margin.
More positive than 87% of claims this week
Western Digital reported fiscal 2026 Q4 revenue of $3.7 billion, a 44% increase year over year.
Priced inanalysis of Q4 results released in August
So whatOperating margins expanded by 1,560bps to 41.7% during this period, signaling high operating leverage.
More positive than 79% of claims this week
The company is currently sold out of hard disk drives through calendar 2026.
Priced inopinion piece re-analysing trends
So whatFull capacity through 2026 creates a revenue floor and supports the 0.88 PEG ratio.
More positive than 66% of claims this week
Which stocks this story touches
More positive than 99% of ticker scores this week
The author describes the stock as a 'screaming buy' due to strong earnings growth and an undervalued PEG ratio during a memory supercycle.
More positive than 88% of ticker scores this week
Mentioned as a 'highflier' benefiting from surging AI workload demand and massive pricing power.
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WDC hasn't traded since this ran. Last close $456.81 (Sep 25); the reaction starts at the next open.
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