The Motley Fool
23 Oct 2026, 11:33 UTC · 1h ago
Western Digital: 3 Key Takeaways for Long-Term Investors
Impact · against what's priced in
Western Digital's Q1 results provide concrete evidence for the bull case the market has previously refused to price in, specifically regarding sustained high growth and margin expansion. The shift to ePMR and long-term visibility through 2030 challenge the assumption that current growth is a temporary spike, suggesting a structural re-rating is warranted.
- WDC+0.50
Challenges what's priced in
- The price assumes
The continuation of near-term 40%-plus revenue growth past the current fiscal year
The market is not paying for sustained 40%+ growth, yet WDC reported 55% year-over-year growth and extended customer visibility to 2030, suggesting this is a structural shift rather than a temporary spike.
What WDC's price assumes · Sep 11
