NASDAQ
425.66USD
+13.70 (+3.33%)
We have scored 100 news catalysts on Western Digital Corporation (WDC) over the past 12 months. The biggest single-day move next to one of them came Jun 28, 2026, when WDC closed −13.2%: “Apple Just Handed These 4 Memory Stocks Their Best News of the Year”. Coverage across the window leans positive (average ticker sentiment +0.33). Most of the impact sits in sector technology and forward growth expectations.
Dots are scored news catalysts — size = impact, color = sentiment. Tap one to read it.
Market cap
146.5B
P/E
—
EPS
—
Beta
2.18
52W range
99.72-799.87
Day range
418.04–428.14
Open
421.11
Prev close
411.96
Volume
2.5M
Avg volume
7.9M
Dividend
0.50
IPO
1978-10-31
Analysts publish price targets on WDC, and they disagree. Where the share price actually sits among them shows which of their arguments the market is buying — and which it is ignoring.
15 analyst price targets from $500 to $1,050
as of 2026-09-11
The market is 26% below the median target — more cautious than the analysts.
The reconstruction
Daily OHLCV with SMA overlays and session pivots. Draw your levels and trendlines on it, or ask the AI analyst what the price is reacting to.
Suppliers, customers, partners and competitors, derived from what the news actually says about Western Digital Corporation — not a sector bucket. Click an edge to see the articles that established the link.
Suppliers, customers, partners and competitors of Western Digital Corporation, taken from what the news actually said about them rather than from a sector bucket. The count is how many articles established each link.
Latest scored catalyst for WDC: .
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Western Digital Corporation designs, manufactures, and markets a broad range of data storage devices and software solutions across the United States, China, Hong Kong, Europe, the Middle East, Africa, and the rest of Asia, serving an international market. The company's product lineup includes client devices such as hard disk drives (HDDs) and solid-state drives (SSDs) for computing platforms like desktops, notebooks, smart video systems, gaming consoles, and set-top boxes. They also provide flash-based embedded storage solutions for mobile phones, tablets, laptops, and various portable and wearable technologies, extending into automotive, Internet of Things (IoT), industrial, and connected home applications. Additionally, Western Digital produces flash-based memory wafers. For data centers, their offerings comprise enterprise helium hard drives and sophisticated flash-based SSDs, often bundled with software tailored for enterprise servers, online transaction processing, data analysis, and other business applications. This segment also includes comprehensive data storage systems, tiered storage models, and various data storage platforms. Consumer-oriented client solutions consist of external HDDs in both mobile and desktop configurations, portable SSDs, and removable memory cards compatible with mobile phones, tablets, imaging systems, cameras, and smart video systems. Furthermore, they offer universal serial bus (USB) flash drives for computing and general consumer markets, alongside wireless drive products designed for on-the-go content backup and high-definition streaming of media and documents to tablets, smartphones, and PCs. Western Digital sells its diverse portfolio through original equipment manufacturers (OEMs), distributors, dealers, resellers, and retailers, utilizing its prominent G-Technology, SanDisk, and WD brands. Founded in 1970, the corporation is headquartered in San Jose, California.
The price sits at the very bottom of 15 published models, 26% below the median target of $620, meaning the market has heard every bull case but explicitly refuses to pay for the sustained growth they require.
What the disagreement turns on
Does the current surge in cloud revenue represent a permanent step-change in demand and pricing power for high-capacity drives, or just a temporary spike before growth normalizes back toward 16%? Unit volume data can track the trajectory, but the pricing power that would expand margins cannot be measured with the tools wired here.
The price pays for
It declines to pay for
Written by a language model from the published models, the reported segments and a reverse-DCF — not a recommendation, and not a house view.
Claim by claim
Computed at $461 on 2026-09-11 — the quote has since moved -8%, so read this as a record of what was priced in then, not now.
