Western Digital (WDC) Buy, Sell or Hold

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Western Digital (WDC)

463.51

-34.41 (6.91%)

as of Jul 28, 2026, 8:00:00 pm Market Open.

27 watching

Investor Insights

Jul 28, 2026, 12:00 am

This summary was created by AI, based on 5 opinions in the last 12 months.

Western Digital, symbol WDC-Q, has garnered attention due to its strong performance in a booming memory and storage sector, driven by increasing demand from AI and data centers. The company's stock has surged significantly, reporting an 88% increase in Q3 and ranking among the top performers within the S&P. Despite this rally, some analysts express concern over its high valuation, trading at a PE ratio of 46, which they deem excessive. Additionally, potential future competition and fluctuating oil prices resulting from geopolitical tensions could impact the stock's sustainability. Overall, Western Digital's recent growth reflects strong market recognition, but concerns over valuation and competitive pressures linger.

Consensus

Mixed

Valuation

Overvalued

Similar

Samsung,005930

BUY

He has been cautious on tech generally as there has been so much money going into the sector. The valuation is still cheap, but getting towards higher levels and recent earnings did not prove up these metrics. He would look to add to his position on this pullback.

COMMENT

He is somewhat positive on this. Taking the earnings into account with its balance sheet, it is positive. His model price is $144.66, a 71% upside. This is cyclical, so you do get a substantial discount from value. It looks like it wants to hold here. If it were to break here, the support level is $65.

TOP PICK

A hardware company focusing on memory. Just completed a takeover of their competition Sandisk in May, so they are a sort of the “go to” company now. They have a great customer base including Alphabet, Apple, Walmart. As we use the Cloud more and more, this company is a great beneficiary. Dividend yield of 2.89%. (Analysts’ price target is $77.96.)

HOLD

Recently acquired SanDisk. There are a lot of concerns around the information technology semiconductors. Not one of her favourites, both in valuation and questionable earnings growth.

PAST TOP PICK

(A Top Pick Sept 17/09. Down 27%.) Got Stopped out at $31 for loss of 15%. Computer hard drive manufacturer.

PAST TOP PICK

(A Top Pick Sept 17/09. Up 11%.) Should continue to recover with the global recovery of IT spending as well as PC upgrade cycle. Made $1.85 last quarter versus analysts’ estimates of $1.36. 12 straight quarters of earnings surprises. Very cheap at 6.7X forward earnings. Still a Buy.

BUY

Manufacture internal hard drive storage for computers. Has great technical strength. Cheap at 11X earnings.

TOP PICK

Manufactures hard drive storage space for personal computers/laptops. Makes storage solutions for enterprise applications. Electronic devices for PVRs. The new Windows 7 application is going to spur sales of new PCs.

PAST TOP PICK

(A Top Pick Dec 3/07. Down 9.18%.) Hard drive market consolidated 5 or 6 years ago and they stopped being so competitive. ROE is fine and the growth is there.

TOP PICK

A hard drive story. A lot of digital cameras, etc. now have hard drives. They are also the leader in laptops. A massive amount of data is being produced. Video is in the early stages of truly being digitized. They will be a key beneficiary. Hard drive industry has consolidated so pricing is much more rational. Likes the long-term trend.

TOP PICK

Hard disc drives for computers. Particularly strong in portable hard drives. There is tremendous growth in gigabytes of storage. In the past, there has been too much competition but has now consolidated into 3 players who are all making money. Under appreciated and has tremendous upside.

TOP PICK

The storage market is a great opportunity and the industry has consolidated. Good value.

DON'T BUY

IT spending and storage is picking up. Has had a huge run. This stock would not pass their criteria.

PAST TOP PICK

(Was a top pick on May 9/03. Up 20.5%.) Still likes. Will be volatile. Should go higher.

TOP PICK

Great balance sheet. Has earnings.

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Western Digital (WDC)