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WDWDC

Western Digital Corporation

Hot onWhy it's trendingX chatter spiked vs its recent normBacked by solid revenue growthPrice and volume picking up
$WDC·$176B·Computer Hardware·Technology
$566.45+7.0%YTD+198.7%1Y+850.8%
Mentions · last 7 days
2026-06-05: 94 posts2026-06-06: 795 posts2026-06-07: 441 posts2026-06-08: 384 posts2026-06-09: 286 posts2026-06-10: 727 posts2026-06-11: 720 posts3,448+26%
Price updated 10m ago·X counts updated 19h ago
WDWDC
Western Digital Corporation$WDC
$566.45+7.02%3.4k posts+26%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $WDC, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-06-12

The move is getting stronger, with heavier trading behind it.

Up 851% in a year on the memory cycle — and the operating margins are confirming the move.

Western Digital is the HDD and (post-SanDisk-spinoff) datacenter-storage business that's been recast as a core AI memory cycle beneficiary. Q1 revenue grew 45% YoY to $3.34B at a 35.7% operating margin and 50.2% gross margin — those are best-in-cycle storage numbers — with a 28% ROIC and a 1.6% FCF yield. The stock is up 199% YTD and 851% over 12 months, sitting at the 87th percentile of its 52-week range, with day +8% on the rebound from a -11% session that took the stock back to the $500 support. The convertible note exchange (21.3M shares for $858M of notes) and the recent insider selling cluster (director Cole $2M, officer Davis $523K F-InKind, officer Tregillis ~$650K total) are normal post-run profit-taking, not conviction loss. At 27x trailing earnings the multiple is reasonable given the SK Hynix shortage-through-2030 framing.

Agrees with X sentimentAgree with the tactical-buy-list framing — WDC alongside STX, NVDA, TSLA, MU is the standard memory-and-AI basket, and the $500 level holding as support is the right technical read. The 'coin-flip on whether the level holds' tone is honest: -11% then +8% means the bid is back but not confirmed yet.

What to watch: July 29 Q4 FY26 print. Bulls need HDD ASP holding and any explicit nearline-storage commitment color from hyperscalers; a Samsung/SK Hynix fab-add announcement is the cycle-peak signal. Invalidation: a sustained break of the $500 zone on volume.

On the calendar: 2026-07-29 — Q4 FY26 earnings

near 52w highmemory cycleconvertible exchange

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Mixed sentiment7 posts analyzed · as of 2026-06-11

Western Digital had a nasty -11% session that put it back into the $500 area of interest, which previously acted as resistance in May and now needs to retest as support to hold the structure. Multiple decentralized derivative venues launched RWA perpetuals on WDC alongside LLY, IREN, ONDS, and NVO with up to 20x leverage, adding a new flow vector. Tactical buy-list pricing places WDC at $490 alongside STX, NVDA, TSLA, and MU, but the read is a coin-flip on whether the level holds.

Read the AI verdict + X sentiment for $WDC

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Makes HDDs and NAND flash storage under WD and SanDisk brands for cloud, enterprise, and consumer markets.

Industry overviewAI analysisGenerated by AI from underlying data

Where Computer Hardware sits in its cycle right now — and what that implies for $WDC.

Computer Hardware · Technology

AI training data storage demand is re-rating high-capacity nearline HDDs — AI model checkpoints, LLM datasets, and inference logs require mass storage that SSDs can't match at cost. SMCI's AI server assembly momentum continues while quantum computing speculation (IONQ, RGTI, QBTS) creates a parallel sentiment narrative.

What this means for $WDC

Partial — HDDs and NAND flash under WD and SanDisk benefit from AI training data storage demand; nearline HDD revenue benefits while NAND faces pricing cycle dynamics.

See how Computer Hardware shapes $WDC

  • Where the industry is in its cycle and the catalysts moving it now
  • What this means specifically for $WDC's next move
  • Peer-basket or ETF benchmark you can use to gut-check the read
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Top industry ETF

$SOXXiShares Semiconductor ETF
+90.2%YTD
+159.1%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
27.2How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
27.9%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
30.8%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
1.6%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
15.0Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
91.9%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
45.4%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.2Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026Apr 30, 2026$2.72$2.39+13.8%
Q4 2025Jan 29, 2026$2.13$1.93+10.4%
Q3 2025Oct 30, 2025$1.78$1.59+11.9%
Q2 2025Jul 30, 2025$1.66$1.48+12.2%
Next earningsWed, Jul 29·consensus EPS $3.28

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q3 FY26$3.3B+45.5%50.2%35.7%$9.29$978.0M
Q2 FY26$3.0B-29.6%45.7%31.9%$5.27$653.0M
Q1 FY26$2.8B+27.4%43.5%28.1%$3.34$599.0M
Q4 FY25$2.6B+30.0%41.0%26.1%$0.79$675.0M

Forward consensus

5-year forecast · up to 17 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$12.9B$12.8B – $13.0B$9.97$9.83 – $10.6217
FY27$17.7B$15.0B – $18.7B$17.40$11.67 – $20.1317
FY28$22.4B$22.4B – $22.4B$25.62$19.88 – $29.7116
FY29$27.6B$24.9B – $30.2B$37.39$32.67 – $41.858
FY30$33.4B$30.2B – $36.5B$51.01$44.57 – $57.098

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.8×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.87%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+19.3%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+110.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 341.4M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.8% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β2.205-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Know if $WDC is setting up — or just chopping

  • Volume multiple vs 30-day baseline — catch unusual interest before the move
  • Position vs 50d & 200d MAs and 52-week range — trend direction at a glance
  • Float bucket, beta, and active-offering flags — what kind of stock you're trading
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Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJun 9Martin I ColeDirector4.0K sh$2.1MSellJun 5Cynthia L TregillisChief Legal Officer & Corp Sec432 sh$236KSellJun 1Vidyadhara K GubbiChief of Global Operations2.5K sh$1.4MSellMay 28Bruce E KiddooDirector750 sh$396KSellMay 27Cynthia L TregillisChief Legal Officer & Corp Sec214 sh$115KSellMay 22Cynthia L TregillisChief Legal Officer & Corp Sec308 sh$150KSellMay 21Cynthia L TregillisChief Legal Officer & Corp Sec106 sh$49KSellMay 11Davis Brian ScottChief Sales & Mrktng Officer1.9K sh$932KSellMay 4Vidyadhara K GubbiChief of Global Operations4.7K sh$2.1MSellMay 1Irving TanCEO3.8K sh$1.5M
1–10 of 11
+ 51 other (20 inkinds · 20 exempts · 10 awards · 1 gift) in window

See when $WDC insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-K/AUnregistered equity sale (amended)Jun 88-K/A — Item 3.02: Unregistered equity sale
AI summary

Western Digital Corporation (WDC) filed an amendment (8-K/A) to its June 3, 2026 report to disclose the final share count for its convertible note exchange: 21,289,938 shares of common stock will be delivered in exchange for approximately $858.4 million aggregate principal of 3.00% Convertible Senior Notes due 2028, with the per-share price calculated using the June 3–4, 2026 two-day VWAP. This is a material equity dilution event — 21.3 million new shares issued to retire $858M of convertible debt, reducing leverage but expanding the share count.

8-KUnregistered equity saleJun 38-K — Item 3.02: Unregistered equity sale · Item 8.01: Other event
AI summary

WDC (WDC) disclosed unregistered sales of equity securities under 8-K Item 3.02. The transaction involved proceeds of approximately $858.4 million. Unregistered securities are typically sold in private placements under Rule 144A, Regulation D, or Regulation S exemptions, without requiring SEC registration at the time of sale. These transactions are material because they dilute existing shareholders and may result in significant blocks of stock becoming freely tradeable once registration rights are exercised.

3New insider — initial holdingsMay 283
AI summary

Manuvir Das filed an initial Form 3 for Western Digital Corporation (WDC) as of May 26, 2026, reporting his initial beneficial ownership upon becoming a new member of the WDC Board of Directors. This is a routine Section 16 compliance filing; the substantive board appointment details are in the companion 8-K (Item 5.02).

8-KOfficer or director changeMay 288-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

Western Digital Corporation's Board of Directors unanimously appointed Manuvir Das as a new board member on May 26, 2026, to serve until the next annual meeting of stockholders; Das was also appointed to the Audit Committee. An investor presentation (Regulation FD) was concurrently released as Exhibit 99.1. Das's background and a Regulation FD disclosure accompany the board expansion, indicating WDC is actively communicating updates alongside the governance change.

8-KCharter amendmentFeb 248-K — Item 5.03: Charter amendment · Item 8.01: Other event
8-KMaterial eventFeb 188-K — Item 3.03
+ 13 other (6 13Gs · 2 routine 8-Ks · 2 10-Qs · 2 earnings 8-Ks) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

SanDisk Jumps 14%, Western Digital Climbs 6% as Memory Stocks Rebound on SK Hynix's Capacity Plan247wallst.com·1d agoWestern Digital Stock Skyrockets 185% YTD: Is More Growth on the Horizon?zacks.com·1d agoBetter AI Memory Stock: Seagate or Western Digital?fool.com·1d agoWestern Digital (WDC) Falls More Steeply Than Broader Market: What Investors Need to Knowzacks.com·2d agoMicron Sinks 6%, Western Digital Falls 5% but SanDisk Holds Steady247wallst.com·3d ago

In themes

Explore the broader themes this ticker is being talked about under.

Best PerformersAI InfrastructureAI Memory Supercycle

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Voices on X · top 8 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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