NASDAQ · US
WDC Western Digital
Hard drives for AI data storage
Tight but sold off
Its supply chain is tightening but the stock is below its 50-day average — price and fundamentals disagree.
(automatic: supply-chain trend + price vs 50-day average)
Last close (delayed) · 2026-10-26
$360.8
+4.98% today
1W
+2.4%1M
−21.0%3M
−22.1%YTD
+109.7%1Y
+179.3%Off 52w high
−51.6%Next earnings (est.): 2026-10-22
Market cap—
P/E (trailing)—Forward —
EV / sales—EV/EBITDA —
Revenue (TTM)—Growth — y/y
Margins—gross · op —
Free cash flow—Cash — · debt —
Analyst target—0 analysts
Riskβ Short — of float
Fundamentals from public market data, refreshed daily (2026-10-24 02:59 UTC). Figures in reporting currency.
WDC · price with what management and the data said
Supply tighteningBeat / raiseMiss / cutData releaseEasing
Hover a numbered marker for details · dashed lines = 50- and 200-day averages
Timeline: management commentary, data & earnings
0 eventsNo dated commentary yet for this stock.
Latest headlines
Auto-updated daily- Western Digital Stock Has Fallen 53% Since June. I'd Consider a Small Position After Its Latest Report.2026-10-24
- Western Digital Earnings Fail to Get Stock Back on Track2026-10-23
- Western Digital Stock Pullback Despite Fiscal Q1 Beat Reflects AI Capex Concerns, Wedbush Says2026-10-23
- Memory, Storage Stocks Rebound After Western Digital Earnings Land2026-10-23
- Western Digital Earnings Easily Beat Estimates. Why The Stock Is Falling Anyway.2026-10-23
- Western Digital forecasts up to 72% second-quarter revenue growth after strong start2026-10-23
- Western Digital's Q1 Earnings & Revenues Beat, Dividend Hiked by 17%2026-10-23
AI training data and inference logs need exabytes of storage. Two companies make nearly all hard drives and a few make NAND, so supply is slow to follow demand.
NAND / platters→Drive→Storage server→Cluster
What would prove us wrong. Weakens if NAND and HDD makers add capacity faster than AI storage demand grows.
Peers at the same bottleneck
Who else supplies this
Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.