WDCTechnology · Computer HardwareThe 26 Wall Street analysts covering Western Digital Corp. hold a median 12-month price target of $640 — +51.0% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 87 of 100 as at 16 Sept 2026 — inside the top quartile. Here, the model and the Street point the same way.
Consensus tells you what everyone already believes. The model scores Western Digital Corp. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Quality (99): The business earns solid, repeatable profits on what it owns.
Accruals (28): A large share of reported profit has not shown up as cash, or the balance sheet is expanding quickly — both tend to unwind.
Size (2): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on WDC, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +51.0% from it.
Of the 20 most recent actions, 4 moved their price target up and 3 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 7 Aug 2026 | Citigroup | Maintains | Buy | $800 → $740 |
| 6 Aug 2026 | Rosenblatt | Maintains | Buy | $900 → $800 |
| 6 Aug 2026 | TD Cowen | Maintains | Buy | $500 → $540 |
| 6 Aug 2026 | UBS | Maintains | Neutral | $560 → $525 |
| 13 July 2026 | Citigroup | Maintains | Buy | $685 → $800 |
| 13 July 2026 | Citigroup | Maintains | Buy | — |
| 10 July 2026 | Wells Fargo | Maintains | Overweight | — |
| 10 July 2026 | Wells Fargo | Maintains | Overweight | $575 → $730 |
| 8 July 2026 | Susquehanna | Maintains | Neutral | — |
| 8 July 2026 | Susquehanna | Maintains | Neutral | $360 → $500 |
| 1 July 2026 | B of A Securities | Maintains | Buy | — |
| 29 June 2026 | Cantor Fitzgerald | Maintains | Overweight | — |
| 15 June 2026 | Morgan Stanley | Maintains | Overweight | — |
| 12 June 2026 | JP Morgan | Maintains | Overweight | — |
| 8 June 2026 | Mizuho | Maintains | Outperform | — |
| 2 June 2026 | Citigroup | Maintains | Buy | — |
| 1 June 2026 | Wells Fargo | Maintains | Overweight | — |
| 27 May 2026 | Barclays | Maintains | Overweight | — |
| 26 May 2026 | Evercore ISI Group | Maintains | Outperform | — |
| 4 May 2026 | Baird | Maintains | Outperform | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. WDC appears on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 17 Sept 2026, Western Digital Corp. returned +320.7% against +15.7% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 45% of US stocks
Cheaper than 13% of US stocks
Cheaper than 6% of US stocks
Cheaper than 8% of US stocks
Higher than 84% of US stocks
Higher than 97% of US stocks
Higher than 67% of US stocks
Higher than 94% of US stocks
Higher than 98% of US stocks
Higher than 97% of US stocks
Higher than 99% of US stocks
Higher than 2% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Western Digital Corp. has a market value of $150.3B and an enterprise value of $149.9B.
Revenue in the twelve months to 30 June 2026: $12.9B. The latest quarter grew 43.8% year on year.
Net income over the same four quarters: $9.4B, a 72.9% net margin.
Diluted earnings per share, trailing twelve months: $24.21.
Free cash flow in the twelve months to 30 June 2026: $3.5B.
Western Digital Corp. spent $2.6B on share buybacks and $184.0M on dividends in the twelve months to 30 June 2026.
Trailing P/E: 15.5×; forward P/E: 13.1× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.14%, paying out 2% of earnings.
Western Digital Corp. employs 40,000 people — $323K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Western Digital Corp. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
MarketBeat has featured Western Digital Corp. on a list of five buy-and-hold stocks intended to withstand a volatile market. The article notes that while total risk avoidance is impossible, investors can still take steps to limit exposure.
Why it matters — Being named a buy-and-hold stock capable of weathering market volatility signals that WDC is viewed as a stable long-term holding for investors.
Western Digital shares fell 4% to $411 in Tuesday afternoon trading despite the company emphasising its AI storage strategy. Seagate also dropped 5%, while Micron held steady.
Why it matters — The stock decline despite Western Digital's AI storage push indicates that investors were not swayed by the company's messaging on this front.
Western Digital (WDC) shares settled at $426.94 on the latest trading day, a -4.53% change from the previous close, falling more steeply than the broader market. The report notes this decline amid the day's trading activity.
Why it matters — A WDC watcher would care because the stock underperformed the broader market during the session, signaling notable downward movement in the company's share price.
Kevin Green discusses how investors are buying the dip in the latest tech selloff, amid concerns about AI development triggered by commentary from Anthropic's Dario Amoedi and OpenAI CEO Sam Altman. The item also notes the market is anticipating the Fed's interest rate decision and that crude oil prices have spiked near $105.
Why it matters — A WDC watcher would care because AI-related volatility and tech selloffs can influence demand for data storage products and affect the broader semiconductor and hardware sector in which Western Digital operates.
Seagate and Western Digital both reported strong quarters with nearly identical revenue guidance. The article notes that Seagate is already shipping next-generation HAMR drives under hyperscale contracts, while Western Digital is positioning itself to time the market on AI storage demand.
Why it matters — For WDC watchers, the piece highlights a competitive contrast over who moves first on AI storage demand, with Seagate currently shipping HAMR drives while WDC bets on timing the market.
The 26 Wall Street analysts covering Western Digital Corp. have a median 12-month price target of $640, with estimates ranging from $420 to $1,050. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 26 analysts covering Western Digital Corp., 21 rate it a Buy, 5 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Western Digital Corp. 87 out of 100 across roughly 4,600 US stocks as at 16 Sept 2026. None of this is personal advice — it does not consider your circumstances.
As at 16 Sept 2026, Western Digital Corp. ranks 87 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Quality (99 of 100).
No one can know that. What the data says: the median 12-month target from 26 analysts implies +51.0% from the last close, and Ticker Nerd's factor model ranks Western Digital Corp. 87 out of 100 as at 16 Sept 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Western Digital Corp. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for WDC are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $420 to $1,050 over the next 12 months.
Western Digital Corp. returned +320.7% over the 12 months to 17 Sept 2026, with dividends reinvested. Past performance does not indicate future returns.
Western Digital Corp. is a data storage company that develops, manufactures, markets, and sells storage devices and solutions for consumers, businesses, and large-scale data environments.
The most recent item we track (MarketBeat, 16 Sept 2026): "5 Buy-and-Hold Stocks Built to Weather a Volatile Market". MarketBeat has featured Western Digital Corp. on a list of five buy-and-hold stocks intended to withstand a volatile market. The article notes that while total risk avoidance is impossible, investors can still take steps to limit exposure.
Western Digital Corp. is a data storage company that develops, manufactures, markets, and sells storage devices and solutions for consumers, businesses, and large-scale data environments. Its product portfolio centers on hard disk drives and related storage platforms used across personal computers, data centers, network-attached storage systems, external storage, and portable drive applications. The company also serves enterprise and infrastructure customers with offerings designed to support data-heavy workloads, backup, archiving, and digital content management. Western Digital Corp. operates in the computer hardware and storage technology market, where it plays a key role in enabling the collection, preservation, and accessibility of digital information across a broad range of industries and use cases.
CEO Mr. Tiang Yew Tan · 40,000 employees · United States · https://www.westerndigital.com
