WESTERN DIGITAL CORP · Computer Storage Devices

WDC

Low riskAI: Servers and networkingNext report: Around Jan 28, 2027 (est.)

View price ↗

The short version

A company with growing sales.

Going well

Sales up 56% in the latest quarter vs a year ago

Money moves

Insiders sold $307K in the last 30 days, all through pre-planned sales
Institutions cut 1.4% from their holdings in the quarter ending June 2026 (1101 bought, 676 sold)
Held by Ray Dalio (Bridgewater)

Facts from SEC filings, not a recommendation.

What the price means

Price as of Oct 26

$356.07+3.7% that day

Company value: $133.3B; Share price times all shares
Price vs profit (P/E): 13.8x; You pay about $14 for each $1 of yearly profit
Price vs sales: 9.2x; Company value is 9.2 times a year of sales
Cash vs value: 1%; Cash as a share of company value

From WDC's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.

The business over time

Last 12 quarters, from SEC filings

Sales, Oct '26

$4.4B+55% vs a year earlier

Dec '23Tap a barOct '26

Last 12 months: $14.5B, up 43% from the 12 months before.

What the price assumes

Your guesses, our math

Move the sliders to your own view of WDC. Starting points are the company's recent numbers.

Sales growth+30% a yearRecently: +43% a yearProfit margin50%Last 12 months: 69.2%P/E at the end14xToday: 13.8x. Many steady companies trade at 12x to 25xShare count change0% a yearBelow zero means buybacks; above zero means new shares (dilution)

Sales in 5 years$53.8B

Profit in 5 years$26.9B

Price these guesses point to$1,005.53+182% vs $356.07 todayAbout +23% a year, before dividends

What today's price needs: with a 50% margin and a 14x P/E, sales would have to grow about 5.6% a year for 5 years just to match today's price.

Simple math on your guesses, not a forecast or a price target. Real results depend on many things these sliders leave out.

Price

Price chart by TradingView.

Latest quarter

Quarter ended Oct 2, 2026

Reported Oct 22After close4:04 pm ET

Revenue: $4.4B; +55.5% YoY
EPS: $4.63; vs $3.07
Op. margin: 46.7%; +18.6 pts
Gross margin: 57.8%; +14.3 pts
Free cash flow: $1.4B
Share count: +2.1%; vs a year ago

Insider rating

Last 90 days

46Mixed

Pre-planned sales of $307K (weaker signal)

50 is neutral. Buying by more insiders, top executives and bigger stakes raises it. Selling lowers it; pre-planned sales count less.

Weekly insider trend

13 weeks agoBoughtSoldThis week

Filing buzz

Last 7 days vs normal

50/ 100

This week: 4
Normal week: 4.0
vs normal: 1.0x

SEC filings of any kind. 50 means a normal week.

Institutional ownership

Steady-1.4%

Institutions cut 1.4% from their holdings. 1101 bought, 676 sold. 4 quarters of net selling in a row.

Shares held by institutions323.3M

Sep '24Jun '26

Safety check

From SEC filings

Share count growthYearly rate, last 3 years

+4.9%

Cash runwayAt last year's cash burn

Cash flow positive

Debt to equityLatest balance sheet: debt compared with what owners have

0.1x · $791.0M debt

Shares outstandingLatest reported

374M

Why low risk

2 offering filings in 6 months (may sell new shares)

Earnings reports

Last 12

Next reportAround Jan 28, 2027 (est.)Estimated from the same quarter last year

Results filedOct 22
Results filedAug 5
Results filedApr 30
Results filedJan 29
Results filedOct 30, 2025

Flags and big holders

Offerings 6 months, flags 12 months, holders 90 days

Unregistered share saleAug 26 · View filing ↗Offering 5%+ holder update (passive)Aug 6 · View filing ↗Big holder 5%+ holder update (passive)Jul 31 · View filing ↗Big holder Unregistered share saleJun 3 · View filing ↗Offering

Insider trades

Open-market buys and sells, last 90 days

Bought$00 insiders

Sold$307K1 insider, 1 pre-planned

Insider	Trade	Shares	Avg price	Value	Owns after	Date
Cynthia L TregillisChief Legal Officer & Corp Sec	Sell	807	$380.00	$307K	109K	Oct 21Filing ↗
-0.7% of their holdings Pre-planned sale (10b5-1) Filed 1 day after