Western Digital Corp vs Wolfspeed Inc — how do they compare? Western Digital Corp trades at $438.1 (market cap $151.09B), while Wolfspeed Inc trades at $30.13 (market cap $1.52B). The key difference: Western Digital Corp is far larger — about 99.4× Wolfspeed Inc's market cap, and Western Digital Corp pays a 0.14% dividend while Wolfspeed Inc pays none. Which is the better fit depends on your goals.
| WDC | WOLF | |
|---|---|---|
Market Cap | $151.09B | $1.52B |
Sector | Technology | Technology |
52-Week High | $746.23 | $73.68 |
52-Week Low | $74.64 | $1.19 |
Enterprise Value | $150.56B | $2.18B |
Dividend Yield | 0.14% | — |
Signals from Pluang's Aura AI — not financial advice
WDC trades at $434.3, down 3.81% over 24 hours, with a bearish technical signal as it hovers near the pivot point of $440. The company has shown strong earnings beats in recent quarters, with Q2 2026 EPS of $3.56 surpassing the $3.31 estimate, and maintains robust profitability margins, including a net income margin of 72.95% for 2025. Revenue for 2025 was $9.52B, with a significant turnaround to net income of $1.86B from prior losses, indicating operational recovery amid high cloud demand.
The outlook is mixed, with analyst consensus strongly bullish (72.13% buy ratings) and a price target of $665.15 suggesting substantial upside, but risks include high valuation multiples like a P/E of 17.89 and EV/EBITDA of 29.99, competitive pressures in HDD storage, and recent post-earnings sell-offs due to margin concerns. Investors should weigh the growth potential from AI-driven storage demand against cyclical and valuation headwinds.
Wolfspeed (WOLF) trades at $32.87, up 19.14% in the past 24 hours, with a bullish technical signal supported by moving averages. The stock shows mixed earnings performance, beating estimates in Q3 2025 and Q1 2026 but missing in Q4 2025. Recent news highlights strategic partnerships for AI data center power solutions and a new board appointment. However, the company faces significant financial challenges with negative gross and net income margins.
The outlook is cautiously optimistic due to strong analyst buy ratings and positive technical momentum, but investment is tempered by weak profitability and high execution risks. Key opportunities lie in silicon carbide technology adoption for AI and electrification, while risks include ongoing losses and competitive pressures in the semiconductor sector.
Trailing returns across standard periods
Latest headlines on both assets
Western Digital is a vertically integrated supplier of data storage solutions, spanning both hard disk drives and solid-state drives. In the HDD market it forms a practical duopoly with Seagate, and it is the largest global producer of NAND flash chips for SSDs in a joint venture with competitor Kioxia.
Read more on WDC →Wolfspeed is the global leader in wide bandgap semiconductors, specializing in silicon carbide (SiC) and gallium nitride (GaN) materials and devices. It operates a vertically integrated model, controlling the entire process from raw material substrate production to advanced power modules, serving as a critical infrastructure provider for electric vehicles (EVs), renewable energy, and AI data centers.
Read more on WOLF →