Western Digital (WDC) has become a pure-play HDD supplier, with 89% of its revenue coming from cloud hyperscalers under long-term agreements through 2029. The company reported strong Q4 results, including 44% revenue growth, 109% EPS growth, a 54.4% gross margin, and a 34% free cash flow margin, all exceeding guidance. Despite these strong fundamentals and a net cash balance sheet, WDC's share price has fallen 51% from its 52-week peak. Analysts see this pullback as a buying opportunity, expecting earnings per share to double by FY2027 and grow another 60% in FY2028, though risks remain from product transitions and customer concentration.
Western Digital's shares have dropped significantly from their peak, and on Pluang, the stock is currently priced at USD 344.98, down 5.25% in the last day. As of Oct 15, 2026 19:41 WIB, the market cap stands at $136.29 billion with a nearly balanced order activity of 53% sell and 47% buy.
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