Western Digital is facing growing concerns over risks in its business cycle as optimism driven by AI slows and pricing power weakens. Despite a strong fiscal first quarter and solid margin guidance, the market worries about slower average selling price growth and challenges from long-term contracts. The company’s next-gen HAMR technology is progressing, but volume growth must pick up to counteract normalizing revenue as pricing advantages diminish. Due to uncertainty in hyperscaler capital expenditure growth and lack of clear bullish signals, the analyst has downgraded Western Digital to Hold.
As of Oct 25, 2026 17:41 WIB, Western Digital (WDC) is trading at USD 343.67 on Pluang, down 2.97% for the day. The stock shows strong investor interest with 89% of Pluang order activity on the buy side and a typical hold time of 39 days. Market cap stands at $128.64 billion, highlighting its significant presence in the technology sector.
Western Digital expects its fiscal second-quarter revenue to grow 66% to 72% year-on-year, following a 55% increase in first-quarter sales to $4.38 billion. The company anticipates adjusted gross margins of 60% to 61% and adjusted earnings per share ...
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