2026-10-23 Analyst Bull
Analysts Raise WDC PTs on AI Storage Demand MS raises PT to $668, Cantor maintains OW cuts to $625, UBS debates HDD multiples
D1 -3.0% · since +15.3%
2026-10-22 Earnings
Earnings report D1 -6.4% · since +11.9%
2026-10-18 → 10-20 Earnings Bull
WDC Faces Earnings Week With Institutional Buying and AI Storage Narrative CWA raised stake 9.2%; AI storage spotlight builds ahead of earnings
D1 +6.1% · +5d +1.1%
› 4 waves of this story2026-10-18 Multiple sources confirm WDC earnings this week; stock down sharply from highs2026-10-19 Multiple financial media confirm WDC reports Thursday; market watches storage pullback2026-10-20 Multiple X users note WDC earnings this week, storage stocks rally2026-10-20 CWA raised stake 9.2%; AI storage spotlight builds ahead of earnings2026-10-17 Company Bear
WDC faces supply risks as AI demand drives capacity expansion Strong AI storage demand but supply risks spark investor concerns over valuation and growth
D1 +6.1% · +5d +1.1%
2026-10-02 → 10-16 Company Bear
Toshiba Expands HDD Capacity, Intensifying Competition for WDC No new facts, market sentiment continues
D1 -10.2% · +5d -4.3%
› 2 waves of this story2026-10-02 Toshiba's ¥60B investment to double HDD capacity heightens rivalry in AI storage2026-10-16 No new facts, market sentiment continues2026-10-16 Analyst Bear
Wells Fargo cuts WDC PT to $450, keeps Overweight Sharp PT cut reflects valuation reset amid AI storage demand, but firm stays bullish long-term
D1 -6.9% · +5d +3.5%
2026-10-15 Other Bear
WDC Falls in AI Semiconductor Selloff AI demand strong but sector-wide pullback weighs on WDC
D1 -2.1% · +5d -0.6%
2026-09-22 → 10-06 Company Bull
WDC Receives Multiple Bullish Calls, Arete Raises PT to $650 Arete maintains Buy and raises PT, alongside other bullish analyst views, reinforcing market confidence in WDC
D1 +3.7% · +5d -2.4%
› 6 waves of this story2026-09-22 Multiple sources highlight growing HDD demand from AI customers including sovereign AI and neoclouds, supporting valuation2026-09-22 Zacks and Citi reports highlight AI-driven storage growth, reinforcing WDC's beneficiary status2026-10-01 Zacks and multiple X users highlight WDC's valuation edge and long-term growth in AI storage, reinforcing prior bullish sentiment.2026-10-04 Bernstein views yesterday's selloff as overreaction, reiterates buy on WDC and STX2026-10-05 Bernstein and UBS assess Toshiba's expansion impact, seeing overreaction and supporting WDC's fundamentals2026-10-06 Arete maintains Buy and raises PT, alongside other bullish analyst views, reinforcing market confidence in WDC2026-09-15 Other Bear
WDC Falls 4.5% in Session, Down 12% Over Month, Underperforming Market Multiple outlets report WDC's sharp decline, far exceeding market and sector moves
D1 -3.5% · +5d +12.8%
2026-09-14 8-K filing
8-K: Item 7.01, Item 8.01, Item 9.01 D1 -4.5% · +5d +5.0%
2026-09-11 Company Bear
WDC Shares Decline Amid AI Efficiency Breakthrough Causing Storage Selloff Software efficiency breakthrough from AI developer DeepSeek triggered broad selling in storage and semiconductor equities, dragging WDC shares lower.
D1 -3.0% · +5d -1.3%
2026-09-09 Capital
WDC's Strong FCF Supports Buybacks and Dividends Amid AI Storage Demand Multiple sources confirm cash flow and AI storage demand, but no major new facts
D1 +1.0% · +5d -13.5%
› 2 waves of this story2026-09-09 FY2026 FCF $3.51B, net cash $500M, returned $3.1B to shareholders2026-09-09 Multiple sources confirm cash flow and AI storage demand, but no major new facts2026-08-26 → 08-28 Analyst Bull
Institutional Buying and AI Storage Demand Boost WDC Algert Global opened $5.03M WDC position in Q2; industry strength from AI/cloud demand persists
D1 +4.0% · +5d -4.3%
› 3 waves of this story2026-08-26 Motley Fool sees 165% upside in 3 years; Zacks flags hammer pattern and rising estimate revisions, both citing AI storage demand2026-08-27 Two funds initiate positions, and AI storage momentum reinforces bullish case.2026-08-28 Algert Global opened $5.03M WDC position in Q2; industry strength from AI/cloud demand persists2026-08-28 Other
WDC up 171% YTD among top QQQ stocks; memory sector sees near-term divergence YTD gain ranks among top QQQ names, but 13% monthly pullback shows market divergence on memory names
D1 -0.6% · +5d +1.7%
2026-08-28 8-K filing
8-K: Item 3.02 D1 -0.6% · +5d +1.7%
2026-08-26 8-K filing
8-K: Item 3.02, Item 8.01 D1 +4.0% · +5d -4.3%
2026-08-25 Company Bear
Memory stocks sell off, WDC falls 7.5% Samsung's plunge triggers broad selloff in memory stocks, WDC among decliners
D1 +3.5% · +5d -0.1%
2026-08-14 Company Bull
Sandisk's Upbeat Outlook Lifts WDC and Memory Stocks Sandisk's multiyear financial outlook boosts WDC and peers
D1 +4.4% · +5d -9.7%
2026-08-06 → 08-13 Earnings Bull
WDC Draws Bullish Calls as AI Storage Demand Supports Outlook Post-earnings bullishness persists on AI storage demand
D1 -13.0% · +5d +7.9%
› 5 waves of this story2026-08-06 Revenue and EPS beat, but after-hours drop over 10% on guidance concerns2026-08-07 Beat estimates but soft guidance triggers 11% drop, sector selloff2026-08-08 Citi lowers PT from $800 to $740; shares fall 3.8%, extending post-earnings decline2026-08-12 Post-earnings, analysts reiterate buys, but technicals show price below 50-day MA2026-08-13 Post-earnings bullishness persists on AI storage demand2026-08-07 → 08-10 Capital Bear
Memory Sector Continues Pullback, WDC and Peers Lower DRAM ETF down 2%, with MU, SKHY, SNDK, STX, WDC all lower, extending recent pullback
D1 -3.8% · +5d +17.2%
› 5 waves of this story2026-08-07 Post-earnings selloff hits memory stocks, WDC down 16% premarket2026-08-09 Social media notes memory stocks down 40-50% on average, WDC included2026-08-09 X users note memory stocks down 40-50% avg over 6-8 weeks, WDC included2026-08-10 DRAM ETF down 2% premarket; MU, SKHY, SNDK, STX, WDC all lower2026-08-10 DRAM ETF down 2%, with MU, SKHY, SNDK, STX, WDC all lower, extending recent pullback2026-08-08 Other
Multiple Sources Flag WDC's Pure-Play HDD Focus and Tech Threats Two Seeking Alpha articles rate Sell and warn of tech disruption
D1 +0.9% · +5d +22.3%
2026-08-08 Analyst Bear
Citigroup Cuts PT to $740, WDC Shares Fall 3.8% Citigroup lowered PT from $800 to $740, causing a 3.8% drop, but no new facts beyond existing event.
D1 +0.9% · +5d +22.3%
› 2 waves of this story2026-08-08 Analyst PT cut triggers share drop, reflecting valuation concerns2026-08-08 Citigroup lowered PT from $800 to $740, causing a 3.8% drop, but no new facts beyond existing event.2026-08-05 8-K filing
8-K: Item 2.02, Item 9.01 D1 -5.4% · +5d -12.5%
2026-08-01 → 08-05 Earnings
WDC to Report Earnings Next Week; Q2 Institutional Moves Multiple sources flag upcoming earnings, with focus on enterprise storage demand and AI infrastructure impact
D1 -3.2% · +5d -16.9%
› 4 waves of this story2026-08-01 Institutional Q2 position changes and upcoming earnings raise attention.2026-08-01 Multiple sources flag WDC and SNDK earnings next week, market watches results and price response2026-08-03 Two Zacks articles focus on earnings, and WDC is listed among most anticipated reports this week2026-08-05 Multiple sources flag upcoming earnings, with focus on enterprise storage demand and AI infrastructure impact2026-08-05 Earnings
Earnings report Fiscal 2026 全年营收同比增长 36% 至 $12.9 billion，毛利率扩大 970 个基点至 49.1%，EPS 翻倍至 $10.22，自由现金流 $3.5 billion。
D1 -5.4% · +5d -12.5%
2026-08-04 Earnings
Earnings report Fiscal 2026 全年营收同比增长 36% 至 $12.9 billion，毛利率扩大 970 个基点至 49.1%，EPS 翻倍至 $10.22，自由现金流 $3.5 billion。
D1 +4.0% · +5d -20.2%
2026-07-29 Earnings
Earnings report D1 -0.3% · +5d +12.4%
2026-07-21 → 07-22 Capital
Multiple institutions adjust WDC positions in Q2, mixed buys and sells New institutional moves include Balefire buying, Bessemer and Baader increasing stakes, Andra AP reducing
D1 +12.5% · +5d -15.5%
› 2 waves of this story2026-07-21 Bessemer +23%, Baader +72.7%, Andra AP -68.6% in latest 13F filings2026-07-22 New institutional moves include Balefire buying, Bessemer and Baader increasing stakes, Andra AP reducing
