Western Digital Corporation
WDC · Technology
$450.44
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Western Digital (WDC) Down 2.2% Since Last Earnings Report: Can It Rebound?
Western Digital beat Q4 fiscal 2026 earnings expectations with non-GAAP EPS of $3.56 (vs. $3.35 consensus) and revenues of $3.75B (up 44% YoY). The company reported strong margins, robust cloud demand, and issued encouraging Q1 FY2027 guidance projecting 45% YoY revenue growth. Despite the strong earnings beat, shares have declined 2.2% since the report, underperforming the S&P 500. Analysts have raised estimates by 15.16%, and the stock carries a Zacks Rank #2 (Buy) rating.
Data Centers Now Deliver a Third of Sandisk's Revenue -- $2.98 Billion in a Single Quarter
Sandisk has undergone a dramatic business transformation since separating from Western Digital in February 2025. Data center revenue now represents one-third of total quarterly revenue at $2.98 billion, up from just $213 million a year earlier. The company has signed 10 multiyear supply agreements (New Business Model) with eight customers representing a minimum of $93.9 billion in expected revenue with price floors and ceilings. Fiscal 2026 revenue surged 175% to $20.25 billion, driven primarily by higher pricing rather than volume growth, with gross margins reaching 84.6%. However, the stock has declined 35% from its 52-week high, suggesting the market has already priced in expectations of a significant memory pricing downturn.
Will Quantum's Cost Discipline Keep Margins on an Upward Trajectory?
Quantum Corporation (QMCO) reported better-than-expected first-quarter fiscal 2027 results with 26% revenue growth, 40% gross profit increase, and a return to non-GAAP profitability. The company eliminated $104.3 million in debt, becoming debt-free and cash-flow positive. Shares surged 130.4% in the past month, and the stock carries a Zacks Rank #2 (Buy) rating.
Zacks Industry Outlook Western Digital, Sandisk and Super Micro Computer
The Computer-Storage Devices industry is experiencing strong growth driven by AI workloads, edge computing, and enterprise cloud adoption. The industry ranks #21 among 247 Zacks industries and has outperformed the S&P 500 by 396.1% over the past year. Three recommended stocks are Sandisk (SNDK), Super Micro Computer (SMCI), and Western Digital (WDC), all benefiting from increased demand for data storage solutions in AI infrastructure buildout.
3 Storage Devices Stocks to Buy as the Industry Gains Momentum
The Zacks Computer-Storage Devices industry is experiencing strong growth driven by AI workloads, cloud adoption, and data center expansion. The industry has outperformed the S&P 500 by 396.1% over the past year and trades at a favorable valuation of 9.98X forward P/E compared to the broader market. Key players like SanDisk, Super Micro Computer, and Western Digital are benefiting from increased demand for high-capacity storage solutions and AI infrastructure buildout, though macroeconomic headwinds and supply chain disruptions remain concerns.