Western Digital's Strategic Shift: Focus on Pricing, AI Demand, and Strong Earnings Outlook

10/23/2026

Western Digital argues that demand for hard drives depends less on the current wave of AI spending than investors fear. On its fiscal first-quarter earnings call on October 22, the company said...

10/23/2026

Western Digital has made clear how it intends to meet a sharp rise in hard-drive demand while a rival expands output: it will not build more drives. On its October 22 earnings call, the company...

10/22/2026

Western Digital stock climbed late Thursday after the hard-disk drive maker reported fiscal first-quarter results ahead of estimates.

10/22/2026

Western Digital (WDC) beat Wall Street’s first-quarter earnings and revenue expectations Thursday. The company posted adjusted earnings of $4.64 per share, up 161% from $1.78 a year earlier. GAAP...

10/22/2026

Western Digital Corp. forecast better-than-expected earnings and hiked its dividend, underscoring strong demand for data storage fueled by the artificial intelligence boom.

10/22/2026

Western Digital Corporation (Nasdaq: WDC) today reported fiscal first quarter 2027 financial results for the period ended October 2, 2026.Irving Tan, CEO of WD"Fiscal 2027 is off to a strong...

10/21/2026

Bank of America (BAC) raised its Western Digital (WDC) price target to $800 from $720 on Oct. 21, even after lowering its estimate for how quickly the hard-drive maker’s storage-capacity shipments...