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Friday, October 30, 2026Closing data · 4:00 PM ET
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WDC

Western DigitalNASDAQ · Technology Hardware, Storage & Peripherals · Information Technology
Previous close
366.11
Change
−29.30 / −7.41%
FinDog View
Bullish
52-Week Range ?
132.43 – 799.87
P/E (TTM) ?
15.5
Forward P/E ?
19.9
Based on consensus earnings for the next 12 months
Market Cap
$129B
1M
−19.44%
S&P 500 −0.91% over same period
Volume / Avg Volume
9.0M / 9.4M
0.96× average
Latest earnings analysisFY2027 Q1Reported 2026-10-22

Western Digital Q1 FY27: revenue up 55.5%, EPS $4.63, Cloud at 88.3%

Western Digital beat on both lines in FY2027 Q1 and guided the next quarter to $5.1 billion, about 69% above last year's base. The story is now narrow and simple: a $4.38 billion quarter that is 88.3% Cloud, a 57.8% gross margin, and $1.06 billion handed back to shareholders. Read the quarter for pricing power, then read the risks for customer concentration.

Read the full analysis →
Revenue$4.38BYoY +55.50%
EPS (non-GAAP)$4.64Beatest. $4.13
Next-quarter revenue guidance$5.10B ±1.96%YoY +16.40%
Next-day move−2.97%

Price History

Closing price · USD1M6M1Y5Y
200400600800EFY27 Q1 EarningsEFY26 Q4 EarningsEFY26 Q3 Earnings2026-042026-062026-082026-092026-10

Historical P/E

Close ÷ trailing four-quarter EPS · Period median 15.91M6M1Y5Y
12141618202026-092026-102026-102026-102026-10

Recent Earnings

Click to read the FinDog analysis
PeriodReportedRevenueEPS Actual / Est.Next-Day MoveAnalysis
FY2027 Q1
Quarter ended 2026-10
2026-10-22$4.4B4.64 / 4.13−2.97%Read analysis →
FY2026 Q4
Quarter ended 2026-07
2026-08-05$12.9B3.56 / 3.33−13.03%Read analysis →
FY2026 Q3
Quarter ended 2026-04
2026-04-30$3.3B2.72 / 2.41−0.69%Pending
FY2026 Q2
Quarter ended 2026-01
2026-01-29$3.0B2.13 / 1.94−10.12%Pending
FY2026 Q1
Quarter ended 2025-10
2025-10-30$2.8B1.78 / 1.60+8.75%Pending
FY2025 Q4
Quarter ended 2025-06
2025-07-30$2.6B1.66 / —+10.16%Pending
FY2025 Q3
Quarter ended 2025-03
2025-04-30$2.3B1.36 / —+0.21%Pending

Next Earnings

Date and consensus from the earnings calendar; the analysis is generated automatically after the releaseEarnings Calendar →
Report date
2027-01-27
in 86 days · time TBD
Consensus EPS
$4.82
Last quarter EPS $4.64
Avg. next-day move over the last 7 reports
±6.6%

Decision Panel

Trends · Valuation · Earnings reaction · Guidance credibility — all from company filings and market data
Valuation
P/E is at percentile 26 of its 5-year rangeCheap
5-year range 11.5 – 75.7 · Median 24.7
Last 4 quarters: $3.0B in buybacks + $196M in dividends, 2.52% of market cap combined
P/E (TTM)
15.5
P/B
16.7
P/S
10.8
Dividend Yield
0.13%
Earnings Reaction
Over the last 7 reports, the stock moved ±6.6% on average on the first trading day after, rising 3 times
Most recent −2.97%
Guidance Credibility
Of the last 4 next-quarter revenue guides, 4 were met; actual results averaged 4.9% above guidance
Volatility & Correlation
1-year beta 3.35 · Correlation with S&P 500 0.48High beta
Annualized volatility 85% vs. 12% for the S&P 500
Insider Trading
View all →
Last 90 days · Open-market buys and sells by officers and directors · Amounts in USD millions
Buy 0 · $0.00MSell 8 · $6.1MNet selling $6.1M
  • 10-29Cole Martin IDirectorSell$1.6M4,000 shares · 12 trades · Avg price 395.47
  • 10-21Tregillis Cynthia LChief Legal Officer & Corp SecSell$0.31M807 shares · Avg price 380.00
  • 09-04Gubbi Vidyadhara KChief of Global OperationsSell$0.83M1,795 shares · Avg price 459.87
  • 09-04Tregillis Cynthia LChief Legal Officer & Corp SecSell$0.19M432 shares · Avg price 451.20
  • 09-01STREETER STEPHANIE ADirectorSell$0.73M1,600 shares · Avg price 455.00
  • 08-31STREETER STEPHANIE ADirectorSell$1.8M4,000 shares · 2 trades · Avg price 447.82
  • 08-27Tregillis Cynthia LChief Legal Officer & Corp SecSell$0.48M1,007 shares · Avg price 478.36
  • 08-26Tregillis Cynthia LChief Legal Officer & Corp SecSell$0.21M476 shares · Avg price 450.78
Multi-Quarter Financial Trends
View all quarters →
Last 12 quarters · As reported by the company
QuarterRevenue ($B)YoYGross MarginOperating Income ($B)Net Income ($B)Free Cash Flow ($B)EPS
FY2027 Q14.38+55.5%57.8%2.051.781.384.63
FY2026 Q43.75+43.8%54.1%1.563.201.288.28
FY2026 Q33.34+45.5%50.2%1.193.210.988.20
FY2026 Q23.02+25.2%45.7%0.911.840.654.73
FY2026 Q12.82+27.4%43.5%0.791.180.603.07
FY2025 Q42.61+30.0%——0.280.680.75
FY2025 Q32.29+30.9%39.8%0.760.520.381.42
FY2025 Q22.41+76.2%37.7%0.560.590.291.63
FY2025 Q12.21+85.3%36.4%0.330.49-0.061.35
FY2024 Q42.00−159.1%——0.040.250.08
FY2024 Q31.75−37.5%29.6%0.090.14-0.040.35
FY2024 Q21.37−56.0%-85.8%-0.21-0.29-0.24-0.92

Peers

Largest by market cap in the sector · Latest quarterView Information Technology sector →
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