Technology · Computer Hardware · United States
Western Digital Corporation engages in the development, manufacture, and sale of data storage devices and solutions based on hard disk drive (HDD) technology in the United States, Asia, Europe, the Middle East, and Africa.
Trade ideas
- Opinionated - ValueTop Picks—Stronger than peersBuy24Board
Analysts
Value vs sector peers
- Fwd P/E13.483
- Yield0.1%11
- P/E15.994
- Rev growth+43.8%74
Not scored on P/B. The rest were reweighted to make up the difference.
Fundamentals
Performance
AI Infrastructure · Memory
The AI tradeIn the briefing and the feed
Briefing for 11 SeptA broad, sharp sell-off hit AI infrastructure names across every subsector despite the group's underlying breadth still improving on the week.
Servers, semicap, compute, dc-infrastructure, networking, memory and neocloud names all posted single-day declines of 4-6% simultaneously (HPE, CRWV, LRCX, VRT, INTC, ORCL, DELL, ALAB, NBIS, MU, CRDO, WDC), suggesting a broad de-risking event across the trade rather than a stock-specific issue, even though several of these same names carry bullish fundamental news (Oracle backlog, Dell orders).
Compute · Semiconductor equipment · Memory · Networking · Servers · Data-centre infrastructure · Hyperscalers · Neoclouds· HPE, CRWV, LRCX, VRT, INTC, ORCL, DELL, ALAB, NBIS, MU, CRDO, WDC
Catalysts
Next earnings: 5 Nov
Trade idea history
No trade idea has fired on WDC since the ledger opened.
Get it by email
The board WDC sits on, in one five-minute email every weekday before the New York open and on Saturdays: market strength, the biggest movers, earnings coming up and the names sitting at their 200-day EMA.