Theo Outlook
Western Digital Corporation designs, manufactures, and markets data storage devices and software solutions including hard disk drives, solid-state drives, flash-based storage, and enterprise systems for clients, data centers, and consumers. For the trailing twelve months it reported revenue of $14.48 billion, a profit margin of 69.2 percent, diluted earnings per share of $25.71, and a market capitalization of $121.81 billion as of the latest quarter ended October 2, 2026.
Bull case: quarterly revenue grew 55.5 percent year over year and quarterly earnings grew 160.7 percent year over year while the company maintained a 39.4 percent operating margin and 69.2 percent profit margin. Bear case: the stock trades at a trailing price-to-earnings ratio of 12.7 and a forward price-to-earnings ratio of 13.2 with a beta of 2.28, indicating elevated volatility relative to the broader market.
Main risks include exposure to cyclical demand for storage products and commodity pricing for components. The next dated event is the ex-dividend date of December 4, 2026. Analysis generated by HeyTheo AI from company and market data. It may be incomplete or inaccurate.
Analysis generated by HeyTheo AI on .





