Analyst Upgrades Fuel Buzz: Social media chatter highlights Goldman Sachs lifting its price target for Western Digital to $650 from $400 while maintaining a neutral rating. Investors note the stock's current level around $567 offers about 15 percent upside. Discussions emphasize the firm's positioning in the AI-driven storage cycle.
Strong Earnings Momentum: Recent posts point to Western Digital posting four consecutive quarters of earnings beats with an average surprise exceeding 100 percent. The company is benefiting from an extended NAND and HDD upgrade cycle tied to AI inference demand. Sentiment remains focused on its high quant scores and double-digit growth surprises.
Trading Signals Emerge: Market participants flag technical patterns such as an inverted hammer on the four-hour chart as potential entry points. Some observers suggest buying dips near $530 to $535 amid broader market volatility. Overall commentary reflects confidence in the memory sector's structural tailwinds.
Note: This discussion summary was generated from an AI condensation of post data.
Western Digital Insider Trading Activity
Western Digital insiders have traded $WDC stock on the open market 125 times in the past 6 months. Of those trades, 0 have been purchases and 125 have been sales.
Here’s a breakdown of recent trading of $WDC stock by insiders over the last 6 months:
- IRVING TAN (Chief Executive Officer) has made 0 purchases and 26 sales selling 40,000 shares for an estimated $13,345,695.
- MATTHEW E MASSENGILL has made 0 purchases and 11 sales selling 36,926 shares for an estimated $9,616,465.
- VIDYADHARA K GUBBI (Chief of Global Operations) has made 0 purchases and 5 sales selling 25,815 shares for an estimated $8,366,109.
- CYNTHIA L TREGILLIS (Chief Legal Officer & Corp Sec) has made 0 purchases and 12 sales selling 18,626 shares for an estimated $5,309,751.
- MARTIN I COLE has made 0 purchases and 58 sales selling 10,000 shares for an estimated $3,692,526.
- BRIAN SCOTT DAVIS (Chief Sales & Mrktng Officer) has made 0 purchases and 12 sales selling 10,000 shares for an estimated $2,791,602.
- BRUCE E KIDDOO sold 750 shares for an estimated $396,390
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
Western Digital Revenue
Western Digital had revenues of $3.3B in Q3 2026. This is an increase of 45.47% from the same period in the prior year.
You can track WDC financials on Quiver Quantitative's WDC stock page.
You can access data on WDC stock through the Quiver Quantitative API.
Western Digital Hedge Fund Activity
We have seen 720 institutional investors add shares of Western Digital stock to their portfolio, and 529 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CAPITAL WORLD INVESTORS added 10,816,431 shares (+1017.0%) to their portfolio in Q1 2026, for an estimated $2,925,736,421
- BANK OF AMERICA CORP /DE/ removed 3,555,039 shares (-29.5%) from their portfolio in Q1 2026, for an estimated $961,602,499
- CAPITAL RESEARCH GLOBAL INVESTORS added 3,309,625 shares (+inf%) to their portfolio in Q1 2026, for an estimated $895,220,466
- AMERIPRISE FINANCIAL INC removed 2,757,892 shares (-32.4%) from their portfolio in Q1 2026, for an estimated $745,982,207
- FMR LLC removed 2,170,383 shares (-6.4%) from their portfolio in Q1 2026, for an estimated $587,066,897
- NUVEEN, LLC removed 1,604,231 shares (-35.2%) from their portfolio in Q1 2026, for an estimated $433,928,443
- VALUE ALIGNED RESEARCH ADVISORS, LLC added 1,295,439 shares (+inf%) to their portfolio in Q1 2026, for an estimated $350,403,295
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
Western Digital Analyst Ratings
Wall Street analysts have issued reports on $WDC in the last several months. We have seen 8 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Rosenblatt issued a "Buy" rating on 05/01/2026
- Mizuho issued a "Outperform" rating on 02/04/2026
- Wells Fargo issued a "Overweight" rating on 01/30/2026
- Cantor Fitzgerald issued a "Overweight" rating on 01/30/2026
- Wedbush issued a "Outperform" rating on 01/30/2026
- Morgan Stanley issued a "Overweight" rating on 01/22/2026
- B of A Securities issued a "Buy" rating on 01/20/2026
To track analyst ratings and price targets for Western Digital, check out Quiver Quantitative's $WDC forecast page.
Western Digital Price Targets
Multiple analysts have issued price targets for $WDC recently. We have seen 16 analysts offer price targets for $WDC in the last 6 months, with a median target of $575.0.
Here are some recent targets:
- Mehdi Hosseini from Susquehanna set a target price of $500.0 on 07/08/2026
- Wamsi Mohan from B of A Securities set a target price of $732.0 on 07/01/2026
- C.J. Muse from Cantor Fitzgerald set a target price of $900.0 on 06/29/2026
- Erik Woodring from Morgan Stanley set a target price of $650.0 on 06/15/2026
- Harlan Sur from JP Morgan set a target price of $650.0 on 06/12/2026
- Vijay Rakesh from Mizuho set a target price of $685.0 on 06/08/2026
- Asiya Merchant from Citigroup set a target price of $685.0 on 06/02/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
