Earnings Surprise: Western Digital reported solid revenue growth and margin expansion in its latest quarter, yet shares tumbled more than 16 percent in subsequent sessions as guidance failed to surpass elevated investor hopes.
Sector Pressure: Broader memory stocks faced similar sell-offs, with participants questioning whether the data-center driven supercycle has reached its peak amid signs of moderating sequential gains.
Forward Outlook: Social media conversations highlighted stable cash flows from the HDD segment and potential AI-related storage demand, though near-term volatility tied to NAND pricing trends remains a focal point.
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 135 times in the past 6 months. Of those trades, 0 have been purchases and 135 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 16 sales selling 40,000 shares for an estimated $17,136,193.
- VIDYADHARA K GUBBI (Chief of Global Operations) has made 0 purchases and 5 sales selling 25,815 shares for an estimated $8,366,109.
- MARTIN I COLE has made 0 purchases and 90 sales selling 14,000 shares for an estimated $5,489,883.
- CYNTHIA L TREGILLIS (Chief Legal Officer & Corp Sec) has made 0 purchases and 11 sales selling 12,207 shares for an estimated $3,801,407.
- 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 $3.7B in Q4 2026. This is an increase of 43.84% 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 Congressional Stock Trading
Members of Congress have traded $WDC stock 1 times in the past 6 months. Of those trades, 1 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $WDC stock by members of Congress over the last 6 months:
- SENATOR ALAN ARMSTRONG purchased up to $15,000 on 03/27.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
Western Digital Hedge Fund Activity
We have seen 1,062 institutional investors add shares of Western Digital stock to their portfolio, and 720 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- JPMORGAN CHASE & CO added 17,007,789 shares (+inf%) to their portfolio in Q2 2026, for an estimated $10,863,214,990
- FMR LLC removed 5,639,773 shares (-17.8%) from their portfolio in Q2 2026, for an estimated $3,602,235,810
- WCM INVESTMENT MANAGEMENT, LLC removed 4,929,689 shares (-75.1%) from their portfolio in Q2 2026, for an estimated $3,148,690,958
- CAPITAL WORLD INVESTORS added 4,718,173 shares (+39.7%) to their portfolio in Q2 2026, for an estimated $3,013,591,458
- BANK OF AMERICA CORP /DE/ removed 3,555,039 shares (-29.5%) from their portfolio in Q1 2026, for an estimated $961,602,499
- UBS GROUP AG removed 2,923,969 shares (-69.9%) from their portfolio in Q2 2026, for an estimated $1,867,597,479
- BLACKROCK, INC. removed 2,815,609 shares (-7.9%) from their portfolio in Q2 2026, for an estimated $1,798,385,780
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 1 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
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 14 analysts offer price targets for $WDC in the last 6 months, with a median target of $597.5.
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.
