Western Digital Corp (WDC)
NasdaqGS · Price as of · Nasdaq Real Time Price
- Profitability20/20
Profitable and growing: $9.42B net income over the last four reported quarters, up from $1.89B the year before.
- Insider buying vs selling11/20
Insiders are sellers only: 44 sells worth $12.2M, no open-market buys, across the last 20 Form 4s. Routine executive selling is common, so this is only a mild negative. Separately, 2 new 5%+ stake disclosures (13D/13G) hit in the last 6 months, which is big-money accumulation.
- Dilution and offerings6/15
Share count up 3.9% in a year. Real dilution.
- Analysts24
- Implied upside+44.7%
- Target range$420.00 to $1,050.00
- EPS expected$4.04 +127%
- A year ago$1.78
- Revenue expected$4.13B +47%
- Estimate range$4.00 to $4.23
WDC closed at $459.45 on Aug 28, down 13.8% since Jul 30. Chart read: price above the 200-day moving average but below the 50-day; the 50-day is above the 200-day (uptrend structure); trading at 57% of the 52-week range ($80.34 to $746.23).
Insider buying and selling at Western Digital Corp (WDC)
The most recent Form 4 on record for Western Digital Corp (WDC) is August 11, 2026, when Irving Tan, Chief Executive Officer, sold $8.9M of stock. That sale ran under a pre-arranged 10b5-1 plan, so it was scheduled ahead of time rather than decided that week.
| Insider | Action | Value | Date | Type |
|---|---|---|---|---|
| Irving Tan · Chief Executive Officer | Sell | $8.9M | August 11, 2026 | Routine |
| Brian Scott Davis · Chief Sales & Mrktng Officer | Sell | $5.0M | May 11, 2026 | Routine |
| Irving Tan · Chief Executive Officer | Sell | $8.2M | May 1, 2026 | Routine |
| Matthew E Massengill · Director | Sell | $9.6M | February 5, 2026 | Routine |
| Irving Tan · Chief Executive Officer | Sell | $5.1M | February 2, 2026 | Routine |
Filed notices to sell
A Form 144 is filed beforean insider sells restricted stock. The Form 4 reporting the completed trade isn't due until two business days after the sale, so these land first. They are intentions, not transactions.
| Insider | Value | Filed | Status | Type |
|---|---|---|---|---|
| Tregillis Cynthia L · Officer | $481,709 | August 27, 2026 | Executed | Routine |
| Tregillis Cynthia L · Officer | $214,571 | August 26, 2026 | Not yet reported | Routine |
| Tregillis Cynthia L · Officer | $305,180 | August 24, 2026 | Executed | Routine |
| Tregillis Cynthia L · Officer | $112,158 | August 21, 2026 | Not yet reported | Routine |
| Tan Irving · Officer, Director | $8.9M | August 11, 2026 | Executed | Routine |
SEC filings
| Form | Filed | Description |
|---|---|---|
| 4 | August 27, 2026 | PRIMARY DOCUMENT |
| 4 | August 27, 2026 | PRIMARY DOCUMENT |
| 4 | August 27, 2026 | PRIMARY DOCUMENT |
| 4 | August 27, 2026 | PRIMARY DOCUMENT |
| 4 | August 27, 2026 | PRIMARY DOCUMENT |
| 4 | August 27, 2026 | PRIMARY DOCUMENT |
| 4 | August 27, 2026 | PRIMARY DOCUMENT |
| 8-K/A | August 27, 2026 | 8-K/A |
Western Digital news
All 30 articles
Memory stocks fell hard this week, from Micron (MU) to Western Digital (WDC). Sandisk (SNDK) lost 29%, and Goldman's price target says it should be 60% higher.
Sandisk (SNDK) fell 29% this week, the worst of a brutal stretch for memory stocks that also hit Micron (MU) and Western Digital (WDC). Two weeks ago Goldman Sachs raised its SNDK target to $2,200, more than 60% above Friday's close. Earnings on August 5 start settling the argument.
Chip stocks just had their best day in weeks. Meta and Amazon are both betting billions that AI compute demand isn't topping out (MU, WDC, META)
Micron, SanDisk, and Western Digital are having their best day in weeks. A week after a rumor said Meta had too much AI compute, Meta and Amazon both bet billions that demand is still growing, and Samsung's own record quarter couldn't shake investors until this week's data center news did.
The AI shortage keeps moving: from GPUs to memory, and now to hard drives (STX, WDC)
The AI shortage keeps rotating down the supply chain: first GPUs, then compute and networking, now memory, and hard drives are the leg lighting up next. The pattern, the stock moves at each stage, and what could be next.
Articles that mention Western Digital without it being the main subject.
Kioxia plans a $6.3 billion new memory plant in Japan, Nikkei reports
Nikkei says Kioxia plans to invest about $6.3 billion in a new memory plant in Japan for AI data-center demand. There is no US Kioxia ticker; Sandisk (SNDK), Western Digital and Micron are the proxies.
Memory chip prices are soaring. So why are Micron (MU), SanDisk (SNDK) and SK Hynix (SKHY) falling?
Korea's chip exports nearly tripled in the first 20 days of August and its semiconductor export price index has quadrupled since 2023. Micron, SanDisk, SK Hynix, Samsung and Kioxia all peaked within one week in June and have fallen 21% to 51% since.
Memory is the bottleneck for AI, and the shortage is real
Elon Musk amplified a post calling memory, not compute, the limit for AI, and memory stocks ran. The shortage is real: demand is growing far faster than supply, and the new SK Hynix and Micron plants do not open until 2027 and 2028.
Frequently asked questions
When does WDC report earnings?
Western Digital Corp (WDC) is scheduled to report quarterly results on November 5, 2026. The 19-analyst consensus is $4.04 per share on revenue of $4.13B for the quarter ending September 30, 2026, against $1.78 and $2.82B a year earlier. It has beaten the consensus EPS estimate in all four of the last four quarters.
What do analysts expect for WDC?
24 analysts cover Western Digital Corp (WDC). The consensus rating is Buy. The average price target is $664.92, in a range of $420.00 to $1,050.00.
Are insiders buying or selling WDC?
We track Form 4 filings for Western Digital Corp (WDC). The activity listed on this page shows 5 qualifying sales. Each row is labelled Routine when the filer declared a pre-arranged 10b5-1 plan, Tax withholding when shares were sold automatically to cover the tax on a vest, or Own call when neither applies.
Where can I see WDC SEC filings?
Recent filings are listed on this page, newest first. The latest is a 4 filed August 27, 2026.