WDC Stock Recent News

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?

Here are three stocks with buy ranks and strong growth characteristics for investors to consider today August 7th:

Western Digital (WDC) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

Recently, Zacks.com users have been paying close attention to Western Digital (WDC). This makes it worthwhile to examine what the stock has in store.

Investors interested in Computer- Storage Devices stocks are likely familiar with Western Digital (WDC) and NetApp (NTAP). But which of these two stocks offers value investors a better bang for their buck right now?

Western Digital remains a buy, as its pure-play HDD business delivers >30% growth, fueled by strong AI-driven datacenter demand post-Flash spin-off. Disciplined supply management and stable pricing have driven healthy gross margins, reducing historical boom-bust cycles and supporting robust free cash flow. Q4 results exceeded expectations with 30% revenue growth, surging cloud/data center shipments, and rapid technological advancements in HDD products.

I'm downgrading Seagate to a sell after a massive run-up, as better alternatives like Western Digital now exist. Seagate's valuation has become stretched at 15x forward P/E, making its risk/reward profile less attractive compared to cheaper, higher-margin WDC. The memory industry remains highly competitive and commoditized, with potential demand risks if AI-driven capex slows in the coming years.

WDC posts strong fiscal Q4 2025 with 30% revenue growth and EPS of $1.66, fueled by cloud demand and record high-capacity drive shipments.

Investors looking for ways to find stocks that are set to beat quarterly earnings estimates should check out the Zacks Earnings ESP.

Western Digital Corporation (NASDAQ:WDC ) Q4 2025 Earnings Conference Call July 30, 2025 4:30 PM ET Company Participants Ambrish Srivastava - Corporate Participant Kris Sennesael - Chief Financial Officer Tiang Yew Tan - CEO & Director Conference Call Participants Aaron Christopher Rakers - Wells Fargo Securities, LLC, Research Division Amit Jawaharlaz Daryanani - Evercore ISI Institutional Equities, Research Division Ananda Prosad Baruah - Loop Capital Markets LLC, Research Division Asiya Merchant - Citigroup Inc., Research Division Erik William Richard Woodring - Morgan Stanley, Research Division Karl Ackerman - BNP Paribas Exane, Research Division Mark S. Miller - The Benchmark Company, LLC, Research Division Thomas James O'Malley - Barclays Bank PLC, Research Division Wamsi Mohan - BofA Securities, Research Division Operator Good afternoon, and thank you for standing by.