Western Digital Corp (WDC)
NasdaqGS · Price as of · Nasdaq Real Time Price
- Profitability20/20
Profitable and growing: $11.44B net income over the last four reported quarters, up from $2.58B the year before.
- Insider buying vs selling11/20
Insiders are sellers only: 3 sells worth $1.3M, 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+79.6%
- Target range$405.00 to $1,050.00
- EPS expected$4.10 +130%
- A year ago$1.78
- Revenue expected$4.14B +47%
- Estimate range$4.00 to $4.40
WDC closed at $354.19 on Oct 22, down 25.2% since Sep 23. Chart read: price below both the 50-day and 200-day moving averages; the 50-day is above the 200-day (uptrend structure); trading at 37% of the 52-week range ($124.92 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 | $306,660 | October 21, 2026 | Executed | Routine |
| Gubbi Vidyadhara K · Officer | $825,472 | September 4, 2026 | Executed | Vested shares |
| Tregillis Cynthia L · Officer | $194,918 | September 4, 2026 | Not yet reported | Routine |
| STREETER STEPHANIE A · ASSOCIATED TO AFFILIATE | $4.5M | August 31, 2026 | Executed | Vested shares |
| Tregillis Cynthia L · Officer | $481,709 | August 27, 2026 | Executed | Routine |
Congress trades in WDC
| Date | Member | Action | Amount | |
|---|---|---|---|---|
| 2026-09-18 | Gil Cisneros CA | Sale (Full) | $1,001 - $15,000 | |
| 2026-07-17 | Gil Cisneros CA | Purchase | $1,001 - $15,000 | |
| 2026-07-16 | Gil Cisneros CA | Purchase | $1,001 - $15,000 |
SEC filings
| Form | Filed | Description |
|---|---|---|
| 4 | October 22, 2026 | PRIMARY DOCUMENT |
| 8-K | October 22, 2026 | 8-K |
| 144 | October 21, 2026 | View on EDGAR |
| ARS | October 5, 2026 | ARS |
| DEFA14A | October 5, 2026 | DEFA14A |
| DEF 14A | October 5, 2026 | DEF 14A |
| 4 | September 21, 2026 | PRIMARY DOCUMENT |
| 4 | September 21, 2026 | PRIMARY DOCUMENT |
Western Digital news
All 35 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.
Articles that mention Western Digital without it being the main subject.
Nasdaq futures rise 1% after AI selloff as SpaceX (SPCX), Tesla (TSLA), and Meta (META) earnings approach
Nasdaq futures led Sunday night's bounce after chip stocks' longest losing streak since 2008. Here's the week's earnings calendar.
Nasdaq posts worst week since June as memory stocks tumble. SpaceX, Tesla, and Meta report next week.
Micron lost 14.6% in a week that brought a Chinese memory launch, a hot inflation report, and two Elon Musk posts about RAM.
Micron (MU) falls after China's CXMT announces a year-end server memory launch using smaller DRAM cells
CXMT's president said the company expects to launch DDR5 server memory using a smaller 4F² cell design around year-end. Micron, SanDisk, and Korean chipmakers fell.
Frequently asked questions
When does WDC report earnings?
Western Digital Corp (WDC) is scheduled to report quarterly results today, after the close. The 21-analyst consensus is $4.10 per share on revenue of $4.14B for the quarter ended 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 $636.08, in a range of $405.00 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 October 22, 2026.