Western Digital Corp (WDC)
- Analysts24
- Implied upside+21.9%
- Target range$415.00 to $1,050.00
Insider activity
| Date | Insider | Action | Value | Type |
|---|---|---|---|---|
| July 21, 2026 | Tregillis Cynthia L Chief Legal Officer & Corp Sec | Sell | $427,941 | Routine |
SEC filings
| Form | Filed | Description |
|---|---|---|
| 4 | July 21, 2026 | PRIMARY DOCUMENT |
| 144 | July 21, 2026 | View on EDGAR |
| 4 | June 22, 2026 | PRIMARY DOCUMENT |
| 4 | June 22, 2026 | PRIMARY DOCUMENT |
| 4 | June 22, 2026 | PRIMARY DOCUMENT |
| 4 | June 22, 2026 | PRIMARY DOCUMENT |
| 4 | June 22, 2026 | PRIMARY DOCUMENT |
| 4 | June 22, 2026 | PRIMARY DOCUMENT |
Our WDC coverage
19 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.
SK Hynix (SKHY) and Samsung make almost 80% of the world's AI memory. That's why Micron (MU) and US chip stocks crashed again (July 16, 2026)
Chip stocks fell hard again on July 16: SK Hynix's US shares (SKHY) closed down 13.7%, SanDisk (SNDK) 12.6%, Western Digital (WDC) 9.2%, Micron (MU) 5.7%, even after TSMC's record quarter. The reason traces back to Korea, where Samsung and SK Hynix make close to 80% of the world's AI memory, and to China's CXMT pricing an $85.7 billion IPO the same day.
TSMC beat earnings for a seventh straight quarter. The whole chip sector sold off anyway, and health care picked up the money.
TSMC beat Q2 earnings for a seventh straight quarter and raised its own 2026 capex forecast, an unusually bullish print. The semiconductor sector sold off anyway, continuing this week's memory-chip unwind, while health care, led by big earnings beats from UnitedHealth and Abbott, picked up the money instead.
SpaceX briefly fell below its IPO price today, and the revenue never supported a $2 trillion valuation
SpaceX dipped as low as around $132 on Wednesday, briefly trading below its $135 IPO price for the first time, before closing at $135.27, just pennies above it. With about $18.7 billion in revenue last year, a $2 trillion valuation was always a stretch, and Morningstar said as much before the IPO even priced.
Money is rotating out of semiconductor stocks and into the Mag 7 today. (July 15, 2026)
The real move Wednesday is money rotating into the Mag 7, Apple, Microsoft, Amazon and Meta are each up more than 3%. That money is coming out of semiconductor stocks, as SK Hynix's Nasdaq ADR, Micron and SanDisk all give back this week's spike.
We built a stock score tool. It gave Intel a D, and I bought the stock anyway.
One pick in every layer of the AI hardware stack, each one graded by the SEC-filings scoring tool we just built. Four picks agree with the tool: NVDA, WDC, TSM, VRT. Micron is a partial. INTC and COHR do not agree with the tool at all, and I am holding both anyway.
Frequently asked questions
What do analysts expect for WDC?
24 analysts cover Western Digital Corp (WDC). The consensus rating is Strong buy and the average price target is $633.83, in a range of $415.00 to $1,050.00.
Are insiders buying or selling WDC?
We track Form 4 filings for Western Digital Corp (WDC). The most recent activity shows 0 open-market purchase filing(s) and 1 qualifying sale filing(s) in our records. Each row is labelled Routine when the filer declared a pre-arranged 10b5-1 plan, or Own call when they did not.
Where can I see WDC SEC filings?
Recent filings are listed on this page, newest first. The latest is a 4 filed July 21, 2026.