What investors are saying about Western Digital (WDC)

Summary

In the past 30 days, 5 people on 5 investor and market shows discussed Western Digital (WDC) in 5 views. Going by each speaker's latest call, 4 are bullish and 1 is bearish. Chorus has followed Western Digital since October 21, 2026.

Who talks about it most

• Jim Cramer · 1
• Josh Brown · 1
• Ted Mortonson · 1
• Matt Bryson · 1
• Wamsi Mohan · 1

The latest views

Newest first. Every quote is checked against the episode's transcript.

• Jim Cramer · CNBCBearish

  Western Digital is a good company, but its stock has already halved and can still fall a little.

  Cramer says Western Digital is a good company, but he prefers Micron for more technology. He notes the stock fell from $7.99 to $3.38 and has already been cut in half. He thinks it can still fall a little more in the near term.

  “Your stock is going from $7.99 to $3.38. I think it's already been cut in half. It can still fall a little.”at 43:19

  Mad Money with Jim Cramer: Mad Money w/ Jim Cramer 11/2/26 · November 3, 2026

• Josh Brown · Ritholtz Wealth ManagementBullish

  Western Digital trades at a PEG of 0.13, among the cheapest stocks in the market.

  Western Digital's PEG ratio is 0.13, one of the three cheapest stocks on that measure. Earnings expectations for tech are rising, so the low multiple looks unjustified relative to growth. It also beat expectations this quarter, with $4.64 against $4.11 expected.

  “Western Dig, point one three.”at 9:53

  CNBC Halftime Report: The AI Correction, Tech Earnings and the Rally 10/27/26 · October 27, 2026

• Ted Mortonson · BairdBullish

  Western Digital is one of two US vendors controlling hard disk drives, which is key to inference demand.

  Ted says there are only two real US vendors that control the hard disk drive market, Seagate and Western Digital. They are working on very high-density hard disk drives, which play into inference. Inference drives superintelligence, so the industry needs much more efficient storage. He recommends buying the six companies he named and letting them run for the next decade.

  “You only really have two vendors in The US, two vendors that control the market, Seagate and Western Digital. They're working on very, very high density hard disk drives, and that plays into inference.”at 58:18

  Excess Returns: Baird's Tech Strategist Says This Isn't 2000. So Why Is He Warning Against Buying the Dip? · October 24, 2026

• Matt Bryson · Wedbush SecuritiesBullish

  Hard drive shortage of over 400 exabytes makes Western Digital's supply constraints durable; outperform.

  Bryson says Western Digital's forecast beat the Whisper number and that the stock is not moving because the market is focused on the whole AI spend, not the company. He cites a shortage of over 400 exabytes of hard drives against what the major clouds are looking for, which is more than 20% of the market. He says there are shortages in memory and hard drives, and the real problem is supply constraints, so constraints will persist even if there are setbacks. The host reported his Wedbush outperform rating with a $650 price target.

  “I think there's over 400 exabytes of shortage in terms of hard drives right now versus what particularly the major clouds are looking for. That's more than 20% of the market.”at 20:26

  CNBC Closing Bell: Closing Bell Overtime: Tech’s Rally Comes Undone 10/22/26 · October 22, 2026

• Wamsi Mohan · BofA SecuritiesBullish

  Western Digital's AI-driven results will beat, and its recent pullback is an entry point.

  Bottom-up analysis shows units and pricing for these businesses tracking better than expected, so he expects a very solid earnings season and strong upward estimate revisions. He views the tactical pullback in AI-centric stocks, driven by neocloud concerns, as an entry point. He sees estimates about 20-30% above consensus through 2028, and with multiple re-rating this could mean 50%+ upside.

  “when you look at where units are tracking, where pricing is tracking, those are tracking better than expected. So we actually expect a very solid earnings season from the likes of Western Digital”at 8:12

  CNBC Power Lunch: Tech Earnings Season, SpaceX Targeting Telecoms, CME Group CEO Interview 10/21/26 · October 21, 2026