Western Digital Corporation (WDC) Presents at 2026 Evercore Global TMT Conference Transcript

Western Digital: Strong Margins, AI Story Intact

12:47am, Wednesday, 03'rd Jun 2026
Western Digital has surged 915% YoY, driven by robust cloud demand and exceptional margin expansion. WDC delivered strong Q3 results: $3.34B revenue (+46% YoY), $2.72 EPS, and 50.5% gross margin, with
Western Digital Corporation (WDC) Presents at Bank of America 2026 Global Technology Conference Transcript
Momentum in cloud computing, IoT, auto and AI is expected to drive the prospects of Zacks Computer-Storage Devices industry players like SNDK, WDC and NLST.
I reiterate a Strong Buy on Western Digital because my original AI storage thesis has moved from expectation to proof, with Q3 2026 showing 45% revenue growth. Micron and SK Hynix are giving the marke
My overall takeaway from the company's performance update.
Memory and storage stocks are catching another strong bid at midday Monday as the AI memory supercycle extends one of the most extraordinary runs in semiconductors.
Western Digital Corporation (Nasdaq: WDC), the storage foundation of the AI-driven data economy, today announced its presence at [url="]Computex 2026[/url] to
The raging semiconductor rally received another boost this week when UBS analyst Timothy Arcuri raised his price target on Micron Technology Inc. NASDAQ: MU to a stunning $1625, nearly triple its prev
WDC's Q3 FY26 gross margin jumps to 50.5% on higher-capacity drives, pricing and cost controls, with revenues up 45% to $3.3B; Q4 guide: 51%-52%.

Western Digital Stock Investors Need to See This

07:10pm, Thursday, 28'th May 2026
Investors will not want to miss this information.
Shares of Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) are up 9% on Thursday while SanDisk (NASDAQ:SNDK) stock is rising 4%.

WD Appoints Manuvir Das to Board of Directors

09:00am, Thursday, 28'th May 2026
SAN JOSE, Calif.--(BUSINESS WIRE)--Western Digital Corporation (Nasdaq: WDC), the storage foundation of the AI-driven data economy, today announced the appointment of Manuvir Das to its board of direc
The hard-drive specialist's latest quarter shows margins inflecting alongside revenue, and management is sending more cash back to shareholders.
SpaceX hasn't hit markets yet, but some investors are already getting a view of Wall Street from the stratosphere.
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