WDC Earnings
Thursday, Apr 30 2026
EPS Estimate
$2.37
$2.30 – $2.54
Revenue Estimate
$3.2B
Current Price
$383.81
Our Position
bullish · highBernstein doubles WDC target amid AI demand
structured data
est. revisions falling
(-19.8pp / 30d)
These factors underscore WDC's strong positioning in the ongoing AI storage cycle, making it a key beneficiary of accelerating semiconductor pricing and demand momentum despite near-term price volatility.
Watch: Q2 enterprise storage orders will confirm if AI-driven demand sustains price and revenue momentum.
Data Signal Summary
0 bullish
3 bearish
Insider selling cluster
Put/call 3.4 (bearish skew)
Price downtrend
Key Context
Analyst Consensus
mixed
Insider Activity
selling
Price Trend
downtrend
From 52w High
0.0%
P/E Ratio
35.1
Est. Revisions (30d)
+0.9% 4up/0dn
Analyst Target (mean)
$351 $182–$440 -8%
Options P/C Ratio
3.42
Est. Dispersion
10% 17 analysts
Insider Cluster
strong sell
Fund Convergence
strong Citadel, Renaissance, Two Sigma, Bridgewater, D.E. Shaw
Recent Activity
insider trades
136 transactions
Award
·
KIDDOO BRUCE E (Director)
·4,068 shares
Other
·
TAN IRVING (Chief Executive Officer)
·49 shares
Other
·
SHIHAB AHMED MOHAMMED (Officer)
·196 shares
Sell
·
GUBBI VIDYADHARA K (Officer)
·8,518 shares
·$2,174,858
Sell
·
GUBBI VIDYADHARA K (Officer)
·10,148 shares
·$2,743,110
131 more
Sell
·
TREGILLIS CYNTHIA LOCK
·9,324 shr
·$2,501,382
Other
·
GUBBI VIDYADHARA K
·47 shr
Other
·
TREGILLIS CYNTHIA LOCK
·23 shr
Other
·
DAVIS BRIAN SCOTT
·23 shr
Other
·
TAN IRVING
·92 shr
Sell
·
COLE MARTIN I
·6,000 shr
·$1,630,002
Sell
·
TREGILLIS CYNTHIA LOCK
·214 shr
·$61,228
Other
·
GUBBI VIDYADHARA K
·7 shr
Other
·
TREGILLIS CYNTHIA LOCK
·6 shr
Other
·
DAVIS BRIAN SCOTT
·6 shr
Other
·
TAN IRVING
·27 shr
Sell
·
TREGILLIS CYNTHIA LOCK
·438 shr
·$123,662
Other
·
GUBBI VIDYADHARA K
·8 shr
Other
·
TREGILLIS CYNTHIA LOCK
·12 shr
Other
·
DAVIS BRIAN SCOTT
·8 shr
Other
·
TAN IRVING
·32 shr
Sell
·
DAVIS BRIAN SCOTT
·10,000 shr
·$2,791,603
Other
·
KIDDOO BRUCE E
·910 shr
Sell
·
TREGILLIS CYNTHIA LOCK
·6,780 shr
·$1,833,922
Sell
·
MASSENGILL MATTHEW E
·36,926 shr
·$9,616,466
Sell
·
TAN IRVING
·20,000 shr
·$5,108,831
Sell
·
TREGILLIS CYNTHIA LOCK
·447 shr
·$102,363
Other
·
TREGILLIS CYNTHIA LOCK
·11 shr
Other
·
TAN IRVING
·43 shr
Sell
·
GUBBI VIDYADHARA K
·22,820 shr
·$3,723,223
Sell
·
ALEXY KIMBERLY E.
·2,000 shr
·$320,165
Sell
·
TREGILLIS CYNTHIA LOCK
·2,801 shr
·$449,752
Sell
·
COLE MARTIN I
·6,000 shr
·$975,696
Other
·
GUBBI VIDYADHARA K
·6 shr
Other
·
TREGILLIS CYNTHIA LOCK
·5 shr
Other
·
DAVIS BRIAN SCOTT
·5 shr
Other
·
TAN IRVING
·21 shr
Sell
·
ALEXY KIMBERLY E.
·1,768 shr
·$272,272
Sell
·
OULMAN ROXANNE M
·1,800 shr
·$277,956
Other
·
TREGILLIS CYNTHIA LOCK
·9 shr
Other
·
TAN IRVING
·24 shr
Award
·
COLE MARTIN I
·1,915 shr
Award
·
ALEXY KIMBERLY E.
·1,585 shr
Other
·
SENNESAEL KRIS
·99 shr
Award
·
OULMAN ROXANNE M
·1,585 shr
Award
·
FELLER BRAD
·9,907 shr
Award
·
KIDDOO BRUCE E
·1,585 shr
Award
·
DOLUCA TUNC
·1,585 shr
Award
·
MASSENGILL MATTHEW E
·1,585 shr
Award
·
STREETER STEPHANIE A
·1,585 shr
Other
·
COLE MARTIN I
·14 shr
Other
·
ALEXY KIMBERLY E.
·9 shr
Other
·
OULMAN ROXANNE M
·10 shr
Other
·
KIDDOO BRUCE E
·10 shr
Other
·
DOLUCA TUNC
·14 shr
Other
·
STREETER STEPHANIE A
·16 shr
Sell
·
COLE MARTIN I
·10,000 shr
·$1,613,212
Sell
·
TAN IRVING
·20,000 shr
·$3,013,784
Other
·
TREGILLIS CYNTHIA LOCK
·8 shr
Other
·
TAN IRVING
·34 shr
Sell
·
GUBBI VIDYADHARA K
·11,343 shr
·$1,024,162
Sell
·
ZAMISKA GENE M
·353 shr
·$28,558
Other
·
GUBBI VIDYADHARA K
·1 shr
Other
·
TREGILLIS CYNTHIA LOCK
·1 shr
Other
·
DAVIS BRIAN SCOTT
·1 shr
Other
·
ZAMISKA GENE M
·1 shr
Award
·
GUBBI VIDYADHARA K
·16,554 shr
Award
·
TREGILLIS CYNTHIA LOCK
·16,554 shr
Award
·
DAVIS BRIAN SCOTT
·13,243 shr
Award
·
SHIHAB AHMED MOHAMMED
·27,810 shr
Award
·
TAN IRVING
·74,162 shr
Award
·
SENNESAEL KRIS
·34,763 shr
Sell
·
ZAMISKA GENE M
·814 shr
·$64,387
Other
·
GUBBI VIDYADHARA K
·3 shr
Other
·
TREGILLIS CYNTHIA LOCK
·3 shr
Other
·
DAVIS BRIAN SCOTT
·3 shr
Other
·
TAN IRVING
·13 shr
Other
·
ZAMISKA GENE M
·2 shr
Sell
·
TREGILLIS CYNTHIA LOCK
·14,067 shr
·$1,051,930
Sell
·
ZAMISKA GENE M
·4,988 shr
·$375,847
Other
·
GUBBI VIDYADHARA K
·9 shr
Other
·
TREGILLIS CYNTHIA LOCK
·18 shr
Other
·
TAN IRVING
·42 shr
Other
·
ZAMISKA GENE M
·6 shr
Other
·
GUBBI VIDYADHARA K
·11 shr
Other
·
TREGILLIS CYNTHIA LOCK
·10 shr
Other
·
DAVIS BRIAN SCOTT
·14 shr
Other
·
TAN IRVING
·101 shr
Other
·
ZAMISKA GENE M
·9 shr
Sell
·
TAN IRVING
·8,621 shr
·$654,334
Sell
·
GUBBI VIDYADHARA K
·9,544 shr
·$722,359
Other
·
GUBBI VIDYADHARA K
·28 shr
Exercise
·
TREGILLIS CYNTHIA LOCK
·$52
Other
·
DAVIS BRIAN SCOTT
·28 shr
Sell
·
ZAMISKA GENE M
·245 shr
·$14,212
Sell
·
ZAMISKA GENE M
·1,729 shr
·$94,888
Sell
·
TAN IRVING
·11,379 shr
·$548,354
Award
·
SENNESAEL KRIS
·171,784 shr
Award
·
SHIHAB AHMED MOHAMMED
·156,424 shr
Sell
·
ZAMISKA GENE M
·456 shr
·$19,777
Sell
·
ZAMISKA GENE M
·1,659 shr
·$68,616
Award
·
GUBBI VIDYADHARA K
·42,544 shr
Award
·
TREGILLIS CYNTHIA LOCK
·21,272 shr
Award
·
DAVIS BRIAN SCOTT
·21,272 shr
Award
·
TAN IRVING
·55,307 shr
Award
·
JABRE WISSAM GEORGES
·74,039 shr
Award
·
ZAMISKA GENE M
·5,327 shr
Award
·
OULMAN ROXANNE M
·4,068 shr
Other
·
DAVIS BRIAN SCOTT
·7 shr
Sell
·
ZAMISKA GENE M
·313 shr
·$22,733
Sell
·
ZAMISKA GENE M
·658 shr
·$46,053
Sell
·
ZAMISKA GENE M
·376 shr
·$24,241
Award
·
SUZUKI MIYUKI
·3,759 shr
Award
·
COLE MARTIN I
·3,759 shr
Award
·
ALEXY KIMBERLY E.
·3,759 shr
Award
·
CAULFIELD THOMAS
·3,759 shr
Award
·
DOLUCA TUNC
·3,759 shr
Award
·
MASSENGILL MATTHEW E
·4,542 shr
Award
·
STREETER STEPHANIE A
·4,385 shr
Sell
·
SODERBERY ROBERT
·30,767 shr
·$2,092,519
Sell
·
ZAMISKA GENE M
·1,993 shr
·$139,390
Sell
·
GOECKELER DAVID V
·75,000 shr
·$5,443,875
Sell
·
GOECKELER DAVID V
·75,000 shr
·$5,274,000
Other
·
GOECKELER DAVID V
·2,000 shr
Sell
·
ZAMISKA GENE M
·2,169 shr
·$134,391
Sell
·
ZAMISKA GENE M
·315 shr
·$19,946
Sell
·
ZAMISKA GENE M
·2,900 shr
·$178,287
Award
·
SODERBERY ROBERT
·67,997 shr
Award
·
JABRE WISSAM GEORGES
·33,446 shr
Award
·
GOECKELER DAVID V
·269,306 shr
Award
·
ZAMISKA GENE M
·13,010 shr
Sell
·
ZAMISKA GENE M
·417 shr
·$27,059
Sell
·
SODERBERY ROBERT
·12,154 shr
·$693,860
Sell
·
ZAMISKA GENE M
·219 shr
·$17,082
Sell
·
SODERBERY ROBERT
·26,853 shr
·$1,973,215
Sell
·
ZAMISKA GENE M
·416 shr
·$29,902
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