WDC
Western Digital Corporation · Technology · Computer Hardware
$415.29
-10.22% today · -9.09% 1W
Oct 2 close or latest
PreviewWhy it's moving
Underperforming without a clear catalyst yet
- WDC −10.22% on the last session vs SPY +0.74%: −11.0 pts of stock-specific move.
- Aftermath, big drop (Oct 2): After its 53 big drops in the past 5 years, WDC typically gained 4.3% over the next month (median) and was higher 64% of the time; half the outcomes fell between -7.5% and +15.2%. An ordinary month: +4.5%. Among S&P 500 stocks after big drops, that ranks #106 of 500.
- 8 Reddit mentions in the past 24 hours, 68% positive over the week.
- Market backdrop (Fri): Average Hourly Earnings m/m 0.1% vs 0.3% expected (cooler); Non-Farm Employment Change 29K vs 89K expected (weaker); S&P futures +0.41%, 10-year yield -5bp in the 30 minutes after.
Assembled from Wallsti's own signals.
Next report
Nov 5
In 32 days
EPS estimate
$4.04
$4.00 to $4.23 · 19 analysts
Revenue estimate
$4.1B
$4.1B to $4.3B
Track record
7/8 beats
last 8 reports · moved ±7.5% on average
Reports
| Reported | Quarter | EPS est. | EPS | EPS surprise | Revenue | Reaction | Gap | 5 days |
|---|---|---|---|---|---|---|---|---|
| Aug 5, 2026 AMC | 4Q2026 | $3.30 | $3.56 | +$0.26 (+7.9%) beat | $3.7B | -13.0% -12.9 vs SPY | -17.4% | -12.5% |
| Apr 30, 2026 AMC | 3Q2026 | $2.39 | $2.72 | +$0.33 (+13.6%) beat | $3.3B | -0.7% -1.0 vs SPY | -6.5% | +6.8% |
| Jan 29, 2026 AMC | 2Q2026 | $1.93 | $2.13 | +$0.20 (+10.5%) beat | $3.0B | -10.1% -9.8 vs SPY | -0.1% | -6.5% |
| Oct 30, 2025 AMC | 1Q2026 | $1.58 | $1.78 | +$0.20 (+12.9%) beat | $2.8B | +8.8% +8.4 vs SPY | +12.6% | +18.4% |
| Jul 30, 2025 AMC | $1.48 | $1.66 | +$0.18 (+12.2%) beat | — | +10.2% +10.5 vs SPY | +4.0% | +3.3% | |
| Apr 30, 2025 BMO | $1.11 | $1.36 | +$0.25 (+22.5%) beat | — | +8.0% +7.9 vs SPY | +5.8% | +9.0% | |
| Jan 29, 2025 AMC | $1.82 | $1.77 | −$0.05 (−2.7%) miss | — | +4.8% +4.2 vs SPY | +5.8% | +3.1% | |
| Oct 24, 2024 AMC | $1.71 | $1.78 | +$0.07 (+4.1%) beat | — | +4.7% +4.8 vs SPY | +9.4% | -1.5% | |
| Jul 31, 2024 AMC | $1.17 | $1.44 | +$0.27 (+23.1%) beat | — | -9.7% -8.3 vs SPY | -10.0% | -16.1% | |
| Apr 25, 2024 AMC | $0.15 | $0.63 | +$0.48 (>+100%) beat | — | +2.8% +1.8 vs SPY | +2.2% | +0.4% | |
| Jan 25, 2024 AMC | −$1.10 | −$0.69 | +$0.41 (+37.3%) beat | — | -3.5% -3.4 vs SPY | -2.4% | -4.9% | |
| Oct 30, 2023 BMO | −$1.90 | −$1.76 | +$0.14 (+7.4%) beat | — | +7.3% +6.1 vs SPY | +10.7% | +10.4% | |
| Jul 31, 2023 AMC | −$2.02 | −$1.98 | +$0.04 (+2.0%) beat | — | +0.7% +1.0 vs SPY | -1.3% | +2.2% | |
| May 8, 2023 AMC | −$1.56 | −$1.37 | +$0.19 (+12.2%) beat | — | -1.7% -1.3 vs SPY | -2.8% | +7.5% | |
| Jan 31, 2023 AMC | −$0.13 | −$0.42 | −$0.29 (<−100%) miss | — | -1.4% -2.5 vs SPY | -0.2% | -2.0% | |
| Oct 27, 2022 BMO | $0.39 | $0.20 | −$0.19 (−48.7%) miss | — | -2.7% -2.1 vs SPY | +4.6% | -2.0% | |
| Aug 5, 2022 BMO | $1.72 | $1.78 | +$0.06 (+3.5%) beat | — | -5.7% -5.5 vs SPY | -8.4% | -1.7% | |
| Apr 28, 2022 AMC | $1.50 | $1.65 | +$0.15 (+10.0%) beat | — | +0.9% +4.6 vs SPY | +1.0% | +16.3% | |
| Jan 27, 2022 AMC | $2.12 | $2.30 | +$0.18 (+8.5%) beat | — | -7.3% -9.8 vs SPY | -8.8% | -2.9% | |
| Oct 28, 2021 AMC | $2.44 | $2.49 | +$0.05 (+2.0%) beat | — | -8.7% -8.9 vs SPY | -12.8% | -3.9% | |
| Aug 4, 2021 AMC | $1.50 | $2.16 | +$0.66 (+44.0%) beat | — | — | — | — | |
| Apr 29, 2021 AMC | $0.68 | $1.02 | +$0.34 (+50.0%) beat | — | — | — | — | |
| Jan 28, 2021 AMC | $0.54 | $0.69 | +$0.15 (+27.8%) beat | — | — | — | — | |
| Oct 28, 2020 AMC | $0.55 | $0.65 | +$0.10 (+18.2%) beat | — | — | — | — |
BMO = before the open, AMC = after the close. Reaction: the first session that could trade on the report (the same day for BMO, the next session for AMC) against the close before it; "vs SPY" subtracts the S&P 500 over the same session. EPS surprise is in dollars, with the percentage only when the estimate is at least $0.10 (near zero, a small beat would show as hundreds of percent). Revenue surprise needs the estimate from before the report, so it starts with the reports Wallsti saw coming.
Analyst estimates
| Period | EPS | Range | vs year ago | 90-day trend | Revisions 30d | Revenue | vs year ago |
|---|---|---|---|---|---|---|---|
| Current quarter · Sep 30, 2026 | $4.04 (19) | $4.00 – $4.23 | +127% | +12.6% | ▲13 ▼0 | $4.1B | +47% |
| Next quarter · Dec 31, 2026 | $4.67 (19) | $4.19 – $5.24 | +119% | +17.0% | ▲12 ▼1 | $4.5B | +51% |
| Current year · Jun 30, 2027 | $20.09 (22) | $15.76 – $23.50 | +97% | +16.4% | ▲16 ▼0 | $19.2B | +49% |
| Next year · Jun 30, 2028 | $31.75 (20) | $21.95 – $45.36 | +58% | +29.2% | ▲10 ▼0 | $26.2B | +37% |
Consensus as of Oct 4, 2026. Source: Yahoo Finance analyst estimates; schedule and timing also from Nasdaq's earnings calendar.