Stock AnalizWestern Digital (WDC) earnings for the quarter ended September 2026: EPS beats estimates
Western Digital reported results for the quarter ended September 2026 on October 22, 2026. Adjusted earnings per share came in at $4.64 against the analysts’ average forecast of $4.10, a beat of 13.2%.
Revenue for the quarter was $4.38 billion, up 55.5% from $2.82 billion in the same quarter a year earlier.
The market’s verdict: the stock fell 9.2% on the first trading day after the report.
The last four quarters
Western Digital has beaten the analysts’ EPS forecast in 4 of the last 4 quarters.
| Quarter | EPS | Forecast | Surprise | Revenue growth | Price reaction |
|---|---|---|---|---|---|
| Sep 2026 | $4.64 | $4.10 | +13.2% | +55% | −9.2% |
| Jun 2026 | $3.56 | $3.30 | +7.9% | +44% | −17.7% |
| Mar 2026 | $2.72 | $2.39 | +13.6% | +45% | +4.5% |
| Dec 2025 | $2.13 | $1.93 | +10.5% | +25% | −10.5% |
What comes next
Analysts expect EPS of $5.87 for the next quarter on average and $24.72 for the fiscal year ending June 30, 2027.
The average analyst price target is $613.38, 107% above the current price of $295.65.
Valuation and score
Western Digital scores 3.6 out of 5 overall on Stock Analiz (good, with some weak spots), trades at a trailing P/E of about 11.5, and its intrinsic value under moderate assumptions is about 12% below the current market value. Full Western Digital analysis with 10 years of financials
Frequently asked questions
What was Western Digital’s EPS for the quarter ended September 2026?
$4.64 adjusted per share, against an analyst consensus of $4.10.
How much revenue did Western Digital report?
$4.38 billion, up 55.5% year over year.
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This report was written automatically from the published numbers within hours of the release. It is information, not investment advice.