Wdc Stock : l'analyse économique

GAAP EPS hit $8.20 and free cash flow reached $978M, giving WD room to pay $0.15 a share. Wdc Stock s'impose comme l'un des sujets qui mobilisent l'attention en United States ce jeudi.

Les faits

• GAAP EPS hit $8.20 and free cash flow reached $978M, giving WD room to pay $0.15 a share.
• Q4 outlook calls for 51%-52% gross margin next quarter.
• SAN JOSE, Calif.--(BUSINESS WIRE)-- Western Digital Corporation (Nasdaq: WDC) today reported fiscal third quarter 2026 financial results for the period ended April 3, 2026.
• WD’s Board of Directors declared a cash dividend of $0.15 per share of the company’s common stock, which will be paid on June 17, 2026 to stockholders of record as of the close of business on June 5, 2026.
• On February 21, 2025 (the “Separation Date”), Western Digital Corporation (“WDC”) completed the previously announced separation (the “Separation”) of its Flash business unit into a separate company, Sandisk Corporation (“Sandisk”).

L'essentiel

Dans le détail, Q4 outlook calls for 51%-52% gross margin next quarter.

Sur le fond, SAN JOSE, Calif.--(BUSINESS WIRE)-- Western Digital Corporation (Nasdaq: WDC) today reported fiscal third quarter 2026 financial results for the period ended April 3, 2026.

Concrètement, WD’s Board of Directors declared a cash dividend of $0.15 per share of the company’s common stock, which will be paid on June 17, 2026 to stockholders of record as of the close of business on June 5, 2026.

Au-delà de ce constat, On February 21, 2025 (the “Separation Date”), Western Digital Corporation (“WDC”) completed the previously announced separation (the “Separation”) of its Flash business unit into a separate company, Sandisk Corporation (“Sandisk”).

Reste à préciser que In periods where the quarterly average stock price per share exceeds the conversion price of the 2028 convertible notes, non-GAAP diluted weighted average shares includes the anti-dilutive impact of the company’s capped call transactions, up to the capped call price of $50.41 per share.

Les chiffres

À noter par ailleurs : Non-GAAP gross margin guidance excludes stock-based compensation expense, totaling approximately $10 million.

Plus précisément, Non-GAAP operating expenses guidance excludes stock-based compensation and other expenses, totaling approximately $40 million.

Dans la foulée, Investor Contact: Ambrish Srivastava 408.717.9765 [email protected] [email protected].

À ce stade, Media Contact: Media Relations 408.801.0021 [email protected].

Le contexte

Reste à préciser que Management confirmed that nearline capacity is almost fully allocated through calendar 2027, a level of forward visibility that is rare for a hardware company.

À noter par ailleurs : that demand lock-in is now flowing directly into financials: Q4 2026 (June fiscal year) non-GAAP EPS guidance came in at $5.00, nearly 26% above Wall Street consensus, on top of a quarter that delivered record gross margins.

Plus précisément, this level of capital discipline and cash generation mirrors the multi-year trajectory of Years of Rewards: $21 Bil From Target Stock.

Dans la foulée, while Intuit investors weigh whether the support zone holds, Seagate’s structural re-rating is backed by a 20-month supply lock that effectively decouples the stock from short-term technical volatility.

À ce stade, the live and archived conference call and the earnings presentation can be accessed online at investor.wdc.com.

Recherches associées

Plusieurs requêtes connexes accompagnent ce sujet : Western Digital Stock Is Up 115% in 2026. Here’s What’s Driving the Rally • Valeurs en mouvement après clôture : BKNG, HOOD, SBUX, STX, WDC, MU • Western Digital: After Last Year’s 970% Surge, Here’s What’s Next • Le cours de l’action Sandisk pourrait bientôt subir un retournement brutal : voici pourquoi • Why Western Digital Stock Is Up 300% In 2025 • Western Digital Rose 14% This Week. Here’s Where Shares Could Go in 2026.

À retenir

• That demand lock-in is now flowing directly into financials: Q4 2026 (June fiscal year) non-GAAP EPS guidance came in at $5.00, nearly 26% above Wall Street consensus, on top of a quarter that delivered record gross margins.
• This level of capital discipline and cash generation mirrors the multi-year trajectory of Years of Rewards: $21 Bil From Target Stock.
• While Intuit investors weigh whether the support zone holds, Seagate’s structural re-rating is backed by a 20-month supply lock that effectively decouples the stock from short-term technical volatility.
• Recherches qui explosent : Western Digital Stock Is Up 115% in 2026. Here’s What’s Driving the Rally, Valeurs en mouvement après clôture : BKNG, HOOD, SBUX, STX, WDC, MU, Western Digital: After Last Year’s 970% Surge, Here’s What’s Next, Le cours de l’action Sandisk pourrait bientôt subir un retournement brutal : voici pourquoi.