Western Digital
-12%
est. 2Y upside i
Rank
#2576
Sector
Technology Hardware
Est. Liquidity
~2Y
Data Quality
Data: MediumAt a 17x revenue valuation, Western Digital's stock already prices in significant growth.
Last updated: July 19, 2026
AI demand and HDD separation sustain high multiple at 20x. Projected revenue $16.82B yields $336B market cap; after 5% dilution, upside ~95%.
Multiple contracts to 4x (comp range). Revenue $16.82B implies $67B market cap; after dilution, downside ~64%.
Market downturn or competition drives multiple to 2x. Exit $33.6B; after dilution, downside ~85%.
Preference Stack Risk
lowFunding Intensity
0%No VC preferred stock; common stock (RSUs) is the sole class.
Dilution Risk
moderateOngoing employee stock-based compensation adds ~5% annual dilution.
Secondary Liquidity
activePublic company, shares trade on NASDAQ (WDC) with full liquidity after vesting.
Other — 7 roles
- {{promotion.info.disclosureTitle}} · 99 ? 'text-xxxs' : 'text-xxs'" v-if="totalItems > 0" aria-hidden="true"> {{totalItems > 99 ? '99+' : totalItems}}
- {{promotion.info.title}} · 0" aria-hidden="true">{{totalItems}}
- 01. · Add to Cart
- +4 more →
Last updated: July 3, 2026
Questions to Ask at the Interview
Strategic questions based on Western Digital's data — designed to show you've done your homework.
- 1
“How does the separation of Flash and HDD businesses create value, and what are the execution risks?”
- 2
“With hyperscale customers being highly concentrated, what is the strategy to diversify revenue?”
- 3
“Given the high valuation, how does the company plan to sustain 50%+ gross margins in a competitive landscape?”
Community
Valuation Sentiment
Our model estimates -12% upside. What do you think?
Anonymous. Do not share material non-public information.
Community Discussion
Comments are reviewed before they appear publicly.
Loading comments...
Disclaimer: This analysis is AI-generated and does not constitute financial or career advice. Always conduct your own due diligence.