
• Reported GAAP EPS of $9.26 up 326.73% YoY • Reported revenue of $3.34B up 45.47% YoY • For fiscal fourth quarter 2026, Western Digital Corp. expects revenues of $3.65B at the midpoint, with non-GAAP gross margin between 51% and 52%, and non-GAAP EPS of $3.25.
Bullish
Western Digital Corp. delivered strong Q3FY26 revenue growth and expanded gross and operating margins. The company generated robust cash flow and increased its dividend, driven by innovation and strategic positioning in AI-driven data economy.
Bearish
Western Digital Corp. faces risks from volatile demand, competitive pricing, and potential supply chain disruptions. Macroeconomic factors like inflation and interest rates, along with debt levels, could also impact the company.