Western Digital: $5.80 Q2 EPS guide annualizes to $23.20, ~15x at $354
Western Digital (WDC) reported fiscal Q1 after the close Thursday: revenue up 55% to $4.38B, plus a guide of $5.1B and $5.80 EPS for next quarter. The stock fell 6.4% in the session to $354.
Annualize that guide and you get $23.20 of EPS, so $354 is about 15x forward earnings for a business running 49% operating margins. Looks like the market is pricing in a storage peak.
Sources: @NoctizXIII: WDC Q2 guide revenue $5.1B +/- $100M, adj EPS $5.80 +/- $0.20; -6.4% session, close $354.19 · @wallstengine: WDC Q1 FY27 revenue $4.38B (est $4.13B) +55% YoY, adj EPS $4.64 (est $4.07), adj gross margin 58.1%
Not financial advice. For informational and educational purposes only.
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