Western Digital Is Still A Buy

The Curious Analyst3.55K FollowersFollow5ShareSavePlay(11min)Comment(1)SummaryWestern Digital Corporation is a critical enabler of the AI infrastructure boom, powering data storage for top AI players.WDC delivered Q1 2026 revenue growth of 27% and gross margins in the mid-40s, prompting raised guidance and long-term customer commitments.The company’s strategic position at the intersection of cloud and AI, combined with operational discipline, supports a multi-year growth trajectory.I reiterate a strong Buy on WDC, as its growth and value potential remain underappreciated despite a dramatic stock rally. JHVEPhoto/iStock Editorial via Getty Images Investment Thesis Western Digital Corporation (WDC) has emerged as an unsung hero of the AI infrastructure boom. It has been quietly powering the data storage needs behind the flashy world of gen AI. I reiterateThis article was written byThe Curious Analyst3.55K FollowersFollowMy background is in Financial Engineering and I have long since been interested in analyzing strong solid companies with a rare financial Profile. My primary area of specialization is in quantamental analysis, where I use a combination of data-driven models and fundamental research. My investing approach is centered on a structured process that combines top-down screening with bottom-up company-specific analysis — using metrics such as PEG ratios.I write on to share ideas with a wider audience and also learn more about companies and other analysts. My goal is to make compelling research accessible to retail and professional investors alike, while maintaining analytical depth and a clear investment thesis.Associated with the another author Kennedy NjagiAnalyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in WDC over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.