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Technology Stocks : WDC, NAND, NVM, enterprise storage systems, etc.

SNDK 175.49

-0.6%

Oct 28 3:59 PM EDT

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From: Sam	5/20/2025 4:43:54 PM
	of 4818

Western Digital: Complete Turnaround In Operations May 20, 2025 2:52 PM ET Summary Western Digital Corporation is undergoing a turnaround, with improved profitability and stability after spinning off its volatile SSD business into SanDisk. The company’s focus on HDDs, robust cloud and AI-driven demand, and cost controls have led to margin recovery and operational efficiency. Management guides for mid-to-high single-digit revenue growth and margins exceeding 38%, supporting a more attractive and stable financial profile. My DCF model shows WDC stock trading at a 33.5% discount to intrinsic value; I am initiating coverage with a buy rating. Introduction Western Digital Corporation (NASDAQ: WDC) has recently experienced a massive decline and a subsequent rally from its lows back in April. I wanted to check on the company’s performance and give some comments on its outlook, and some assumptions for a fair price. It seems that the company is well on its way to turning around, with more stability in profitability in the future, which makes it quite enticing at these levels. continues at seekingalpha.com

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