UBS cuts target for Western Digital stock from USD 525 to USD 470
Published on 10/14/2026 at 13:59 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWSAnalyst targets and quarterly milestones
- UBS lowered its Western Digital target from USD 525.00 to USD 470.00 on October 13, 2026.
- Fiscal fourth-quarter revenue reached USD 3.75 billion, up 43.80 percent year over year.
- Western Digital stock trades at EUR 333.15 at 1:49 p.m. CEST at Lang & Schwarz on October 14, 2026, 1.77 percent below the Xetra close of October 13, 2026.
Western Digital stock (ISIN US9581021055) was trading at EUR 333.15 at Lang & Schwarz on October 14, 2026, at 1:49 p.m. CEST, 1.77 percent below the Xetra close of October 13, 2026, at EUR 339.15. On October 13, 2026, UBS analyst Timothy Arcuri cut the price target from USD 525.00 to USD 470.00 while maintaining a Neutral rating, as Yahoo Finance reported.
UBS lowers target to USD 470
The revised target is USD 55.00 below the previous objective, a 10.48 percent reduction calculated from USD 525.00. UBS retained its Neutral rating because uncertainty over hard disk drive capacity and future pricing could affect Western Digital's profitability, according to TradingPedia on October 13, 2026.
The target still stands USD 136.85 above the Nasdaq-listed stock's USD 333.15 euro-market reference only as a separate currency context, so no target distance is calculated between the USD target and the EUR quote. Western Digital's next quarterly reporting date is October 29, 2026, according to Finzer.
Three dates shape the setup
On August 5, 2026, Western Digital reported fiscal fourth-quarter revenue of USD 3.75 billion and earnings per share of USD 3.56, versus consensus of USD 3.70 billion and USD 3.31, respectively, according to MarketBeat. Revenue therefore exceeded consensus by USD 0.05 billion, while earnings per share exceeded consensus by USD 0.25.
On September 17, 2026, the company paid a quarterly dividend of USD 0.15 per share, also reported by MarketBeat. On October 13, 2026, UBS supplied the latest analyst event with its USD 470.00 target, making the October 29 report the next dated company milestone.
What does the target cut change?
The central issue is the durability of the supply conditions behind the fiscal fourth-quarter result. Western Digital generated USD 1.563 billion of operating profit in fiscal fourth quarter 2026, compared with USD 1.190 billion in fiscal third quarter 2026, while operating cash flow reached USD 1.389 billion in fiscal fourth quarter 2026.
Those figures give the October 29 update a clear test: management commentary on capacity, pricing and data-center demand will determine whether the latest quarterly strength can persist alongside the supply concerns cited by UBS.
Stock trades below the Xetra close
At Lang & Schwarz, Western Digital stock was trading at EUR 333.15 on October 14, 2026, at 1:49 p.m. CEST, down EUR 6.00 or 1.77 percent versus the Xetra close of October 13, 2026, at EUR 339.15. The Nasdaq listing is WDC, and the company had a market capitalization of USD 131.2 billion and a 52-week range of USD 113.50 to USD 799.87 as of October 13, 2026. The further course of trading is shown by the continuously updated real-time quote of Western Digital stock.
Western Digital stock facts
- Company: Western Digital Corporation
- ISIN: US9581021055
- Ticker: WDC
- Primary exchange: Nasdaq
- Price Lang & Schwarz (as of October 14, 2026, 1:49 p.m. CEST): EUR 333.15
- Change versus Xetra close: minus 1.77 percent
- Xetra close (October 13, 2026): EUR 339.15
- Market capitalization: USD 131.2 billion (as of October 13, 2026)
- 52-week range: USD 113.50-799.87 (as of October 13, 2026)
- Sector / Industry: Technology / Computer Hardware
