UBS cuts target for Western Digital stock to USD 470

Published on 10/14/2026 at 15:45 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Results come October 22, 2026. Western Digital stock is EUR 340.68 on October 14, 2026, up 0.45 percent versus the Xetra close of October 13, 2026.

Analyst target and earnings date

UBS analyst Timothy Arcuri cut the Western Digital target to USD 470 on October 13, 2026.
Western Digital plans to release first-quarter fiscal 2027 results on October 22, 2026.
Western Digital stock costs EUR 340.68 at Lang & Schwarz on October 14, 2026 at 3:35 p.m. CEST, plus 0.45 percent versus the Xetra close of October 13, 2026.
Western Digital had a USD 130.1 billion market capitalization and a 15.31 price-to-earnings ratio on October 14, 2026.

Bauhaus-Poster mit Server-Grafik, Sektor TECH, Western Digital US9581021055 — Bauhaus-Poster mit geometrischen Formen symbolisiert Datenspeicher-Sektor von Western Digital, ISIN US9581021055, in klaren Farben, Illustration mit AI erstellt.

UBS analyst Timothy Arcuri lowered his Western Digital target from USD 525 to USD 470 on October 13, 2026, while keeping a Neutral rating, according to Yahoo Finance. The revised target lies 24.57 percent above the Nasdaq price of USD 377.32 at 9:44 a.m. ET on October 14, 2026. At Lang & Schwarz, Western Digital was trading at EUR 340.68 on October 14, 2026 at 3:35 p.m. CEST, plus 0.45 percent versus the Xetra close of October 13, 2026 at EUR 339.15.

Results arrive on October 22

Western Digital plans to announce first-quarter fiscal 2027 results after the market closes on October 22, 2026, according to the company's October 8, 2026 release. The company also scheduled its conference call for 4:30 p.m. ET that day, giving investors a fixed date for the next operating update.

The timing matters because UBS linked its target cut to uncertainty over hard disk drive supply capacity and future pricing conditions. The same report said UBS expected the coming quarterly results to exceed consensus, creating a split between near-term earnings expectations and longer-term pricing concerns.

Price remains below the yearly high

Western Digital's USD 113.50 to USD 799.87 52-week range places the Nasdaq quote at 52.83 percent below its high and 232.44 percent above its low on October 14, 2026. The euro quote sits within the same broad market picture, while the Xetra comparison shows only a plus 0.45 percent move against the October 13 close.

Market capitalization was USD 130.1 billion on October 14, 2026, with a price-to-earnings ratio of 15.31 and a trailing dividend yield of 0.00 percent. Seagate Technology traded at USD 742.26, down 0.66 percent, with a price-to-earnings ratio of 53.60 and a USD 166.4 billion market capitalization at 9:45 a.m. ET.

Storage demand meets supply risk

Western Digital's valuation now reflects two competing signals. The upcoming October 22 results can test current demand and margins, while UBS's USD 470 target shows that the analyst sees less value than before despite retaining a Neutral rating.

Western Digital sells hard disk drives, solid-state drives and related storage products for data centers, computing and consumer devices. Its exposure to artificial intelligence infrastructure supports demand, but additional industry capacity could put pressure on future pricing.

Market data for Western Digital

Western Digital: plus 0.45 percent, price-to-earnings ratio 15.31, market capitalization USD 130.1 billion.

Seagate Technology (Nasdaq, USD): minus 0.66 percent, price-to-earnings ratio 53.60, market capitalization USD 166.4 billion.

Stratasys (Nasdaq, USD): minus 1.87 percent, price-to-earnings ratio minus 5.49, market capitalization USD 638.1 million.

Trading reference for investors

Western Digital was trading at EUR 340.68 at Lang & Schwarz on October 14, 2026 at 3:35 p.m. CEST, plus 0.45 percent versus the Xetra close of October 13, 2026 at EUR 339.15. The Nasdaq quote was USD 377.32 at 9:44 a.m. ET on October 14, 2026.

The further course of trading is shown by the continuously updated real-time quote of Western Digital stock.