Western Digital stock: UBS cuts target to USD 470 for Western Digital stock

Published on 10/20/2026 at 17:13 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Results are due October 22, 2026. Western Digital stock costs EUR 319.40 on October 20, 2026, up 1.91 percent versus the Xetra close.

UBS target and earnings date

UBS cut its Western Digital target from USD 525.00 to USD 470.00 on October 12, 2026.
Fiscal fourth-quarter revenue reached USD 3.75 billion, up 44.00 percent year over year.
Western Digital stock costs EUR 319.40 at Lang & Schwarz on October 20, 2026 at 5:04 p.m. CEST, 1.91 percent above the Xetra close of October 19, 2026, and 54.15 percent below its 52-week high.

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.

Western Digital (ISIN US9581021055) faces a lower UBS valuation target ahead of its next earnings release. On October 12, 2026, UBS analyst Timothy Arcuri cut the target from USD 525.00 to USD 470.00 while keeping a Neutral rating, as Yahoo Finance reported. Western Digital stock was trading at EUR 319.40 at Lang & Schwarz on October 20, 2026 at 5:04 p.m. CEST, up 1.91 percent versus the Xetra close of October 19, 2026 at EUR 313.40.

Revenue growth sets the backdrop

Western Digital's fiscal fourth-quarter revenue reached USD 3.75 billion, up 44.00 percent from the year-earlier period. Cloud customers generated 89.00 percent of revenue, while cloud revenue rose 43.00 percent to USD 3.30 billion, according to Yahoo Finance on October 7, 2026.

Stock sits below its yearly high

The euro quote sits within a 52-week range of EUR 49.12 to EUR 696.70. At EUR 319.40, the stock is 54.15 percent below the high, a wider gap than the daily move suggests. Western Digital's market capitalization was EUR 119.4 billion and its price-to-earnings ratio was 14.29 as of October 20, 2026.

Valuation and reporting date

The UBS target of USD 470.00 stood 26.08 percent above Western Digital's USD 372.95 Nasdaq price cited on October 13, 2026. The comparison uses the same US dollar currency and points to a valuation debate around future hard-disk-drive pricing. Western Digital had scheduled its first-quarter fiscal 2027 results for October 22, 2026, after the Nasdaq close, according to the company's release dated October 8, 2026, published by Western Digital.

Comparison with peers

Western Digital: plus 1.91 percent versus the Xetra close, P/E 14.29, market capitalization EUR 119.4 billion.

Seagate Technology (Nasdaq, USD): plus 2.10 percent, P/E 48.64, market capitalization USD 153.4 billion.

Sandisk (Nasdaq, USD): plus 0.61 percent, P/E 18.74, market capitalization USD 199.4 billion.

What the next report can clarify

The October 22 release will put the UBS target against a fresh operating update. The previous quarter combined USD 3.75 billion in revenue with 22.00 percent growth in shipped storage capacity, making demand and pricing important measures for the next report.

Western Digital stock was trading at EUR 319.40 at Lang & Schwarz on October 20, 2026 at 5:04 p.m. CEST, plus 1.91 percent versus the Xetra close of October 19, 2026 at EUR 313.40. The further course of trading is shown by the continuously updated real-time quote of Western Digital stock.