WD

Western Digital Corporation

WDC · Western Digital Corporation · IT

Up next day
5/12
42%
Fell despite growth
5/12
Good earnings ignored
Avg earnings move
±4.6%
typical swing on earnings
Price when beating
-1.6%
avg over 11 beats
Biggest single move
-13.0%
'26.7 · largest reaction

How this stock reacts to earnings

Traits seen across its recent earnings reactions

Even strong results barely move the stock
Up the next day 4 of 11 beats (36%)
vs IT sector avg (177 peers)
This
-1.1%
Sector
+0.8%
Avg next-day reaction

Earnings number vs guidance — which drives it?

How often the beat/miss matched the actual price move

This stock reacts more to guidance & expectations than the reported number
Moved opposite to results 8 of last 12 times (67%)
7xBeat but fell
Even a beat sells off if guidance disappoints
1xMissed but rose
Even a miss rebounds if guidance reassures

Earnings timeline · tap a bar for that quarter

Nov 5After close
'26.10 expectedEst. EPS $4.04
Quarter ended 7/2026
Reported 2026-08-05
Next-day move
-13.0%
After 5 days -12.5%
vs Consensus$3.30$3.56+7.9% beat
Beat by +7.9% but stock -13.0%
EPS
$3.56
YoY +115%
Revenue
$3.7B
YoY +44%
Next-Q guidance
N/A
Price around earnings
vs market -12.9%p2.1x normal — unusual drop

Earnings trend · last 12 quarters

EPS$3.56YoY +115%
'23.9'26.7
Revenue$3.7BYoY +44%
'23.9'26.7

Price vs earnings · last 12 quarters

UpDown
Bad news out
weak · up ↑
1x8%
Met expectations
good · up ↑
4x33%
Disappointment
weak · down ↓
2x17%
Good earnings ignored
good · down ↓
5x42%
← Weak earningsStrong earnings →

Even on good earnings, the price often fell — earnings poorly reflected · 5 of 12q (42%)

Community · WDC

What do you think of this stock's earnings pattern?

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