WDC · Western Digital Corp.
Hard-disk drives for cloud and AI data centers
Risiko 7/10 · HIGH RISK · AI-storage cycle play · $467.46 ▲ 5.86%Von KI geschrieben
Stand der Zahlen: · Quellen: öffentliche Markt-Aggregatoren
Kennzahlen
- Price $467.46
- Market cap $168.5B
- P/E (ttm) 17.36
- Div yield 0.13%
- 52-wk range $91.65 – $799.87
- Index rank #55 / #44
Wichtigste Risiken
- Storage cycle reverses after a parabolic run (Shareholders) — EXTREME
- AI capex slowdown collapses hyperscaler drive orders (Shareholders) — HIGH
- Windfall margins mean-revert as industry supply expands (Shareholders) — HIGH
- Flash substitution erodes the HDD franchise long term (Shareholders) — MED
Fazit
A cycle trade dressed as a growth stock — take the ride only if you are watching the exit.
Recherche, keine Anlageberatung.