NewsSignals AI analysis·WallstreetCN·
Western Digital Guides Q2 Revenue Up 66%–72% After Q1 Earnings Beat
Grade Abullish AI signal$WDCSTOCK
Western Digital reported first-quarter net revenue of $4.38 billion, up 55% year over year and above the $4.15 billion analyst estimate. Adjusted earnings per share were $4.64, exceeding the $4.10 forecast.
For the second quarter, the company guided revenue to $5.0 billion-$5.2 billion, implying year-over-year growth of 66%-72% and above the $4.82 billion analyst estimate. It forecast adjusted EPS of $5.60-$6.00 and operating expenses of $400 million-$410 million.
WDC closed down 6.43% at $354.19, then rose 3.7% in after-hours trading. The outlook places focus on whether AI and data-center demand can sustain the stronger revenue trajectory and on operating-expense discipline in the next quarter.
Bullish strength: 78/100
- Q1 revenue was $4.38 billion, beating analyst expectations
- Adjusted EPS was $4.64, significantly above expectations
Bearish strength: 22/100
- Shares fell 6.43% in regular trading, with near-term volatility still likely
This is automated NewsSignals analysis of third-party reporting, not independent original reporting or investment advice. AI scores are not price predictions.