Intelligence Feed event · Equity · 2026-10-10

    Western Digital Sets Q3 Earnings Release with 128.6% EPS Growth Forecast

    Question

    Western Digital Sets Q3 Earnings Release with 128.6% EPS Growth Forecast

    Direct answer

    Western Digital closed up 1.01% on October 9, outperforming the broad market. The stock has undergone a 14.67% correction over the past month ahead of its October 22 quarterly earnings announcement. Consensus projections reflect a sharp cyclical rebound in data storage demand, estimating quarterly revenue up 47.45% YoY to $4.16 billion and EPS up 128.65% YoY to $4.07.

    Original publisher
    Market Ontology
    Evidence through
    2026-10-10
    Published
    2026-10-20
    Revision
    1 · 2026-10-20

    Cite as: Market Ontology, “Western Digital Sets Q3 Earnings Release with 128.6% EPS Growth Forecast”, revision 1, evidence through 2026-10-10. https://marketontology.com/market-events/2026-10-10/western-digital-sets-q3-earnings-release-with-128-6-eps-growth-forecast-910b4e

    EQUITY
    Western Digital Sets Q3 Earnings Release with 128.6% EPS Growth Forecast
    Western Digital closed up 1.01% on October 9, outperforming the broad market. The stock has undergone a 14.67% correction over the past month ahead of its October 22 quarterly earnings announcement. Consensus projections reflect a sharp cyclical rebound in data storage demand, estimating quarterly revenue up 47.45% YoY to $4.16 billion and EPS up 128.65% YoY to $4.07.
    WDCSMH
    Impact
    64
    OCT 10
    SIG
    85%
    WDCSMH
    Western Digital Sets Q3 Earnings Release with 128.6% EPS Growth Forecast
    Western Digital closed up 1.01% on October 9, outperforming the broad market. The stock has undergone a 14.67% correction over the past month ahead of its October 22 quarterly earnings announcement. Consensus projections reflect a sharp cyclical rebound in data storage demand, estimating quarterly revenue up 47.45% YoY to $4.16 billion and EPS up 128.65% YoY to $4.07.
    → Enterprise NAND and HDD pricing recovery flows through WDC gross margins into its October 22 fiscal print.
    Impact
    Western Digital closed up 1.01% on October 9, outperforming the broad market. The stock has undergone a 14.67% correction over the past month ahead of its October 22 quarterly earnings announcement. Consensus projections reflect a sharp cyclical rebound in data storage demand, estimating quarterly revenue up 47.45% YoY to $4.16 billion and EPS up 128.65% YoY to $4.07.
    Affected
    WDCSMH
    Transmission
    Enterprise NAND and HDD pricing recovery flows through WDC gross margins into its October 22 fiscal print.

    How this development reaches the affected companies

    AssetExposure and channelDirectionEvidence
    WDCenterprise storage pricing power and gross margin expansionUp1-4wWDC scheduled to report Q3 earnings on October 22 with consensus EPS of $4.07 (+128.65% YoY).
    SMHmemory and storage supply-demand cyclicality read-throughMixed1-4wStorage hardware earnings provide visibility into broader semiconductor hardware demand.

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    What happened next

    AssetCallBase close+1 day+5 days+20 days
    SMHMixed603.33 2026-10-09-2.05%PendingPending
    WDCUp397.28 2026-10-09PendingPendingPending

    Closing prices from stored daily bars; returns measured from the last close on or before the event date. Not a recommendation.

    No verifiable public source recorded for this card.

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