Western Digital (WDC) Q4 FY2026 Earnings Overview: Strong Results Fail to Impress and Trigger a 5.36% Selloff

AI Market Summary
Western Digital posted a clear beat (revenue +44% YoY, non-GAAP EPS above consensus) and guided Q1 above estimates, but shares sold off 5.36% as expectations reset after a sharp 2026 rally. The reaction highlights a higher bar for upside revisions and investor focus on the durability of HDD pricing and data-center demand versus ongoing weakness in PC/consumer end-markets.
Impact level
● Medium
Affected assets
NCSKWDC2USD/USDT-6.55%
AI Insight · NCSKWDC2USD/USDTAI Insight
▼ Bearish
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Western Digital reported Q4 FY2026 revenue of $3.75 billion, up 44% year over year, and non-GAAP EPS of $3.56, both above LSEG estimates. This earnings analysis covers HDD demand, Q1 FY2027 guidance, the 5.36% post-results selloff and verified technical levels.