西部数据将于10月22日盘后发财报，Wedbush前瞻看好超预期——属已处理的卖方前瞻，无新增事实

Western Digital ( WDC ) is scheduled to announce Q1 earnings results on Thursday, October 22nd, after market close. Wall Street, on average, expects the storage maker to post a quarterly EPS of $4.10 (+130.3% Y/Y) on revenue of $4.15B (+47.2% Y/Y). WDC reported fourth-quarter results and guidance that topped Wall Street's forecast. Looking ahead to the coming fiscal first quarter, Western Digital expects revenue to be between $4B and $4.2B, up between 42% and 49% year over year. Adjusted earnings are expected to be between $3.85 and $4.15 per share According to Wedbush, Western Digital remains one of the best positioned among hard disk drive manufacturers to surpass estimates in their upcoming quarterly earnings results and outlooks, according to Wedbush. “Western Digital is now a pure-play HDD supplier, deriving 89% of revenue from cloud hyperscalers with multi-year LTAs extending into 2029. The risks tied to product transitions and customer concentration are genuine, and WDC shares have been in a steep downtrend, but I believe the market has mispriced a vital part of the AI buildout that also happens to be supply-constrained,” pointed out a recent Seeking Alpha analysis. Over the last 2 years, WDC has beaten EPS estimates 88% of the time and has beaten revenue estimates 75% of the time. Over the last 3 months, EPS estimates have seen 16 upward revisions and 1 downward. Revenue estimates have seen 12 upward revisions and 4 downward. Since the start of the year, WDC shares have more than doubled, compared to the 13% rise in the broader S&P 500 index ( SP500 ). Both Seeking Alpha's Quant and the Wall Street analysts recommended the stock as a Strong Buy WDC shares were up 3.5% on Wednesday.