🔴 Western Digital is trading 18.1% down today as modest guidance overshadowed earnings beat

Western Digital is trading 18.1% down now at $438.08 after investors looked past its strong fiscal fourth-quarter beat and focused on guidance only modestly above consensus.

• Revenue reached $3.75 billion, adjusted EPS was $3.56, and first-quarter revenue guidance centered on $4.1 billion.
• Reuters reported elevated expectations after the stock’s substantial 2026 rally outweighed the results; storage-sector selling added pressure as SanDisk also declined.