Western Digital (WDC) was readmitted to the Nasdaq-100 index in January 2026, validating its strategic pivot following the successful 2025 split of its Flash business.
- The company is now positioned as a pure-play leader in high-capacity HDDs, focusing specifically on the AI Data Cycle and hyperscale data centers.
- This strategic focus drove a massive stock surge of over 280% throughout 2025.
- Recent analyst reports show impressive Q1 fiscal 2026 non-GAAP gross margins reaching 43.5%.