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Sentiment · FY2026 Q3
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Tom O'Malley | Barclays | 11 | 0% |
| Karl Ackerman | BNP Paribas | 11 | 0% |
| Aaron Rakers | Wells Fargo | 11 | 0% |
| CJ Muse | Cantor Fitzgerald | 10 | 0% |
| Erik Woodring | Morgan Stanley | 9 | 0% |
| Amit Daryanani | Evercore ISI | 8 | 0% |
| Ananda Baruah | Loop Capital | 7 | 0% |
| Wamsi Mohan | Bank of America | 6 | 0% |
| Asiya Merchant | Citigroup | 6 | 0% |
| Vijay Rakesh | Mizuho Securities | 6 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Barclays | 1 | 11 | 0% |
| Morgan Stanley | 2 | 11 | 0% |
| Wells Fargo | 1 | 11 | 0% |
| BNP Paribas | 1 |
| 11 |
| 0% |
| Cantor Fitzgerald | 1 | 10 | 0% |
| Citigroup | 2 | 10 | 0% |
| Bank of America | 3 | 9 | 0% |
| Evercore ISI | 2 | 9 | 0% |
Western Digital posted Q3 revenue of $3.3B up 45% year-over-year as cloud revenue surged 48% on strong nearline demand, with gross margin breaking 50% on pricing and mix shift. The balance sheet was upgraded to investment grade while a 20% dividend increase was announced, and 215 exabytes were delivered to customers up 22% year-over-year. The AI-driven data economy fueled structural storage demand, while UltraSMR adoption accelerated across the customer base and HAMR qualification advanced though ramp timing remained uncertain.
Demand | Supply Chain | Innovation & R&D | Product Launch | Pricing | Margin | Capital Allocation | Revenue Growth | |
|---|---|---|---|---|---|---|---|---|
| 2025Q2 | 6 | 8 | 1 | 2 | 2 | 1 | 2 | |
| 2025Q3 | 10 | 6 | 4 | 3 | 4 | 5 | 4 | 3 |
| 2025Q4 | 5 | 2 | 1 | 3 | 4 | 2 | 1 | 4 |
| 2026Q1 | 10 | 4 | 4 | 4 | 2 | 4 | 2 | 2 |
| 2026Q2 | 6 | 2 | 6 | 6 | 3 | 5 | 2 | 1 |
| 2026Q3 | 4 | 2 | 2 | 3 | 1 | 2 | 2 |
| '25Q2 | '25Q3 | '25Q4 | '26Q1 | '26Q2 | '26Q3 | |
|---|---|---|---|---|---|---|
| Demand | 6 | 10 | 5 | 10 | 6 | 4 |
| Supply Chain | 8 | 6 | 2 | 4 | 2 | 2 |
| Innovation & R&D | 1 | 4 | 1 | 4 | 6 | 2 |
| Product Launch | 2 | 3 | 3 | 4 | 6 | |
| Pricing | 2 | 4 | 4 | 2 | 3 | 3 |
| Margin | 1 | 5 | 2 | 4 | 5 | 1 |
| Capital Allocation | 2 | 4 | 1 | 2 | 2 | 2 |
| Revenue Growth | 3 | 4 | 2 | 1 | 2 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
WDC Western Digital | 9 | +45.5% | |
| ANET Arista Networks | 9 | +35.1% | |
| DELL Dell Technologies | 9 | +87.5% | |
| HPQ HP Inc. | 6 | +9.0% | |
| NTAP NetApp | 9 | +12.5% | |
| SMCI Supermicro | 7 | +122.7% | |
| STX Seagate Technology Holdings | 10 | +44.1% |