WDC Trading Volume Slides to 350th Despite AI-Driven Storage Surge and 30% Revenue Jump

On August 19, 2025, Western Digital (WDC) traded with a volume of $0.29 billion, a 27.59% decline from the previous day, ranking 350th in trading activity. The stock closed down 0.56%, reflecting modest short-term pressure amid broader market dynamics.

Recent developments highlight WDC’s strategic focus on AI-driven storage solutions. The company is leveraging Agentic AI to streamline product development and enhance efficiency in engineering and enterprise applications. This shift aligns with rising demand for unstructured data storage, where hard disk drives (HDDs) remain critical due to their cost efficiency and reliability. WDC’s latest PMR drives, offering capacities up to 32 terabytes, saw shipment volumes exceed 1.7 million units in Q2 2025, marking one of the fastest adoption cycles in its history.

Revenue growth has been robust, with Q2 2025 reporting $2.61 billion, a 30% year-over-year increase, driven by cloud and generative AI workloads. The company projects $2.7 billion in Q3 2025 revenue, reflecting sustained demand for high-capacity nearline HDDs. WDC’s platforms business, which delivers high-density storage systems, is gaining traction with infrastructure providers, positioning the firm to capitalize on the growing native AI sector lacking dedicated storage expertise.

Valuation metrics show WDC trading at a forward P/E of 11.59x, below the industry average of 17.82x, while earnings estimates for fiscal 2026 have been raised 14% to $6.50. The Zacks Rank assigns the stock a “Strong Buy” rating, underscoring its favorable fundamentals.

A backtested strategy of holding the top 500 stocks by daily volume for one day yielded a total profit of $2,940 between December 2022 and August 2025, with a maximum drawdown of -$1,960, representing a 19.6% peak-to-trough decline.