WD Earnings

WD reported its earnings on 2026-02-26, showcasing a revenue of against an estimate of 343.66M, resulting in a 0% surprise. The EPS was 0, surpassing the expected 1.4 by 0%. The stock experienced a -19.44% price change on the earnings day and a -17.33% change over the next five days, reflecting market reactions to the results.

Following WD's earnings announcement on 2026-02-26, the stock price moved by -19.44% on the day of the release. Over the subsequent five days, it saw a -17.33% change. Historically, WD's stock price tends to shift by an average of 5.35% in the 10 days leading up to earnings and 0.84% in the 10 days following, providing insight into potential market.

For 2026/Q1, analysts estimate WD's annual revenue to reach 260.10M, while the EPS is projected at 0.88. These estimates reflect recent revisions, with revenue estimates revised upward by 0.39% and EPS estimates revised upward by 2.71% over the past three months, indicating analyst expectation in the company's performance.

The correlation between WD's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2025 were revised upward by 0.39%, while EPS estimates moved revised upward by 2.71%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, WD's stock price typically moves by 5.35% in the 10 days before its earnings and 0.84% in the 10 days after. For the upcoming 2026/Q1 earnings, analysts expect an EPS of 0.88 and revenue of 260.10M.

The earnings call highlights strong financial performance, including a significant increase in multifamily property sales, robust lending volumes, and a solid cash position. Despite some loan losses and impairments, management has demonstrated proactive measures and confidence in credit quality. The strategic focus on technology, AI, and market expansion, along with a positive outlook on dividend sustainability, supports a positive sentiment. The Q&A indicates management's optimism and strategic positioning, with a clear plan to leverage AI and maintain market leadership. Overall, the sentiment is positive, suggesting a potential stock price increase over the next two weeks.