Western Digital (WDC) Stock Outlook After November 21, 2025: AI Storage Boom, ESOP Shelf Offering and Wall Street Price Targets
Western Digital Corporation (NASDAQ: WDC) has become one of 2025’s most dramatic AI infrastructure winners. The hard‑disk drive (HDD) specialist, now a pure play on enterprise and cloud storage after spinning off its Flash business into SanDisk earlier this year, has seen its share price soar more than 200% over the last 12 months as AI‑driven data demand explodes. Western Digital+2Trefis+2 Since November 21, 2025, the stock has moved through a volatile but largely upward phase, shaped by AI‑focused product launches, a sizable employee stock ownership plan (ESOP) shelf registration, and a wave of fresh analyst upgrades and fair‑value models.