Western Digital (WDC) — What Changed

Material changes in the AI committee's view · 50 events tracked · Detected nightly

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2026-08-25 MINOR
▼ Score Change

WDC's Committee score moved from 63.47 to 61.44 (-2.03, 1 day(s) apart).

63.47 → 61.44 (-2.0)

2026-08-24 MAJOR
▲ Agreement Shift

WDC's Committee agreement moved from 50.00% to 66.70% (+16.70pp, 1 day(s) apart).

50.00 → 66.70 (+16.7)

2026-08-24 MINOR
▼ Score Change

WDC's Committee score moved from 64.55 to 63.47 (-1.08, 1 day(s) apart).

64.55 → 63.47 (-1.1)

2026-08-24 MATERIAL
— Conviction Change

WDC's Committee conviction moved from contested to moderate (1 day(s) apart).

contested → moderate

2026-08-23 MINOR
▼ Score Change

WDC's Committee score moved from 64.92 to 64.55 (-0.37, 1 day(s) apart).

64.92 → 64.55 (-0.4)

2026-08-22 MAJOR
▼ Agreement Shift

WDC's Committee agreement moved from 66.70% to 40.00% (-26.70pp, 1 day(s) apart).

66.70 → 40.00 (-26.7)

2026-08-22 MINOR
▼ Score Change

WDC's Committee score moved from 66.33 to 63.10 (-3.23, 1 day(s) apart).

66.33 → 63.10 (-3.2)

2026-08-22 MATERIAL
— Conviction Change

WDC's Committee conviction moved from moderate to contested (1 day(s) apart).

moderate → contested

2026-08-21 MINOR
▲ Score Change

WDC's Committee score moved from 63.47 to 63.84 (+0.37, 1 day(s) apart).

63.47 → 63.84 (+0.4)

2026-08-19 MINOR
▼ Score Change

WDC's Committee score moved from 65.25 to 63.47 (-1.78, 1 day(s) apart).

65.25 → 63.47 (-1.8)

2026-08-18 MAJOR
▲ Agreement Shift

WDC's Committee agreement moved from 50.00% to 66.70% (+16.70pp, 1 day(s) apart).

50.00 → 66.70 (+16.7)

2026-08-18 MINOR
▼ Score Change

WDC's Committee score moved from 66.69 to 65.25 (-1.44, 1 day(s) apart).

66.69 → 65.25 (-1.4)

2026-08-18 MATERIAL
— Conviction Change

WDC's Committee conviction moved from contested to moderate (1 day(s) apart).

contested → moderate

2026-08-17 MINOR
▼ Score Change

WDC's Committee score moved from 67.05 to 66.69 (-0.36, 1 day(s) apart).

67.05 → 66.69 (-0.4)

2026-08-16 MATERIAL
▼ Agreement Shift

WDC's Committee agreement moved from 60.00% to 50.00% (-10.00pp, 1 day(s) apart).

60.00 → 50.00 (-10.0)

2026-08-16 MATERIAL
▲ Score Change

WDC's Committee score moved from 61.97 to 67.05 (+5.08, 1 day(s) apart).

61.97 → 67.05 (+5.1)

2026-08-15 MINOR
▼ Score Change

WDC's Committee score moved from 65.75 to 65.39 (-0.36, 1 day(s) apart).

65.75 → 65.39 (-0.4)

2026-08-14 MINOR
▲ Score Change

WDC's Committee score moved from 63.61 to 65.75 (+2.14, 1 day(s) apart).

63.61 → 65.75 (+2.1)

2026-08-13 MAJOR
▼ Agreement Shift

WDC's Committee agreement moved from 66.70% to 50.00% (-16.70pp, 1 day(s) apart).

66.70 → 50.00 (-16.7)

2026-08-13 MINOR
▲ Score Change

WDC's Committee score moved from 62.17 to 63.61 (+1.44, 1 day(s) apart).

62.17 → 63.61 (+1.4)

2026-08-13 MATERIAL
— Conviction Change

WDC's Committee conviction moved from moderate to contested (1 day(s) apart).

moderate → contested

2026-08-12 MINOR
▼ Score Change

WDC's Committee score moved from 64.25 to 62.17 (-2.08, 1 day(s) apart).

64.25 → 62.17 (-2.1)

2026-08-11 MAJOR
▲ Agreement Shift

WDC's Committee agreement moved from 40.00% to 66.70% (+26.70pp, 1 day(s) apart).

40.00 → 66.70 (+26.7)

2026-08-11 MATERIAL
▲ Score Change

WDC's Committee score moved from 59.10 to 64.25 (+5.15, 1 day(s) apart).

59.10 → 64.25 (+5.2)

2026-08-11 MATERIAL
— Conviction Change

WDC's Committee conviction moved from contested to moderate (1 day(s) apart).

contested → moderate

2026-08-10 MAJOR
▲ Agreement Shift

WDC's Committee agreement moved from 50.00% to 66.70% (+16.70pp, 1 day(s) apart).

50.00 → 66.70 (+16.7)

2026-08-10 MINOR
▼ Score Change

WDC's Committee score moved from 63.72 to 63.00 (-0.72, 1 day(s) apart).

63.72 → 63.00 (-0.7)

2026-08-10 MATERIAL
— Conviction Change

WDC's Committee conviction moved from contested to moderate (1 day(s) apart).

contested → moderate

2026-08-08 MINOR
▲ Score Change

WDC's Committee score moved from 63.36 to 63.72 (+0.36, 1 day(s) apart).

63.36 → 63.72 (+0.4)

2026-08-07 MINOR
▲ Score Change

WDC's Committee score moved from 59.84 to 63.36 (+3.52, 1 day(s) apart).

59.84 → 63.36 (+3.5)

2026-08-06 MATERIAL
▼ Agreement Shift

WDC's Committee agreement moved from 60.00% to 50.00% (-10.00pp, 1 day(s) apart).

60.00 → 50.00 (-10.0)

2026-08-06 MINOR
▼ Score Change

WDC's Committee score moved from 61.53 to 59.84 (-1.69, 1 day(s) apart).

61.53 → 59.84 (-1.7)

2026-08-05 MINOR
▼ Score Change

WDC's Committee score moved from 61.29 to 60.93 (-0.36, 1 day(s) apart).

61.29 → 60.93 (-0.4)

2026-08-04 MINOR
▲ Score Change

WDC's Committee score moved from 57.82 to 61.29 (+3.47, 1 day(s) apart).

57.82 → 61.29 (+3.5)

2026-08-04 MAJOR
— Rating Change

WDC moved from Watch to Buy (1 day(s) apart).

Watch → Buy

2026-08-03 MINOR
▼ Score Change

WDC's Committee score moved from 59.62 to 57.82 (-1.80, 1 day(s) apart).

59.62 → 57.82 (-1.8)

2026-08-02 MATERIAL
— Model Version Conflict

WDC's Committee scoring methodology changed from version 1.2.0 to 1.3.0 between 2026-08-01 and 2026-08-02. Score and agreement comparisons are skipped for this window because they are not comparable across methodology versions.

1.2.0 → 1.3.0

2026-08-01 MATERIAL
▼ Agreement Shift

WDC's Committee agreement moved from 57.10% to 42.90% (-14.20pp, 1 day(s) apart).

57.10 → 42.90 (-14.2)

2026-08-01 MINOR
▲ Score Change

WDC's Committee score moved from 55.44 to 57.54 (+2.10, 1 day(s) apart).

55.44 → 57.54 (+2.1)

2026-07-31 MINOR
▼ Score Change

WDC's Committee score moved from 57.77 to 55.44 (-2.33, 1 day(s) apart).

57.77 → 55.44 (-2.3)

2026-07-30 MATERIAL
▲ Agreement Shift

WDC's Committee agreement moved from 42.90% to 57.10% (+14.20pp, 1 day(s) apart).

42.90 → 57.10 (+14.2)

2026-07-30 MINOR
▲ Score Change

WDC's Committee score moved from 57.56 to 57.77 (+0.21, 1 day(s) apart).

57.56 → 57.77 (+0.2)

2026-07-28 MATERIAL
▼ Agreement Shift

WDC's Committee agreement moved from 57.10% to 42.90% (-14.20pp, 1 day(s) apart).

57.10 → 42.90 (-14.2)

2026-07-28 MINOR
▼ Score Change

WDC's Committee score moved from 57.72 to 57.56 (-0.16, 1 day(s) apart).

57.72 → 57.56 (-0.2)

2026-07-24 MINOR
▼ Score Change

WDC's Committee score moved from 56.92 to 56.61 (-0.31, 1 day(s) apart).

56.92 → 56.61 (-0.3)

2026-07-19 MATERIAL
▼ Agreement Shift

WDC's Committee agreement moved from 57.10% to 42.90% (-14.20pp, 1 day(s) apart).

57.10 → 42.90 (-14.2)

2026-07-19 MINOR
▼ Score Change

WDC's Committee score moved from 58.18 to 57.54 (-0.64, 1 day(s) apart).

58.18 → 57.54 (-0.6)

2026-07-17 MINOR
▲ Score Change

WDC's Committee score moved from 57.42 to 58.18 (+0.76, 1 day(s) apart).

57.42 → 58.18 (+0.8)

2026-07-16 MINOR
▲ Agreement Shift

WDC's Committee agreement moved from 50.00% to 57.10% (+7.10pp, 1 day(s) apart).

50.00 → 57.10 (+7.1)

2026-07-16 MINOR
▼ Score Change

WDC's Committee score moved from 58.42 to 57.42 (-1.00, 1 day(s) apart).

58.42 → 57.42 (-1.0)

How Change Detection Works

Every night, Innellis compares the committee's latest scores against the previous session. Changes are recorded only when they cross documented materiality thresholds — score moves, rating transitions, conviction shifts, and analyst agreement changes. Small day-to-day noise is deliberately filtered out. View full score history →