Seagate Technology Holdings Plc (STX)
Seagate: Cloud Demand And Margin Expansion In Focus
Seagate is rebounding strongly, posting 30% revenue growth and record margins, yet trades at a sector discount, creating an attractive entry point. The company dominates the high-capacity HDD market for cloud and enterprise, with stable revenue streams and improving operational efficiency. DCF and multiple analyses show STX is undervalued, with a Buy rating and a target price of $171, offering a 9% upside.
Seagate's Q4 Earnings & Revenues Beat, Improve Y/Y on Cloud Momentum
STX posts strong Q4 with EPS of $2.59 and 30% revenue growth, fueled by hyperscale cloud and AI-driven storage demand.
Seagate Technology Holdings plc (STX) Q4 2025 Earnings Call Transcript
Seagate Technology Holdings plc (NASDAQ:STX ) Q4 2025 Earnings Conference Call July 29, 2025 5:00 PM ET Company Participants Gianluca Romano - Executive VP & CFO Shanye Hudson - Senior Vice President of Investor Relations & Treasury William David Mosley - CEO & Director Conference Call Participants Aaron Christopher Rakers - Wells Fargo Securities, LLC, Research Division Amit Jawaharlaz Daryanani - Evercore ISI Institutional Equities, Research Division Ananda Prosad Baruah - Loop Capital Markets LLC, Research Division Asiya Merchant - Citigroup Inc., Research Division Christopher James Muse - Cantor Fitzgerald & Co., Research Division Erik William Richard Woodring - Morgan Stanley, Research Division Hadi M. Orabi - TD Cowen, Research Division James Edward Schneider - Goldman Sachs Group, Inc., Research Division Mark S.
Here's What Key Metrics Tell Us About Seagate (STX) Q4 Earnings
The headline numbers for Seagate (STX) give insight into how the company performed in the quarter ended June 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Seagate (STX) Tops Q4 Earnings and Revenue Estimates
Seagate (STX) came out with quarterly earnings of $2.59 per share, beating the Zacks Consensus Estimate of $2.46 per share. This compares to earnings of $1.05 per share a year ago.
Seagate (STX) Q4 Earnings Preview: What You Should Know Beyond the Headline Estimates
Besides Wall Street's top-and-bottom-line estimates for Seagate (STX), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended June 2025.
Will Q4 Results Move Seagate Stock Higher?
Seagate (NASDAQ: STX) is scheduled to disclose its fiscal fourth-quarter earnings on Tuesday, July 29, 2025 (June fiscal year). Analysts anticipate that the company will announce earnings of $2.43 per share on sales of $2.42 billion.
Seagate's Q4 Earnings Ahead: Is a Beat in the Cards Again?
STX eyes strong Q4 gains as AI-driven cloud growth and Mozaic drive mass storage demand and margin expansion.
Seagate (STX) is a Great Momentum Stock: Should You Buy?
Does Seagate (STX) have what it takes to be a top stock pick for momentum investors? Let's find out.
Seagate (STX) Earnings Expected to Grow: Should You Buy?
Seagate (STX) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Can Seagate (STX) Keep the Earnings Surprise Streak Alive?
Seagate (STX) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Seagate Unveils 30TB Drives to Handle Data Center AI Storage Demand
STX launches 30TB Mozaic HAMR drives, targeting AI-fueled demand for scalable, energy-efficient storage at the edge.
