Seagate Technology Holdings Plc (STX)
Seagate Technology: Undervalued And Overlooked
Seagate's strong Q2 2025 performance, which beat EPS projections and showed sustained growth, makes it a compelling long-term investment despite recent market volatility. Seagate's valuation has improved significantly in the past few months, making it a good option for investors interested in AI upside potential. The increasing demand for data storage, driven by AI and cloud storage growth, positions Seagate well for future expansion.
Seagate Well-Poised for Growth Amid Increasing Mass Capacity Demand
Momentum in mass capacity solutions is likely to fuel Seagate's topline expansion. However, intensifying competition remains concerning.
Druckenmiller Was Early on Nvidia and Said AI Is Under-hyped Long Term. See What He Owns Today.
It's hard to even think about being a buyer of stocks at a time like this. Indeed, whenever a large daily dip is followed by another one, it seems like a good idea to hit that sell button before more of the same wipes out more of one's portfolio.
Seagate Technology Holdings plc (STX) Morgan Stanley Technology, Media & Telecom Conference Call Transcript
Seagate Technology Holdings plc (NASDAQ:STX ) Morgan Stanley Technology, Media & Telecom Conference Call March 4, 2025 1:45 PM ET Company Participants Gianluca Romano - CFO Conference Call Participants Erik Woodring - Morgan Stanley Erik Woodring All right. We're going to get started here at 10:45.
Seagate Stock Trades at a Discount: Buy, Sell or Hold?
Seagate Technology Holdings plc STX is trading comparatively cheap from a valuation standpoint. STX is currently trading at a forward 12-month price-to-sales ratio of 2.05X, a discount compared with the Zacks Computer & Technology sector's 6.53X and the Zacks Computer – Integrated Systems industry's 3.27X.
Seagate: The AI Stock We Should Be Talking More About
Seagate's HDD drives are essential for AI models, offering low-cost, high-capacity storage solutions, making it a strong investment opportunity. Seagate's Q2 revenue surged 50% y/y, driven by robust enterprise demand and GenAI applications, with continued growth expected in Q3. Seagate's operating margins and cash flow have significantly improved, reducing debt and enhancing profitability, underscoring its financial health.
Seagate Stock Soars 25% YTD, What's Driving The Rally?
Seagate (NASDAQ: STX) recently released its Q2 earnings, and its stock has surged 25% year-to-date (Jan. 24), reaching nearly $108 per share. STX beat both on top and bottom lines in its fiscal second quarter, which ended December 27.
Seagate Technology: Growth Is Just Beginning, Buy Before The Market Finds Out
Seagate Technology Holdings plc reported strong Q2 '25 earnings with 50% YoY revenue growth and significant margin expansion, driven by high demand from cloud service providers. Despite a $200mm revenue headwind in Q3 '25 from production issues, Seagate's operational improvements and increased inventory levels support future growth. Seagate should realize a strong free cash flow tailwind through operations and working down inventories in e2h25.
Seagate Stock Soars as Analysts Raise Targets on AI-Driven Data Storage Demand
Seagate Technology (STX) shares jumped Wednesday as several analysts raised their price targets for the data storage solutions provider's stock after the company's fiscal second-quarter results topped estimates.
Seagate Reports Solid Q2, Analyst Optimistic About Advanced HAMR Technology Impact In 2025
Cantor Fitzgerald analyst C.J. Muse expressed views on Seagate Technology Holdings PLC‘s STX second-quarter results while retaining a Neutral rating and a price target of $120.
Seagate's Q2 Earnings & Revenues Beat, Increase Y/Y, Stock Gains
STX's fiscal Q2 2025 top line expands 50% year over year, driven by robust performance in nearline cloud services and a recovery in enterprise markets.
These Analysts Increase Their Forecasts On Seagate After Strong Q2 Earnings
Seagate Technology Holdings plc STX reported better-than-expected second-quarter earnings on Tuesday.
