Seagate Technology Holdings Plc (STX)
Seagate Q3: Build-To-Order Strategy Is Playing Out
Seagate Technology Holdings plc is well-positioned for growth as AI-driven data center demand boosts storage needs, especially with GenAI video content generation. STX's build-to-order strategy has driven significant margin expansion and provides visibility into future demand, supporting a margin-accretive growth outlook. Management remains financially disciplined, limiting capacity growth to preserve pricing power, supporting margin gains and secular growth opportunities in AI and data storage.
Seagate: My Bullish Thesis Remains Intact, Followed By Cloud Storage Demand
Seagate Technology surged 40% in two months, surpassing my initial $250 price target far ahead of schedule. STX posted a strong double-beat quarter, driven by robust AI and cloud storage demand, fueling further bullish momentum. Despite the rally, STX trades at a forward P/E below sector median, remaining undervalued relative to peers and offering continued upside.
Seagate's Q1 Earnings & Sales Top, Product Uptake & Pricing Lift Margins
STX's strong fiscal Q1 2026 results, powered by cloud demand and Mozaic HAMR drive growth, set the stage for higher revenue and margins ahead.
Another Surging Tech Stock to Watch After Earnings
Seagate Technology Holdings PLC (NASDAQ:STX) is 16.5% higher to trade at $260, after the computer hardware company reported adjusted fiscal first-quarter earnings of $2.61 on $2.63 billion in revenue, both of which topped analyst estimates.
Seagate Technology Holdings plc (STX) Q1 2026 Earnings Call Transcript
Seagate Technology Holdings plc (NASDAQ:STX ) Q1 2026 Earnings Call October 28, 2025 5:00 PM EDT Company Participants Shanye Hudson - Senior Vice President of Investor Relations & Treasury William Mosley - CEO & Director Gianluca Romano - Executive VP & CFO Conference Call Participants Mark Newman - Sanford C. Bernstein & Co., LLC.
Seagate Is Up 4.7% After Earnings: Everything You Need to Know
Seagate Technology (NASDAQ: STX) delivered a commanding earnings beat on Tuesday, posting Q1 results that crushed expectations and signaled robust demand for high-capacity storage tied to AI infrastructure buildout.
Seagate (STX) Q1 Earnings and Revenues Surpass Estimates
Seagate (STX) came out with quarterly earnings of $2.61 per share, beating the Zacks Consensus Estimate of $2.36 per share. This compares to earnings of $1.58 per share a year ago.
Seagate forecasts second-quarter results above estimates on AI strength
Seagate Technology forecast second-quarter revenue and profit above analysts' estimates on Tuesday, betting on robust demand for its storage devices as cloud providers expand investments in hardware to support generative AI development.
How Should You Play Seagate Stock Ahead of Q1 Earnings Release?
STX's soaring demand for mass-capacity storage, HAMR innovation and strong margins set the stage for another potential earnings beat.
Seagate (STX) Is Up 5.14% in One Week: What You Should Know
Does Seagate (STX) have what it takes to be a top stock pick for momentum investors? Let's find out.
Curious about Seagate (STX) Q1 Performance? Explore Wall Street Estimates for Key Metrics
Looking beyond Wall Street's top-and-bottom-line estimate forecasts for Seagate (STX), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended September 2025.
Seagate: A Momentum Investor's Goldmine In The Data Storage Revolution
Seagate Technology's increasing gross margins and free cash flow are attractive to momentum growth investors. Seagate has switched strategies from being a major producer of consumer storage to becoming a major producer of mass storage devices for data centers. The company's data center storage products are popular with hyperscalers focused on cloud and AI infrastructure.
