I keep buying Seagate because every time I look at what it costs a hyperscaler to store a petabyte, the math ends at the same place, and my brokerage account ends at the same button.
Micron's AI-fueled rally has cooled, but Seagate and WDC are riding on strong storage demand, margin expansion and upbeat outlook that may power further gains.
Seagate Technology (STX) shares rose on Friday after Wells Fargo upgraded the data storage company to an Overweight rating. The analyst cited growing confidence in its long-term earnings potential and sustained demand for hard-disk drives (HDDs) driven by artificial intelligence infrastructure.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 2,912 | $399,673.02 | $2.34M | $1.94M | 486.1% |
| MSH Michelle S. Hickox FIRST FINANCIAL BANKSHARES Inc. | 1,000 | $236,060 | $807,326.2 | $571,266.2 | 242% |
| TMB Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 2,200 | $197,780 | $1.77M | $1.57M | 795.78% |
| CE Curtis Ellergodt Rothschild Investment LLC | 9,186 | $805,359.13 | $7.39M | $6.58M | 817.53% |
| PEP Philip E. Passafiume Protective Life Corp | 122 | $47,794.72 | $98,493.8 | $50,699.08 | 106.08% |
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Samik Chatterjee JP Morgan | 58.03 | $26,147.01 | $43,164.53 | $17,017.52 | 65.08% |
| Technology Hardware, Storage & Peripherals Industry | Information Technology Sector | Dr. William David Mosley Ph.D. CEO | NASDAQ (NGS) Exchange | G7997R103 CUSIP |
| BR Country | 30,000 Employees | 24 Jun 2026 Last Dividend | - Last Split | 11 Dec 2002 IPO Date |
Seagate Technology Holdings plc operates internationally from its bases in Singapore, the United States, the Netherlands, and other global locations, pioneering in the delivery of advanced data storage technology and solutions. With a history dating back to 1978 and headquartered in Dublin, Ireland, Seagate has grown into a leading provider of mass capacity storage products and services, catering to a wide array of customer needs across different sectors. The company's offerings play a crucial role in managing and storing the exponentially growing data of today's digital age, catering to both enterprise and consumer market segments.
Seagate Technology Holdings plc boasts a comprehensive portfolio of storage solutions and products designed to meet the diversifying needs of its global clientele. These offerings include:
Seagate's distribution network spans OEMs, distributors, and retailers, ensuring wide accessibility of its products and services to various markets worldwide.