Seagate Technology Holdings plc (STX)
Is Seagate Stock a Buy, Hold, or Sell Above $900?
Seagate shares have surged more than 300% in a year and Wall Street still sees room to run, but a beta above two and a fiscal 2028 EPS range that spans from $35 to $80 signal how violently this trade
Seagate Stock Has a Bigger AI Connection Than You Might Think
Seagate shares have already tripled in a year, yet analysts tracking hyperscaler storage contracts believe the real move is still ahead. Here is what the capacity allocation data reveals about where this stock could go next.
Prediction: Seagate Could Be a Surprisingly Big Winner From the AI Boom
Hard drives look like a relic next to the glamorous AI chip trade, yet Seagate shareholders have watched the stock surge nearly 300% in a single year.
Can Seagate Extend the Growth Momentum in Its Edge IoT Business?
STX's Edge IoT revenues jump 20% year over year in fiscal Q4, but seasonality, SSD displacement and competition could test momentum.
Seagate Vs. Western Digital: One Moved First on AI Storage Demand.
Seagate and Western Digital both posted blockbuster quarters with nearly identical revenue guidance, yet one is shipping next-generation HAMR drives into hyperscale contracts right now while the other bets its future on timing the market perfectly.
Seagate Sees Storage Demand Outpacing Supply as AI and Cloud Drive HDD Growth
Seagate Technology NASDAQ: STX CFO Gianluca Romano said the hard-disk-drive maker expects demand for data storage to continue outpacing supply, supported by public-cloud spending, enterprise demand and emerging artificial intelligence applications.
Seagate Technology Sees AI Storage Demand Fueling HAMR Growth and Margin Gains
Seagate Technology NASDAQ: STX CFO Gianluca Romano said demand for mass storage is being supported by the early stages of artificial intelligence infrastructure investment, with growth extending from large public-cloud customers to enterprise original equipment manufacturers and on-premises data centers.
Seagate: The HDD Shortage Still Has Legs
Seagate Technology has secured nearline drive orders with defined pricing and configuration through the entirety of calendar 2027. I think the story shifted to 2028, when the vast majority of nearline exabytes are already allocated, although pricing visibility is lower. Seagate says HAMR can support at least 25% annual exabyte growth over the next two to three years while keeping drive units broadly stable.
Storage Stocks Slide as Profit Taking Follows Big Run: Seagate Falls 4%, SanDisk Drops 3%, Micron Holds Flat
Seagate Technology Holdings (NASDAQ:STX | STX Price Prediction) stock is down 4% to $827.88 in Friday afternoon trading, giving back a slice of a run that has tripled the shares this year.
Can Seagate Sustain Its Strong Revenue Growth in Fiscal 2027?
STX expects fiscal 2027 revenue growth to exceed fiscal 2026 as cloud demand, AI adoption and HAMR expansion support mass-capacity storage.
The Two Most Compelling Ai Infrastructure Plays Right Now
Vertiv and Seagate both crushed earnings on the same AI tailwind, but their strategies run in opposite directions, and only one of them has capacity left to sell.
Seagate Technology Holdings plc (STX) Presents at Citi's 2026 Global TMT Conference Transcript
Seagate Technology Holdings plc (STX) Presents at Citi's 2026 Global TMT Conference Transcript
