Seagate Technology Holdings plc (STX)
Can Seagate's Strong Cash Flow Outweigh its Leverage Concerns?
STX's strong cash flow fuels debt reduction and growth, but high leverage and a stretched balance sheet continue to pose risks.
Citi Raises Seagate and Western Digital Targets as AI Data Demand Supercharges Storage Pricing
Seagate Technology (NASDAQ:STX) stock and Western Digital (NASDAQ:WDC | WDC Price Prediction) stock are both trading higher Monday morning after Citi raised its price targets on both names, maintaining Buy ratings on each.
Seagate vs. Western Digital: Which HDD Leader Should Investors Pick?
Western Digital edges past Seagate in the AI-driven storage boom, with stronger gains, lower valuation and robust capital returns despite ongoing risks.
Seagate Divests Lyve Cloud to Enhance Core Storage Focus
STX divests Lyve Cloud to Wasabi, sharpening focus on mass-capacity storage as AI-driven data demand accelerates.
Will Seagate (STX) Beat Estimates Again in Its Next Earnings Report?
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: HAMR Has Matured Into A Supply Story
I reiterate Seagate Technology Holdings (STX) with a Strong Buy rating as HAMR technology transitions from roadmap to production, driving margin expansion and customer commitments. STX is now positioned as a supply assurance asset for AI infrastructure, with nearline capacity fully allocated through 2026 and orders opening for 2027. Mozaic 4+ HAMR drives are qualified and in production with major hyperscalers, supporting a shift to higher capacity, better mix, and improved earnings power.
Seagate Technology: Why The 20% Plunge Is An Opportunity
Seagate Technology remains a buy after a 20% pullback from all-time highs, supported by robust earnings and technical strength. STX delivered a beat-and-raise quarter with 22% YoY revenue growth, 42.2% gross margin, and record $607M free cash flow. Guidance for Q3 implies further margin expansion and strong EPS, with AI and HAMR technology driving durable growth.
Seagate: Outperforming Tech While Still Undervalued Today
Seagate Technology Holdings remains a 'Buy' as HAMR technology drives margin expansion and establishes a widening technological moat. STX's Q2 2026 results showed 21.5% YoY revenue growth, 42.2% adjusted gross margin, and a 53% YoY EPS increase, supporting strong post-earnings repricing. Ramp-up of Mozaic 3+ and 4+ platforms positions STX for further margin gains as HAMR shipments surpass legacy drives by 2H 2026.
Here's Why Seagate (STX) is a Strong Growth Stock
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Superstar Stock Seagate Surges on Institutional Inflows
Seagate Technology Holdings PLC (STX) shares jump 5,187% since initial institutional outlier inflow signal in 2005.
Can Video Data Growth Drive Demand for Seagate's HDD Portfolio?
Seagate Technology Holdings plc STX anticipates a rise in video applications to boost demand for hard drives or HDDs. As video content volume increases, the need for scalable and cost-effective storage infrastructure grows, especially within large cloud data centers.
STX Stock Beats Industry Returns in 3 Months: Right Time to Invest?
Seagate rides the AI data boom as HAMR-based Mozaic drives gain cloud traction and nearline capacity is booked through 2026. High debt remains a risk.
