Seagate Technology Holdings Plc (STX)
Seagate: Why The HAMR Era Isn't Priced In Yet
I reaffirm my positive outlook on Seagate Technology (STX), given the HAMR ramp-up strategy into 2026. HAMR will position Seagate as a leader and unlock multiple opportunities for the company in 2026. STX posted a strong double-beat quarter, driven by HAMR ramp. Despite the stock price surge, STX trades at an FWD PEG below the sector median, remaining undervalued relative to peers and offering continued upside.
Can Strong AI Demand Help Seagate Maintain Its Upbeat FY26 Guidance?
STX enters fiscal 2026 with strong momentum as AI-driven data growth boosts demand for its high-capacity Mozaic storage platform.
Seagate Technology Holdings plc (STX) Presents at 53rd Annual Nasdaq Investor Conference Transcript
Seagate Technology Holdings plc (STX) Presents at 53rd Annual Nasdaq Investor Conference Transcript
Seagate Technology Holdings plc (STX) Presents at UBS Global Technology and AI Conference 2025 Transcript
Seagate Technology Holdings plc (STX) Presents at UBS Global Technology and AI Conference 2025 Transcript
Seagate: High-Margin AI Storage Play With 20% Upside And Strong Technicals
Seagate Technology is a top S&P 500 performer in 2025, benefiting from the AI infrastructure boom and strong cloud storage demand. STX posted robust earnings, raised guidance, and increased its dividend, with management targeting significant HAMR drive penetration and strong free cash flow returns. Valuation remains attractive with a compelling PEG ratio and about 20% upside potential, despite some elevated price-to-sales metrics and competitive risks from WDC.
Seagate (STX) Up 2.5% Since Last Earnings Report: Can It Continue?
Seagate (STX) reported earnings 30 days ago. What's next for the stock?
STX vs. MU: Which Storage-Memory Stock Will Win the AI Data Surge?
Soaring AI-driven storage demand lifts both Seagate and Micron. However, MU's valuation keeps it in the spotlight.
Can STX's Business Overhaul & Product Pipeline Fuel its Upside in 2026?
Seagate's revamped model and surging data center demand fuel stronger growth prospects as Mozaic drive adoption accelerates.
Can Seagate Maintain its Record Margins as HAMR Adoption Accelerates?
STX posts record margins as demand for its high-capacity Mozaic HAMR drives surges, raising the stakes as cloud and AI workloads drive storage expansion.
Seagate's Shares Climb 204.7% YTD: Should You Buy STX Now?
STX surges as booming AI data needs and cloud demand fuel record margins, strong guidance and soaring adoption of its high-capacity HAMR drives.
S&P 500 Gains and Losses Today: Seagate Stock Surges; Supermicro Falls After Soft Earnings Report
Shares of a data storage provider pushed higher after the company announced a deal to exchange debt for cash and shares. Meanwhile, an artificial intelligence (AI) server maker came under pressure after posting lackluster earnings results.
Seagate's Record Earnings Prove Its Role as a Core AI Player
Shares of data storage leader Seagate Technology NASDAQ: STX surged over 12% in the first week of November, pushing the stock to a new 52-week high and extending a remarkable year-to-date run of over 213%. The immediate catalyst for the jump was a newly announced strategic debt exchange, a move investors are interpreting as a clear sign of financial strength and prudent management.
