Seagate Technology Holdings plc (STX)
Will Strong Demand Sustain Seagate's Margin Expansion Ahead?
STX posts record exabyte shipments and margin expansion in fiscal Q2 2026 as demand for high-capacity drives and HAMR ramp boost profitability.
How Does Mozaic 4+ Position Seagate for Booming AI Data Demand?
STX's Mozaic 4+ HAMR platform lands production deployment with two hyperscalers, enabling up to 44TB drives and targeting nearly 100TB storage capacity.
Seagate Technology Holdings plc (STX) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Seagate Technology Holdings plc (STX) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Seagate Technology Holdings plc (STX) Presents at Bernstein Insights: What's next in tech? - 4th Annual Tech, Media, Telecom Forum Transcript
Seagate Technology Holdings plc (STX) Presents at Bernstein Insights: What's next in tech? - 4th Annual Tech, Media, Telecom Forum Transcript
Seagate: From Cyclical Hardware To AI Infrastructure Story
Seagate has transitioned from a cyclical PC stock to a structurally scarce asset, underpinned by AI-driven data center storage demand. STX's nearline capacity is fully committed through 2026, with multi-year contracts extending into 2027–2028, providing strong revenue visibility and pricing power. Technological advances like HAMR/Mozaic are driving higher-capacity drives, margin expansion, and a permanent shift in product mix and earnings growth.
Seagate Stock Is Trading At Premium, Hold For Now
Seagate has been re-rated in the last 6 months as an AI data center infrastructure bet in the HDD memory space. Perception changed, but revenue growth is still far from Micron and SanDisk, as HDD is seeing fewer price hikes than SSDs or DRAM/HBM chips. That said, STX delivered its highest free cash flow in eight years and guided above consensus, with 87% of exabyte shipments now data center-driven.
Can Higher-Capacity HAMR Momentum Power Seagate's Long-Term Upside?
STX ramps HAMR drives as AI-fueled data demand surges, shipping 1.5M+ units and locking in cloud deals through 2027.
Can Seagate Sustain Double-Digit Revenue Growth Amid Competition?
STX posts record Q2 revenues of $2.83B as data center demand surges, HAMR ramps and nearline capacity stays fully booked into 2026.
STX Stock Soars 31% in a Month: Should You Add It to Your Portfolio?
STX surges 31% in a month as AI-driven storage demand, record margins and HAMR ramp fuel revenue growth through 2026.
Seagate's Stock Has Outperformed 99% of the S&P 500 in 2026
Seagate Technology (NASDAQ:STX) has delivered one of the market's most impressive performances to start 2026.
What's Behind The 4x Rise In Seagate Stock?
Throughout the last year, Seagate Technology (STX)'s stock surged by over 300%, driven by impressive earnings surpassing expectations and heightened demand that led to record margin improvements.
How Low Can Seagate Stock Go?
Seagate Technology (STX) shares dropped 5.8% in a single day. The recent decline is attributed to renewed worries regarding AI chip export restrictions to China and significant insider selling, but significant drops like this often lead to a more challenging question: is the weakness temporary, or does it indicate deeper fissures in the narrative?
