Seagate Technology Holdings plc (STX)
Seagate: Outlandish Valuation With Little Upside
Seagate Technology has surged on AI-driven HDD demand but now trades at a 29x forward P/E, near all-time highs. STX's nearline production is fully committed through 2026, capping near-term upside and limiting potential for earnings beats. Revenue growth is decelerating, with Q2 guidance implying a slowdown to 16% y/y and stable ~30% operating margins.
Seagate Elevates HDD Performance Through Aerial Density Advancements
STX's areal density roadmap and HAMR-powered Mozaic drives keep HDDs cost-efficient as hyperscalers scale AI storage to 36TB and beyond.
Why Seagate (STX) is Poised to Beat Earnings Estimates Again
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 Technology poised for strong Q2 on data center demand, Bank of America says
Seagate Technology Holdings PLC (NASDAQ:STX) is expected to report robust results for its second fiscal quarter, driven by continued strength in data center demand and seasonal improvements in its consumer and VIA segments, according to Bank of America. In a note to clients, the bank reiterated its Buy rating on Seagate shares and raised its price target to $400 from $320, citing stronger visibility into revenue and margin growth.
Seagate's 32TB HDDs Launch Expands Its Reach in AI Video Analytics
STX rolls out 32TB HDDs across Exos, SkyHawk AI and IronWolf Pro, targeting edge-to-cloud AI video analytics and rising data demands.
Data Center Momentum Accelerates Seagate's Revenue Growth
STX's data center drives 80% of revenue, aids Q1 FY26 growth as cloud demand lifts exabytes, margins and outlook.
What's Next for Seagate Stock After a 241.8% Stellar Run in a Year?
STX has surged nearly 242% in a year as AI-driven data growth, tight HDD supply and rising HAMR adoption fuel demand for high-capacity drives.
These Lesser Known AI Stocks Are Reaching Record Highs
While everyone couldn't stop talking about flashy AI stocks like Nvidia and Alphabet in 2025, lesser known data storage stocks saw massive gains.
Seagate Technology's New Cycle May Be Sustainable Now
Seagate sells HDDs; AI data centers now drive demand, pushing shares up 219% YoY. I think the rally continues as storage needs compound into 2026 further. HAMR technology enables 30%+ capacity gains per unit, supporting margin expansion and a projected 44% upside to ~$398/share. STX's exabyte growth is driven by areal density, not unit capacity, reducing cyclicality and supporting consensus-beating sales and margin trends.
Seagate vs. Western Digital: Which Storage Stock is the Better Buy Now?
WDC looks more balanced than STX as AI and cloud fuel storage demand, with lower valuation, rising margins and multi-year HDD contracts despite risks.
What Makes Seagate (STX) a Strong Momentum Stock: Buy Now?
Does Seagate (STX) have what it takes to be a top stock pick for momentum investors? Let's find out.
3 Top-Ranked AI-Driven Computer Storage Devices Stocks to Buy for 2026
WDC, TDC and STX ride on cloud and AI storage demand as data center momentum sets the stage for 2026.
