Seagate Technology Holdings Plc (STX)
Seagate (STX) Earnings Expected to Grow: Should You Buy?
Seagate (STX) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Can Seagate (STX) Keep the Earnings Surprise Streak Alive?
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 Unveils 30TB Drives to Handle Data Center AI Storage Demand
STX launches 30TB Mozaic HAMR drives, targeting AI-fueled demand for scalable, energy-efficient storage at the edge.
Seagate's Catch-Up Trade Has Legs
Seagate's HAMR technology leads the nearline HDD market, offering lower TCO for customers and margin expansion potential for Seagate. Valuations remain reasonable despite a sharp rally, with earnings upgrades driving the stock rather than multiple expansion. Free cash flow is set to improve significantly, supporting robust buybacks and a stable dividend yield for shareholders.
The S&P 500 has a new leader with nearly 80% gains YTD, and it's not what you think
Seagate Technology has taken the spot as the S&P 500's leading performer this year, riding the AI boom to overtake the high-profile tech names that usually dominate the benchmark index
Seagate Technology: HAMR Drives Earnings Surge Ahead
Initiate Buy on Seagate with $172 PT, driven by HAMR technology leadership and aggressive margin expansion roadmap, projecting FY26 EPS of $10.10, well above consensus. HAMR adoption and Mozaic platform shift drive structural gross margin inflection, with operating leverage and disciplined supply chain management supporting multi-year earnings growth. Balance sheet deleveraging and reduced interest expense provide incremental EPS leverage, enabling sustained R&D investment and margin durability through technology transitions.
Seagate Stock To $85?
Question: How would you respond if you owned Seagate (NASDAQ: STX) and its value plummeted by 60% or more in the upcoming months?
Seagate: HAMR Will Capture The Mass Capacity Storage Boom
Seagate is at a critical inflection point, driven by HAMR commercialization and surging AI-induced storage demand, supporting my strong buy thesis. HAMR technology positions Seagate as an industry leader, unlocking multi-billion-dollar opportunities and significant margin expansion as cloud and AI workloads grow. Despite recent stock rallies, Seagate remains deeply undervalued on key multiples, with a DCF-based intrinsic value of $174, offering substantial upside.
Seagate Technology Holdings plc (STX) Bank of America Securities 2025 Global Technology Conference (Transcript)
Seagate Technology Holdings plc (NASDAQ:STX ) Bank of America Securities 2025 Global Technology Conference June 3, 2025 1:00 PM ET Company Participants Gianluca Romano - CFO & EVP Conference Call Participants Wamsi Mohan - Bank of America Wamsi Mohan First day year again this year in San Francisco. I'm Wamsi Mohan.
Seagate Technology Holdings: One Of The Rare 'Too Good To Be True' Opportunities
Seagate offers a rare combination of a PEG under 1, double-digit growth, and innovative products in a duopoly market. The explosion of global data, fueled by AI and high-resolution content, is driving strong demand for Seagate's storage solutions. Seagate's leadership in HAMR technology positions it as a key innovator, enabling higher storage density and future growth.
Why Is Seagate (STX) Up 28.9% Since Last Earnings Report?
Seagate (STX) reported earnings 30 days ago. What's next for the stock?
