Seagate Technology Holdings plc (STX)
Seagate: Micron And SK Hynix Gave The Greenlight To Buy More
I am reiterating Seagate with a strong buy because my original thesis has not changed. It has improved. I argued that HAMR would change STX's earnings power. That view is being confirmed by Mozaic 4+ qualifications, stronger hyperscale demand, and record margin performance. The main growth drivers are nearline capacity allocation through CY27, Mozaic 4+ becoming a larger part of HAMR exabyte shipments, and AI-driven data center storage demand.
Seagate Technology Holdings plc (STX) Presents at TD Cowen's 54th Annual Technology, Media & Telecom Conference Transcript
Seagate Technology Holdings plc (STX) Presents at TD Cowen's 54th Annual Technology, Media & Telecom Conference Transcript
Are You Looking for a Top Momentum Pick? Why Seagate (STX) is a Great Choice
Does Seagate (STX) have what it takes to be a top stock pick for momentum investors? Let's find out.
Can Seagate Sustain Its Gross Margin Expansion Momentum?
STX hits record 47% gross margin on $3.1B Q3 revenue as HAMR Mozaic drives, tight supply and FY27 pricing deals lift cash flow.
Here is Why Growth Investors Should Buy Seagate (STX) Now
Seagate (STX) could produce exceptional returns because of its solid growth attributes.
Seagate: The Golden Buying Opportunity Born From Panic
Seagate Technology Holdings plc remains a Strong Buy, with the recent price drop seen as a compelling buying opportunity amid market overreaction. STX's strategy prioritizes technological innovation—HAMR Mozaic density gains—over capital-intensive factory expansion, driving unprecedented margin expansion and revenue visibility through FY27. Long-term contracts have effectively sold out nearline capacity through 2027, with Q3 FY26 results showing 44% YoY revenue growth and record $953M free cash flow.
Seagate stock slides 7% as AI demand sparks capacity fears
Shares of Seagate Technology (STX) fell sharply on Monday after comments from CEO Dave Mosley raised investor concerns that the company may struggle to keep pace with surging artificial-intelligence-related demand for data storage solutions. Seagate shares dropped roughly 7% during trading after Mosley discussed the company's manufacturing strategy at the JPMorgan Global Technology, Media and Communications Conference.
Seagate Technology Holdings plc (STX) Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference Transcript
Seagate Technology Holdings plc (STX) Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference Transcript
Seagate leads memory sell-off as CEO says it would 'take too long' to build new factories
Shares of memory chip maker Seagate slipped, leading a group-wide selloff after comments from its CEO raised concerns that it won't be able to meet demand. Micron shares sank, along with both SanDisk and Western Digital.
Can Structural Growth & Durable Demand Fuel the Next Rally in Seagate?
STX rides the AI storage boom as demand for mass-capacity drives and Mozaic HAMR adoption fuel growth and margin expansion.
STX Soars 197% YTD: Buy the Stock Amid Booming AI-Led Storage Demand?
Seagate is riding the AI storage boom as cloud demand, HAMR adoption and strong cash flow fuel growth despite valuation concerns.
Seagate (STX) is a Great Momentum Stock: Should You Buy?
Does Seagate (STX) have what it takes to be a top stock pick for momentum investors? Let's find out.
