Seagate Technology Holdings Plc (STXN)
Summary
STXN Chart
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.
Seagate Technology Holdings Plc (STXN) FAQ
What is the stock price today?
On which exchange is it traded?
What is its stock symbol?
Does it pay dividends? What is the current yield?
What is its market cap?
When is the next earnings date?
Has Seagate Technology Holdings Plc ever had a stock split?
Seagate Technology Holdings Plc Profile
| Technology Hardware, Storage & Peripherals Industry | Information Technology Sector | William David Mosley CEO | XMEX Exchange | IE00BKVD2N49 ISIN |
| IE Country | 30,000 Employees | 25 Mar 2026 Last Dividend | - Last Split | 11 Dec 2002 IPO Date |
Overview
Seagate Technology Holdings plc operates internationally from its bases in Singapore, the United States, the Netherlands, and other global locations, pioneering in the delivery of advanced data storage technology and solutions. With a history dating back to 1978 and headquartered in Dublin, Ireland, Seagate has grown into a leading provider of mass capacity storage products and services, catering to a wide array of customer needs across different sectors. The company's offerings play a crucial role in managing and storing the exponentially growing data of today's digital age, catering to both enterprise and consumer market segments.
Products and Services
Seagate Technology Holdings plc boasts a comprehensive portfolio of storage solutions and products designed to meet the diversifying needs of its global clientele. These offerings include:
- Enterprise Nearline Hard Disk Drives (HDDs) and Solid State Drives (SSDs): These storage solutions are engineered for businesses requiring high-capacity, reliable storage for their critical data and applications.
- Enterprise Nearline Systems: Integrated storage systems designed to offer scalable and secure data storage solutions for enterprise environments, facilitating large-scale data management and storage.
- Video and Image HDDs: Specialized hard drives catered towards the storage of large volumes of video and image files, ideal for surveillance, media, and entertainment industries.
- Network-Attached Storage Drives: These drives enable users to store and access data over a network, supporting data sharing and collaboration in both home and business settings.
- Mission Critical HDDs and SSDs: Designed for applications where data integrity and system uptime are paramount, these storage solutions support critical business operations.
- External Storage Solutions: Seagate offers a range of external hard drives, including the Seagate Ultra Touch, One Touch, and Expansion product lines, as well as products under the LaCie brand name. These solutions cater to consumers seeking easy-to-use, portable storage options.
- Desktop and Notebook Drives, DVR HDDs, and Gaming SSDs: These diverse storage products meet the needs of desktop and laptop users, digital video recording applications, and gaming enthusiasts looking for high-performance storage.
- Lyve Edge-to-Cloud Mass Capacity Platform: This platform provides an innovative solution for managing, moving, and activating data across the datasphere, facilitating efficient data storage, transfer, and access at scale.
Seagate's distribution network spans OEMs, distributors, and retailers, ensuring wide accessibility of its products and services to various markets worldwide.
