Price (90d)
No price history yet — the daily price refresh runs once a day.
Signal Score (90d)
75Quote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2026 | $12.20B | $3.18B | $14.54 |
| 2025 | $9.10B | $1.47B | $6.93 |
| 2024 | $6.55B | $335.00M | $1.60 |
| 2023 | $7.38B | $-529.00M | $-2.56 |
| 2022 | $11.66B | $1.65B | $7.50 |
Social Signal Score
Earnings
Wed, Oct 28(in 2 months)
Consensus estimate $7.35 per share
Typical surprise +9.2% (median, so one quarter with a near-zero estimate can't distort it)
- Tue, Jul 28$5.71 vs $5.10beat
- Tue, Apr 28$4.10 vs $3.51beat
- Tue, Jan 27$3.11 vs $2.78beat
- Tue, Oct 28$2.61 vs $2.40beat
- Tue, Jul 29$2.59 vs $2.45beat
- Tue, Apr 29$1.90 vs $1.74beat
Estimates and results for STX via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Valuation
Project earnings forward and see what return today's price implies.
Seeded from STX's reported EPS growth of 18.0% a year over 4 years.
- EPS in 5 years
- $33.26
- Implied price
- $1,863
- Return from $973.44
- 13.9% a year
To earn 15.0% a year on these assumptions you'd need to buy at $926.06 — -4.9% below today's price.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 40 | 48 | 56 | 64 | 72 |
|---|---|---|---|---|---|
| 8.0% | -2.6% | 1.0% | 4.2% | 7.0% | 9.6% |
| 13.0% | 1.9% | 5.7% | 9.0% | 12.0% | 14.7% |
| 18.0% | 6.4% | 10.4% | 13.9% | 16.9% | 19.7% |
| 23.0% | 11.0% | 15.1% | 18.7% | 21.9% | 24.8% |
| 28.0% | 15.5% | 19.8% | 23.5% | 26.8% | 29.9% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Mentions (7)
- Newszacks.com·22h ago·Positive
The AI Stock Everyone Knows - But Few See Becoming a Future Winner Seagate's AI-driven storage demand, expanding margins and strong cash flow point to further growth, despite concerns over storage cyclicality.
View source ↗ - Newszacks.com·2d ago·Neutral
Surging Earnings Estimates Signal Upside for Seagate (STX) Stock Seagate (STX) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
View source ↗ - News247wallst.com·3d ago·Neutral
Prediction: This Storage Stock Could Be a Surprising AI Winner Seagate Technology (NASDAQ:STX | STX Price Prediction) has quietly become one of the AI trade's most explosive winners, with shares up 445.36% over the past year on surging hyperscaler demand for mass-capacity storage.
View source ↗ - Newszacks.com·3d ago·Positive
Is Seagate's Strong Margin and Cash Flow Momentum Sustainable? STX's strong fiscal 2026 finish, margin expansion and rising cash flow set the stage for further growth in fiscal 2027.
View source ↗ - Newszacks.com·4d ago·Neutral
Seagate Technology Gains From AI Boom: Is Long-Term Growth Secured? STX is riding AI-driven storage demand, with data center growth, long-term capacity deals and its HAMR-based Mozaic platform supporting expansion.
View source ↗ - Newsseekingalpha.com·4d ago·Neutral
Seagate Technology : AI Runs On Disks Nobody Else Wants To Make Seagate Technology is now a supply-disciplined duopoly, selling allocated capacity on multi-year contracts, not just commodity drives. STX's build-to-order model and HAMR density roadmap have driven rapid margin expansion, with non-GAAP gross margin reaching 52.7% and revenue up 48% YoY. The AI storage buildout favors STX's nearline mass-capacity segment, with supply almost fully allocated through 2027 and a structural moat from cap
View source ↗ - Newszacks.com·5d ago·Positive
Does STX Stock Still Have More Room to Run After Solid Q4 Earnings? Seagate's AI-driven storage boom, faster HAMR adoption and strong cash flow fuel growth, but a higher valuation makes the risk-reward more balanced.
View source ↗
