Price
No data yet.
Social Signal Score
Analyst Ratings
52 analystsRevenue
$3.63B+29.75%Analyst Estimates
Consensus estimates, not results. Via Financial Modeling Prep.
Company Profile
- CEO
- William David Mosley
- Sector
- Technology
- Industry
- Computer Hardware
- Employees
- 30,000
- Beta
- 2.09
- Country
- SG
- Piotroski score
- 8 / 9 (Strong)
- Altman Z-score
- 18.24
Financials
Revenue
$3.63B+29.7%Net Income
$1.29B+674.9%EBITDA
$1.50B+254.8%Free Cash Flow
$1.12B+147.3%EPS (diluted)
$5.60+918.2%Shares Outstanding (diluted)
229.00M-23.9%Operating Expenses
$335.00MCash & Debt
$1.70BReturn of Capital
$283.00MDividend per Share
$0.74Quote
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 |
| 2021 | $10.68B | $1.31B | $5.43 |
| 2020 | $10.51B | $1.00B | $3.83 |
| 2019 | $10.39B | $2.01B | $7.13 |
| 2018 | $11.18B | $1.18B | $4.10 |
| 2017 | $10.77B | $772.00M | $2.61 |
| 2016 | $11.16B | $248.00M | $0.83 |
| 2015 | $13.74B | $1.74B | $5.38 |
| 2014 | $13.72B | $1.57B | $4.66 |
| 2013 | $14.35B | $1.84B | $4.97 |
Valuation
Project earnings forward and see what return today's price implies.
Seeded from STX's reported EPS growth of 8.6% a year over 13 years.
- EPS in 5 years
- $21.96
- Implied price
- $1,230
- Return from $848.99
- 7.7% a year
To earn 15.0% a year on these assumptions you'd need to buy at $611.47 — -28.0% 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 |
|---|---|---|---|---|---|
| -1.4% | -8.6% | -5.2% | -2.2% | 0.4% | 2.8% |
| 3.6% | -4.0% | -0.4% | 2.7% | 5.5% | 8.0% |
| 8.6% | 0.7% | 4.4% | 7.7% | 10.6% | 13.2% |
| 13.6% | 5.3% | 9.2% | 12.7% | 15.7% | 18.5% |
| 18.6% | 10.0% | 14.0% | 17.6% | 20.8% | 23.7% |
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.
Signal Score (90d)
161+129.76%Social Signal Score
Mentions (46)
- News247wallst.com·20h ago·Neutral
Seagate Is Riding One of AI's Most Important Trends Seagate just shed billions in market cap on a single Toshiba headline, yet its nearline drives are locked into contracts stretching deep into 2027.
View source ↗ - Newsbarrons.com·23h ago·Positive
Western Digital and Seagate Stock Jump as Analysts Say ‘Buy the Dip' Last week's drop is good news for investors wanting to get in, analysts say.
View source ↗ - Newsseekingalpha.com·1d ago·Neutral
Seagate: Buy When The Market Panics Seagate benefits from rising data center storage demand and stronger HDD pricing, with longer customer commitments supporting visibility and AI inference expanding storage needs. Higher-capacity HAMR drives lower manufacturing costs per terabyte, while stronger pricing and a favorable product mix could push gross margins above 65% within 2 years. Seagate's rapid deleveraging strengthens its balance sheet and reduces exposure to elevated interest rates.
View source ↗ - Newsfool.com·1d ago·Positive
Western Digital vs. Seagate: Which Is the Better AI Infrastructure Stock to Own for the Next 5 Years? Seagate and Western Digital are the leading high-capacity hard disk drive storage stocks. They have generated triple-digit average returns over the past three years.
View source ↗ - Newsmarketwatch.com·4d ago·Positive
Why Western Digital and Seagate are seeing big stock drops today Investors are worried that Toshiba will boost its production of a key AI storage product, potentially hurting the strong pricing power that Western Digital and Seagate currently enjoy.
View source ↗ - News247wallst.com·4d ago·Neutral
AI Needs Massive Storage. Seagate Is Ready Seagate has already surged over 230% this year on the back of record margins and nearly sold-out capacity, but the real question now is whether the stock still has room to run or has simply gotten too far ahead of
View source ↗ - Newsseekingalpha.com·7d ago·Positive
…reakthrough Seagate Technology Holdings is rated Buy, driven by robust cloud demand, disciplined pricing, and a successful transition to higher-capacity HAMR drives. STX's fiscal Q4 saw non-GAAP EPS of $5.71 (+$0.62 vs. consensus), revenue up 48.8% YoY, and gross margin surging to 52.7%. Mozaic platform adoption and long-term agreements with cloud customers underpin earnings visibility, but future margin durability depends on sustained areal density and cost advantages.
View source ↗ - Newsbenzinga.com·7d ago·Positive
Seagate Shares Rise Over 6% After Key Trading Signal Seagate Technology Holdings PLC (NASDAQ:STX) experienced a significant Power Inflow alert, a key bullish indicator that is closely tracked by traders who value order flow analytics, specifically institutional and retail order flow data.
View source ↗ - News247wallst.com·8d ago·Neutral
Is Seagate Stock a Buy, Hold, or Sell Above $900? Seagate shares have surged more than 300% in a year and Wall Street still sees room to run, but a beta above two and a fiscal 2028 EPS range that spans from $35 to $80 signal how violently this trade
View source ↗ - News247wallst.com·11d ago·Positive
Seagate Stock Has a Bigger AI Connection Than You Might Think Seagate shares have already tripled in a year, yet analysts tracking hyperscaler storage contracts believe the real move is still ahead. Here is what the capacity allocation data reveals about where this stock could go next.
View source ↗ - News247wallst.com·14d ago·Negative
Seagate Went From $207 to $1,144. Where Does It Go Next? Seagate just delivered a run that defied every expectation for a hardware stock, and Wall Street is still raising its numbers at a furious pace.
View source ↗ - News247wallst.com·15d ago·Negative
Price Prediction: Seagate Stock Will Trade at $900 on This Date Seagate's next earnings date is circled on the calendar for a reason, and the setup behind this price call is harder to dismiss than most. One specific catalyst makes the timing anything but arbitrary.
View source ↗ - News247wallst.com·17d ago·Neutral
Prediction: Seagate Could Be a Surprisingly Big Winner From the AI Boom Hard drives look like a relic next to the glamorous AI chip trade, yet Seagate shareholders have watched the stock surge nearly 300% in a single year.
View source ↗ - Newsdefenseworld.net·20d ago·Negative
Seagate Technology (NASDAQ:STX) Shares Down 4.2% After Insider Selling Seagate Technology Holdings PLC (NASDAQ: STX - Get Free Report)'s stock price dropped 4.2% during trading on Tuesday following insider selling activity. The company traded as low as $758.35 and last traded at $771.81. Approximately 4,001,124 shares were traded during trading, a decline of 8% from the average daily volume of 4,336,620 shares. The stock had
View source ↗ - Newszacks.com·21d ago·Neutral
Can Seagate Extend the Growth Momentum in Its Edge IoT Business? STX's Edge IoT revenues jump 20% year over year in fiscal Q4, but seasonality, SSD displacement and competition could test momentum.
View source ↗ - News247wallst.com·22d ago·Neutral
Seagate Vs. Western Digital: One Moved First on AI Storage Demand. Seagate and Western Digital both posted blockbuster quarters with nearly identical revenue guidance, yet one is shipping next-generation HAMR drives into hyperscale contracts right now while the other bets its future on timing the market perfectly.
View source ↗ - News247wallst.com·22d ago·Negative
Seagate Has Real Upside Left. That Does Not Mean It Deserves Your Money Right Now. Seagate's AI storage business is firing on all cylinders, nearline capacity is spoken for through 2027, and analysts keep raising targets. So why are the CEO, CFO, and CTO quietly selling shares at these prices?
View source ↗ - Newsmarketbeat.com·23d ago·Neutral
Seagate Sees Storage Demand Outpacing Supply as AI and Cloud Drive HDD Growth Seagate Technology NASDAQ: STX CFO Gianluca Romano said the hard-disk-drive maker expects demand for data storage to continue outpacing supply, supported by public-cloud spending, enterprise demand and emerging artificial intelligence applications.
View source ↗ - Newsmarketbeat.com·23d ago·Positive
Seagate Technology Sees AI Storage Demand Fueling HAMR Growth and Margin Gains Seagate Technology NASDAQ: STX CFO Gianluca Romano said demand for mass storage is being supported by the early stages of artificial intelligence infrastructure investment, with growth extending from large public-cloud customers to enterprise original equipment manufacturers and on-premises data centers.
View source ↗ - Newsseekingalpha.com·24d ago·Negative
Seagate: The HDD Shortage Still Has Legs Seagate Technology has secured nearline drive orders with defined pricing and configuration through the entirety of calendar 2027. I think the story shifted to 2028, when the vast majority of nearline exabytes are already allocated, although pricing visibility is lower. Seagate says HAMR can support at least 25% annual exabyte growth over the next two to three years while keeping drive units broadly stable.
View source ↗ - Newsbenzinga.com·24d ago·Negative
Seagate Stock Drops Friday: What's Going On? Shares of Seagate Technology Holdings PLC (NASDAQ:STX) are trading lower Friday afternoon as broader semiconductor and storage equities face selling pressure in the wake of an AI algorithmic efficiency breakthrough.
View source ↗ - News247wallst.com·24d ago·Neutral
Storage Stocks Slide as Profit Taking Follows Big Run: Seagate Falls 4%, SanDisk Drops 3%, Micron Holds Flat Seagate Technology Holdings (NASDAQ:STX | STX Price Prediction) stock is down 4% to $827.88 in Friday afternoon trading, giving back a slice of a run that has tripled the shares this year.
View source ↗ - Newsseekingalpha.com·25d ago·Positive
Seagate Technology Holdings plc (STX) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript Seagate Technology Holdings plc (STX) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript
View source ↗ - Newszacks.com·25d ago·Positive
Can Seagate Sustain Its Strong Revenue Growth in Fiscal 2027? STX expects fiscal 2027 revenue growth to exceed fiscal 2026 as cloud demand, AI adoption and HAMR expansion support mass-capacity storage.
View source ↗ - News247wallst.com·25d ago·Negative
The Two Most Compelling Ai Infrastructure Plays Right Now Vertiv and Seagate both crushed earnings on the same AI tailwind, but their strategies run in opposite directions, and only one of them has capacity left to sell.
View source ↗ - Newsseekingalpha.com·26d ago·Positive
Seagate Technology Holdings plc (STX) Presents at Citi's 2026 Global TMT Conference Transcript Seagate Technology Holdings plc (STX) Presents at Citi's 2026 Global TMT Conference Transcript
View source ↗ - News247wallst.com·26d ago·Neutral
Price Prediction: Seagate Stock Will Hit $1000 on This Date Seagate has already handed investors a fourfold return in a year, and Wall Street still sees room to run, but the path to four digits depends on three things going right at exactly the right time.
View source ↗ - Newszacks.com·27d ago·Neutral
Seagate's HAMR Bet is Paying Off: Can Mozaic Sustain the Momentum? STX's HAMR and Mozaic roadmap is boosting storage capacity, exabyte growth and efficiency as demand for higher-capacity drives rises.
View source ↗ - Newsglobenewswire.com·33d ago·Neutral
Scribe Therapeutics Reports Second Quarter 2026 Financial Results and Recent Corporate Highlights Initiated the first-in-human Phase 1 trial of STX-1150, a novel LDL-C lowering therapy powered by ELXR, a highly engineered epigenetic silencing technology designed to deliver ultra-long-acting cholesterol lowering without permanent genetic changes Awarded more than $25 million from the California Institute for Regenerative Medicine (CIRM) to advance both STX-1200 for Lp(a) lowering and STX-1400 for…
View source ↗ - Newszacks.com·34d ago·Positive
Seagate's YTD Gains are Double the Industry: Is the Stock Still a Buy? STX's AI-driven storage demand, HAMR advances and stronger cash flow fuel its rally, but elevated valuation and execution risks remain.
View source ↗ - News247wallst.com·35d ago·Neutral
Forget Nvidia. This AI Stock Is Selling the Storage Behind the Boom Seagate has already handed investors gains that dwarf Nvidia's returns over the past year, and Wall Street analysts think the storage giant still has a long way to run before this AI trade exhausts itself.
View source ↗ - Newszacks.com·39d ago·Neutral
Seagate (STX) Up 10.7% Since Last Earnings Report: Can It Continue? Seagate (STX) reported earnings 30 days ago. What's next for the stock?
View source ↗ - Newszacks.com·40d ago·Positive
3 Growth Stocks to Buy as Treasury Yields Fall: MU, STX & VLO Micron, Seagate and Valero stand out as Treasury yields fall, with earnings momentum and structural growth trends supporting their outlook.
View source ↗ - Newsmarketbeat.com·41d ago·Negative
Seagate Says AI Is Making Data Storage More Strategic Than Ever Seagate Technology NASDAQ: STX said the expansion of artificial intelligence applications is increasing the strategic importance of storing, accessing and protecting large volumes of data, particularly unstructured data that organizations may previously have deleted or placed in inaccessible archives.
View source ↗ - Newszacks.com·45d ago·Neutral
Can Sandisk's NAS Expansion Help It Challenge MU & STX? SNDK expands into high-performance NAS with new SATA and NVMe SSDs, targeting private-cloud and local-storage demand while challenging Micron and Seagate.
View source ↗ - Newsfxempire.com·45d ago·Positive
Seagate (STX) Price Forecast: AI Data Center Sales Drive 209% Rally Seagate shares are up 209% in 2026 as AI data center demand, surging earnings and sustained institutional inflows reinforce the bullish STX outlook.
View source ↗ - News247wallst.com·46d ago·Negative
Seagate Has Already Surged 900% in 5 Years. Where Will it be In 2027? Few large-cap tech stocks have moved like Seagate Technology (NASDAQ:STX | STX Price Prediction) over the past five years.
View source ↗ - Newszacks.com·48d ago·Positive
Seagate's Growth Engine Gains Momentum Across 3 Fronts STX's AI-driven storage boom rests on strong demand, HAMR innovation and disciplined execution, fueling growth, margins and cash flow.
View source ↗ - Newszacks.com·49d ago·Positive
3 Reasons Why Growth Investors Shouldn't Overlook Seagate (STX) Seagate (STX) is well positioned to outperform the market, as it exhibits above-average growth in financials.
View source ↗ - Newszacks.com·52d 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·53d 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·54d 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·54d 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·55d 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·56d 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·56d 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 ↗
Earnings
Wed, Oct 28(in 3 weeks)
Consensus estimate $7.37 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.
Insider trading
Open-market buys and sells by STX officers and directors.
- Bought
- —
- Sold
- $184.1m
0 trades
89 trades
- Mosley William Dsold
- Mosley William Dsold
- Mosley William Dsold
- Mosley William Dsold
- Mosley William Dsold
- Mosley William Dsold
- Mosley William Dsold
- Mosley William Dsold
11 further Form 4 entries are share awards, option exercises or shares withheld for tax. Those are compensation, not trades, so they are excluded above. Buying is the stronger signal: an insider spends their own money for one reason. Selling has many innocent explanations — tax, diversifying, a house — so it says far less than it appears to. Via SEC filings.
Congress trades
- Kevin Hernhouse · OK01 · disclosed Sep 28, 2026 (13d later)Sell$1,001 - $15,000
- Alan Armstrongsenate · disclosed Jul 21, 2026 (116d later)Buy$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed May 13, 2026 (30d later)Buy$1,001 - $15,000
- Julie Johnsonhouse · TX32 · disclosed Jan 16, 2026 (29d later)Sell$1,001 - $15,000
- Julie Johnsonhouse · TX32 · disclosed Dec 12, 2025 (29d later)Sell$1,001 - $15,000
- Kevin Hernhouse · OK01 · disclosed Nov 17, 2025 (42d later)Sell$15,001 - $50,000
- Kevin Hernhouse · OK01 · disclosed Nov 17, 2025 (20d later)Sell$15,001 - $50,000
- Lisa C. McClainhouse · MI09 · disclosed Oct 22, 2025 (44d later)Buy$15,001 - $50,000
- Julie Johnsonhouse · TX32 · disclosed Sep 12, 2025 (29d later)Sell$1,001 - $15,000
- Julie Johnsonhouse · TX32 · disclosed Aug 15, 2025 (17d later)Sell$1,001 - $15,000
- Robert P. Bresnahanhouse · PA08 · disclosed May 8, 2025 (30d later)Sell$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed Mar 6, 2024 (22d later)Sell$50,001 - $100,000
- Ro Khannahouse · CA17 · disclosed Feb 5, 2024 (26d later)Sell$1,001 - $15,000
- Daniel Goldmanhouse · NY10 · disclosed Aug 13, 2023 (32d later)Sell$1,001 - $15,000
- Ronald Lee Wydensenate · OR · disclosed May 15, 2023 (185d later)Sell$15,001 - $50,000
- Ro Khannahouse · CA17 · disclosed Jan 3, 2023 (28d later)Buy$1,001 - $15,000
- Ronald Lee Wydensenate · OR · disclosed Dec 11, 2022 (30d later)Sell$15,001 - $50,000
- Kurt Schraderhouse · OR05 · disclosed Dec 8, 2022 (30d later)Sell$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed Dec 6, 2022 (34d later)Buy$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed Dec 6, 2022 (33d later)Buy$1,001 - $15,000
Self-reported filings, amounts as brackets. Via Senate/House disclosures.