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Seagate Technology Holdings Community
NasdaqGS:STX Community
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Seagate Technology Holdings
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Seagate Technology Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 20 Analysts
Mozaic Drives And Cloud Demand Will Transform Data Storage
Key Takeaways Seagate's technological advancements and growing demand for mass capacity storage are projected to boost revenue and expand operating margins. Strategic actions like pricing and manufacturing shifts enhance profitability, while agreements with key customers ensure revenue visibility.
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US$136.82
FV
7.1% overvalued
intrinsic discount
12.14%
Revenue growth p.a.
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2 days ago
author updated this narrative
Seagate Technology Holdings
AN
AnalystLowTarget
Consensus Narrative from 20 Analysts
Falling HDD Demand And Hyperscale Client Risk Will Hurt Performance
Key Takeaways Heavy reliance on hard disk drives and major cloud clients exposes Seagate to long-term demand risk and customer concentration issues as storage technology evolves. High R&D spending, supply chain complexity, and rising industry competition threaten profitability and stability amid regulatory and technological disruption.
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US$68.00
FV
115.6% overvalued
intrinsic discount
10.22%
Revenue growth p.a.
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0
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6 days ago
author updated this narrative
Seagate Technology Holdings
AN
AnalystHighTarget
Consensus Narrative from 20 Analysts
Mass Data And AI Expansion Will Fuel Advanced Storage Solutions
Key Takeaways Accelerated cloud and AI adoption, regulatory trends, and decentralized data hubs are set to expand Seagate's addressable market and drive lasting revenue stability. Industry consolidation and technological leadership position Seagate for sustained margin growth and substantial outperformance in long-term earnings and cash flow.
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US$198.15
FV
26.0% undervalued
intrinsic discount
15.23%
Revenue growth p.a.
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7 days ago
author updated this narrative
Your Valuation for
STX
STX
Seagate Technology Holdings
Your Fair Value
US$
Current Price
US$146.59
4.3% undervalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-275m
14b
2015
2018
2021
2024
2025
2027
2030
Revenue US$13.9b
Earnings US$2.4b
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