Shared on 03 Jun 26

Fair value Increased 10%

STX: AI Storage Demand And Supply Discipline Will Shape Future Risk Reward Balance

Seagate’s outlook gets a lift as big banks point to stronger demand from AI data centers and tighter hard-drive supply that could help keep pricing firm. But there are warning signs too, from questions about how much optimism is already priced in to timing risks around new high-capacity drive rollouts.

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Shared on 02 May 26

Fair value Increased 59%

STX: AI Storage Cycle And Supply Discipline Will Shape Future Margin Profile

Seagate Technology Holdings' analyst price target has been reset higher, with fair value moving from about $483.07 to about $770.43 as analysts factor in updated views on revenue growth, profit margins, and future P/E multiples following a series of recent price target increases across major research firms. Analyst Commentary Across recent research updates, analysts are recalibrating their models and price targets for Seagate Technology Holdings as they reassess revenue trajectories, profitability assumptions, and the P/E they are willing to apply to the shares.

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Shared on 02 Apr 26

Fair value Increased 1.62%

STX: AI Data Storage Cycle And Supply Discipline Will Support Future Margin Durability

The analyst price target for Seagate Technology Holdings has been raised from about $475 to roughly $483. Analysts cite stronger profitability assumptions, slightly higher revenue growth expectations, a modestly lower discount rate, and the use of a lower future P/E multiple in their models as supporting factors for this adjustment.

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Shared on 18 Mar 26

Fair value Increased 60%

STX: AI Storage Demand And Supply Discipline Will Support Durable Margin Expansion

Analysts have raised the Seagate Technology Holdings price target to $475, reflecting updates to fair value estimates alongside higher assumptions for revenue, profit margins, and future P/E multiples that are in line with a recent series of target increases from major research firms. Analyst Commentary Recent Street research around Seagate Technology Holdings highlights an active reset of targets and ratings, with many firms revisiting their assumptions on revenue, margins, and P/E multiples in light of updated outlooks through 2026.

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Shared on 24 Dec 25

Fair value Increased 2.71%

STX: AI Data Demand And Tighter Supply Will Support Durable Margin Expansion

Analysts have nudged their fair value estimate for Seagate Technology Holdings higher to approximately $297 per share from about $289, citing sustained HDD pricing power, structurally stronger nearline demand tied to AI infrastructure, and a higher expected earnings multiple supported by disciplined capacity additions and accelerating HAMR adoption. Analyst Commentary Recent Street research reflects a broadly positive reassessment of Seagate valuation, with multiple price target increases clustered across a relatively short period.

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Shared on 09 Dec 25

Fair value Increased 0.75%

STX: AI Storage Demand And Tight Supply Will Support Durable Upside

Analysts increased their price target for Seagate Technology Holdings by roughly $2 per share. This reflects growing confidence in structurally tight HDD supply, sustained nearline demand from AI infrastructure buildouts, and management's disciplined capacity additions that support higher long term pricing and margins.

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Shared on 25 Nov 25

Fair value Increased 3.55%

STX: Durable Upside Will Continue Amid Cloud And AI-Driven Storage Demand Through 2026

Seagate Technology Holdings' analyst price target has increased from $277.25 to $287.10. This reflects heightened optimism among analysts who cite strong demand, disciplined capacity management, and continued momentum in storage market fundamentals.

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Shared on 09 Nov 25

Fair value Increased 15%

STX: Rising Cloud Demand And Tight Supply Will Support Durable Upside Through 2026

Analysts have significantly raised their price target for Seagate Technology Holdings from $241.10 to $277.25. They cite stronger-than-expected margin improvements, robust demand for high-capacity drives, and growing optimism around sustained industry fundamentals.

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Shared on 26 Oct 25

Fair value Increased 18%

Seagate Technology Holdings saw its analyst price target increase significantly, rising from approximately $204 to $241. Analysts cite persistently strong demand, improving profit margins, and the accelerating adoption of AI-driven storage solutions as key drivers for the upgrade.

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Shared on 12 Oct 25

Fair value Increased 6.43%

Analysts have raised their price target for Seagate Technology Holdings from $192 to $204.35. They cite stronger demand, improving supply conditions, and a more optimistic outlook for AI-driven storage needs.

1 view

Shared on 28 Sep 25

Fair value Increased 13%

Analysts have raised Seagate Technology’s price target from $170 to $192, citing strong AI-driven and cloud demand, industry-wide supply constraints enabling price increases, and adoption of advanced storage technologies, while noting some risk for slower growth past 2H 2025. Analyst Commentary Bullish analysts cite strong and sustained demand from AI-driven workloads and cloud infrastructure as key drivers supporting higher revenue and profit forecasts, with materially improved outlooks since the start of 2025.

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Shared on 13 Sep 25

Fair value Increased 2.15%

Buoyed by resilient demand, rising hard disk drive pricing, improving storage sector fundamentals—especially from AI and cloud—and Seagate’s successful HAMR execution, analysts raised long-term revenue and margin expectations, prompting a slight increase in the consensus price target from $166.42 to $170.00. Analyst Commentary Bullish analysts cite industry-wide tailwinds, including sustained tight supply, resilient demand, and rising hard disk drive pricing, supporting upward revisions to Seagate’s revenue projections into 2026.

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Shared on 29 Aug 25

Fair value Increased 1.77%

Seagate Technology Holdings’ consensus price target has been raised to $166.42, as analysts cite strengthening nearline/HAMR demand, structural industry profitability improvements, and robust EPS growth outlook, though some caution persists over shipment and margin growth peaking in 2025. Analyst Commentary Bullish analysts cite strong and improving demand in the hard disk drive market, particularly from cloud/hyperscale customers, with stable pricing and tight supply supporting the industry’s profitability.

1 view

Shared on 04 Aug 25

Fair value Increased 8.67%

Despite a notable reduction in forecast revenue growth and a higher future P/E multiple, analysts have raised Seagate Technology Holdings' consensus price target from $150.47 to $162.74. What's in the News Seagate provided earnings guidance for fiscal Q1 2026, expecting revenue of $2.50 billion, plus or minus $150 million.

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Shared on 21 Jul 25

Fair value Increased 40%

Analysts have raised Seagate's price target from $107.80 to $136.82, reflecting confidence in sustained profitability and revenue growth driven by new areal density technology, robust data center demand, and industry supply discipline supporting higher margins and stable pricing. Analyst Commentary Bullish analysts anticipate that Seagate can deliver significant profitability improvements via advances in areal density technology, allowing sustained revenue growth even as cost per terabyte declines.

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Shared on 07 May 25

Fair value Decreased 2.80%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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Shared on 30 Apr 25

Fair value Decreased 3.60%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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Shared on 23 Apr 25

Fair value Decreased 1.19%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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Shared on 16 Apr 25

Fair value Decreased 3.28%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

4 views

Shared on 09 Apr 25

Fair value Decreased 2.43%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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Shared on 02 Apr 25

Fair value Increased 6.37%

AnalystConsensusTarget has increased profit margin from 13.2% to 14.6%.

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Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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Shared on 19 Mar 25

Fair value Decreased 1.91%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

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Shared on 10 Mar 25

Fair value Decreased 1.47%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

0 views

Cloud Infrastructure And AI Demand Will Drive Data Storage Transformation

STX: AI Storage Demand And Supply Discipline Will Shape Future Risk Reward Balance

STX: AI Storage Cycle And Supply Discipline Will Shape Future Margin Profile

STX: AI Data Storage Cycle And Supply Discipline Will Support Future Margin Durability

STX: AI Storage Demand And Supply Discipline Will Support Durable Margin Expansion

STX: AI Data Demand And Tighter Supply Will Support Durable Margin Expansion

STX: AI Storage Demand And Tight Supply Will Support Durable Upside

STX: Durable Upside Will Continue Amid Cloud And AI-Driven Storage Demand Through 2026

STX: Rising Cloud Demand And Tight Supply Will Support Durable Upside Through 2026

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