Mozaic Drives And Cloud Demand Will Transform Data Storage

AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
Published
08 Aug 24
Updated
06 Aug 25
AnalystConsensusTarget's Fair Value
US$163.53
9.9% undervalued intrinsic discount
06 Aug
US$147.27
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1Y
59.9%
7D
-0.1%

Author's Valuation

US$163.5

9.9% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on04 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.

Shared on21 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.

Shared on07 May 25
Fair value Decreased 2.80%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on30 Apr 25
Fair value Decreased 3.60%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on23 Apr 25
Fair value Decreased 1.19%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on16 Apr 25
Fair value Decreased 3.28%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Decreased 2.43%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Increased 6.37%

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

Shared on26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Decreased 1.91%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on10 Mar 25
Fair value Decreased 1.47%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.