Shared on28 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.

Shared on13 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.

Shared on29 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.

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.