Seagate Technology Holdings

Explosive Data Growth Will Fuel Next-Generation Storage Revolution

AN

AnalystHighTarget

Not Invested

Community Contributor

Published

01 Jun 25

Updated

19 May 26

Views

121

19 May

US$812.73

AnalystHighTarget's Fair Value

US$1,096.35

25.9% undervalued

1Y

620.9%

7D

2.2%

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1Y

620.9%

7D

2.2%

You can edit this narrative until May 20 9:15 PM. Then, changes will post as Updates.

Author's Valuation

US$1.1k25.9% undervalued

AnalystHighTarget Fair Value

Shared on 19 May 26

Fair value Increased 117%

STX: AI Storage Cycle And Margin Expansion Will Support Future Upside

Wall Street analysts turn much more upbeat on Seagate as they gain confidence the company can grow faster and keep more profit from each sale. New products and growing uptake of its latest high-capacity drives by major cloud customers add fuel to the case for more upside if execution holds.

16 views

Shared on 04 Feb 26

Fair value Increased 9.86%

STX: HDD Pricing Power In AI Cycle Will Support Future Upside

Analysts have raised their price target on Seagate Technology Holdings to US$505.00 from US$459.66, citing updated assumptions for faster revenue growth, a slightly adjusted discount rate, a lower profit margin profile, and a higher future P/E multiple. Analyst Commentary Recent research updates around Seagate Technology Holdings point to a broadly constructive tone, with a series of price target increases and rating upgrades clustering over the past several months.

9 views

Shared on 21 Jan 26

Fair value Increased 7.57%

STX: HDD Pricing Power And AI Data Demand Will Drive Future Upside

Analysts have raised their price targets for Seagate Technology Holdings, with our fair value estimate increasing from US$427.32 to US$459.66. In their updated models, they highlight stronger revenue growth, higher profit margins, and a lower assumed future P/E multiple.

14 views

Shared on 07 Jan 26

Fair value Increased 99%

STX: Nearline HDD Demand And Pricing Power Will Drive Future Upside

Narrative Update on Seagate Technology Holdings The updated analyst price target for Seagate Technology Holdings has moved from about US$215 to roughly US$427. Analysts point to stronger modeled revenue growth, higher profit margin assumptions, a richer future P/E multiple, and supportive Street research citing firm HDD pricing, disciplined capacity additions, and AI driven demand for nearline storage.

10 views

Valuator

Company Info

Notes

AnalystHighTarget Fair Value

US$1.1k

25.9% undervalued

Future estimation in

Revenue

Profit Margin

Future PE

Growth p.a.

%

Decrease

Increase

Forecast revenue growth rate

22.67%

Historical revenue growth rate

-5.56%

Tech Hardware revenue growth rate

0.53%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

8.21%

Calculation

US$15.97b

Earnings '29

x

22.79x

PE Ratio '29

=

US$363.89b

Market Cap '29

US$363.89b

Market Cap '29

/

262.79m

No. shares '29

=

US$1.38k

Share Price '29

US$1.38k Share Price '29

Discounted to 2026 @ 8.20% p.a.

=

US$1.09k

Fair Value '26