Seagate Technology Holdings plc

NasdaqGS:STX Lagerbericht

Marktkapitalisierung: US$205.6b

Seagate Technology Holdings Zukünftiges Wachstum

Future Kriterienprüfungen 6/6

Seagate Technology Holdings wird ein jährliches Gewinn- und Umsatzwachstum von 30.4% bzw. 22.5% prognostiziert. Der Gewinn pro Aktie wird voraussichtlich wachsen um 30.4% pro Jahr. Die Eigenkapitalrendite wird in 3 Jahren voraussichtlich 123.4% betragen.

Wichtige Informationen

30.4%

Wachstumsrate der Gewinne

30.36%

EPS-Wachstumsrate

Tech Gewinnwachstum9.9%
Wachstumsrate der Einnahmen22.5%
Zukünftige Eigenkapitalrendite123.37%
Analystenabdeckung

Good

Zuletzt aktualisiert04 Sep 2026

Jüngste Aktualisierungen zum künftigen Wachstum

Recent updates

Narrative-Update • Sep 03

STX: Tight HDD Supply And AI Storage Demand Will Drive Future Upside

Analysts have lifted the fair value estimate for Seagate Technology Holdings from $1,096.35 to $1,544.51, as higher projected revenue growth and a richer future P/E multiple offset slightly tighter discount rate and profit margin assumptions. This reflects recent price target increases across the Street tied to pricing power, shipment growth and AI driven storage demand.
Seeking Alpha • Aug 28

Seagate: Not A Time To Be Greedy - More Consolidation Ahead

Summary NVDA feds the AI exuberance by guiding double digits growth through FY2028, with STX likely to be a multi-year beneficiary as a critical HDD supplier. The fully contracted 2027 capacity and long-term supply agreements support their robust profitable growth prospects and richer cash flow generations. STX may also escape the cyclical boom/bust pains with a focus on aerial density instead of volume growth, aided by the HAMR technology advances. Risks include the premium P/E of 22.96x against its peers' P/E median of 12.78x and ongoing insider selling, with its near-term return prospects likely to underwhelm. STX remains a Hold here, with the recent consolidation and raised consensus forward estimates yet to sufficiently improve its inflated investment thesis. Read the full article on Seeking Alpha
Narrative-Update • Aug 18

STX: AI Storage Pricing Tailwind Will Eventually Confront HDD Cycle Reset Risk

Analysts have raised the Seagate Technology Holdings fair value estimate from $680.00 to about $705.49, citing higher projected revenue growth, stronger profit margins supported by improving hard disk drive pricing, and a lower assumed future P/E multiple in line with recent price target increases across the Street. Analyst Commentary Street research on Seagate Technology Holdings in 2026 has leaned positive, with many firms lifting price targets after recent earnings and guidance updates.
Narrative-Update • Aug 04

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

The analyst price target for Seagate Technology Holdings has been raised from $959 to $1,116. Analysts cite stronger revenue and margin assumptions supported by tighter supply and firm HDD pricing trends.
Narrative-Update • Jul 21

STX: AI Storage Pricing Optimism Will Eventually Face Supply Discipline Reversal Risk

Seagate Technology Holdings' fair value estimate has been raised from $566.86 to $680.00 as analysts point to broadly higher price targets across the Street, supported by expectations for firmer hard disk drive pricing, AI driven storage demand, and updated earnings and P/E assumptions. Analyst Commentary Recent research on Seagate Technology Holdings shows a wide spread of opinion on how much upside is left, even as many firms lift price targets.
Narrative-Update • Jul 07

STX: AI Storage Demand And HDD Pricing Discipline Will Drive Future Risk Reward Balance

Analysts have lifted their price target for Seagate Technology Holdings to $959 from $848, citing tighter hard disk drive supply, AI driven storage demand, and expectations for firmer pricing across upcoming contract renewals. Analyst Commentary Recent Street research on Seagate Technology Holdings clusters around a shared focus on AI related storage demand, hard disk drive supply discipline, and the potential for pricing power to influence valuation and earnings quality.
Narrative-Update • Jun 23

STX: AI Storage Pricing Euphoria Will Eventually Confront HDD Cycle Reality

Analysts have raised the Seagate Technology Holdings fair value estimate from $375.00 to about $566.86. This reflects a series of higher price targets tied to stronger views on hard disk drive pricing, AI related storage demand and expected margin traction, even as one firm has turned more cautious about how fast pricing assumptions are rising.
Analyseartikel • Jun 17

Seagate Technology Holdings (STX) Stock Could Be 22% Overvalued After The AI Storage Rally

Seagate Technology Holdings (STX) is back in focus after a broad rally in technology and AI infrastructure stocks, with investors reacting to strong earnings, upbeat analyst commentary, and rising demand from AI and cloud data centers. See our latest analysis for Seagate Technology Holdings. Over the past year, Seagate Technology Holdings has shifted from a relatively quiet hardware stock to a high momentum AI infrastructure play, with a year to date share price return of 258.68% and a very...
Narrative-Update • Jun 03

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

Analysts raised the Seagate Technology Holdings price target to about $848 from about $770, citing a higher estimated fair value supported by stronger AI-related demand expectations, persistent supply discipline in hard disk drives, and slightly higher assumed revenue growth, profit margin, and future P/E multiples. Analyst Commentary Recent Street research on Seagate Technology Holdings shows a cluster of higher price targets, with analysts largely focused on AI related storage demand, supply discipline in hard disk drives, and the potential impact on valuation multiples.
Narrative-Update • May 19

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

Analysts have raised the Seagate Technology Holdings price target to $1,096.35 from $505.00, citing updated assumptions regarding revenue, profit margins and future P/E expectations that align with recent Street research updates. Analyst Commentary Recent Street research on Seagate Technology Holdings shows a cluster of bullish analysts lifting price targets across a tight window of dates, reflecting updated assumptions on revenue trajectories, margin potential and P/E levels that are closer to current Street thinking.
Analyseartikel • May 06

Seagate Technology Holdings' (NASDAQ:STX) Solid Profits Have Weak Fundamentals

Unsurprisingly, Seagate Technology Holdings plc's ( NASDAQ:STX ) stock price was strong on the back of its healthy...
Narrative-Update • May 02

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.
Narrative-Update • Apr 16

STX: Elevated AI Storage Optimism Will Test 2026 HDD Cycle Assumptions

Narrative Update on Seagate Technology Holdings The analyst price target for Seagate Technology Holdings has been raised by $582. Analysts attribute this to updated assumptions that include slightly lower discount rates, marginally higher revenue growth and profit margins, and a modestly reduced future P/E multiple.
Narrative-Update • Apr 02

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.
Narrative-Update • Mar 18

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.
Narrative-Update • Mar 04

STX: AI Storage Hopes And HDD Cycle Assumptions Will Test 2026 P E

Analysts raised their average price target on Seagate Technology Holdings to $375.00, a move supported by a series of upward target revisions from multiple firms citing stronger revenue growth assumptions, slightly higher profit margins, and a modestly adjusted P/E framework. Analyst Commentary Recent research points to a cluster of higher price targets for Seagate, with several firms adjusting their models around revenue expectations, margin profiles, and P/E assumptions.
Narrative-Update • Feb 18

STX: Elevated P E Expectations For 2026 Pricing Will Face Execution Test

The analyst price target for Seagate Technology Holdings has been updated to $375.00. This change reflects analysts' revised assumptions for higher revenue growth, slightly stronger profit margins, and a higher future P/E multiple following a series of Street target increases and rating upgrades.
Analyseartikel • Feb 09

After Leaping 41% Seagate Technology Holdings plc (NASDAQ:STX) Shares Are Not Flying Under The Radar

Seagate Technology Holdings plc ( NASDAQ:STX ) shareholders have had their patience rewarded with a 41% share price...
Narrative-Update • Feb 04

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.
Narrative-Update • Jan 21

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.
Narrative-Update • Jan 07

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.
Narrative-Update • Dec 24

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.
Narrative-Update • Dec 09

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.

Gewinn- und Umsatzwachstumsprognosen

NasdaqGS:STX - Zukünftige Analystenschätzungen und Finanzdaten der Vergangenheit (USD Millions)
DatumUmsatzGewinneFreier CashflowBargeld aus operativen TätigkeitenDurchschn. Anz. Analysten
6/30/202931,06016,02313,16216,7549
6/30/202825,10512,6919,41511,19320
6/30/202718,7858,4176,8077,99721
7/3/202612,1953,1843,1053,674N/A
4/3/202611,0102,3782,4122,877N/A
1/2/202610,0581,9701,6752,022N/A
10/3/20259,5581,7131,2181,520N/A
6/27/20259,0971,4698181,083N/A
3/28/20258,5401,4947731,009N/A
12/27/20248,0351,179685938N/A
9/27/20247,265824634886N/A
6/28/20246,551335664918N/A
3/29/20246,266-270452702N/A
12/29/20236,471-728498742N/A
9/29/20236,803-742571824N/A
6/30/20237,384-529626942N/A
3/31/20238,410-161566904N/A
12/30/20229,3526187551,136N/A
9/30/202210,5811,1521,0091,406N/A
7/1/202211,6611,6491,2761,657N/A
4/1/202212,0461,8551,5221,955N/A
12/31/202111,9751,8381,4331,873N/A
10/1/202111,4821,6171,3211,825N/A
7/2/202110,6811,3141,1281,626N/A
4/2/202110,1859981,0481,536N/A
1/1/202110,1729891,0341,548N/A
10/2/202010,2451,0271,0061,555N/A
7/3/202010,5091,0041,1291,714N/A
4/3/202010,3631,821N/A1,774N/A
1/3/20209,9581,696N/A1,822N/A
10/4/20199,9771,762N/A1,630N/A
6/28/201910,3902,012N/A1,761N/A
3/29/201910,8541,490N/A1,781N/A
12/28/201811,3441,676N/A1,901N/A
9/28/201811,5431,451N/A2,463N/A
6/29/201811,1841,182N/A2,113N/A
3/30/201810,755835N/A1,888N/A
12/29/201710,626648N/A1,756N/A
9/29/201710,606786N/A1,562N/A
6/30/201710,771772N/A1,916N/A
3/31/201711,019728N/A1,942N/A
12/30/201610,940514N/A1,721N/A
9/30/201611,032381N/A1,447N/A
7/1/201611,160248N/A1,680N/A
4/1/201611,434315N/A1,639N/A
1/1/201612,169626N/A1,808N/A
10/2/201512,8791,395N/A2,869N/A

Analystenprognosen zum zukünftigen Wachstum

Einkommen vs. Sparrate: STXDas prognostizierte Gewinnwachstum (30.4% pro Jahr) liegt über der Sparquote (3.7%).

Ertrag vs. Markt: STXDie Erträge des Unternehmens (30.4% pro Jahr) werden voraussichtlich schneller wachsen als der Markt US (17.4% pro Jahr).

Hohe Wachstumserträge: STXEs wird erwartet, dass die Erträge des Unternehmens in den nächsten 3 Jahren erheblich steigen werden.

Einnahmen vs. Markt: STXDie Einnahmen des Unternehmens (22.5% pro Jahr) werden voraussichtlich schneller wachsen als der Markt US (13.5% pro Jahr).

Hohe Wachstumseinnahmen: STXDie Einnahmen des Unternehmens (22.5% pro Jahr) werden voraussichtlich schneller wachsen als 20% pro Jahr.

Wachstumsprognosen für den Gewinn je Aktie

Künftige Eigenkapitalrendite

Künftige Eigenkapitalrendite: STXDie Eigenkapitalrendite des Unternehmens wird in 3 Jahren voraussichtlich sehr hoch sein (123.4%).

Wachstumsunternehmen entdecken

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Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/09/09 04:02
Aktienkurs zum Tagesende2026/09/09 00:00
Gewinne2026/07/03
Jährliche Einnahmen2026/07/03

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Details zum Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite; außerdem bieten wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf Youtube an.

Erfahren Sie mehr über das , das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

Seagate Technology Holdings plc wird von 47 Analysten beobachtet. 21 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
James KelleherArgus Research Company
Tristan GerraBaird
Benjamin ReitzesBarclays