Seagate Technology Holdings Vergangene Ertragsentwicklung
Vergangenheit Kriterienprüfungen 5/6
Seagate Technology Holdings verzeichnete einen durchschnittlichen jährlichen Gewinnzuwachs von 4.8%, während die Gewinne der Branche Tech jährlich um gewachsen und zwar um 5.5%. Die Umsätze verzeichneten einen durchschnittlichen jährlichen Gewinnzuwachs von rückläufig von 5.6%. Die Eigenkapitalrendite von Seagate Technology Holdings beträgt 217.2% und die Nettomargen betragen 21.6%.
Wichtige Informationen
4.84%
Wachstumsrate der Gewinne
7.48%
EPS-Wachstumsrate
| Tech Wachstum der Industrie | 14.32% |
| Wachstumsrate der Einnahmen | -5.56% |
| Eigenkapitalrendite | 217.17% |
| Netto-Marge | 21.60% |
| Letzte Ertragsaktualisierung | 03 Apr 2026 |
Jüngste Aktualisierungen vergangener Leistungen
Recent updates
Narrativ-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.Seeking Alpha • Jun 29
Seagate: Firing On All Cylinders, But The Stock Leaves Little Upside
Summary Seagate Technology stands out operationally, with rapid revenue growth, robust margins, and strong free cash flow, but trades at a premium valuation. STX benefits from a vertically integrated model and nearline drive demand, offering long-term visibility, but remains exposed to cyclical volatility and competitive threats. Recent results show 44% y/y revenue growth and a record 47% gross margin, with management guiding for continued momentum and nearline capacity committed through 2027. I rate STX a Hold: operational excellence is offset by elevated multiples and high expectations, making the risk-reward unattractive absent a significant pullback or further structural upside. Read the full article on Seeking Alpha
Narrativ-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...Narrativ-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.
Narrativ-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...Narrativ-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.Narrativ-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.Narrativ-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.Narrativ-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.Narrativ-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.Narrativ-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...Narrativ-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.Narrativ-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.Narrativ-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.Narrativ-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.Narrativ-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.Narrativ-Update • Nov 25
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.Narrativ-Update • Nov 09
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.Analyseartikel • Nov 01
Seagate Technology Holdings (NASDAQ:STX) Is Paying Out A Larger Dividend Than Last Year
Seagate Technology Holdings plc ( NASDAQ:STX ) has announced that it will be increasing its dividend from last year's...Analyseartikel • Oct 31
Seagate Technology Holdings plc Just Recorded A 16% EPS Beat: Here's What Analysts Are Forecasting Next
As you might know, Seagate Technology Holdings plc ( NASDAQ:STX ) just kicked off its latest quarterly results with...Narrativ-Update • Oct 26
Cloud Infrastructure And AI Demand Will Drive Data Storage Transformation
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.Narrativ-Update • Oct 12
Mozaic Drives And Cloud Demand Will Transform Data Storage
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.Aufschlüsselung der Einnahmen und Ausgaben
Aufschlüsselung der Einnahmen und Ausgaben
Wie Seagate Technology Holdings Geld verdient und ausgibt. Basierend auf den neuesten gemeldeten Einnahmen der letzten zwölf Monate.
Gewinn- und Umsatzhistorie
| Datum | Einnahmen | Gewinn | Allgemeine und Verwaltungskosten | F&E-Ausgaben |
|---|---|---|---|---|
| 03 Apr 26 | 11,010 | 2,378 | 584 | 746 |
| 02 Jan 26 | 10,058 | 1,970 | 580 | 732 |
| 03 Oct 25 | 9,558 | 1,713 | 576 | 729 |
| 27 Jun 25 | 9,097 | 1,469 | 561 | 724 |
| 28 Mar 25 | 8,540 | 1,494 | 538 | 703 |
| 27 Dec 24 | 8,035 | 1,179 | 515 | 687 |
| 27 Sep 24 | 7,265 | 824 | 484 | 664 |
| 28 Jun 24 | 6,551 | 335 | 460 | 654 |
| 29 Mar 24 | 6,266 | -270 | 443 | 643 |
| 29 Dec 23 | 6,471 | -728 | 450 | 731 |
| 29 Sep 23 | 6,803 | -742 | 467 | 709 |
| 30 Jun 23 | 7,384 | -529 | 491 | 772 |
| 31 Mar 23 | 8,410 | -161 | 526 | 872 |
| 30 Dec 22 | 9,352 | 618 | 544 | 853 |
| 30 Sep 22 | 10,581 | 1,152 | 555 | 942 |
| 01 Jul 22 | 11,661 | 1,649 | 559 | 941 |
| 01 Apr 22 | 12,046 | 1,855 | 546 | 926 |
| 31 Dec 21 | 11,975 | 1,838 | 531 | 920 |
| 01 Oct 21 | 11,482 | 1,617 | 517 | 913 |
| 02 Jul 21 | 10,681 | 1,314 | 502 | 903 |
| 02 Apr 21 | 10,185 | 998 | 478 | 893 |
| 01 Jan 21 | 10,172 | 989 | 471 | 912 |
| 02 Oct 20 | 10,245 | 1,027 | 469 | 941 |
| 03 Jul 20 | 10,509 | 1,004 | 473 | 973 |
| 03 Apr 20 | 10,363 | 1,821 | 469 | 992 |
| 03 Jan 20 | 9,958 | 1,696 | 460 | 984 |
| 04 Oct 19 | 9,977 | 1,762 | 460 | 980 |
| 28 Jun 19 | 10,390 | 2,012 | 453 | 991 |
| 29 Mar 19 | 10,854 | 1,490 | 483 | 1,005 |
| 28 Dec 18 | 11,344 | 1,676 | 508 | 1,021 |
| 28 Sep 18 | 11,543 | 1,451 | 530 | 1,025 |
| 29 Jun 18 | 11,184 | 1,182 | 560 | 1,022 |
| 30 Mar 18 | 10,755 | 835 | 569 | 1,020 |
| 29 Dec 17 | 10,626 | 648 | 583 | 1,090 |
| 29 Sep 17 | 10,606 | 786 | 594 | 1,145 |
| 30 Jun 17 | 10,771 | 772 | 606 | 1,232 |
| 31 Mar 17 | 11,019 | 728 | 601 | 1,251 |
| 30 Dec 16 | 10,940 | 514 | 602 | 1,225 |
| 30 Sep 16 | 11,032 | 381 | 608 | 1,224 |
| 01 Jul 16 | 11,160 | 248 | 635 | 1,237 |
| 01 Apr 16 | 11,434 | 315 | 694 | 1,254 |
| 01 Jan 16 | 12,169 | 626 | 764 | 1,302 |
| 02 Oct 15 | 12,879 | 1,395 | 823 | 1,339 |
Qualität der Erträge: STX hat hohe Qualitätseinkünfte.
Wachsende Gewinnspanne: STXDie aktuellen Gewinnspannen (21.6%) sind höher als im letzten Jahr (17.4%).
Analyse von freiem Cashflow und Gewinn
Analyse des Gewinnwachstums in der Vergangenheit
Ergebnisentwicklung: STXIn den letzten 5 Jahren sind die Gewinne von 4.8% jährlich gestiegen.
Beschleunigtes Wachstum: STXDas Gewinnwachstum des Unternehmens im letzten Jahr (59.3%) übertrifft seinen 5-Jahres-Durchschnitt (4.8% pro Jahr).
Erträge im Vergleich zur Industrie: STX Das Gewinnwachstum im vergangenen Jahr (59.3%) übertraf das der Branche Tech 8.4% .
Eigenkapitalrendite
Hohe Eigenkapitalrendite: Die Eigenkapitalrendite von STX(217.17%) ist zwar hervorragend, doch ist diese Kennzahl aufgrund der hohen Verschuldung des Unternehmens verzerrt.
Kapitalrendite
Rendite auf das eingesetzte Kapital
Entdecken Sie starke Unternehmen, die in der Vergangenheit erfolgreich waren
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/07/12 01:52 |
| Aktienkurs zum Tagesende | 2026/07/10 00:00 |
| Gewinne | 2026/04/03 |
| Jährliche Einnahmen | 2025/06/27 |
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.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
|
| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
|
* 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 des Analysemodells, das zur Erstellung dieses Berichts verwendet wurde, sind auf unserer GitHub-Seite verfügbar. Außerdem haben wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf YouTube.
Erfahren Sie mehr über das Weltklasse-Team, 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 46 Analysten beobachtet. 22 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.
| Analyst | Einrichtung |
|---|---|
| James Kelleher | Argus Research Company |
| Tristan Gerra | Baird |
| Benjamin Reitzes | Barclays |