Seagate Technology Holdings Crecimiento futuro
Future controles de criterios 6/6
Se prevé un crecimiento anual de los beneficios y los ingresos de Seagate Technology Holdings de 37.4% y 23.9% por año respectivamente. Se prevé que el BPA crezca en un 37.6% al año. Se espera que la rentabilidad financiera sea de 284.3% en 3 años.
Información clave
37.4%
Tasa de crecimiento de los beneficios
37.62%
Tasa de crecimiento del BPA
| Crecimiento de los beneficios de Tech | 11.8% |
| Tasa de crecimiento de los ingresos | 23.9% |
| Rentabilidad financiera futura | 284.25% |
| Cobertura de analistas | Good |
| Última actualización | 15 Jun 2026 |
Actualizaciones recientes sobre el crecimiento futuro
Recent updates
Seeking Alpha • Jun 10
Seagate: Is Storage Worth More Than Memory
Summary Seagate is rated a sell due to premium valuation versus higher-margin, faster-growing memory chip peers like MU and SNDK. STX benefits from volume growth and margin gains via HAMR technology but faces limited pricing power and lower value-add in AI data centers. Consensus projects robust FCF ($5bn in 2027-2028) and EPS growth over 40% through 2028, but growth slows and valuation remains stretched. Potential downside of 19% is forecast, with a 12-month price target of $710, as STX is exposed to AI data center build risks and cyclicality. Read the full article on Seeking Alpha
Actualización de narrativa • 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.
Actualización de narrativa • 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.Artículo de análisis • 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...Actualización de narrativa • 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.
Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Artículo de análisis • 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...Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Artículo de análisis • 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...Artículo de análisis • 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...Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • Sep 28
Mozaic Drives And Cloud Demand Will Transform Data Storage
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.Actualización de narrativa • Sep 13
Mozaic Drives And Cloud Demand Will Transform Data Storage
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.Artículo de análisis • Sep 11
Earnings Tell The Story For Seagate Technology Holdings plc (NASDAQ:STX) As Its Stock Soars 27%
Seagate Technology Holdings plc ( NASDAQ:STX ) shares have continued their recent momentum with a 27% gain in the last...Previsiones de crecimiento de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Flujo de caja libre | Flujo de caja operativo | Núm. de analistas medio |
|---|---|---|---|---|---|
| 6/30/2028 | 21,449 | 8,645 | 6,596 | 8,223 | 17 |
| 6/30/2027 | 16,643 | 5,826 | 4,837 | 5,827 | 21 |
| 6/30/2026 | 12,050 | 3,014 | 2,878 | 3,311 | 21 |
| 4/3/2026 | 11,010 | 2,378 | 2,412 | 2,877 | N/A |
| 1/2/2026 | 10,058 | 1,970 | 1,675 | 2,022 | N/A |
| 10/3/2025 | 9,558 | 1,713 | 1,218 | 1,520 | N/A |
| 6/27/2025 | 9,097 | 1,469 | 818 | 1,083 | N/A |
| 3/28/2025 | 8,540 | 1,494 | 773 | 1,009 | N/A |
| 12/27/2024 | 8,035 | 1,179 | 685 | 938 | N/A |
| 9/27/2024 | 7,265 | 824 | 634 | 886 | N/A |
| 6/28/2024 | 6,551 | 335 | 664 | 918 | N/A |
| 3/29/2024 | 6,266 | -270 | 452 | 702 | N/A |
| 12/29/2023 | 6,471 | -728 | 498 | 742 | N/A |
| 9/29/2023 | 6,803 | -742 | 571 | 824 | N/A |
| 6/30/2023 | 7,384 | -529 | 626 | 942 | N/A |
| 3/31/2023 | 8,410 | -161 | 566 | 904 | N/A |
| 12/30/2022 | 9,352 | 618 | 755 | 1,136 | N/A |
| 9/30/2022 | 10,581 | 1,152 | 1,009 | 1,406 | N/A |
| 7/1/2022 | 11,661 | 1,649 | 1,276 | 1,657 | N/A |
| 4/1/2022 | 12,046 | 1,855 | 1,522 | 1,955 | N/A |
| 12/31/2021 | 11,975 | 1,838 | 1,433 | 1,873 | N/A |
| 10/1/2021 | 11,482 | 1,617 | 1,321 | 1,825 | N/A |
| 7/2/2021 | 10,681 | 1,314 | 1,128 | 1,626 | N/A |
| 4/2/2021 | 10,185 | 998 | 1,048 | 1,536 | N/A |
| 1/1/2021 | 10,172 | 989 | 1,034 | 1,548 | N/A |
| 10/2/2020 | 10,245 | 1,027 | 1,006 | 1,555 | N/A |
| 7/3/2020 | 10,509 | 1,004 | 1,129 | 1,714 | N/A |
| 4/3/2020 | 10,363 | 1,821 | 1,152 | 1,774 | N/A |
| 1/3/2020 | 9,958 | 1,696 | N/A | 1,822 | N/A |
| 10/4/2019 | 9,977 | 1,762 | N/A | 1,630 | N/A |
| 6/28/2019 | 10,390 | 2,012 | N/A | 1,761 | N/A |
| 3/29/2019 | 10,854 | 1,490 | N/A | 1,781 | N/A |
| 12/28/2018 | 11,344 | 1,676 | N/A | 1,901 | N/A |
| 9/28/2018 | 11,543 | 1,451 | N/A | 2,463 | N/A |
| 6/29/2018 | 11,184 | 1,182 | N/A | 2,113 | N/A |
| 3/30/2018 | 10,755 | 835 | N/A | 1,888 | N/A |
| 12/29/2017 | 10,626 | 648 | N/A | 1,756 | N/A |
| 9/29/2017 | 10,606 | 786 | N/A | 1,562 | N/A |
| 6/30/2017 | 10,771 | 772 | N/A | 1,916 | N/A |
| 3/31/2017 | 11,019 | 728 | N/A | 1,942 | N/A |
| 12/30/2016 | 10,940 | 514 | N/A | 1,721 | N/A |
| 9/30/2016 | 11,032 | 381 | N/A | 1,447 | N/A |
| 7/1/2016 | 11,160 | 248 | N/A | 1,680 | N/A |
| 4/1/2016 | 11,434 | 315 | N/A | 1,639 | N/A |
| 1/1/2016 | 12,169 | 626 | N/A | 1,808 | N/A |
| 10/2/2015 | 12,879 | 1,395 | N/A | 2,869 | N/A |
| 7/3/2015 | 13,739 | 1,742 | N/A | 2,650 | N/A |
Previsiones de crecimiento futuro de los analistas
Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (37.4% al año) de STX es superior a la tasa de ahorro (3.5%).
Beneficios vs. Mercado: Se prevé que los beneficios (37.4% al año) de STX crezcan más rápidamente que el mercado US (18.5% al año).
Beneficios de alto crecimiento: Se espera que los beneficios de STX crezcan significativamente en los próximos 3 años.
Ingresos vs. Mercado: Se prevé que los ingresos (23.9% al año) de STX crezcan más rápidamente que los del mercado US (12.7% al año).
Ingresos de alto crecimiento: Se prevé que los ingresos (23.9% al año) de STX crezcan más rápidamente que un 20% al año.
Previsiones de crecimiento de los beneficios por acción
Rentabilidad financiera futura
ROE futura: Se prevé que la rentabilidad financiera de STX sea muy elevada dentro de 3 años (284.3%).
Descubre empresas en crecimiento
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/06/15 10:36 |
| Precio de las acciones al final del día | 2026/06/15 00:00 |
| Beneficios | 2026/04/03 |
| Ingresos anuales | 2025/06/27 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
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* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Seagate Technology Holdings plc está cubierta por 47 analistas. 21 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| James Kelleher | Argus Research Company |
| Tristan Gerra | Baird |
| Thomas O'Malley | Barclays |