Seagate Technology Holdings plc

Informe acción NasdaqGS:STX

Capitalización de mercado: US$164.4b

Salud financiera de hoja de balance de Seagate Technology Holdings

Salud financiera controles de criterios 4/6

Seagate Technology Holdings tiene un patrimonio de accionistas total de $1.1B y una deuda total de $3.9B, lo que sitúa su ratio deuda-patrimonio en 352.8%. Sus activos y pasivos totales son $8.9B y $7.8B respectivamente. El BAIT de Seagate Technology Holdings es de $3.2B, por lo que su ratio de cobertura de intereses es de 12.1. Tiene efectivo e inversiones a corto plazo que ascienden a $1.1B.

Información clave

352.79%

Ratio deuda-patrimonio

US$3.86b

Deuda

Ratio de cobertura de intereses12.1x
EfectivoUS$1.15b
PatrimonioUS$1.10b
Total pasivoUS$7.80b
Activos totalesUS$8.89b

Actualizaciones recientes sobre salud financiera

No hay actualizaciones

Recent updates

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.
Seeking Alpha Apr 30

Seagate: The Biggest Risk Is Buying At The Top Of The Industry Capex Cycle

Summary Seagate Technology Holdings plc has doubled over the past year, driven by surging data center demand and hyperscaler capex. At current prices, STX trades at 34x FY26 and 23x FY27 P/E, reflecting peak earnings expectations. The hyperscaler capex boom, especially from Meta, is unsustainable and likely to peak by FY26 or FY27. I reiterate a Sell rating on STX stock, urging investors to lock in gains before the inevitable normalization. Read the full article on Seeking Alpha
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.
Nueva narrativa Feb 21

HAMR Time: Dominating the High-Capacity Cloud

Seagate Technology (STX) has transformed itself from a legacy hardware maker into a critical AI infrastructure darling, with its stock price hitting $411 in February 2026. This 330% climb over the past year has been fueled by the successful commercialization of Heat-Assisted Magnetic Recording (HAMR) technology.
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...
Actualización de narrativa Aug 29

Mozaic Drives And Cloud Demand Will Transform Data Storage

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.
Artículo de análisis Aug 08

Seagate Technology Holdings (NASDAQ:STX) Posted Healthy Earnings But There Are Some Other Factors To Be Aware Of

NasdaqGS:STX 1 Year Share Price vs Fair Value Explore Seagate Technology Holdings's Fair Values from the Community and...

Análisis de la situación financiera

Pasivos a corto plazo: Los activos a corto plazo ($4.3B) de STX superan a sus pasivos a corto plazo ($3.2B).

Pasivo a largo plazo: Los activos a corto plazo ($4.3B) de STX no cubren sus pasivos a largo plazo ($4.6B).


Historial y análisis de deuda-patrimonio

Nivel de deuda: La relación deuda neta-capital de STX (248.1%) se considera alta.

Reducción de la deuda: El ratio deuda-patrimonio de STX ha pasado de 1061.5% a 352.8% en los últimos 5 años.

Cobertura de la deuda: La deuda de STX está bien cubierta por el flujo de caja operativo (74.5%).

Cobertura de intereses: Los pagos de intereses de la deuda de STX están bien cubiertos por el BAIT (12.1x cobertura).


Hoja de balance


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Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/20 21:46
Precio de las acciones al final del día2026/05/20 00:00
Beneficios2026/04/03
Ingresos anuales2025/06/27

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.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* 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 49 analistas. 22 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.

AnalistaInstitución
James KelleherArgus Research Company
Tristan GerraBaird
Thomas O'MalleyBarclays