Seagate Technology Holdings (STX) Aperçu de l'action
Seagate Technology Holdings plc fournit des technologies de stockage de données et des solutions d'infrastructure à Singapour, aux États-Unis, aux Pays-Bas et dans le monde entier. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 2/6 |
| Croissance future | 6/6 |
| Performances passées | 5/6 |
| Santé financière | 4/6 |
| Dividendes | 0/6 |
STX Community Fair Values
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Analyst Price Targets
Seagate Technology Holdings plc Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$870.66 |
| Plus haut sur 52 semaines | US$888.95 |
| Plus bas sur 52 semaines | US$116.28 |
| Bêta | 2.01 |
| Variation sur 1 mois | 46.12% |
| Variation sur 3 mois | 112.53% |
| Variation sur 1 an | 642.00% |
| Variation sur 3 ans | 1,348.69% |
| Variation sur 5 ans | 788.16% |
| Évolution depuis l'introduction en bourse | 7,470.96% |
Nouvelles et mises à jour récentes
Seeking Alpha • 7h
Seagate: Micron And SK Hynix Gave The Greenlight To Buy More
Summary I am reiterating Seagate with a strong buy because my original thesis has not changed. It has improved. I argued that HAMR would change STX's earnings power. That view is being confirmed by Mozaic 4+ qualifications, stronger hyperscale demand, and record margin performance. The main growth drivers are nearline capacity allocation through CY27, Mozaic 4+ becoming a larger part of HAMR exabyte shipments, and AI-driven data center storage demand. My $1,410 price target reflects a 70% upside. I arrive at my price target by using a 56.86x FWD non-GAAP P/E and an est. EPS of $24.81. The key risks are a slowdown in AI capex, HAMR execution, and valuation compression. Read the full article on Seeking Alpha
Mise à jour du récit • 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.Recent updates
Seeking Alpha • 7h
Seagate: Micron And SK Hynix Gave The Greenlight To Buy More
Summary I am reiterating Seagate with a strong buy because my original thesis has not changed. It has improved. I argued that HAMR would change STX's earnings power. That view is being confirmed by Mozaic 4+ qualifications, stronger hyperscale demand, and record margin performance. The main growth drivers are nearline capacity allocation through CY27, Mozaic 4+ becoming a larger part of HAMR exabyte shipments, and AI-driven data center storage demand. My $1,410 price target reflects a 70% upside. I arrive at my price target by using a 56.86x FWD non-GAAP P/E and an est. EPS of $24.81. The key risks are a slowdown in AI capex, HAMR execution, and valuation compression. Read the full article on Seeking AlphaMise à jour du récit • 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.Article d’analyse • 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...
Mise à jour du récit • 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.
Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.
Nouveau récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Article d’analyse • 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...Rendement pour les actionnaires
| STX | US Tech | US Marché | |
|---|---|---|---|
| 7D | 15.9% | 4.5% | 1.3% |
| 1Y | 642.0% | 71.8% | 27.7% |
Rendement vs Industrie: STX a dépassé le secteur US Tech qui a rapporté 71.8 % au cours de l'année écoulée.
Rendement vs marché: STX a dépassé le marché US qui a rapporté 27.7 % au cours de l'année écoulée.
Volatilité des prix
| STX volatility | |
|---|---|
| STX Average Weekly Movement | 9.5% |
| Tech Industry Average Movement | 11.2% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.0% |
Cours de l'action stable: STX n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de STX ( 9% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 1978 | 30,000 | Dave Mosley | www.seagate.com |
Seagate Technology Holdings plc fournit des technologies de stockage de données et des solutions d'infrastructure à Singapour, aux États-Unis, aux Pays-Bas et dans le monde entier. La société propose des produits de stockage de grande capacité, notamment des disques durs d'entreprise nearline (HDD), des disques durs à état solide d'entreprise nearline (SSD), des systèmes d'entreprise nearline, des disques durs vidéo et image, et des disques de stockage connectés au réseau. Elle propose également des applications patrimoniales comprenant des disques durs et des disques SSD Mission Critical ; des solutions de stockage externe sous les lignes de produits Seagate Ultra Touch, One Touch, Expansion et Basics, ainsi que sous la marque LaCie ; des disques durs de bureau pour les ordinateurs personnels et les applications de stations de travail ; des disques durs pour ordinateurs portables traditionnels, des systèmes convertibles et des applications de stockage externe, des disques durs DVR pour les applications de streaming vidéo et des disques SSD pour les plates-formes de jeu.
Seagate Technology Holdings plc Résumé des fondamentaux
| STX statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$189.64b |
| Bénéfices(TTM) | US$2.38b |
| Recettes(TTM) | US$11.01b |
82.1x
Ratio P/E17.7x
Ratio P/SLe site STX est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| STX compte de résultat (TTM) | |
|---|---|
| Recettes | US$11.01b |
| Coût des recettes | US$6.43b |
| Marge brute | US$4.58b |
| Autres dépenses | US$2.20b |
| Les revenus | US$2.38b |
Derniers bénéfices déclarés
Apr 03, 2026
Prochaine date de publication des résultats
s/o
| Résultat par action (EPS) | 10.61 |
| Marge brute | 41.57% |
| Marge bénéficiaire nette | 21.60% |
| Ratio dettes/capitaux propres | 352.8% |
Quelles ont été les performances à long terme de STX?
Voir les performances historiques et les comparaisonsDividendes
0.3%
Rendement actuel des dividendes27%
Ratio de distributionLe site STX verse-t-il des dividendes fiables ?
Voir STX l'historique des dividendes et les indices de référence| Seagate Technology Holdings dates des dividendes | |
|---|---|
| Date ex-dividende | Jun 24 2026 |
| Date de paiement du dividende | Jul 07 2026 |
| Jours jusqu'au dividende Ex | 26 days |
| Jours jusqu'à la date de paiement du dividende | 39 days |
Le site STX verse-t-il des dividendes fiables ?
Voir STX l'historique des dividendes et les indices de référenceAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/27 18:00 |
| Cours de l'action en fin de journée | 2026/05/27 00:00 |
| Les revenus | 2026/04/03 |
| Revenus annuels | 2025/06/27 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Seagate Technology Holdings plc est couverte par 49 analystes. 22 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| James Kelleher | Argus Research Company |
| Tristan Gerra | Baird |
| Thomas O'Malley | Barclays |