Seagate Technology Holdings (STX) Panoramica del titolo
Seagate Technology Holdings plc opera nel settore delle soluzioni per l'archiviazione dei dati a Singapore, negli Stati Uniti, nei Paesi Bassi e a livello internazionale. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 2/6 |
| Crescita futura | 6/6 |
| Prestazioni passate | 5/6 |
| Salute finanziaria | 5/6 |
| Dividendi | 0/6 |
Premi
Analisi del rischio
Last Earnings Call
Q4 2026 · 28 Jul 2026Seagate Technology reported strong Q4 2026 financial results on July 28, 2026, surpassing analyst expectations.
Financial Results and Key Metrics
- Revenue: Reported $3.63 billion, beating the consensus estimate of $3.49 billion.
- Non-GAAP EPS: Reported $5.71, beating the consensus estimate of $5.09.
- Profitability: Non-GAAP gross margin reached a record 52.7%.
- Cash Flow: Generated $1.1 billion in free cash flow, the strongest quarter in over a decade.
- Annual Performance: FY2026 revenue grew 34% to $12.2 billion, with record annual free cash flow of $3.1 billion.
Management Outlook
Management expressed high confidence in fiscal 2027, projecting revenue growth to outpace fiscal 2026. For Q1 2027, Seagate guided for $4.1 billion in revenue and $7.30 in non-GAAP EPS, both significantly exceeding analyst forecasts. Growth is expected to be driven by robust, AI-accelerated demand for mass-capacity storage, with supply orders already extending into 2029.
Market Reaction
Following an 8.5% decline during the regular session due to broader market weakness, Seagate shares rose as much as 9–10% in after-hours trading. Analysts cited the "blowout" earnings beat, record margins, and bullish guidance as proof that demand for AI-driven storage infrastructure remains robust and durable.
STX Community Fair Values
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Analyst Price Targets
Concorrenti di Seagate Technology Holdings plc
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$812.76 |
| Massimo di 52 settimane | US$1,145.00 |
| Minimo di 52 settimane | US$151.23 |
| Beta | 2.1 |
| Variazione di 1 mese | -10.72% |
| Variazione a 3 mesi | -2.55% |
| Variazione di 1 anno | 440.22% |
| Variazione a 3 anni | 1,115.80% |
| Variazione a 5 anni | 799.67% |
| Variazione dall'IPO | 6,967.48% |
Notizie e aggiornamenti recenti
Aggiornamento narrativa • 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.Seeking Alpha • Aug 01
Seagate: Duopoly Pricing Power Meets AI Storage Demand
Summary Seagate is rated Buy with a $1,000 price target, reflecting durable demand and strong operating leverage in mass-capacity storage for AI-driven data centers. Q4 FY26 delivered record results: revenue up 48% YoY, non-GAAP EPS up 121% YoY, and gross margin at 52.7%, with Q1 FY27 guidance materially above consensus. HAMR technology adoption and long-term nearline exabyte allocation through 2028-2029 underpin STX’s pricing power, margin expansion, and strategic moat over peers. Valuation is stretched after a 390% rally, but risk/reward remains attractive given sequential growth guidance and robust capital returns via buybacks and dividends. Read the full article on Seeking AlphaRecent updates
Aggiornamento narrativa • 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.Seeking Alpha • Aug 01
Seagate: Duopoly Pricing Power Meets AI Storage Demand
Summary Seagate is rated Buy with a $1,000 price target, reflecting durable demand and strong operating leverage in mass-capacity storage for AI-driven data centers. Q4 FY26 delivered record results: revenue up 48% YoY, non-GAAP EPS up 121% YoY, and gross margin at 52.7%, with Q1 FY27 guidance materially above consensus. HAMR technology adoption and long-term nearline exabyte allocation through 2028-2029 underpin STX’s pricing power, margin expansion, and strategic moat over peers. Valuation is stretched after a 390% rally, but risk/reward remains attractive given sequential growth guidance and robust capital returns via buybacks and dividends. Read the full article on Seeking Alpha
Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Articolo di analisi • 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...Aggiornamento 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.
Aggiornamento 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.Articolo di analisi • 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...Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Articolo di analisi • 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...Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Aggiornamento 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.Articolo di analisi • 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...Rendimenti per gli azionisti
| STX | US Tech | US Mercato | |
|---|---|---|---|
| 7D | -5.1% | 2.1% | 2.7% |
| 1Y | 440.2% | 50.5% | 20.9% |
Ritorno vs Industria: STX ha superato il US Tech che ha restituito 50.5 % nell'ultimo anno.
Rendimento vs Mercato: STX ha superato il mercato US che ha restituito 20.9 % nell'ultimo anno.
Volatilità dei prezzi
| STX volatility | |
|---|---|
| STX Average Weekly Movement | 11.7% |
| Tech Industry Average Movement | 12.2% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.1% |
Prezzo delle azioni stabile: Negli ultimi 3 mesi il prezzo delle azioni di STX è stato volatile rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 12% ) di STX è rimasta stabile nell'ultimo anno, ma è comunque superiore al 75% delle azioni US.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 1978 | 30,000 | Dave Mosley | www.seagate.com |
Seagate Technology Holdings plc opera nel settore delle soluzioni di archiviazione dati a Singapore, negli Stati Uniti, nei Paesi Bassi e a livello internazionale. L’azienda offre dischi rigidi esterni e interni; unità a stato solido (SSD) esterne e interne; dischi rigidi e SSD per il settore enterprise; sistemi di archiviazione dati; dischi rigidi per dispositivi di archiviazione collegati in rete (NAS); dischi rigidi per video e analisi dei dati; nonché soluzioni hyperscale e cloud. I suoi prodotti sono destinati ai settori della sanità, dei media e dell’intrattenimento, della sorveglianza e della sicurezza, nonché delle telecomunicazioni.
Seagate Technology Holdings plc Riepilogo dei fondamenti
| STX statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$184.21b |
| Utili (TTM) | US$3.18b |
| Ricavi(TTM) | US$12.20b |
57.9x
Rapporto P/E15.1x
Rapporto P/SSTX è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| STX Conto economico (TTM) | |
|---|---|
| Ricavi | US$12.20b |
| Costo del fatturato | US$6.64b |
| Profitto lordo | US$5.56b |
| Altre spese | US$2.37b |
| Utili | US$3.18b |
Ultimi utili riportati
Jul 03, 2026
Prossima data di guadagno
n/a
| Utile per azione (EPS) | 14.05 |
| Margine lordo | 45.58% |
| Margine di profitto netto | 26.11% |
| Rapporto debito/patrimonio netto | 164.5% |
Come si è comportato STX nel lungo periodo?
Vedi performance storica e confrontoDividendi
0.4%
Rendimento attuale del dividendo20%
Rapporto di remunerazioneSTX paga dividendi affidabili?
Vedere la storia dei dividendi e i benchmark di STX| Seagate Technology Holdings date dei dividendi | |
|---|---|
| Data di stacco del dividendo | Sep 24 2026 |
| Data di pagamento dei dividendi | Oct 07 2026 |
| Giorni fino al dividendo Ex | 45 days |
| Giorni prima della data di pagamento dei dividendi | 58 days |
STX paga dividendi affidabili?
Vedere la storia dei dividendi e i benchmark di STXAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/08/09 09:10 |
| Prezzo dell'azione a fine giornata | 2026/08/07 00:00 |
| Utili | 2026/07/03 |
| Utili annuali | 2026/07/03 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
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| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Seagate Technology Holdings plc è coperta da 47 analisti. 20 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| James Kelleher | Argus Research Company |
| Tristan Gerra | Baird |
| Benjamin Reitzes | Barclays |