Seagate Technology Holdings plc

Report azionario NasdaqGS:STX

Capitalizzazione di mercato: US$175.5b

Seagate Technology Holdings Crescita futura

Criteri Future verificati 6/6

Seagate Technology Holdings prevede che gli utili e i ricavi cresceranno rispettivamente di 36.6% e 22.7% all'anno. Si prevede che l'EPS crescerà di 37.3% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 282.2% in 3 anni.

Informazioni chiave

36.6%

Tasso di crescita degli utili

37.33%

Tasso di crescita dell'EPS

Tech crescita degli utili11.1%
Tasso di crescita dei ricavi22.7%
Rendimento futuro del capitale proprio282.15%
Copertura analitica

Good

Ultimo aggiornamento03 May 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

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 dell'analisi • 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
Aggiornamento dell'analisi • 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 dell'analisi • 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 dell'analisi • 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 dell'analisi • 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.
Nuova analisi • 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.
Aggiornamento dell'analisi • 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 dell'analisi • 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 dell'analisi • 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 dell'analisi • 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 dell'analisi • 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 dell'analisi • 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 dell'analisi • 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 dell'analisi • 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...
Articolo di analisi • 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...
Aggiornamento dell'analisi • 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.
Aggiornamento dell'analisi • 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.
Aggiornamento dell'analisi • 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.
Aggiornamento dell'analisi • 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.
Articolo di analisi • 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...
Aggiornamento dell'analisi • 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.
Articolo di analisi • 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...

Previsioni di crescita degli utili e dei ricavi

NasdaqGS:STX - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
6/30/202820,0867,9866,2697,78918
6/30/202716,2175,5254,7575,72222
6/30/202612,0453,0142,8753,30621
4/3/202611,0102,3782,4122,877N/A
1/2/202610,0581,9701,6752,022N/A
10/3/20259,5581,7131,2181,520N/A
6/27/20259,0971,4698181,083N/A
3/28/20258,5401,4947731,009N/A
12/27/20248,0351,179685938N/A
9/27/20247,265824634886N/A
6/28/20246,551335664918N/A
3/29/20246,266-270452702N/A
12/29/20236,471-728498742N/A
9/29/20236,803-742571824N/A
6/30/20237,384-529626942N/A
3/31/20238,410-161566904N/A
12/30/20229,3526187551,136N/A
9/30/202210,5811,1521,0091,406N/A
7/1/202211,6611,6491,2761,657N/A
4/1/202212,0461,8551,5221,955N/A
12/31/202111,9751,8381,4331,873N/A
10/1/202111,4821,6171,3211,825N/A
7/2/202110,6811,3141,1281,626N/A
4/2/202110,1859981,0481,536N/A
1/1/202110,1729891,0341,548N/A
10/2/202010,2451,0271,0061,555N/A
7/3/202010,5091,0041,1291,714N/A
4/3/202010,3631,8211,1521,774N/A
1/3/20209,9581,696N/A1,822N/A
10/4/20199,9771,762N/A1,630N/A
6/28/201910,3902,012N/A1,761N/A
3/29/201910,8541,490N/A1,781N/A
12/28/201811,3441,676N/A1,901N/A
9/28/201811,5431,451N/A2,463N/A
6/29/201811,1841,182N/A2,113N/A
3/30/201810,755835N/A1,888N/A
12/29/201710,626648N/A1,756N/A
9/29/201710,606786N/A1,562N/A
6/30/201710,771772N/A1,916N/A
3/31/201711,019728N/A1,942N/A
12/30/201610,940514N/A1,721N/A
9/30/201611,032381N/A1,447N/A
7/1/201611,160248N/A1,680N/A
4/1/201611,434315N/A1,639N/A
1/1/201612,169626N/A1,808N/A
10/2/201512,8791,395N/A2,869N/A
7/3/201513,7391,742N/A2,650N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di STX ( 36.6% all'anno) è superiore al tasso di risparmio ( 3.5% ).

Guadagni vs Mercato: Si prevede che gli utili di STX ( 36.6% all'anno) cresceranno più rapidamente del mercato US ( 16.7% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di STX cresceranno in modo significativo nei prossimi 3 anni.

Ricavi vs Mercato: Si prevede che il fatturato di STX ( 22.7% all'anno) crescerà più rapidamente del mercato US ( 11.6% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di STX ( 22.7% all'anno) crescerà più rapidamente di 20% all'anno.

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di STX sarà molto alto tra 3 anni ( 282.2 %).

Scoprire le aziende in crescita

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Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/11 20:10
Prezzo dell'azione a fine giornata2026/05/08 00:00
Utili2026/04/03
Utili annuali2025/06/27

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.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* 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 guide su come utilizzare i nostri report e 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 49 analisti. 22 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.

AnalistaIstituzione
James KelleherArgus Research Company
Tristan GerraBaird
Thomas O'MalleyBarclays