Seagate Technology Holdings（STX）株式概要
Seagate Technology Holdings plcは、シンガポール、米国、オランダ、および世界各国において、データストレージソリューションの提供を行っています。 詳細
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Seagate Technology Holdings plc 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$800.99 |
| 52週高値 | US$1,145.00 |
| 52週安値 | US$152.05 |
| ベータ | 2.1 |
| 1ヶ月の変化 | -12.01% |
| 3ヶ月変化 | -2.00% |
| 1年変化 | 414.81% |
| 3年間の変化 | 1,122.89% |
| 5年間の変化 | 787.92% |
| IPOからの変化 | 6,865.13% |
最新ニュース
ナラティブ更新 • 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
ナラティブ更新 • 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
ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.
ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...株主還元
| STX | US Tech | US 市場 | |
|---|---|---|---|
| 7D | -5.2% | 0.8% | 2.2% |
| 1Y | 414.8% | 48.2% | 20.9% |
業界別リターン: STX過去 1 年間で48.2 % の収益を上げたUS Tech業界を上回りました。
リターン対市場: STX過去 1 年間で20.9 % の収益を上げたUS市場を上回りました。
価格変動
| STX volatility | |
|---|---|
| STX Average Weekly Movement | 11.5% |
| Tech Industry Average Movement | 12.1% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: STXの株価は、 US市場と比較して過去 3 か月間で変動しています。
時間の経過による変動: STXの weekly volatility ( 12% ) は過去 1 年間安定していますが、依然としてUSの株式の 75% よりも高くなっています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1978 | 30,000 | Dave Mosley | www.seagate.com |
Seagate Technology Holdings plcは、シンガポール、米国、オランダ、および世界各国でデータストレージソリューションの提供を行っています。 同社は、外付けおよび内蔵ハードディスクドライブ、外付けおよび内蔵ソリッドステートドライブ（SSD）、エンタープライズ向けハードディスクドライブおよびSSD、データストレージシステム、ネットワーク接続ストレージ（NAS）用ハードディスクドライブ、映像・分析用ハードディスクドライブ、ならびにハイパースケールおよびクラウドソリューションを提供しています。 同社の製品は、医療、メディア・エンターテインメント、監視・セキュリティ、および通信業界向けに提供されています。同社は主に、OEMメーカー、販売代理店、小売業者に対して製品を販売しています。同社は1978年に設立され、シンガポールに本社を置いています。
Seagate Technology Holdings plc 基礎のまとめ
| STX 基礎統計学 | |
|---|---|
| 時価総額 | US$181.48b |
| 収益（TTM） | US$3.18b |
| 売上高(TTM) | US$12.20b |
57.0x
PER（株価収益率14.9x
P/SレシオSTX は割高か？
公正価値と評価分析を参照収益と収入
| STX 損益計算書（TTM） | |
|---|---|
| 収益 | US$12.20b |
| 売上原価 | US$6.64b |
| 売上総利益 | US$5.56b |
| その他の費用 | US$2.37b |
| 収益 | US$3.18b |
直近の収益報告
Jul 03, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 14.05 |
| グロス・マージン | 45.58% |
| 純利益率 | 26.11% |
| 有利子負債／自己資本比率 | 164.5% |
STX の長期的なパフォーマンスは？
過去の実績と比較を見る| Seagate Technology Holdings 配当日 | |
|---|---|
| 配当落ち日 | Sep 24 2026 |
| 配当支払日 | Oct 07 2026 |
| 配当落ちまでの日数 | 44 days |
| 配当支払日までの日数 | 57 days |
STX 配当は確実ですか？
STX 配当履歴とベンチマークを見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/08/11 06:09 |
| 終値 | 2026/08/10 00:00 |
| 収益 | 2026/07/03 |
| 年間収益 | 2026/07/03 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Seagate Technology Holdings plc 20 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。47
| アナリスト | 機関 |
|---|---|
| James Kelleher | Argus Research Company |
| Tristan Gerra | Baird |
| Benjamin Reitzes | Barclays |