Seagate Technology Holdings plc

NasdaqGS:STX 株式レポート

時価総額:US$206.0b

Seagate Technology Holdings 配当と自社株買い

配当金 基準チェック /06

Seagate Technology Holdings配当を支払う会社であり、現在の利回りは0.33%です。

主要情報

0.3%

配当利回り

0.05%

バイバック利回り

総株主利回り0.4%
将来の配当利回り0.3%
配当成長2.0%
次回配当支払日n/a
配当落ち日n/a
一株当たり配当金n/a
配当性向27%

最近の配当と自社株買いの更新

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...

Recent updates

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.
Seeking Alpha Jun 29

Seagate: Firing On All Cylinders, But The Stock Leaves Little Upside

Summary Seagate Technology stands out operationally, with rapid revenue growth, robust margins, and strong free cash flow, but trades at a premium valuation. STX benefits from a vertically integrated model and nearline drive demand, offering long-term visibility, but remains exposed to cyclical volatility and competitive threats. Recent results show 44% y/y revenue growth and a record 47% gross margin, with management guiding for continued momentum and nearline capacity committed through 2027. I rate STX a Hold: operational excellence is offset by elevated multiples and high expectations, making the risk-reward unattractive absent a significant pullback or further structural upside. Read the full article on Seeking Alpha
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...
分析記事 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...
ナラティブ更新 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.
ナラティブ更新 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.

決済の安定と成長

配当データの取得

安定した配当: STXはUS市場で注目すべき配当金を支払っていないため、支払いが安定しているかどうかを確認する必要はありません。

増加する配当: STXはUS市場で注目すべき配当金を支払っていないため、支払額が増加しているかどうかを確認する必要はありません。


配当利回り対市場

Seagate Technology Holdings 配当利回り対市場
STX 配当利回りは市場と比べてどうか?
セグメント配当利回り
会社 (STX)0.3%
市場下位25% (US)1.4%
市場トップ25% (US)4.2%
業界平均 (Tech)0.3%
アナリスト予想 (STX) (最長3年)0.3%

注目すべき配当: STXの配当金 ( 0.33% ) はUS市場の配当金支払者の下位 25% ( 1.35% ) と比べると目立ったものではありません。

高配当: STXの配当金 ( 0.33% ) はUS市場の配当金支払者の上位 25% ( 4.18% ) と比較すると低いです。


株主への利益配当

収益カバレッジ: STX US市場において目立った配当金を支払っていません。


株主配当金

キャッシュフローカバレッジ: STX US市場において目立った配当金を支払っていません。


高配当企業の発掘

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2026/07/13 04:14
終値2026/07/10 00:00
収益2026/04/03
年間収益2025/06/27

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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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 22 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。46

アナリスト機関
James KelleherArgus Research Company
Tristan GerraBaird
Benjamin ReitzesBarclays