Seagate Technology Holdings マネジメント
マネジメント 基準チェック /34
Seagate Technology Holdingsの CEO はDave Mosleyで、 Oct2017年に任命され、 の在任期間は 8.75年です。 の年間総報酬は$ 17.18Mで、 6.4%給与と93.6%のボーナス（会社の株式とオプションを含む）で構成されています。 は、会社の株式の0.14%を直接所有しており、その価値は$ 277.29M 。経営陣と取締役会の平均在任期間はそれぞれ7.5年と7年です。
主要情報
Dave Mosley
最高経営責任者
US$17.2m
報酬総額
| CEO給与比率 | 6.40% |
| CEO在任期間 | 8.8yrs |
| CEOの所有権 | 0.1% |
| 経営陣の平均在職期間 | 7.5yrs |
| 取締役会の平均在任期間 | 7yrs |
経営陣の近況
Recent updates
ナラティブの更新 • 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
ナラティブの更新 • 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...ナラティブの更新 • 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.
ナラティブの更新 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.CEO報酬分析
| 日付 | 総報酬 | 給与 | 会社業績 |
|---|---|---|---|
| Apr 03 2026 | n/a | n/a | US$2b |
| Jan 02 2026 | n/a | n/a | US$2b |
| Oct 03 2025 | n/a | n/a | US$2b |
| Jun 27 2025 | US$17m | US$1m | US$1b |
| Mar 28 2025 | n/a | n/a | US$1b |
| Dec 27 2024 | n/a | n/a | US$1b |
| Sep 27 2024 | n/a | n/a | US$824m |
| Jun 28 2024 | US$14m | US$677k | US$335m |
| Mar 29 2024 | n/a | n/a | -US$270m |
| Dec 29 2023 | n/a | n/a | -US$728m |
| Sep 29 2023 | n/a | n/a | -US$742m |
| Jun 30 2023 | US$11m | US$973k | -US$529m |
| Mar 31 2023 | n/a | n/a | -US$161m |
| Dec 30 2022 | n/a | n/a | US$618m |
| Sep 30 2022 | n/a | n/a | US$1b |
| Jul 01 2022 | US$13m | US$1m | US$2b |
| Apr 01 2022 | n/a | n/a | US$2b |
| Dec 31 2021 | n/a | n/a | US$2b |
| Oct 01 2021 | n/a | n/a | US$2b |
| Jul 02 2021 | US$12m | US$1m | US$1b |
| Apr 02 2021 | n/a | n/a | US$998m |
| Jan 01 2021 | n/a | n/a | US$989m |
| Oct 02 2020 | n/a | n/a | US$1b |
| Jul 03 2020 | US$12m | US$1m | US$1b |
報酬と市場: Daveの 総報酬 ($USD 17.18M ) は、 US市場 ($USD 14.67M ) の同様の規模の企業の平均とほぼ同じです。
報酬と収益: Daveの報酬は過去 1 年間で 20% 以上増加しました。
CEO
Dave Mosley (59 yo)
8.8yrs
在職期間
US$17,176,927
報酬
Dr. William David Mosley, also known as Dave, Ph D., serves as CEO and Chairman of the Board since October 2025 and was Director of Seagate Technology LLC. He is Independent Director of Cirrus Logic, Inc....
リーダーシップ・チーム
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| CEO & Chairman | 8.8yrs | US$17.18m | 0.14% $ 277.3m | |
| Executive VP & CFO | 7.5yrs | US$10.41m | 0.019% $ 38.1m | |
| Executive VP & CTO | 7.5yrs | US$2.86m | 0.0053% $ 10.8m | |
| Executive VP | 2.1yrs | US$3.31m | 0.00014% $ 281.9k | |
| Executive VP & Chief Commercial Officer | 3.5yrs | US$5.60m | 0.0019% $ 3.8m | |
| Executive Vice President of Global Operations | 5.8yrs | US$2.12m | 0.0011% $ 2.2m | |
| Senior Vice President of Investor Relations & Treasury | 1.5yrs | データなし | データなし | |
| Executive VP and Chief People & Places Officer | no data | データなし | データなし | |
| Senior Vice President of Customer Advocacy | 15.4yrs | データなし | データなし | |
| VP of Finance & Corporate Controller | 11.3yrs | データなし | データなし |
7.5yrs
平均在職期間
59yo
平均年齢
経験豊富な経営陣: STXの経営陣は経験豊富で経験豊富です（平均在職期間は7.5年）。
取締役
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| CEO & Chairman | 9yrs | US$17.18m | 0.14% $ 277.3m | |
| Lead Independent Director | 15.4yrs | US$569.95k | 0.0059% $ 12.0m | |
| Independent Director | 8.5yrs | US$429.64k | 0.0063% $ 12.7m | |
| Independent Director | 3.9yrs | US$404.64k | 0.015% $ 29.9m | |
| Independent Director | 1.8yrs | US$370.80k | 0.00090% $ 1.8m | |
| Director | less than a year | データなし | 0.00016% $ 322.2k | |
| Independent Director | 4.5yrs | US$404.64k | 0.0018% $ 3.6m | |
| Independent Director | 14.3yrs | US$434.64k | 0.00010% $ 201.4k | |
| Independent Director | 12.5yrs | US$409.64k | 0.0047% $ 9.5m | |
| Independent Director | 5.6yrs | US$429.64k | 0.0057% $ 11.5m | |
| Independent Director | 5.3yrs | US$409.64k | 0.0029% $ 5.9m | |
| Independent Director | 8.5yrs | US$404.64k | 0.0064% $ 12.9m |
7.0yrs
平均在職期間
60.5yo
平均年齢
経験豊富なボード: STXの 取締役会 は 経験豊富 であると考えられます ( 7年の平均在任期間)。
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 | 2026/07/10 04:10 |
| 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 |
| |
| 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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。
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 Kelleher | Argus Research Company |
| Tristan Gerra | Baird |
| Benjamin Reitzes | Barclays |