Seagate Technology Holdings 경영진
경영진 기준 점검 3/4
Seagate Technology Holdings CEO는 Dave Mosley, Oct2017 에 임명되었습니다 의 임기는 8.67 년입니다. 총 연간 보상은 $17.18M, 6.4% 급여 및 93.6% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $325.31M 가치에 해당하는 회사 주식의 0.14% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 7.4 년과 7 년입니다.
핵심 정보
Dave Mosley
최고경영자
US$17.2m
총 보수
| CEO 급여 비율 | 6.40% |
| CEO 재임 기간 | 8.7yrs |
| CEO 지분 보유율 | 0.1% |
| 경영진 평균 재임 기간 | 7.4yrs |
| 이사회 평균 재임 기간 | 7yrs |
최근 경영진 업데이트
Recent updates
내러티브 업데이트 • 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.분석 기사 • 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...Seeking Alpha • Jun 10
Seagate: Is Storage Worth More Than Memory
Summary Seagate is rated a sell due to premium valuation versus higher-margin, faster-growing memory chip peers like MU and SNDK. STX benefits from volume growth and margin gains via HAMR technology but faces limited pricing power and lower value-add in AI data centers. Consensus projects robust FCF ($5bn in 2027-2028) and EPS growth over 40% through 2028, but growth slows and valuation remains stretched. Potential downside of 19% is forecast, with a 12-month price target of $710, as STX is exposed to AI data center build risks and cyclicality. Read the full article on Seeking Alpha
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.CEO 보수 분석
| 날짜 | 총 보수 | 급여 | 회사 수익 |
|---|---|---|---|
| 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 |
| Apr 03 2020 | n/a | n/a | US$2b |
| Jan 03 2020 | n/a | n/a | US$2b |
| Oct 04 2019 | n/a | n/a | US$2b |
| Jun 28 2019 | US$10m | US$1m | US$2b |
보상 대 시장: Dave의 총 보수(USD17.18M)는 US 시장에서 비슷한 규모 기업의 평균(USD14.67M) 수준입니다.
보상과 수익: Dave의 보상은 지난 1년 동안 20% 이상 증가했습니다.
CEO
Dave Mosley (59 yo)
8.7yrs
재임 기간
US$17,176,927
보수
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....
리더십 팀
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| CEO & Chairman | 8.7yrs | US$17.18m | 0.14% $ 325.3m | |
| Executive VP & CFO | 7.4yrs | US$10.41m | 0.019% $ 42.6m | |
| Executive VP & CTO | 7.4yrs | US$2.86m | 0.0053% $ 12.0m | |
| Executive VP | 2yrs | US$3.97m | 0.00014% $ 314.6k | |
| Executive VP & Chief Commercial Officer | 3.4yrs | US$5.60m | 0.0019% $ 4.3m | |
| Executive Vice President of Global Operations | 5.7yrs | US$2.12m | 0.0011% $ 2.5m | |
| Senior Vice President of Investor Relations & Treasury | 1.4yrs | 데이터 없음 | 데이터 없음 | |
| Executive VP and Chief People & Places Officer | no data | 데이터 없음 | 데이터 없음 | |
| Senior Vice President of Customer Advocacy | 15.3yrs | 데이터 없음 | 데이터 없음 | |
| VP of Finance & Corporate Controller | 11.3yrs | 데이터 없음 | 데이터 없음 |
7.4yrs
평균 재임 기간
59yo
평균 나이
경험이 풍부한 관리: STX의 경영진은 노련하고 경험이 풍부합니다(평균 재임 7.4 년).
이사회 구성원
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| CEO & Chairman | 8.9yrs | US$17.18m | 0.14% $ 325.3m | |
| Lead Independent Director | 15.3yrs | US$569.95k | 0.0059% $ 13.3m | |
| Independent Director | 8.4yrs | US$429.64k | 0.0063% $ 14.2m | |
| Independent Director | 3.8yrs | US$404.64k | 0.015% $ 33.3m | |
| Independent Director | 1.7yrs | US$370.80k | 0.00090% $ 2.0m | |
| Director | less than a year | 데이터 없음 | 0.00016% $ 359.6k | |
| Independent Director | 4.4yrs | US$404.64k | 0.0018% $ 4.1m | |
| Independent Director | 14.2yrs | US$434.64k | 0.00010% $ 224.7k | |
| Independent Director | 12.4yrs | US$409.64k | 0.0047% $ 10.6m | |
| Independent Director | 5.5yrs | US$429.64k | 0.0057% $ 12.8m | |
| Independent Director | 5.3yrs | US$409.64k | 0.0029% $ 6.6m | |
| Independent Director | 8.4yrs | US$404.64k | 0.0064% $ 14.4m |
7.0yrs
평균 재임 기간
60.5yo
평균 나이
경험이 풍부한 이사회: STX의 이사회는 경험이 있음으로 간주됩니다(평균 재임 7 년).
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/06/25 03:43 |
| 종가 | 2026/06/24 00:00 |
| 수익 | 2026/04/03 |
| 연간 수익 | 2025/06/27 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Seagate Technology Holdings plc는 47명의 분석가가 다루고 있습니다. 이 중 21명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| James Kelleher | Argus Research Company |
| Tristan Gerra | Baird |
| Thomas O'Malley | Barclays |