Seagate Technology Holdings plc

NasdaqGS:STX 주식 리포트

시가총액: US$129.7b

Seagate Technology Holdings 과거 순이익 실적

과거 기준 점검 5/6

Seagate Technology Holdings은 연평균 4.8%의 비율로 수입이 증가해 온 반면, Tech 산업은 수입이 28.4% 증가했습니다. 매출은 연평균 5.6%의 비율로 감소했습니다. Seagate Technology Holdings의 자기자본이익률은 217.2%이고 순이익률은 21.6%입니다.

핵심 정보

4.84%

순이익 성장률

7.48%

주당순이익(EPS) 성장률

Tech 산업 성장률14.32%
매출 성장률-5.56%
자기자본이익률217.17%
순이익률21.60%
최근 순이익 업데이트03 Apr 2026

최근 과거 실적 업데이트

Recent updates

Seagate: The Biggest Risk Is Buying At The Top Of The Industry Capex Cycle

Apr 30

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.

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.

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.

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.

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.

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.

After Leaping 41% Seagate Technology Holdings plc (NASDAQ:STX) Shares Are Not Flying Under The Radar

Feb 09
After Leaping 41% Seagate Technology Holdings plc (NASDAQ:STX) Shares Are Not Flying Under The Radar

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.

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.

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.

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.

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.

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.

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.

Seagate Technology Holdings (NASDAQ:STX) Is Paying Out A Larger Dividend Than Last Year

Nov 01
Seagate Technology Holdings (NASDAQ:STX) Is Paying Out A Larger Dividend Than Last Year

Seagate Technology Holdings plc Just Recorded A 16% EPS Beat: Here's What Analysts Are Forecasting Next

Oct 31
Seagate Technology Holdings plc Just Recorded A 16% EPS Beat: Here's What Analysts Are Forecasting Next

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.

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.

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.

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.

Earnings Tell The Story For Seagate Technology Holdings plc (NASDAQ:STX) As Its Stock Soars 27%

Sep 11
Earnings Tell The Story For Seagate Technology Holdings plc (NASDAQ:STX) As Its Stock Soars 27%

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.

Seagate Technology Holdings (NASDAQ:STX) Posted Healthy Earnings But There Are Some Other Factors To Be Aware Of

Aug 08
Seagate Technology Holdings (NASDAQ:STX) Posted Healthy Earnings But There Are Some Other Factors To Be Aware Of

Why Investors Shouldn't Be Surprised By Seagate Technology Holdings plc's (NASDAQ:STX) 26% Share Price Surge

Jun 20
Why Investors Shouldn't Be Surprised By Seagate Technology Holdings plc's (NASDAQ:STX) 26% Share Price Surge

매출 및 비용 세부 내역

Seagate Technology Holdings가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.

순이익 및 매출 추이

NasdaqGS:STX 매출, 비용 및 순이익 (USD Millions)
날짜매출순이익일반관리비연구개발비
03 Apr 2611,0102,378689746
02 Jan 2610,0581,970580732
03 Oct 259,5581,713576729
27 Jun 259,0971,469561724
28 Mar 258,5401,494538703
27 Dec 248,0351,179515687
27 Sep 247,265824484664
28 Jun 246,551335460654
29 Mar 246,266-270443643
29 Dec 236,471-728450731
29 Sep 236,803-742467709
30 Jun 237,384-529491772
31 Mar 238,410-161526872
30 Dec 229,352618544853
30 Sep 2210,5811,152555942
01 Jul 2211,6611,649559941
01 Apr 2212,0461,855546926
31 Dec 2111,9751,838531920
01 Oct 2111,4821,617517913
02 Jul 2110,6811,314502903
02 Apr 2110,185998478893
01 Jan 2110,172989471912
02 Oct 2010,2451,027469941
03 Jul 2010,5091,004473973
03 Apr 2010,3631,821469992
03 Jan 209,9581,696460984
04 Oct 199,9771,762460980
28 Jun 1910,3902,012453991
29 Mar 1910,8541,4904831,005
28 Dec 1811,3441,6765081,021
28 Sep 1811,5431,4515301,025
29 Jun 1811,1841,1825601,022
30 Mar 1810,7558355691,020
29 Dec 1710,6266485831,090
29 Sep 1710,6067865941,145
30 Jun 1710,7717726061,232
31 Mar 1711,0197286011,251
30 Dec 1610,9405146021,225
30 Sep 1611,0323816081,224
01 Jul 1611,1602486351,237
01 Apr 1611,4343156941,254
01 Jan 1612,1696267641,302
02 Oct 1512,8791,3958231,339
03 Jul 1513,7391,7428561,353

양질의 수익: STX는 고품질 수익을 보유하고 있습니다.

이익 마진 증가: STX의 현재 순 이익률 (21.6%)은 지난해 (17.4%)보다 높습니다.

잉여현금흐름 대비 순이익 분석

과거 순이익 성장 분석

수익추이: STX의 수익은 지난 5년 동안 연평균 4.8% 증가했습니다.

성장 가속화: 지난 1년간 STX 의 수익 증가율(59.3%)은 연간 평균(4.8%)을 초과합니다.

수익 대 산업: STX의 지난 1년 수익 증가율(59.3%)은 Tech 업계의 6.6%를 상회했습니다.

자기자본이익률

높은 ROE: STX의 자본 수익률(217.17%)은 뛰어남이지만 높은 부채 수준으로 인해 왜곡되어 있습니다.

총자산이익률

투하자본수익률

우수한 과거 실적 기업을 찾아보세요

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기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/04/29 13:25
종가2026/04/29 00:00
수익2026/04/03
연간 수익2025/06/27

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.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.

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산업 및 섹터 지표

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분석가 소스

Seagate Technology Holdings plc는 49명의 분석가가 다루고 있습니다. 이 중 22명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
James KelleherArgus Research Company
Tristan GerraBaird
Thomas O'MalleyBarclays