Seagate Technology Holdings Beheer
Beheer criteriumcontroles 3/4
De CEO Seagate Technology Holdings is Dave Mosley, benoemd in Oct2017, heeft een ambtstermijn van 8.83 jaar. De totale jaarlijkse vergoeding van { bedraagt $ 17.18M, bestaande uit 6.4% salaris en 93.6% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 0.14% van de aandelen van het bedrijf, ter waarde $ 266.69M. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 7.6 jaar en 7.1 jaar.
Belangrijke informatie
Dave Mosley
Algemeen directeur
US$17.2m
Totale compensatie
| Percentage CEO-salaris | 6.40% |
| Dienstverband CEO | 8.8yrs |
| Eigendom CEO | 0.1% |
| Management gemiddelde ambtstermijn | 7.6yrs |
| Gemiddelde ambtstermijn bestuur | 7.1yrs |
Recente managementupdates
Recent updates
Seeking Alpha • Jul 24
Seagate Earnings Preview: AI Tailwinds Remain, But Fading Sentiment Caps The Premium
Summary Seagate Technology Holdings plc is positioned for strong profitability as agentic AI drives surging storage demand and capacity allocation. STX benefits from a shift to higher-density storage, improved operating leverage, and recurring revenue from refresh cycles as enterprise AI adoption accelerates. Despite robust fundamentals, I downgrade STX to Buy with a $937 price target, reflecting waning AI sentiment and a more prudent valuation approach. Read the full article on Seeking Alpha
Narratiefupdate • 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.
Narratiefupdate • 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.Narratiefupdate • 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.Analyse-artikel • 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...Narratiefupdate • 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.
Narratiefupdate • 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.Analyse-artikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyse-artikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyse-artikel • 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...Analyse-artikel • 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...Analyse CEO-vergoeding
| Datum | Totale vergoeding | Salaris | Bedrijfswinsten |
|---|---|---|---|
| Jul 03 2026 | n/a | n/a | US$3b |
| 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$1b |
Compensatie versus markt: De totale vergoeding ($USD 17.18M ) Dave } is ongeveer het gemiddelde voor bedrijven van vergelijkbare omvang in de US markt ($USD 14.63M ).
Compensatie versus inkomsten: De vergoeding van Dave is het afgelopen jaar met meer dan 20% gestegen.
CEO
Dave Mosley (59 yo)
8.8yrs
Tenure
US$17,176,927
Compensatie
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....
Leiderschapsteam
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| CEO & Chairman | 8.8yrs | US$17.18m | 0.14% $ 266.7m | |
| Executive VP & CFO | 7.6yrs | US$10.41m | 0.019% $ 36.7m | |
| Executive VP & CTO | 7.6yrs | US$2.86m | 0.0053% $ 10.4m | |
| Executive VP | 2.2yrs | US$3.31m | 0.00045% $ 874.5k | |
| Executive VP & Chief Commercial Officer | 3.6yrs | US$5.60m | 0.0019% $ 3.7m | |
| Executive Vice President of Global Operations | 5.8yrs | US$2.12m | 0.0011% $ 2.2m | |
| Senior Vice President of Investor Relations & Treasury | 1.6yrs | geen gegevens | geen gegevens | |
| Executive VP and Chief People & Places Officer | no data | geen gegevens | geen gegevens | |
| Senior Vice President of Customer Advocacy | 15.5yrs | geen gegevens | geen gegevens | |
| VP of Finance & Corporate Controller | 11.4yrs | geen gegevens | geen gegevens |
7.6yrs
Gemiddelde duur
59yo
Gemiddelde leeftijd
Ervaren management: Het managementteam van STX is doorgewinterd en ervaren (gemiddelde ambtstermijn van 7.6 jaar).
Bestuursleden
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| CEO & Chairman | 9.1yrs | US$17.18m | 0.14% $ 266.7m | |
| Lead Independent Director | 15.5yrs | US$569.95k | 0.0059% $ 11.5m | |
| Independent Director | 8.6yrs | US$429.64k | 0.0063% $ 12.3m | |
| Independent Director | 4yrs | US$404.64k | 0.015% $ 28.7m | |
| Independent Director | 1.8yrs | US$370.80k | 0.00090% $ 1.7m | |
| Director | 1yr | geen gegevens | 0.00016% $ 310.9k | |
| Independent Director | 4.6yrs | US$404.64k | 0.0018% $ 3.5m | |
| Independent Director | 14.3yrs | US$434.64k | 0.00010% $ 194.3k | |
| Independent Director | 12.6yrs | US$409.64k | 0.0047% $ 9.1m | |
| Independent Director | 5.7yrs | US$429.64k | 0.0057% $ 11.0m | |
| Independent Director | 5.4yrs | US$409.64k | 0.0029% $ 5.7m | |
| Independent Director | 8.6yrs | US$404.64k | 0.0064% $ 12.4m |
7.1yrs
Gemiddelde duur
60.5yo
Gemiddelde leeftijd
Ervaren bestuur: De raad van bestuur van STX wordt beschouwd als ervaren (gemiddelde ambtstermijn 7.1 jaar).
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/08/01 09:06 |
| Aandelenkoers aan het einde van de dag | 2026/07/31 00:00 |
| Inkomsten | 2026/07/03 |
| Jaarlijkse inkomsten | 2026/07/03 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Seagate Technology Holdings plc wordt gevolgd door 47 analisten. 20 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| James Kelleher | Argus Research Company |
| Tristan Gerra | Baird |
| Benjamin Reitzes | Barclays |