STX Share Price Performance
US$0
-151.74 (-100.00%)
Price US$0
Fair ValueUS$1,115.87
Share Pricen/a
Narrative Update • Aug 04
Seagate Technology Holdings plc Stock Price
- 3 Narratives written by author
- 0 Comments on narratives written by author
- 182 Fair Values set on narratives written by author
STX Community Narratives
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Fair Value
·Fair Value US$1.12k 24.9% undervalued intrinsic discount
Cloud Infrastructure And AI Demand Will Drive Data Storage Transformation
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57users have followed this narrative
AN
Fair Value
·Fair Value US$680 23.2% overvalued intrinsic discount
Energy Mandates Will Undermine Legacy HDD Market Position
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3users have followed this narrative
AN
Fair Value
·Fair Value US$1.1k 23.6% undervalued intrinsic discount
Explosive Data Growth Will Fuel Next-Generation Storage Revolution
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12users have followed this narrative
Cloud Infrastructure And AI Demand Will Drive Data Storage Transformation
Seagate is betting on a new kind of hard drive and a fresh wave of cloud and AI data‑center build‑outs to lift demand for high‑capacity storage and improve its profits. The big question is whether it can keep that edge as rivals push alternative storage, while trade rules, taxes, and debt could squeeze results.Read more
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US$1.12k
24.9% undervalued intrinsic discount
Fair Value
Revenue
35.76% p.a.
Profit Margin
53.35%
Future PE
24.02x
Price in 2029
US$1.42k
Energy Mandates Will Undermine Legacy HDD Market Position
New energy rules and greener data centers could push big cloud customers away from Seagate’s hard drives faster than many expect, squeezing demand for its core product. The catch is that Seagate may still defend its place if its next-generation drives and deep cloud relationships keep getting better.Read more
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US$680
23.2% overvalued intrinsic discount
Fair Value
Revenue
28.54% p.a.
Profit Margin
43.56%
Future PE
22.2x
Price in 2029
US$860.6
Explosive Data Growth Will Fuel Next-Generation Storage Revolution
Seagate is betting that a new wave of bigger, faster hard drives will ride the surge in AI and cloud data, helped by rules that push companies to keep more data closer to home. But the story also hinges on hard drives staying relevant as flash storage improves and big cloud customers gain more power.Read more
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US$1.1k
23.6% undervalued intrinsic discount
Fair Value
Revenue
37.51% p.a.
Profit Margin
55.78%
Future PE
22.79x
Price in 2029
US$1.38k
Trending Discussion
No trending discussion available.
Recently Updated Narratives
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STX: AI Storage Demand And HDD Pricing Power Will Drive Future Upside
Fair Value: US$1.12k 24.9% undervalued intrinsic discount
57 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
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AN
STX: AI Storage Pricing Optimism Will Eventually Face Supply Discipline Reversal Risk
Fair Value: US$680 23.2% overvalued intrinsic discount
3 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
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STX: AI Storage Cycle And Margin Expansion Will Support Future Upside
Fair Value: US$1.1k 23.6% undervalued intrinsic discount
12 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
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Snowflake Analysis
Seagate Technology Holdings plc Key Details
Last Reported Earnings
Jul 03, 2026
Next Reporting Earnings
n/a
- 14.05
- 45.58%
- 26.11%
- 164.5%
About STX
- Founded
- 1978
- Employees
- 30000
- CEO
- WebsiteView website
Seagate Technology Holdings plc engages in providing data storage solutions in Singapore, the United States, the Netherlands, and internationally. The company offers External and internal hard drives; external and internal solid-state drives (SSDs); enterprise hard drives and SSDs; data storage systems; network attached storage (NAS) hard drives; video and analytics hard drives; and hyperscale and cloud solution. It offers its products for Healthcare, Media & Entertainment, Surveillance & Security, and telecommunication industry. The company sells its products primarily to original equipment manufacturers, distributors, and retailers. The company was founded in 1978 and is based in Singapore.
