STX Share Price Performance
US$261.89
160.23 (157.61%)
8.8% undervalued intrinsic discount
US$287.10
Fair Value
Price US$261.89
AnalystConsensusTarget US$287.10
AnalystHighTarget US$200.00
AnalystLowTarget US$80.00
Fair ValueUS$287.10
Share Pricen/a
Seagate Technology Holdings plc Stock Price
- 3 Narratives written by author
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- 88 Fair Values set on narratives written by author
STX Community Narratives
AN
Fair Value US$287.1 8.8% undervalued intrinsic discount
Cloud Infrastructure And AI Demand Will Drive Data Storage Transformation
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Fair Value US$215 21.8% overvalued intrinsic discount
Explosive Data Growth Will Fuel Next-Generation Storage Revolution
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Fair Value US$115.79 126.2% overvalued intrinsic discount
Energy Mandates Will Undermine Legacy HDD Market Position
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Cloud Infrastructure And AI Demand Will Drive Data Storage Transformation
Key Takeaways Seagate's technological advancements and growing demand for mass capacity storage are projected to boost revenue and expand operating margins. Strategic actions like pricing and manufacturing shifts enhance profitability, while agreements with key customers ensure revenue visibility.Read more
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AN
US$287.1
8.8% undervalued intrinsic discount
AnalystConsensusTarget Fair Value
Revenue growth
13.28% p.a.
Profit Margin
25.29%
Future PE
22.54x
Share price in 2028
US$361.34
Explosive Data Growth Will Fuel Next-Generation Storage Revolution
Key Takeaways Accelerated adoption of next-generation drives, regulatory tailwinds, and explosive AI-related data growth are driving durable upside in revenue, margins, and industry leadership. Increased operational leverage and automation position Seagate for stronger cash flow, aggressive capital returns, and sustained earnings outperformance versus competitors.Read more
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AN
US$215
21.8% overvalued intrinsic discount
AnalystHighTarget Fair Value
Revenue growth
13.32% p.a.
Profit Margin
20.04%
Future PE
22x
Share price in 2028
US$269.93
Energy Mandates Will Undermine Legacy HDD Market Position
Key Takeaways Shifts toward energy-efficient storage and emerging technologies threaten Seagate's traditional HDD business, risking market share, margins, and long-term growth prospects. Slow diversification beyond HDDs leaves Seagate vulnerable to disruptive innovations and evolving customer demands in the data storage industry.Read more
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AN
US$115.79
126.2% overvalued intrinsic discount
AnalystLowTarget Fair Value
Revenue growth
3.39% p.a.
Profit Margin
23.98%
Future PE
13.03x
Share price in 2028
US$145.37
Recently Updated Narratives
AN
Cloud Infrastructure And AI Demand Will Drive Data Storage Transformation
Fair Value: US$287.1 8.8% undervalued intrinsic discount
32 followersusers have followed this narrative
0 commentsusers have commented on this narrative
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AN
Energy Mandates Will Undermine Legacy HDD Market Position
Fair Value: US$115.79 126.2% overvalued intrinsic discount
0 followersusers have followed this narrative
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
Explosive Data Growth Will Fuel Next-Generation Storage Revolution
Fair Value: US$215 21.8% overvalued intrinsic discount
8 followersusers have followed this narrative
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
Snowflake Analysis
Seagate Technology Holdings plc Key Details
Last Reported Earnings
Oct 03, 2025
Next Reporting Earnings
n/a
- 7.86
- 37.00%
- 17.92%
- -7,927.0%
About STX
- Founded
- 1978
- Employees
- 30000
- CEO
- WebsiteView website
Seagate Technology Holdings plc engages in the provision of data storage technology and infrastructure solutions in Singapore, the United States, the Netherlands, and internationally. The company offers mass capacity storage products, including enterprise nearline hard disk drives (HDDs), enterprise nearline solid state drives (SSDs), enterprise nearline systems, video and image HDDs, and network-attached storage drives. It also offers legacy applications comprising Mission Critical HDDs and SSDs; external storage solutions under the Seagate Ultra Touch, One Touch, Expansion, and Basics product lines, as well as under the LaCie brand name; desktop drives for personal computers and workstation applications; notebook drives traditional notebooks, convertible systems, and external storage applications, DVR HDDs for video streaming applications, and gaming SSDs for gaming rigs. In addition, the company provides Lyve edge-to-cloud mass capacity platform, that includes modular hardware and software to support enterprises’ on-premise and cloud storage infrastructure needs. It sells its products primarily to original equipment manufacturers, distributors, and retailers. The company was founded in 1978 and is based in Singapore.
