Author Program NEW Create Narrative

Seagate Technology Holdings plc Stock Price

NasdaqGS:STX Community·US$196.1b Market Cap

4 Narratives written by author
0 Comments on narratives written by author
221 Fair Values set on narratives written by author

Author Program NEW Create Narrative

STX Share Price Performance

US$830.17

634.18 (323.58%)

US$1,115.87

Fair Value

US$830.17

634.18 (323.58%)

25.6% undervalued

US$1,115.87

Fair Value

US$830.17

US$1,115.87

US$705.49

US$1,158.73

Tue, 4 Aug 26

Fair ValueUS$1,115.87

Share Pricen/a

STX Community Narratives

AN

AnalystConsensusTarget's

Fair Value

·

Fair Value US$1.12k 25.6% undervalued

Cloud Infrastructure And AI Demand Will Drive Data Storage Transformation

2

0

74

AN

AnalystLowTarget's

Fair Value

·

Fair Value US$705.49 17.7% overvalued

Energy Mandates Will Undermine Legacy HDD Market Position

0

0

4

IS

Fair Value

·

Fair Value US$1.16k 28.4% undervalued

Seagate Has Two Engines — Industry Pricing And A Cost Curve Only It Controls

1

0

2

Seagate Technology Holdings

28.4% undervalued

New

Seagate Has Two Engines — Industry Pricing And A Cost Curve Only It Controls

IS

Published 11 Sep

Seagate Technology Holdings

25.6% undervalued

Cloud Infrastructure And AI Demand Will Drive Data Storage Transformation

AN

AnalystConsensusTarget

Updated 4 Aug

Seagate Technology Holdings

46.3% undervalued

Explosive Data Growth Will Fuel Next-Generation Storage Revolution

AN

AnalystHighTarget

Updated 3 Sep

Seagate Technology Holdings

17.7% overvalued

Energy Mandates Will Undermine Legacy HDD Market Position

AN

AnalystLowTarget

Updated 18 Aug

Trending Discussion

No trending discussion available.

Recently Updated Narratives

IS

Seagate Has Two Engines — Industry Pricing And A Cost Curve Only It Controls

Fair Value: US$1.16k 28.4% undervalued

2

0

0

AN

STX: Tight HDD Supply And AI Storage Demand Will Drive Future Upside

Fair Value: US$1.54k 46.3% undervalued

12

0

0

AN

STX: AI Storage Pricing Tailwind Will Eventually Confront HDD Cycle Reset Risk

Fair Value: US$705.49 17.7% overvalued

4

0

0

Snowflake Analysis

Exceptional growth potential with solid track record.

3 Risks

3 Rewards

View Full Analysis

Seagate Technology Holdings plc Key Details

Last Reported Earnings

Jul 03, 2026

Next Reporting Earnings

n/a

: 14.00
: 45.58%
: 26.11%
: 164.5%

View Full Analysis

About STX

Founded: 1978
Employees: 30000
CEO: William Mosley
WebsiteView website: www.seagate.com

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.

Recent STX News & Updates

Seeking Alpha • 8h

Seagate: The HDD Shortage Still Has Legs

Summary Seagate Technology has secured nearline drive orders with defined pricing and configuration through the entirety of calendar 2027. I think the story shifted to 2028, when the vast majority of nearline exabytes are already allocated, although pricing visibility is lower. Seagate says HAMR can support at least 25% annual exabyte growth over the next two to three years while keeping drive units broadly stable. Morgan Stanley sees HDD demand growing faster than supply and shortages lasting through at least 2028. I'm downgrading my conviction on this name due to macro risks, even though the HDD pricing thesis remains largely intact. Read the full article on Seeking Alpha

New Narrative • Sep 11

Seagate Has Two Engines — Industry Pricing And A Cost Curve Only It Controls

The story behind this stock Seagate is the one position in my portfolio where the bottleneck has no substitute technology. That is a stronger statement than it sounds.

Recent updates

No updates

Seagate Technology Holdings plc Competitors

Cisco Systems

Dell Technologies

Sandisk

Arista Networks

View more competitors