Seagate Technology Holdings plc

NasdaqGS:STX Aktierapport

Börsvärde: US$196.2b

Seagate Technology Holdings Framtida tillväxt

Future kriterier kontrolleras 6/6

Seagate Technology Holdings förväntas öka intäkter och intäkter med 30.4% respektive 22.5% per år. EPS förväntas tillväxt med 30.4% per år. Avkastningen på eget kapital förväntas bli 123.4% om 3 år.

Viktig information

30.4%

Tillväxttakt i vinsten

30.36%

Tillväxttakt för EPS

Tech vinsttillväxt9.6%
Intäkternas tillväxttakt22.5%
Framtida avkastning på eget kapital123.37%
Bevakning av analytiker

Good

Senast uppdaterad04 Sep 2026

Senaste uppdateringarna om framtida tillväxt

Recent updates

Uppdatering av berättelse • Sep 03

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

Analysts have lifted the fair value estimate for Seagate Technology Holdings from $1,096.35 to $1,544.51, as higher projected revenue growth and a richer future P/E multiple offset slightly tighter discount rate and profit margin assumptions. This reflects recent price target increases across the Street tied to pricing power, shipment growth and AI driven storage demand.
Seeking Alpha • Aug 28

Seagate: Not A Time To Be Greedy - More Consolidation Ahead

Summary NVDA feds the AI exuberance by guiding double digits growth through FY2028, with STX likely to be a multi-year beneficiary as a critical HDD supplier. The fully contracted 2027 capacity and long-term supply agreements support their robust profitable growth prospects and richer cash flow generations. STX may also escape the cyclical boom/bust pains with a focus on aerial density instead of volume growth, aided by the HAMR technology advances. Risks include the premium P/E of 22.96x against its peers' P/E median of 12.78x and ongoing insider selling, with its near-term return prospects likely to underwhelm. STX remains a Hold here, with the recent consolidation and raised consensus forward estimates yet to sufficiently improve its inflated investment thesis. Read the full article on Seeking Alpha
Uppdatering av berättelse • Aug 18

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

Analysts have raised the Seagate Technology Holdings fair value estimate from $680.00 to about $705.49, citing higher projected revenue growth, stronger profit margins supported by improving hard disk drive pricing, and a lower assumed future P/E multiple in line with recent price target increases across the Street. Analyst Commentary Street research on Seagate Technology Holdings in 2026 has leaned positive, with many firms lifting price targets after recent earnings and guidance updates.
Uppdatering av berättelse • Aug 04

STX: AI Storage Demand And HDD Pricing Power Will Drive Future Upside

The analyst price target for Seagate Technology Holdings has been raised from $959 to $1,116. Analysts cite stronger revenue and margin assumptions supported by tighter supply and firm HDD pricing trends.
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.
Analysartikel • 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...
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.
Analysartikel • 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...
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.
Analysartikel • 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...
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.
Uppdatering av berättelse • 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.

Prognoser för vinst- och omsättningstillväxt

NasdaqGS:STX - Analytikernas framtida uppskattningar och tidigare finansiella data (USD Millions )
DatumIntäkterIntäkterFritt kassaflödeKassaflöde från rörelsenGenomsnittligt Antal analytiker
6/30/202931,06016,02313,16216,7549
6/30/202825,10512,6919,41511,19320
6/30/202718,7858,4176,8077,99721
7/3/202612,1953,1843,1053,674N/A
4/3/202611,0102,3782,4122,877N/A
1/2/202610,0581,9701,6752,022N/A
10/3/20259,5581,7131,2181,520N/A
6/27/20259,0971,4698181,083N/A
3/28/20258,5401,4947731,009N/A
12/27/20248,0351,179685938N/A
9/27/20247,265824634886N/A
6/28/20246,551335664918N/A
3/29/20246,266-270452702N/A
12/29/20236,471-728498742N/A
9/29/20236,803-742571824N/A
6/30/20237,384-529626942N/A
3/31/20238,410-161566904N/A
12/30/20229,3526187551,136N/A
9/30/202210,5811,1521,0091,406N/A
7/1/202211,6611,6491,2761,657N/A
4/1/202212,0461,8551,5221,955N/A
12/31/202111,9751,8381,4331,873N/A
10/1/202111,4821,6171,3211,825N/A
7/2/202110,6811,3141,1281,626N/A
4/2/202110,1859981,0481,536N/A
1/1/202110,1729891,0341,548N/A
10/2/202010,2451,0271,0061,555N/A
7/3/202010,5091,0041,1291,714N/A
4/3/202010,3631,821N/A1,774N/A
1/3/20209,9581,696N/A1,822N/A
10/4/20199,9771,762N/A1,630N/A
6/28/201910,3902,012N/A1,761N/A
3/29/201910,8541,490N/A1,781N/A
12/28/201811,3441,676N/A1,901N/A
9/28/201811,5431,451N/A2,463N/A
6/29/201811,1841,182N/A2,113N/A
3/30/201810,755835N/A1,888N/A
12/29/201710,626648N/A1,756N/A
9/29/201710,606786N/A1,562N/A
6/30/201710,771772N/A1,916N/A
3/31/201711,019728N/A1,942N/A
12/30/201610,940514N/A1,721N/A
9/30/201611,032381N/A1,447N/A
7/1/201611,160248N/A1,680N/A
4/1/201611,434315N/A1,639N/A
1/1/201612,169626N/A1,808N/A
10/2/201512,8791,395N/A2,869N/A

Analytiker Framtid Tillväxt Prognoser

Intäkter kontra sparande: STX s prognostiserade vinsttillväxt ( 30.4% per år) är över sparkvoten ( 3.7% ).

Resultat vs marknad: STX s intäkter ( 30.4% per år) förväntas växa snabbare än marknaden för US ( 17.3% per år).

Höga tillväxtresultat: STX s intäkter förväntas växa avsevärt under de kommande 3 åren.

Intäkt vs marknad: STX s intäkter ( 22.5% per år) förväntas växa snabbare än US marknaden ( 13.5% per år).

Hög tillväxtintäkter: STX s intäkter ( 22.5% per år) förutspås växa snabbare än 20% per år.

Tillväxtprognoser för vinst per aktie

Framtida avkastning på eget kapital

Framtida ROE: STX s avkastning på eget kapital förväntas bli mycket hög om 3 år ( 123.4 %).

Upptäck tillväxtföretag

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Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/09/11 06:34
Aktiekurs vid dagens slut2026/09/10 00:00
Intäkter2026/07/03
Årlig intjäning2026/07/03

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som används för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och handledningar på Youtube.

Lär dig mer om det som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Seagate Technology Holdings plc bevakas av 47 analytiker. 21 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
James KelleherArgus Research Company
Tristan GerraBaird
Benjamin ReitzesBarclays