Seagate Technology Holdings plc, headquartered in Dublin, Ireland, is a global provider of advanced data storage technology and solutions, with operations spanning Singapore, the United States, the Netherlands, and other international regions. The company's extensive product portfolio encompasses a wide array of mass capacity storage offerings. These include enterprise-grade nearline hard disk drives (HDDs), solid-state drives (SSDs), and complete enterprise nearline systems, alongside specialized HDDs for video and imaging, and network-attached storage (NAS) drives. Beyond these, Seagate…
$STX https://t.co/oGP6Jgp3zH
Seagate $STX printed a record quarter and still got graded on the whisper. Q1 FY27 revenue $4.2B (+61% YoY), non-GAAP EPS $7.68 (+194% YoY), free cash flow ~$1.5B all records and Q2 guidance of $4.8B revenue / $9.20 EPS came in well above consensus. But gross margin of
@DebtCliff @CKCapitalxx Yes they do but $STX has 60% gross margins versus the big 3 with 80-85% gross margins plus ASP increases are slowing down for everything except for $HBM which is about to go parabolic the next 18+ months so I’d rather buy the big 3 at 3-4x 2027 EPS which…
How much forward visibility we need? Not only bullish for $WDC and $STX but also for tape storage players such as $QMCO and $QBAK. https://t.co/RUJyRLfi7z
Literally every notable name who reported in after hrs are down: $HOOD RED $V RED $STX RED $WM RED $CAKE RED $ENPH RED $BBAI RED $FFIV RED
Wild to see $STX profits grow ~17x in less than 3 years which is pretty remarkable for a hard drive company. But makes more sense when you realize most of its nearline storage is already booked into 2028 while HAMR lets Seagate sell more capacity without shipping more drives.…
25 analysts rate STX Buy on consensus.
Consensus price target: $1,091.58 (+63.45% upside from $667.85)
| Insider | Date | Transaction | Shares | Value |
|---|---|---|---|---|
| MOSLEY WILLIAM D director, CEO | Oct 1, 2026 | Sale | 800 | $738.13K |
| MOSLEY WILLIAM D director, CEO | Oct 1, 2026 | Sale | 640 | $593.85K |
| MOSLEY WILLIAM D director, CEO | Oct 1, 2026 | Sale | 920 | $845.01K |
| MOSLEY WILLIAM D director, CEO | Oct 1, 2026 | Sale | 760 | $702.07K |
| MOSLEY WILLIAM D director, CEO | Oct 1, 2026 | Sale | 930 | $857.12K |
| Fiscal year | Revenue | Revenue YoY | Net income |
|---|---|---|---|
| 2026 | $12.2B | +34.06% | $3.18B |
| 2025 | $9.1B | 0% | $1.47B |
| 2025 | $9.1B | +38.86% | $1.47B |
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