SeagateSTX
STX
About: Seagate is a leading supplier of hard disk drives for data storage to the enterprise and consumer markets. It forms a practical duopoly in the market with its chief rival, Western Digital; they are both vertically integrated.
Employees: 30,000
0
Funds holding %
of 7,296 funds
0
Analysts bullish %
of 9 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
33% more funds holding in top 10
Funds holding in top 10: 9 [Q4 2024] → 12 (+3) [Q1 2025]
3.09% more ownership
Funds ownership: 90.37% [Q4 2024] → 93.46% (+3.09%) [Q1 2025]
2% more first-time investments, than exits
New positions opened: 97 | Existing positions closed: 95
2% more capital invested
Capital invested by funds: $16.5B [Q4 2024] → $16.8B (+$297M) [Q1 2025]
1% less repeat investments, than reductions
Existing positions increased: 277 | Existing positions reduced: 281
2% less funds holding
Funds holding: 794 [Q4 2024] → 779 (-15) [Q1 2025]
26% less call options, than puts
Call options by funds: $369M | Put options by funds: $499M
Research analyst outlook
9 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$85
33%
downside
Avg. target
$119
6%
downside
High target
$145
14%
upside
9 analyst ratings
5 positive
56%
4 neutral
44%
0 negative
0%
B of A Securities Mehdi Hosseini | 14%upside $145 | Buy Maintained | 9 Jun 2025 |
Wells Fargo Aaron Rakers | 4%downside $122 | Equal-Weight Maintained | 23 May 2025 |
Citigroup Asiya Merchant | 10%upside $140 | Buy Maintained | 23 May 2025 |
Morgan Stanley Erik Woodring | 10%upside $140 | Overweight Maintained | 23 May 2025 |
Rosenblatt Kevin Cassidy | 2%upside $130 | Buy Maintained | 23 May 2025 |
Financial journalist opinion
Based on 17 articles about STX published over the past 30 days
Neutral
Business Wire
3 days ago
Seagate Announces Early Participation Results and Amendment of Exchange Offers and Consent Solicitations for Senior Notes
FREMONT, Calif.--(BUSINESS WIRE)--Seagate Technology Holdings plc (“Seagate”) (NASDAQ: STX) today announced the early results of the previously announced (i) offers to certain Eligible Holders (as defined below) to exchange (each, an “Exchange Offer” and collectively, the “Exchange Offers”) any and all outstanding notes of the following eight series issued by Seagate HDD Cayman (“Seagate HDD”) (the “Old Notes”) for new notes to be issued by Seagate Data Storage Technology Pte. Ltd. (“SDST”) (th.
Neutral
24/7 Wall Street
4 days ago
Stay Invested In These 3 Stocks That Are Bucking the Trend
Start by taking a quick retirement quiz from SmartAsset that will match you with up to 3 financial advisors that serve your area and beyond in 5 minutes, or less.
Positive
Market Watch
5 days ago
20 stocks of companies that have improved profit margins and are expected to grow quickly
These companies are more profitable than they were a year ago. They are also expected to put up huge sales growth numbers through 2027.
Positive
Seeking Alpha
1 week ago
Seagate: HAMR Will Capture The Mass Capacity Storage Boom
Seagate is at a critical inflection point, driven by HAMR commercialization and surging AI-induced storage demand, supporting my strong buy thesis. HAMR technology positions Seagate as an industry leader, unlocking multi-billion-dollar opportunities and significant margin expansion as cloud and AI workloads grow. Despite recent stock rallies, Seagate remains deeply undervalued on key multiples, with a DCF-based intrinsic value of $174, offering substantial upside.
Neutral
CNBC
1 week ago
Jim Cramer analyzes stocks that recently hit new 52-week highs
CNBC's Jim Cramer suggested it's helpful to consider stocks sitting at new 52-week highs to better understand market trends and themes. He picked out several companies that have recently made the "new high" list which he thinks are indicative of the mood on Wall Street.
Neutral
Seeking Alpha
1 week ago
Seagate Technology Holdings plc (STX) Bank of America Securities 2025 Global Technology Conference (Transcript)
Seagate Technology Holdings plc (NASDAQ:STX ) Bank of America Securities 2025 Global Technology Conference June 3, 2025 1:00 PM ET Company Participants Gianluca Romano - CFO & EVP Conference Call Participants Wamsi Mohan - Bank of America Wamsi Mohan First day year again this year in San Francisco. I'm Wamsi Mohan.
Positive
Zacks Investment Research
1 week ago
S&P 500 Wraps Up Best May Since 1990: 5 Top Stocks in the ETF
SPY jumped 6.3% in May, the most in decades, led by standout gains in NRG, STX, CEG, PODD and MCHP amid easing trade fears.
Positive
Market Watch
1 week ago
20 stocks primed for rapid growth while trading at half of Nvidia's valuation
When selecting investments, it is easy to get hung up on a particular metric, such as a dividend yield or a price ratio, but investors need to look deeper or they might miss opportunities.
Positive
Seeking Alpha
2 weeks ago
Seagate Technology Holdings: One Of The Rare 'Too Good To Be True' Opportunities
Seagate offers a rare combination of a PEG under 1, double-digit growth, and innovative products in a duopoly market. The explosion of global data, fueled by AI and high-resolution content, is driving strong demand for Seagate's storage solutions. Seagate's leadership in HAMR technology positions it as a key innovator, enabling higher storage density and future growth.
Positive
Zacks Investment Research
2 weeks ago
Why Is Seagate (STX) Up 28.9% Since Last Earnings Report?
Seagate (STX) reported earnings 30 days ago. What's next for the stock?
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