Seagate
About: Seagate Technology 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 7,429 funds
0
Analysts bullish %
of 12 analysts
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
230% more first-time investments, than exits
New positions opened: 234 | Existing positions closed: 71
83% more funds holding in top 10
Funds holding in top 10: 12 [Q1] → 22 (+10) [Q2]
70% more capital invested
Capital invested by funds: $16.8B [Q1] → $28.6B (+$11.8B) [Q2]
18% more funds holding
Funds holding: 785 [Q1] → 927 (+142) [Q2]
10% more repeat investments, than reductions
Existing positions increased: 299 | Existing positions reduced: 273
0.11% less ownership
Funds ownership: 93.64% [Q1] → 93.53% (-0.11%) [Q2]
6% less call options, than puts
Call options by funds: $736M | Put options by funds: $782M
Research analyst outlook
12 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$80
51%
downside
Avg. target
$160
2%
downside
High target
$200
22%
upside
12 analyst ratings
7 positive
58%
4 neutral
33%
1 negative
8%
Morgan Stanley Erik Woodring | 2%upside $168 | Overweight Maintained | 30 Jul 2025 |
Baird Tristan Gerra | 15%upside $188 | Outperform Maintained | 30 Jul 2025 |
Benchmark Mark Miller | 1%upside $165 | Buy Maintained | 30 Jul 2025 |
Barclays Tom O'Malley | 24%downside $125 | Equal-Weight Maintained | 30 Jul 2025 |
Susquehanna Mehdi Hosseini | 51%downside $80 | Negative Maintained | 30 Jul 2025 |
Financial journalist opinion
Based on 18 articles about STX published over the past 30 days
Positive
Zacks Investment Research
1 week ago
Seagate Surges 81.8% YTD: Should STX Stock Be in Your Portfolio?
STX's 81.8% surge is fueled by booming nearline cloud demand, HAMR innovation, and record margins despite debt and competition pressures.
Positive
Market Watch
1 week ago
20 stocks in the S&P 500 that are high achievers this earnings season
These companies have shown the largest increases in sales per share while also improving profit margins
Neutral
Business Wire
1 week ago
Seagate to Participate in Upcoming Investor Events
FREMONT, Calif.--(BUSINESS WIRE)--Seagate Technology Holdings plc (NASDAQ: STX), a leading innovator of mass-capacity data storage, today announced that management is scheduled to participate in the following investor events: Event: Evercore ISI Semiconductor, IT Hardware & Networking Conference on Tuesday, August 26, 2025 Details: Hosting investor meetings Event: Citi's 2025 Global TMT Conference on Wednesday, September 3, 2025 Details: Presentation at 7:50 AM PT / 10:50 AM ET and hosting.
Positive
Seeking Alpha
3 weeks ago
Seagate: Cloud Demand And Margin Expansion In Focus
Seagate is rebounding strongly, posting 30% revenue growth and record margins, yet trades at a sector discount, creating an attractive entry point. The company dominates the high-capacity HDD market for cloud and enterprise, with stable revenue streams and improving operational efficiency. DCF and multiple analyses show STX is undervalued, with a Buy rating and a target price of $171, offering a 9% upside.
Negative
Seeking Alpha
3 weeks ago
Seagate: Time To Lock In Gains, As Multiples And Margins Trail Peers (Rating Downgrade)
I'm downgrading Seagate to a sell after a massive run-up, as better alternatives like Western Digital now exist. Seagate's valuation has become stretched at 15x forward P/E, making its risk/reward profile less attractive compared to cheaper, higher-margin WDC. The memory industry remains highly competitive and commoditized, with potential demand risks if AI-driven capex slows in the coming years.
Positive
Zacks Investment Research
3 weeks ago
Seagate's Q4 Earnings & Revenues Beat, Improve Y/Y on Cloud Momentum
STX posts strong Q4 with EPS of $2.59 and 30% revenue growth, fueled by hyperscale cloud and AI-driven storage demand.
Positive
Schwab Network
3 weeks ago
PANW Acquiring CYBR for $25B, SOFI $1.5B Public Offering, STX Sells Off
Wednesday morning saw big moves across various sectors. Sam Vadas starts with Palo Alto Networks (PANW) and its $25 billion acquisition of CyberArk Software (CYBR).
Negative
Benzinga
3 weeks ago
Avis Budget Group Posts Downbeat Earnings, Joins SoFi Technologies, Seagate And Other Big Stocks Moving Lower In Wednesday's Pre-Market Session
U.S. stock futures were mixed this morning, with the Dow futures falling around 0.1% on Wednesday.
Neutral
Seeking Alpha
3 weeks ago
Seagate Technology Holdings plc (STX) Q4 2025 Earnings Call Transcript
Seagate Technology Holdings plc (NASDAQ:STX ) Q4 2025 Earnings Conference Call July 29, 2025 5:00 PM ET Company Participants Gianluca Romano - Executive VP & CFO Shanye Hudson - Senior Vice President of Investor Relations & Treasury William David Mosley - CEO & Director Conference Call Participants Aaron Christopher Rakers - Wells Fargo Securities, LLC, Research Division Amit Jawaharlaz Daryanani - Evercore ISI Institutional Equities, Research Division Ananda Prosad Baruah - Loop Capital Markets LLC, Research Division Asiya Merchant - Citigroup Inc., Research Division Christopher James Muse - Cantor Fitzgerald & Co., Research Division Erik William Richard Woodring - Morgan Stanley, Research Division Hadi M. Orabi - TD Cowen, Research Division James Edward Schneider - Goldman Sachs Group, Inc., Research Division Mark S.
Positive
Zacks Investment Research
3 weeks ago
Here's What Key Metrics Tell Us About Seagate (STX) Q4 Earnings
The headline numbers for Seagate (STX) give insight into how the company performed in the quarter ended June 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Charts implemented using Lightweight Charts™