Seagate
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 7,312 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]
3.11% more ownership
Funds ownership: 90.37% [Q4 2024] → 93.48% (+3.11%) [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 (+$300M) [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] → 780 (-14) [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
42%
downside
Avg. target
$131
11%
downside
High target
$170
16%
upside
9 analyst ratings
5 positive
56%
4 neutral
44%
0 negative
0%
Citigroup Asiya Merchant | 16%upside $170 | Buy Maintained | 11 Jul 2025 |
Goldman Sachs Toshiya Hari | 16%upside $170 | Buy Initiated | 10 Jul 2025 |
B of A Securities Mehdi Hosseini | 1%downside $145 | Buy Maintained | 9 Jun 2025 |
Wells Fargo Aaron Rakers | 17%downside $122 | Equal-Weight Maintained | 23 May 2025 |
Morgan Stanley Erik Woodring | 5%downside $140 | Overweight Maintained | 23 May 2025 |
Financial journalist opinion
Based on 12 articles about STX published over the past 30 days
Positive
Seeking Alpha
1 day ago
Seagate's Catch-Up Trade Has Legs
Seagate's HAMR technology leads the nearline HDD market, offering lower TCO for customers and margin expansion potential for Seagate. Valuations remain reasonable despite a sharp rally, with earnings upgrades driving the stock rather than multiple expansion. Free cash flow is set to improve significantly, supporting robust buybacks and a stable dividend yield for shareholders.
Positive
24/7 Wall Street
1 day ago
Goldman Sachs Starts 3 Sizzling Semiconductor Capital Equipment Dividend Stocks With Buy Ratings
Goldman Sachs is the acknowledged leader in the investment landscape on Wall Street and worldwide.
Neutral
MarketBeat
4 days ago
3 Overbought Stocks Ripe for a Pullback
The market continues to trend higher, with tech stocks leading the charge once again. Investor appetite for momentum and speculation has surged as major indices flirt with fresh all-time highs, and several individual names have ridden the wave to extended gains.
Positive
The Motley Fool
5 days ago
Undervalued and Profitable: This Artificial Intelligence (AI) Stock Has Soared 73% in 2025, and It Could Still Jump Higher
Storage solutions provider Seagate Technology (STX -1.59%) has registered an outstanding rally on the stock market in 2025, rising an incredible 73% year to date and beating the Nasdaq Composite index's 7% return by a massive margin.
Positive
Finbold
1 week ago
The S&P 500 has a new leader with nearly 80% gains YTD, and it's not what you think
Seagate Technology has taken the spot as the S&P 500's leading performer this year, riding the AI boom to overtake the high-profile tech names that usually dominate the benchmark index
Positive
24/7 Wall Street
1 week ago
5 Strong Buy-Rated Dividend Stocks Are Among the S&P 500 Top Performers in 2025
Dividend stocks are a favorite among investors for good reason.
Positive
Seeking Alpha
1 week ago
Seagate Technology: HAMR Drives Earnings Surge Ahead
Initiate Buy on Seagate with $172 PT, driven by HAMR technology leadership and aggressive margin expansion roadmap, projecting FY26 EPS of $10.10, well above consensus. HAMR adoption and Mozaic platform shift drive structural gross margin inflection, with operating leverage and disciplined supply chain management supporting multi-year earnings growth. Balance sheet deleveraging and reduced interest expense provide incremental EPS leverage, enabling sustained R&D investment and margin durability through technology transitions.
Positive
Finbold
1 week ago
These are the best-performing stocks of H1 2025
With the first half of 2025 now behind us, the stock market has seen its share of volatility.
Neutral
Forbes
1 week ago
Seagate Stock To $85?
Question: How would you respond if you owned Seagate (NASDAQ: STX) and its value plummeted by 60% or more in the upcoming months?
Neutral
Business Wire
2 weeks ago
Seagate Announces Final Results of Exchange Offers and Consent Solicitations for Senior Notes
FREMONT, Calif.--(BUSINESS WIRE)--Seagate Technology Holdings plc (“Seagate”) (NASDAQ: STX) today announced the final 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.
Charts implemented using Lightweight Charts™