Seagate

STX

Market cap $68B

SINGAPORE--(BUSINESS WIRE)--Seagate Technology Holdings plc (NASDAQ: STX), a leading innovator of mass-capacity data storage, will report fiscal second quarter 2026 financial results after the US market closes on Tuesday, January 27, 2026. The investment community conference call to discuss these results will take place that day at 2:00 PM PT / 5:00 PM ET. The live audio webcast can be accessed online at Seagate's Investor Relations website at investors.seagate.com. About Seagate Technology Sea.

STX rolls out 32TB HDDs across Exos, SkyHawk AI and IronWolf Pro, targeting edge-to-cloud AI video analytics and rising data demands.

STX's data center drives 80% of revenue, aids Q1 FY26 growth as cloud demand lifts exabytes, margins and outlook.

STX has surged nearly 242% in a year as AI-driven data growth, tight HDD supply and rising HAMR adoption fuel demand for high-capacity drives.

The demand for data storage is increasing at an incredible pace thanks to AI adoption in the cloud. The price of data storage products has been increasing due to a shortage of supply.

DUBAI, United Arab Emirates--(BUSINESS WIRE)--Seagate Technology plc (NASDAQ: STX), a global leader in mass‑capacity data storage, is showcasing advanced storage solutions at Intersec 2026 that help power the transformation of AI-driven video analytics into searchable, decision‑ready intelligence. The edge-to-cloud portfolio is designed to help businesses unlock the full value of their data and make smarter, faster decisions. AI applications in video image analytics (VIA) are fueling unpreceden.

Sandisk, Western Digital, Seagate and Micron need to keep undershooting demand.

T. Rowe Price's Dominic Rizzo join

While everyone couldn't stop talking about flashy AI stocks like Nvidia and Alphabet in 2025, lesser known data storage stocks saw massive gains.

Traders are starting to focus on memory being in short supply, especially with the AI boom. We are going from NVDA, to the rest of the “pieces” for AI.