Seagate Technology Holdings plc
STX
NASDAQ·Technology·Computer Hardware·Mkt cap $190.4B
$849.28
▲ +6.34%
P/E
60.45
Mkt Cap
$190.4B
52-Wk Range
$183.02–$1,145
52-Week Range
$183.02 - $1,145.00
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Up 361.6% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
5 reasons
- Decades of manufacturing expertise and vertical integration in storage technology
- Diversified product portfolio serving enterprise, consumer, and emerging edge-computing markets
- Strong brand recognition through premium subsidiaries like LaCie and consumer lines (One Touch, Ultra Touch)
- Established relationships with major OEMs and global distribution networks
- Proprietary technology in high-capacity nearline storage and edge-to-cloud solutions
Bear Case
1 risk
- High volatility (beta 2.1). Larger-than-normal price swings expected.
Growth
Strong growth ahead
Exponential growth in global data creation from AI, machine learning, and cloud computing
Value
Fairly valued vs Memory & Storage Semiconductors peers
Momentum
Weak
-8.3% over 3m
Quality
Strong
Excellent business quality
Dividend
Token
0.35% yield
Smart-money signal
Who's buying STX right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Latest print - beat on both lines
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Oct 27, 2026
JUL 28, 2026
Reported EPS of $5.71 vs $5.10 consensus (+12.0% surprise). Revenue of $3.6B vs $3.5B expected (+3.7%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Estimate
Actual
Q3 26
+12.0%
Revenue trend · last 8Q
—
+50%
+31%
+30%
+21%
+22%
+44%
+48%
Q1 24
Q2 24
Q3 25
Q4 25
Q1 25
Q2 26
Q3 26
Q4 26
$2.2B
$2.3B
$2.2B
$2.4B
$2.6B
$2.8B
$3.1B
$3.6B
Margins · last 8Q
Gross
52.3%
Operating
42.5%
Profit
35.7%
Wall Street consensus
16 analysts · 81% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
81%
Hold
19%
Sell
0%
Median Price Target
$1,450.00
▲ +70.7% vs $849.28
Latest: TD Cowen · Jul 29, 2026
2 analysts covering
vs Industry
How STX stacks vs Computer Hardware
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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