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STX

Seagate Technology Holdings plc

STX

NASDAQ·Technology·Computer Hardware·Mkt cap $205.2B

$820.16

-10.38%

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Our plain-language verdict, the thesis, risk factors, and what is changing about the business.

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52-Week Range

$138.30 - $1,145.00

P/E

77.81

Fwd P/E

29.64

Beta

2.08

Div Yield

0.32%

Avg Vol

4.3M

Shares Out

224.2M

Mkt Cap

$205.2B

Price action

Price chart

Up 502.3% over the trailing year

1W
1M
3M
6M
YTD
1Y
5Y
MAX

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

2 risks

  • High volatility (beta 2.1). Larger-than-normal price swings expected.
  • Significant premium - growth priced in

Growth

Strong growth ahead

Exponential growth in global data creation from AI, machine learning, and cloud computing

Value

Significant premium - growth priced in

Momentum

Hot

+113.2% over 3m

Quality

Strong

Exceptional business - top-tier fundamentals

Dividend

Token

0.32% yield

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Jul 16, 2026

Q2 26 RECAP

APR 28, 2026

Reported EPS of $4.10 vs $3.51 consensus (+16.8% surprise). Revenue of $3.1B vs $3.0B expected (+5.1%). Beat on both top and bottom lines.

EPS beat +16.8%
Rev beat +5.1%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Q2 26

+16.8%

Next: Jul 16, 2026

Revenue trend · last 8Q

+50%

+31%

+30%

+21%

+22%

+44%

Q4 24

Q1 24

Q2 24

Q3 25

Q4 25

Q1 25

Q2 26

Q3 26

$1.9B

$2.2B

$2.3B

$2.2B

$2.4B

$2.6B

$2.8B

$3.1B

Margins · last 8Q

Gross

46.5%

Operating

32.1%

Profit

24.0%

Wall Street consensus

18 analysts · 78% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

14

78%

Hold

4

22%

Sell

0%

Median Price Target

$796.00

-2.9% vs $820.16

Low $515.00
Median $796.00
High $1,600.00

Latest: Cantor Fitzgerald · $1,300.00 · Jun 29, 2026

11 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.