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Last updated 1 hour ago

STX·Seagate Technology Holdings plc

$.
+. (+.%)
High
$840.06
Open
$830.36
Market Cap
182.24B
52W High
$841.31
Low
$816.97
P. Close
$812.73
P/E
76.63
52W Low
$105.35
Fwd P/E
31.04
Mean Target
-
Technical Score (1D)
95
BUY
News Sentiment
69
BULLISH
Seagate Technology (STX) is experiencing significant upward revisions to analyst earnings estimates, with projections for 2026 increasing by over 50%. This positive outlook is largely attributed to the robust performance of the memory chip sector and widespread enthusiasm for Artificial Intelligence (AI) related technologies. The company has also earned a Zacks Momentum Style Score of B and a Zacks Rank of #1 (Strong Buy), underscoring its strong price trends and positive earnings estimate momentum. These factors suggest continued investor interest in STX as a momentum play. Investors should monitor upcoming earnings reports and any further developments in the memory chip market and AI infrastructure build-out for continued insight into STX's trajectory.
Earnings Summary
Seagate Technology Holdings PLC is a prominent global provider of data storage solutions, focusing on mass capacity storage products within the Technology sector's Computer Hardware industry. The company offers a wide array of hard disk drives (HDDs) and solid-state drives (SSDs) for enterprise, video, and consumer applications, alongside external storage solutions and its Lyve edge-to-cloud platform. Seagate's recent quarterly performance shows a strong upward trend in both revenue and earnings. For Q3 2026, revenue reached $3.11 billion, a significant increase from $2.63 billion in Q3 2025, and EPS was $4.10, substantially beating the estimate of $3.50. Prior quarters also indicate a positive trajectory, with Q2 2025 revenue at $2.44 billion and EPS at $2.59, and Q3 2025 revenue at $2.63 billion with EPS at $2.61. The company has demonstrated a consistent pattern of beating analyst estimates for both EPS and revenue in recent reported periods, suggesting robust market demand and effective operational execution. Historical analysis reveals a strong year-over-year growth trajectory, particularly in the most recent quarters, driven by demand in the AI and storage markets. Recent news indicates Seagate has launched new AI-focused storage solutions across its brands, directly addressing the demand surge from AI workflows, and has been identified as a strong momentum stock. Management is also scheduled to participate in upcoming investor events, providing opportunities for strategic discussions. Investors will be monitoring continued price action and volume for momentum confirmation, ongoing commentary from investor events, and the sustainability of profitability trends within the memory chip industry, especially as the Lead Independent Director is set to retire in October 2026.

EPS

EstBeatMiss
$1.24$2.32$3.40$4.48$5.56Q4'24Q1'25Q2'25Q3'25Q3'26Q4'26
QtrEstActual+/−
Q4'26$5.06 - -
Q3'26$3.50$4.10+17.1%
Q3'25$2.40$2.61+8.8%
Q2'25$2.44$2.59+6.0%
Q1'25$1.74$1.90+9.2%
Q4'24$1.88$2.03+8.1%

Revenue

EstBeatMiss
$2.0B$2.4B$2.8B$3.3B$3.7BQ4'24Q1'25Q2'25Q3'25Q3'26Q4'26
QtrEstActual+/−
Q4'26$3.5B - -
Q3'26$3.0B$3.1B+5.2%
Q3'25 - $2.6B -
Q2'25 - $2.4B -
Q1'25 - $2.2B -
Q4'24 - $2.3B -
Full Earnings BreakdownEstimates, actuals, guidance, and historical context
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Market Data

STX Stock Snapshot

STX is currently trading at $832.50, giving Seagate Technology Holdings plc a market cap of 182.24B and a P/E ratio of 76.6. Today's range spans $816.97–$840.06, with shares opening at $830.36 and moving up $19.77 (2.4%) from the prior close. DailyIQ's technical score sits at 95/100 (BUY) with a news sentiment reading of 69/100.

Over the past year STX has traded between $105.35 and $841.31 - the current price is +690.2% off the 52-week low and -1.0% from the high.

STX carries a BUY signal on a 95/100 technical score, trades at $832.50 (near 52-week highs), and has bullish sentiment at 69/100. At 182.24B in Technology market cap (P/E: 76.6), the name has scale without the index-anchor inertia of mega-cap peers - which means when the bullish momentum runs, the percentage move can be meaningfully larger. Annual range: $105.35–$841.31.

What makes STX's BUY setup (95/100) particularly actionable at 182.24B in Technology capitalization is the scale-to-move ratio: large enough to feature on institutional mandates but not so large that the percentage upside is already compressed by index inertia. At $832.50 (near 52-week highs in $105.35–$841.31), with sentiment running bullish at 69/100, the setup rewards conviction-sized positioning more than it does speculative small bets.

Recent News Coverage

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