Seagate Tech stock analysis
Seagate Tech (STX) Stock Price & Analysis
STX Stock Chart & Stats
- Day’s Range
- N/A
- 52-Week Range
- N/A
- Previous Close
- N/A
- Volume
- N/A
- Average Volume (3M)
- N/A
- Market Cap
- CHF 95.84B
- Enterprise Value
- CHF 198.27B
- Total Cash (Recent Filing)
- CHF 1.26B
- Total Debt (Recent Filing)
- CHF 2.35B
- Price to Earnings (P/E)
- 28.0
- Beta
- N/A
- Next Earnings
- Jan 27, 2027 (Est.)
- EPS Estimate
- 7.72
- Next Dividend Ex-Date
- N/A
- Dividend Yield
- N/A
Bulls Say, Bears Say
Bulls Say
Data-center Demand And Visibility
Data-center revenue and shipments are scaling rapidly, while long-term agreements allocate most nearline supply through 2028 and some through 2030. That combination supports multi-quarter revenue visibility and reduces reliance on spot purchasing as storage demand expands.
HAMR And Mozaic Technology Roadmap
HAMR and Mozaic 4 are moving from development into customer ramps, with additional qualifications ahead and Mozaic 5 progressing. Higher capacity per drive can expand exabyte supply while supporting favorable product mix and continued margin improvement.
Strong Cash Generation
Strong operating and free cash flow gives Seagate internal funding capacity and demonstrates healthy earnings conversion. Sustained cash generation can support technology investment, debt management and shareholder returns, while reducing reliance on external financing during industry cycles.
Bears Say
Pronounced Earnings Cyclicality
Revenue, profitability and cash flow have swung sharply across recent years, including a net loss in 2023 and weaker 2024 results. This cyclicality makes current margins and cash generation less predictable, limiting confidence in sustaining today's elevated earnings.
External Component Cost Pressure
Higher external component costs can compress margins when contractual arrangements delay price recovery, making profitability less durable even as internal costs improve. The pressure could challenge Seagate's ability to sustain its recent margin trajectory if input inflation persists.
Concentrated Data-center Exposure
The high share of revenue and shipped capacity tied to data-center customers leaves Seagate exposed to procurement timing and spending decisions by a concentrated buyer group. A pause or mix shift among cloud customers could affect volumes and revenue disproportionately.
Seagate Tech News
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Company Description
Seagate Tech
Seagate Technology Holdings plc, headquartered in Dublin, Ireland, is a global provider of advanced data storage technology and solutions, with operations spanning Singapore, the United States, the Netherlands, and other international regions. The company's extensive product portfolio encompasses a wide array of mass capacity storage offerings. These include enterprise-grade nearline hard disk drives (HDDs), solid-state drives (SSDs), and complete enterprise nearline systems, alongside specialized HDDs for video and imaging, and network-attached storage (NAS) drives. Beyond these, Seagate also supports legacy systems with Mission Critical HDDs and SSDs. Its consumer-focused segment features external storage devices sold under popular lines such as Seagate Ultra Touch, One Touch, and Expansion, as well as the premium LaCie brand. The company's product range further extends to internal desktop and notebook drives, HDDs for digital video recorders (DVRs), and high-performance gaming SSDs. Moreover, Seagate delivers the Lyve edge-to-cloud platform, an innovative solution designed for managing and transferring vast amounts of data. Its clientele primarily consists of original equipment manufacturers (OEMs), distributors, and retailers. Established in 1978, Seagate Technology Holdings plc continues to be a leader in the data storage industry.
- Sector
- Technology
- Industry
- Computer Hardware
- CEO
- William David Mosley
- Employees
- 30,000
- Website
- www.seagate.com
- Address
- 121 Woodlands Avenue 5, Singapore, NW, 739009, SG
Seagate Tech (STX) Earnings & Revenues
STX Company Deck
STX Earnings Call
Earnings Call SentimentPositive
The call was strongly positive. Seagate reported record revenue, earnings, margins and free cash flow, sustained double-digit growth across its data center and edge IoT markets, strong multiyear customer commitments, progress on its HAMR and Mozaic road map, and a materially strengthened balance sheet. The main challenges were higher external component costs, temporary scrap and yield effects during product transitions, and the fact that physical AI demand has not yet become a meaningful direct contributor. These lowlights were outweighed by the company's results, outlook, demand visibility and capital-return plans.
View all CH:STX earnings summariesSTX Net sales Breakdown
- 80.52% OEMs
- 13.43% Distributors
- 6.05% Retailers














