Seagate Technology/$STX
Seagate shares fall as analyst downgrades and price-target cuts amplify post-earnings profit-taking, with concerns about future HDD supply and broader technology-sector weakness weighing despite its Q1 beat and upbeat guidance.
3 hours agoLightyear AI
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Capital at risk
About Seagate Technology
Seagate Technology is a leading supplier of hard disk drives for data storage to the enterprise and consumer markets. It forms a practical duopoly in the market with its chief rival, Western Digital; they are both vertically integrated.
- Ticker
- $STX
- Sector
- Digital Hardware
- Primary listing
- NASDAQ
- Employees
- 30,000
- Headquarters
- Singapore, Singapore
- Website
- www.seagate.com
STX Metrics
BasicAdvanced
$161B
36.74
$19.07
2.08
$2.96
0.42%
Price and volume
Market cap
$161B
Beta
2.08
52-week high
$1,145.00
52-week low
$228.61
Average daily volume
5.2M
Dividend rate
$2.96
Financial strength
Current ratio
1.818
Quick ratio
1.036
Long term debt to equity
0.681
Total debt to equity
0.681
Dividend payout ratio (TTM)
14.76%
Interest coverage (TTM)
22.80%
Profitability
EBITDA (TTM)
5,867
Gross margin (TTM)
50.35%
Net profit margin (TTM)
31.86%
Operating margin (TTM)
40.49%
Effective tax rate (TTM)
13.09%
Revenue per employee (TTM)
$460,000
Management effectiveness
Return on assets (TTM)
37.21%
Return on equity (TTM)
259.35%
Valuation
Price to earnings (TTM)
36.738
Price to revenue (TTM)
11.307
Price to book
46.66
Price to tangible book (TTM)
72.18
Price to free cash flow (TTM)
37.534
Free cash flow yield (TTM)
2.66%
Free cash flow per share (TTM)
18.662
Dividend yield (TTM)
0.42%
Forward dividend yield
0.42%
Growth
Revenue change (TTM)
44.37%
Earnings per share change (TTM)
144.21%
3-year revenue growth (CAGR)
26.59%
10-year revenue growth (CAGR)
2.26%
3-year earnings per share growth (CAGR)
74.53%
10-year earnings per share growth (CAGR)
31.18%
3-year dividend per share growth (CAGR)
1.87%
10-year dividend per share growth (CAGR)
1.62%
What the Analysts think about STX
Analyst ratings (Buy, Hold, Sell) for Seagate Technology stock.
Analyst projections of the future price of Seagate Technology stock.
Bulls say / Bears say
Seagate’s latest quarter showed strong earnings momentum: revenue reached $4.2 billion, free cash flow was a record $1.5 billion and management forecast $4.8 billion of revenue for the next quarter. That cash generation gives the company room to reduce debt and fund shareholder returns. (Seagate)
Its HAMR-based Mozaic drives can pack more capacity onto each disk, supporting exabyte growth without a matching rise in drive output. Seagate is ramping Mozaic 4 and targets HAMR for about half of nearline exabyte shipments by the end of 2026, with a higher-capacity generation in development. (Motley Fool, Seagate)
Long-term agreements have allocated most of Seagate’s nearline supply through 2028, with some cloud customer deals extending to 2030. These commitments give the company unusual demand visibility and support its pricing plans. (Investing.com)
More industry supply could weaken Seagate’s pricing power: UBS warned that supply may rise as Western Digital completes its HAMR transition. If capacity expands faster than demand, recent margin gains may prove harder to sustain. (Yahoo Finance)
The shares are vulnerable to a valuation reset even if the business keeps growing. Analysts flagged elevated relative valuation and cut several price targets after the latest results, leaving less room for disappointment. (Yahoo Finance)
Seagate remains exposed to spending and inventory cycles at a small group of large cloud customers. S&P Global notes that customer concentration is significant, so a pullback or delay by a major buyer could have an outsized effect on results. (S&P Global Ratings)
Data summarised monthly by Lightyear AI. Last updated on 30 Oct 2026.
STX Financial Performance
Revenues and expenses
STX Earnings Performance
Company profitability
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Funds containing STX
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Fund name | Fund size | $STX weighting |
|---|---|---|
JPMorgan Nasdaq Equity Premium Income£JEQP | $3.6B | 1.58% |
JPMorgan Nasdaq Equity Premium Income$JEPQ | $4.3B | 1.58% |
Global X Artificial Intelligence£AIQG | $88M | 1.27% |
Global X Artificial Intelligence$AIQU | $88M | 1.27% |
iShares Edge MSCI World Momentum Factor£IWFM | $6B | 1.24% |
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