
Seagate Technology has secured nearline drive orders with defined pricing and configuration through the entirety of calendar 2027. I think the story shifted to 2028, when the vast majority of nearline
Shares of Seagate Technology Holdings PLC (NASDAQ:STX) are trading lower Friday afternoon as broader semiconductor and storage equities face selling pressure in the wake of an AI algorithmic efficienc
Seagate shares are up 209% in 2026 as AI data center demand, surging earnings and sustained institutional inflows reinforce the bullish STX outlook.

CNBC's Jim Cramer said the AI boom has transformed the historically cyclical memory industry, as soaring demand and greater supply discipline support stronger profits. Despite massive rallies in Sandi
Seagate Technology is now a supply-disciplined duopoly, selling allocated capacity on multi-year contracts, not just commodity drives. STX's build-to-order model and HAMR density roadmap have driven r
Seagate is rated Buy with a $1,000 price target, reflecting durable demand and strong operating leverage in mass-capacity storage for AI-driven data centers. Q4 FY26 delivered record results: revenue

I reiterate my Strong Buy on Seagate Technology, raising the price target from $1410 to $1624. The main growth drivers are continued AI data center storage demand, the Mozaic and HAMR product cycle, o
Seagate Technology TodaySTXSeagate Technology$794.16 +46.86 (+6.27%) As of 01:45 PM Eastern This is a fair market value price provided by Massive. Learn more.52-Week Range$138.30▼$1,145.00Dividend Yie

Seagate Technology Holdings plc (STX) Q4 2026 Earnings Call Transcript
Markets face a pivotal week with the Fed, Core PCE, GDP and earnings from Microsoft, Meta, Apple and Amazon all set to drive trading sentiment.
Seagate Technology Holdings plc is positioned for strong profitability as agentic AI drives surging storage demand and capacity allocation. STX benefits from a shift to higher-density storage, improve

Morgan Stanley has identified seven semiconductor and AI infrastructure stocks as attractive buying opportunities following the recent selloff in memory-related equities.
Wall Street's major averages declined this week after a continuous sell-off in semiconductor stocks rattled the markets, while tensions in the Middle East persisted