Seagate Technology (STX)

Market Price (11/3/2026): $612.5 | Market Cap: $140.6 BilInvestor Relations Sector: Information Technology | Industry: Technology Hardware, Storage & Peripherals

Seagate Technology (STX)

Market Price (11/3/2026): $612.5
Market Cap: $140.6 Bil
Sector: Information Technology
Industry: Technology Hardware, Storage & Peripherals

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Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.

Strong revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is 44%

Attractive operating margins
Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is 40%

Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 35%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 30%, CFO LTM is 4.8 Bil, FCF LTM is 4.2 Bil

Valuation becoming less expensive
P/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -45%

Megatrend and thematic drivers
Megatrends include Artificial Intelligence, Cloud Computing, Autonomous Technologies, and 5G & Advanced Connectivity. Show more.

Stock price has recently run up significantly
12M Rtn12 month market price return is 133%

Key risks
STX key risks include [1] the successful commercialization and adoption of its new HAMR technology, Show more.

0	Strong revenue growth Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is 44%
1	Attractive operating margins Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is 40%
2	Attractive cash flow generation CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 35%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 30%, CFO LTM is 4.8 Bil, FCF LTM is 4.2 Bil
3	Valuation becoming less expensive P/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -45%
4	Megatrend and thematic drivers Megatrends include Artificial Intelligence, Cloud Computing, Autonomous Technologies, and 5G & Advanced Connectivity. Show more.
5	Stock price has recently run up significantly 12M Rtn12 month market price return is 133%
6	Key risks STX key risks include [1] the successful commercialization and adoption of its new HAMR technology, Show more.

STX in ETFs

Weight = STX's share of each fund

SPY0.22%

VOO0.32%

IVV0.24%

VTI0.29%

ITOT0.20%

QQQ0.65%

QQQM0.69%

RSP0.14%

+32 more covered ETFs

Valuation & Metrics

FYE: 7/3	Forward FYE		Now	Historical (CYE & TTM)
	2028	2027	11/3/26	2025	2024	2023
Share Price			$612.50	$275.39	$86.31	$85.37
Mkt Cap ($ Bil)			140.6	59.5	18.3	17.8
+ Debt ($ Bil)			2.7	4.8	5.7	5.7
- Cash ($ Bil)			1.3	1.0	1.2	0.8
TEV ($ Bil)			142.0	64.3	24.0	23.5
Valuation Ratios
P/S	4.9	6.9	10.1	5.9	2.3	2.8
P/EBIT	8.5	13.3	26.3	24.1	11.5	-58.9
P/E	9.4	15.1	31.8	30.2	15.5	-24.5
P/FCF	—	—	33.6	35.5	26.7	35.8
Sector Ratios (* = sector average)
P/S *			3.4	3.6	3.3	2.9
P/EBIT *			4.7	1.6	-0.0	-0.2
P/E *			-0.0	-0.4	-0.2	-0.4
P/FCF *			9.7	12.3	12.4	15.3

FYE: 7/3	Forward FYE		Now
	2028	2027	11/3/26
Share Price			$612.50
Mkt Cap ($ Bil)			140.6
+ Debt ($ Bil)			2.7
- Cash ($ Bil)			1.3
TEV ($ Bil)			142.0
Valuation Ratios
P/S	4.9	6.9	10.1
P/EBIT	8.5	13.3	26.3
P/E	9.4	15.1	31.8
P/FCF	—	—	33.6
Sector Ratios (* = sector average)
P/S *			3.4
P/EBIT *			4.7
P/E *			-0.0
P/FCF *			9.7

FYE: 7/03	STX [1]	S&P 500 [2]
REVENUE GROWTH
LTM Revenue [3]	$13.8 Bil	—
FY 2027 Sales	$20.2 Bil	—
FY 2028 Sales	$28.6 Bil	—
FY 2027 Sales Growth	46.6%	—
FY 2028 Sales Growth	41.2%	9.0%
EARNINGS
LTM Net Income (GAAP) [3]	$4.4 Bil	—
FY 2027 Net Income (Non-GAAP)	$9.3 Bil	—
FY 2028 Net Income (Non-GAAP)	$14.9 Bil	—
FY 2028 Net Income Growth	59.6%	14.0%
FY 2027 EPS (Non-GAAP)	$40.14	—
FY 2028 EPS (Non-GAAP)	$65.81	—
FY 2028 EPS Growth	63.9%	—
VALUATION
FY 2027 P/S	6.9	3.1
FY 2028 P/S	4.9	—
FY 2027 P/E	15.1	17.9
FY 2028 P/E	9.4	—

[1] STX forward figures are analyst consensus for the next two fiscal years (fiscal year end 7/03). Net Income and EPS are non-GAAP (adjusted) consensus. P/S and P/E divide the current market cap by the consensus figure.
[2] S&P 500 figures are the SPY ETF's holdings-weighted forward aggregate. P/S and P/E reflect FY1/FY2 consensus blended to the 12-month window ending 11/30/27 (~one year forward), shown when ≥90% of index weight has estimates. Growth is the aggregate next-fiscal-year vs current-fiscal-year (FY1→FY2) change. Index-level dollar Sales, Net Income and EPS are not applicable.
[3] LTM = reported trailing-twelve-month actuals (GAAP).

	STX	S&P 500
REVENUE GROWTH	VERY GOOD
Rev LTM ($ Bil)	13.8
Rev Chg Q	61.0%	8.9%
Rev Chg LTM	44.4%	8.5%
Rev Chg 3Y Avg	27.6%	6.2%
PROFITABILITY	VERY GOOD
Op Inc LTM ($ Bil)	5.6
CFO LTM ($ Bil)	4.8
Net Inc LTM ($ Bil)	4.4
Op Mgn LTM	40.5%	18.6%
CFO/Rev LTM	35.0%	21.6%
Net Inc Mgn	31.9%	13.4%
VALUATION	HIGH
P/S	10.1	3.3
P/CFO	28.9	15.2
P/FCF	33.6	20.4
P/E	31.8	22.8
STABILITY	VERY GOOD
Debt/Equity	0.02	0.19
Cash/Assets	0.12	0.07

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Metric	Value	Date	Source
Exabyte Shipments	182 exabytes	10032025	Link
Average Capacity Per Drive	14.6 terabytes	10032025	Link
Nearline Exabyte Shipments	159 exabytes	9302025	Link
Total Patents	16558	6212024	Link
Active Patents	5471	6212024	Link
HDD Market Share	37%	3062025	Link
Number of Mozaic HAMR drives shipped	Over 1,000,000	9302025	Link

Price Chart

Upcoming
12/23/2026	Dividend	Amount: $0.76 Payment On: 1/07/2027
1/27/2027	Earnings Release	Rev: $4.0 Bil (E) EPS: $9.19 (E)

Why The Stock Moved

Qualitative Assessment

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Updated on 11/2/2026

Seagate Technology (STX) stock has lost about 30% since 7/31/2026 because of the following key factors:

1. Fiscal Second Quarter 2027 Guidance Missed Elevated Buy-Side Expectations. Seagate Technology reported robust fiscal Q1 2027 results on October 27, 2026, with an EPS of $7.68 and revenue of $4.23 billion, both surpassing consensus estimates. However, the company's guidance for fiscal Q2 2027, projecting revenue of $4.7 billion to $4.9 billion and non-GAAP diluted EPS of $9.00 to $9.40, was perceived by some analysts as falling short of the market's increasingly high expectations, especially concerning shipment growth. This gap between strong reported earnings and even stronger market expectations contributed to investor disappointment and subsequent selling pressure.

2. Analyst Downgrades and Mounting Valuation Concerns. Following the fiscal Q1 2027 earnings release, Seagate Technology received several analyst downgrades and price target reductions starting October 28, 2026. Analysts cited concerns about the company's valuation, suggesting that the stock had become significantly overvalued, with one analysis estimating its fair value to be considerably lower than its trading price at the time. These revised outlooks dampened investor sentiment and prompted a re-evaluation of the stock's premium.

3. Broader Tech Sector Sell-Off Impact. Seagate's stock experienced a notable decline, including an 8% drop on October 30, 2026, as part of a wider retreat in the technology sector. This market-wide correction specifically affected storage and other tech companies that had benefited from optimism surrounding artificial intelligence (AI) throughout the year, suggesting that investors were rotating out of high-growth tech names and reassessing valuations across the sector.

4. Significant Insider Selling Activity. During the period, multiple Seagate executives engaged in substantial stock sales. Notable transactions include William D. Mosley, Director, selling 11,002 shares for over $10.29 million on October 1, 2026, and Teh Ban Seng, EVP & Chief Commercial Officer, selling 9,862 shares for over $8.41 million on August 21, 2026. Additionally, EVP & CTO John Christopher Morris sold 9,354 shares in September 2026 at prices generally in the mid-$800s, amounting to approximately $8 million. These significant insider sales, each exceeding $5 million, may have signaled to the market a perceived lack of future upside or a belief that the stock was adequately valued by those with the most intimate knowledge of the company.

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Stock Movement Drivers

Fundamental Drivers

The -30.6% change in STX stock from 7/31/2026 to 11/2/2026 was primarily driven by a -61.3% change in the company's P/E Multiple.

(LTM values as of)	7312026	11022026	Change
Stock Price ($)	855.44	593.76	-30.6%
Change Contribution By:
Total Revenues ($ Mil)	11,010	13,799	25.3%
Net Income Margin (%)	21.6%	31.9%	47.5%
P/E Multiple	79.5	30.8	-61.3%
Shares Outstanding (Mil)	221	228	-3.1%
Cumulative Contribution			-30.6%

LTM = Last Twelve Months as of date shown

Market Drivers

7/31/2026 to 11/2/2026

	Return	Correlation
STX	-30.6%
Market (SPY)	0.7%	26.0%
Sector (XLK)	-0.6%	55.6%

Fundamental Drivers

The -11.7% change in STX stock from 4/30/2026 to 11/2/2026 was primarily driven by a -50.7% change in the company's P/E Multiple.

(LTM values as of)	4302026	11022026	Change
Stock Price ($)	672.62	593.76	-11.7%
Change Contribution By:
Total Revenues ($ Mil)	11,010	13,799	25.3%
Net Income Margin (%)	21.6%	31.9%	47.5%
P/E Multiple	62.5	30.8	-50.7%
Shares Outstanding (Mil)	221	228	-3.1%
Cumulative Contribution			-11.7%

LTM = Last Twelve Months as of date shown

Market Drivers

4/30/2026 to 11/2/2026

	Return	Correlation
STX	-11.7%
Market (SPY)	4.9%	40.6%
Sector (XLK)	9.4%	66.4%

Fundamental Drivers

The 133.4% change in STX stock from 10/31/2025 to 11/2/2026 was primarily driven by a 77.8% change in the company's Net Income Margin (%).

(LTM values as of)	10312025	11022026	Change
Stock Price ($)	254.38	593.76	133.4%
Change Contribution By:
Total Revenues ($ Mil)	9,558	13,799	44.4%
Net Income Margin (%)	17.9%	31.9%	77.8%
P/E Multiple	31.6	30.8	-2.6%
Shares Outstanding (Mil)	213	228	-6.6%
Cumulative Contribution			133.4%

LTM = Last Twelve Months as of date shown

Market Drivers

10/31/2025 to 11/2/2026

	Return	Correlation
STX	133.4%
Market (SPY)	11.2%	45.0%
Sector (XLK)	16.3%	62.2%

Fundamental Drivers

The 823.5% change in STX stock from 10/31/2023 to 11/2/2026 was primarily driven by a 399.1% change in the company's P/S Multiple.

(LTM values as of)	10312023	11022026	Change
Stock Price ($)	64.29	593.76	823.5%
Change Contribution By:
Total Revenues ($ Mil)	6,803	13,799	102.8%
P/S Multiple	2.0	9.8	399.1%
Shares Outstanding (Mil)	208	228	-8.8%
Cumulative Contribution			823.5%

LTM = Last Twelve Months as of date shown

Market Drivers

10/31/2023 to 11/2/2026

	Return	Correlation
STX	823.5%
Market (SPY)	86.0%	45.1%
Sector (XLK)	116.2%	56.0%

Return vs. Risk

Price Returns Compared

	2021	2022	2023	2024	2025	2026	Total [1]
Returns
STX Return	88%	-51%	69%	4%	225%	116%	1029%
Peers Return	35%	-31%	59%	26%	110%	139%	840%
S&P 500 Return	27%	-19%	24%	23%	16%	10%	101%
Monthly Win Rates [3]
STX Win Rate	67%	33%	75%	58%	83%	55%
Peers Win Rate	60%	40%	60%	58%	65%	60%
S&P 500 Win Rate	75%	42%	67%	75%	67%	36%
Max Drawdowns [4]
STX Max Drawdown	-24%	-57%	-23%	-23%	-38%	-46%
Peers Max Drawdown	-22%	-43%	-19%	-33%	-43%	-36%
S&P 500 Max Drawdown	-5%	-25%	-10%	-8%	-19%	-9%

[1] Cumulative total returns since the beginning of 2021
[2] Peers: WDC, MU, DELL, HPE, NTAP. See STX Returns vs. Peers.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 11/2/2026 (YTD)

Event	STX	S&P 500
2025 US Tariff Shock
% Loss	-34.9%	-18.8%
% Gain to Breakeven	53.5%	23.1%
Time to Breakeven	35 days	79 days
2024 Yen Carry Trade Unwind
% Loss	-13.7%	-7.8%
% Gain to Breakeven	15.9%	8.5%
Time to Breakeven	48 days	18 days
2023 SVB Regional Banking Crisis
% Loss	-21.8%	-6.7%
% Gain to Breakeven	27.9%	7.1%
Time to Breakeven	119 days	31 days
2022 Inflation Shock & Fed Tightening
% Loss	-53.2%	-24.5%
% Gain to Breakeven	113.7%	32.4%
Time to Breakeven	594 days	427 days
2020 COVID-19 Crash
% Loss	-24.5%	-33.7%
% Gain to Breakeven	32.5%	50.9%
Time to Breakeven	76 days	140 days
Q4 2018 Fed Policy Error / Growth Scare
% Loss	-23.1%	-19.2%
% Gain to Breakeven	30.1%	23.8%
Time to Breakeven	60 days	105 days

Compare to WDC, MU, DELL, HPE, NTAP

In The Past

Seagate Technology's stock fell -34.9% during the 2025 US Tariff Shock. Such a loss loss requires a 53.5% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

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Event	STX	S&P 500
2025 US Tariff Shock
% Loss	-34.9%	-18.8%
% Gain to Breakeven	53.5%	23.1%
Time to Breakeven	35 days	79 days
2023 SVB Regional Banking Crisis
% Loss	-21.8%	-6.7%
% Gain to Breakeven	27.9%	7.1%
Time to Breakeven	119 days	31 days
2022 Inflation Shock & Fed Tightening
% Loss	-53.2%	-24.5%
% Gain to Breakeven	113.7%	32.4%
Time to Breakeven	594 days	427 days
2020 COVID-19 Crash
% Loss	-24.5%	-33.7%
% Gain to Breakeven	32.5%	50.9%
Time to Breakeven	76 days	140 days
Q4 2018 Fed Policy Error / Growth Scare
% Loss	-23.1%	-19.2%
% Gain to Breakeven	30.1%	23.8%
Time to Breakeven	60 days	105 days
2015-2016 China Devaluation / Global Growth Scare
% Loss	-48.8%	-12.2%
% Gain to Breakeven	95.5%	13.9%
Time to Breakeven	385 days	62 days
2014-2016 Oil Price Collapse
% Loss	-55.5%	-6.8%
% Gain to Breakeven	124.6%	7.3%
Time to Breakeven	718 days	15 days
2011 US Debt Ceiling Crisis & European Contagion
% Loss	-33.9%	-17.9%
% Gain to Breakeven	51.4%	21.8%
Time to Breakeven	18 days	123 days
2010 Eurozone Sovereign Debt Crisis / Flash Crash
% Loss	-38.7%	-15.4%
% Gain to Breakeven	63.0%	18.2%
Time to Breakeven	538 days	125 days
2008-2009 Global Financial Crisis
% Loss	-87.7%	-53.4%
% Gain to Breakeven	712.5%	114.4%
Time to Breakeven	1104 days	1085 days

Compare to WDC, MU, DELL, HPE, NTAP

In The Past

Seagate Technology's stock fell -34.9% during the 2025 US Tariff Shock. Such a loss loss requires a 53.5% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

About Seagate Technology (STX)

Business Description Analogies Products Customers Suppliers Management Key Risks Emerging Threats Market Size Revenue Drivers Capital Allocation

Seagate Technology Holdings plc (STX) is a global leader in data storage technology and solutions. Headquartered in Dublin, Ireland, the company designs, manufactures, and sells a wide range of devices and systems that enable individuals, businesses, and cloud providers to store, manage, and access digital information.

The company's core product offerings include various types of data storage drives, such as traditional hard disk drives (HDDs), faster solid-state drives (SSDs), and solid-state hybrid drives (SSHDs), catering to different performance and capacity needs. Seagate also provides more complex enterprise data solutions, including storage subsystems and mass capacity-optimized private cloud storage solutions for large organizations. Additionally, it offers external storage solutions for consumers under popular brands like Seagate Ultra Touch, One Touch, and LaCie.

Seagate primarily serves a diverse customer base, selling its products directly to original equipment manufacturers (OEMs) who integrate Seagate's components into their own systems, as well as to distributors and retailers. Its enterprise solutions are geared towards large businesses, cloud service providers, and operators of scale-out storage servers, enabling them to handle vast amounts of data efficiently.

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Here are a few brief analogies for Seagate Technology (STX):

Intel for data storage hardware.
Samsung for data storage devices.

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Hard Disk Drives (HDDs) & Solid State Drives (SSDs): Seagate offers a variety of internal data storage devices, including traditional hard disk drives and faster solid state drives, with interfaces like SATA, SAS, and NVMe.
Solid State Hybrid Drives (SSHDs): These drives combine the speed benefits of solid state technology with the high capacity of traditional hard drives.
Storage Subsystems: The company provides integrated storage systems designed for enterprises, cloud service providers, and original equipment manufacturers (OEMs) for managing large datasets.
Private Cloud Storage Solutions: These are mass capacity optimized storage solutions tailored for enterprises and cloud service providers to build and manage their private cloud infrastructure.
External Storage Solutions: Seagate manufactures portable and desktop external storage devices, marketed under its own brand (e.g., Ultra Touch, One Touch, Expansion) and through acquired brands like LaCie and Maxtor.

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Major Customers of Seagate Technology (STX)

Based on the provided background, Seagate Technology (STX) sells its products primarily to other companies.

The major categories of its customers are:

Original Equipment Manufacturers (OEMs)
Distributors
Retailers

The provided background information does not list the specific names of these customer companies.

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Dave Mosley

Chief Executive Officer

Dave Mosley joined Seagate Technology in 1996 as a Senior Engineer and has held numerous leadership positions within the company before being appointed CEO in October 2017. He holds a Ph.D. in solid state physics from the University of California, Davis. Mosley has been crucial in driving Seagate's technological innovation, particularly in the development of high-capacity hard drives and Heat-Assisted Magnetic Recording (HAMR) technology. He also assumed the role of Chairman of the Board in 2025. After becoming CEO, Seagate sold its systems business to Cray in 2017. He has also served on the Board of Directors of Cirrus Logic, Inc. since 2024.

Gianluca Romano

Executive Vice President, Chief Financial Officer

Gianluca Romano joined Seagate Technology in January 2019. He is responsible for Seagate's global corporate finance, strategic financial planning, treasury, tax, investor relations, accounting organizations, corporate development and strategy, global information technology (IT), and supply chain. Before joining Seagate, Romano was the Business Finance and Accounting Corporate Vice President at Micron Technology. He also held senior finance leadership positions at Numonyx and STMicroelectronics. He has over two decades of experience in finance, accounting, treasury, and financial planning, much of which was gained through international assignments. Romano earned a bachelor's degree in economics and business administration from the University of Urbino in Italy.

Ban Seng Teh

Executive Vice President and Chief Commercial Officer

Ban Seng Teh serves as the Executive Vice President and Chief Commercial Officer at Seagate Technology. His role focuses on commercial operations within the company. (No further detailed background information found in provided search results).

Dr. John C. Morris

Senior Vice President and Chief Technology Officer

Dr. John C. Morris holds the position of Senior Vice President and Chief Technology Officer at Seagate Technology. (No further detailed background information found in provided search results).

James C. Lee

Senior Vice President, Chief Legal Officer and Corporate Secretary

James C. Lee is the Senior Vice President, Chief Legal Officer, and Corporate Secretary for Seagate Technology. (No further detailed background information found in provided search results).

AI Analysis | Feedback

The key risks for Seagate Technology (STX) are primarily centered around technological transitions and intense market competition, the cyclical nature of the data storage market coupled with broader macroeconomic uncertainties, and concerns regarding its financial health and operational efficiency.

Technological Transition and Intense Competition: Seagate faces significant risks related to the ongoing shift in data storage technology and aggressive market competition. The company's Hard Disk Drive (HDD) segment's growth prospects and Average Selling Prices (ASPs) have been noted to lag behind those of Solid-State Drives (SSDs), indicating potential peak-cycle risks and a possible demand slowdown post-2027 for HDDs. A major internal risk involves the successful ramp-up and customer adoption of its new Heat-Assisted Magnetic Recording (HAMR) technology, specifically the Mozaic 3+ platform. Delays in the commercialization of HAMR technology could impact future growth and narrow its competitive advantage. The data storage industry is highly competitive, with the continuous threat of commoditization and the introduction of alternative technologies by competitors that could erode Seagate's market share.
Cyclical Demand and Macroeconomic Uncertainty: The demand for Seagate's products is highly cyclical, fluctuating significantly based on factors such as PC shipments, enterprise spending, and investments in cloud infrastructure. A slowdown in technology spending could lead to a decline in Seagate's revenue. The company is also exposed to broader macroeconomic uncertainties, including ongoing volatility in enterprise spending, trade policy changes, tariffs, and geopolitical tensions, which can impact demand, manufacturing costs, and currency exchange rates. Seagate has historically shown outsized vulnerability to 'Credit & Liquidity Crises,' experiencing larger drawdowns compared to the broader market during such events.
Financial Health and Operational Efficiency: Seagate's financial risk profile is influenced by its persistent debt levels and uncertain market visibility, which raise concerns about its overall liquidity and financial flexibility. The company's high indebtedness, with a debt-to-total capital ratio significantly above the industry average, is a notable investment risk. Furthermore, rising input costs, particularly for components like DRAM, can pressure future profit margins. The company's operational expenses have also seen an uptick, which, if not effectively managed, could squeeze margins. Seagate's gross margin has been observed to lag behind its primary competitor, potentially indicating less efficiency in manufacturing or limited pricing power in the market.

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The rapid advancements in **Solid-State Drive (SSD) technology**, including increased density, lower costs, and the emergence of new high-capacity NAND flash types (e.g., QLC, PLC NAND), pose an emerging threat by accelerating the displacement of **Hard Disk Drives (HDDs)** across various storage applications. While Seagate offers both HDD and SSD products, a significant and rapid market transition away from HDDs, which traditionally command a strong position in mass capacity and archival storage due to cost-per-terabyte advantages, could profoundly impact Seagate's established revenue streams and market share in its core HDD business.

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Seagate Technology (STX) operates in several addressable markets for its main products and services:

Hard Disk Drives (HDDs): The global hard disk drive market was valued at approximately USD 49,681.5 million in 2025. In terms of regional market share in 2025, Asia-Pacific dominated with 45% of shipments, followed by North America at 28%.
Solid State Drives (SSDs): The global solid state drive market size was valued at USD 21.41 billion in 2025. North America held the largest share of the SSD industry, accounting for 37.80% in 2025, while Asia Pacific represented 46.73% of the revenue in the same year.
Enterprise Storage Solutions (including storage subsystems and mass capacity optimized private cloud storage solutions): The global enterprise storage system market is estimated to reach USD 157.33 billion in 2025. North America was identified as the largest region in the enterprise storage market in 2025.
External Storage Solutions: The global external storage market is estimated to be valued at USD 72.6 billion in 2025. Key growth regions for external storage include North America, Asia-Pacific, and Europe.

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Seagate Technology (STX) is poised for future revenue growth over the next 2-3 years, driven by several key factors:

Surging Demand for Mass Capacity Storage: The increasing global demand for data storage, particularly from hyperscale cloud providers, enterprise data centers, and the expanding needs of artificial intelligence (AI) and analytics workloads, is a primary driver. Seagate is strategically focused on this mass capacity market and is optimizing its product portfolio to cater to these higher-value solutions.
Advancements and Adoption of Heat-Assisted Magnetic Recording (HAMR) Technology: Seagate's proprietary HAMR technology, branded as the Mozaic platform, is a significant growth catalyst. This technology enables higher areal density, leading to the development of much higher-capacity drives that are essential for managing the immense data generated by AI applications and large-scale data centers. The company is actively ramping up production and customer qualifications for its HAMR-based Mozaic drives.
Strategic Shift to Higher-Value Products and Build-to-Order Model: Seagate is actively optimizing its product portfolio by reducing exposure to volatile legacy markets and prioritizing higher-value, high-capacity nearline solutions. This strategic shift, combined with the implementation of a build-to-order (BTO) model, provides multi-quarter demand visibility and allows Seagate to exert greater pricing power and improve its gross margins. This leads to a favorable product mix and enhanced profitability.

AI Analysis | Feedback

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Share Repurchases

In May 2025, Seagate's board of directors approved a new share repurchase program authorizing up to $5 billion in share buybacks, with no set expiration date.
During fiscal year 2023, Seagate repurchased 5.4 million ordinary shares for $408 million in the first fiscal quarter, then paused repurchases for the remainder of the year due to macroeconomic conditions.
For fiscal year 2022, the company utilized $1.8 billion to repurchase 20 million ordinary shares.

Share Issuance

Seagate issued $400 million in senior notes in fiscal year 2025.
In fiscal year 2024, the company issued $1.5 billion of convertible notes.
Shareholders approved amendments in October 2025 to increase ordinary shares reserved for issuance under the Employee Stock Purchase Plan by 10,000,000 and the 2022 Equity Incentive Plan by 3,800,000, bringing the total for incentive stock options to 17,800,000.

Outbound Investments

In fiscal year 2025, Seagate acquired Intevac for $47 million to enhance its manufacturing capabilities.
During fiscal year 2024, Seagate sold its System-on-Chip Operations for $600 million, with $326 million of the cash proceeds recorded as an investing inflow.

Capital Expenditures

Capital expenditures for fiscal year 2025 amounted to $265 million, representing 3% of revenue, with a focus on advancing HAMR technology with its Mozaic platform.
For fiscal year 2024, annual capital expenditures were $254 million.
Seagate anticipates capital expenditures for fiscal year 2026 to be within its target range of 4% to 6% of revenue.

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Interactive Breakdown

Seagate Technology Interactive Breakdown Analysis

Better Bets vs. Seagate Technology (STX)

INDUSTRY: Technology Hardware, Storage & Peripherals

Higher Rev Chg 3Y Avg | Lower P/S (Values for STX: 27.6% | 9.8x)

SNDK (102.9% | 5.4x)

SanDisk

WDC (42.1% | 8.6x)

Western Digital

SMCI (78.3% | 0.5x)

Super Micro Computer

OSS (197.3% | 2.9x)

One Stop Systems

Higher Rev Chg 3Y Avg | Lower P/Op Inc (Values for STX: 27.6% | 24.2x)

SNDK (102.9% | 7.5x)

SanDisk

WDC (42.1% | 21.0x)

Western Digital

SMCI (78.3% | 6.7x)

Super Micro Computer

Higher Rev Chg LTM (Value for STX: 44.4%)

IONQ (370.6%)

IonQ

SNDK (272.4%)

SanDisk

SMCI (77.8%)

Super Micro Computer

RGTI (68.5%)

Rigetti Computing

DELL (49.0%)

Dell Technologies

Higher Rev Chg 3Y Avg (Value for STX: 27.6%)

IONQ (176.4%)

IonQ

SNDK (102.9%)

SanDisk

SMCI (78.3%)

Super Micro Computer

WDC (42.1%)

Western Digital

QBTS (37.7%)

D-Wave Quantum

Higher Op Mgn LTM (Value for STX: 40.5%)

SNDK (72.7%)

SanDisk

WDC (40.7%)

Western Digital

Higher CFO/Rev LTM (Value for STX: 35.0%)

SNDK (60.6%)

SanDisk

Higher FCF/Rev LTM (Value for STX: 30.1%)

SNDK (59.9%)

SanDisk

Higher Total Yield (Value for STX: 3.7%)

SNDK (12.4%)

SanDisk

WDC (8.1%)

Western Digital

HPE (5.2%)

Hewlett Packard Enterprise

DELL (5.1%)

Dell Technologies

NTAP (5.0%)

NetApp

SECTOR: Information Technology

Higher Rev Chg 3Y Avg | Lower P/S (Values for STX: 27.6% | 9.8x)

MU (122.3% | 7.1x)

Micron Technology

APH (39.7% | 6.0x)

Amphenol

SNDK (102.9% | 5.4x)

SanDisk

WDC (42.1% | 8.6x)

Western Digital

CLS (33.7% | 1.6x)

Celestica

Higher Rev Chg 3Y Avg | Lower P/Op Inc (Values for STX: 27.6% | 24.2x)

MU (122.3% | 9.5x)

Micron Technology

APH (39.7% | 21.0x)

Amphenol

SNDK (102.9% | 7.5x)

SanDisk

WDC (42.1% | 21.0x)

Western Digital

CLS (33.7% | 19.9x)

Celestica

Higher Rev Chg LTM (Value for STX: 44.4%)

MU (256.3%)

Micron Technology

NVDA (83.4%)

NVIDIA

PLTR (78.9%)

Palantir Technologies

DELL (49.0%)

Dell Technologies

AVGO (48.7%)

Broadcom

Higher Rev Chg 3Y Avg (Value for STX: 27.6%)

MU (122.3%)

Micron Technology

NVDA (116.5%)

NVIDIA

PLTR (46.3%)

Palantir Technologies

AVGO (36.2%)

Broadcom

SHOP (28.2%)

Shopify

Higher Op Mgn LTM (Value for STX: 40.5%)

MU (74.6%)

Micron Technology

NVDA (65.2%)

NVIDIA

AVGO (48.5%)

Broadcom

MSFT (47.1%)

Microsoft

PLTR (42.8%)

Palantir Technologies

Higher CFO/Rev LTM (Value for STX: 35.0%)

MU (67.3%)

Micron Technology

MSFT (56.5%)

Microsoft

PLTR (55.2%)

Palantir Technologies

AVGO (45.6%)

Broadcom

NVDA (44.3%)

NVIDIA

Higher FCF/Rev LTM (Value for STX: 30.1%)

PLTR (54.6%)

Palantir Technologies

MU (44.3%)

Micron Technology

AVGO (44.2%)

Broadcom

NVDA (41.9%)

NVIDIA

TXN (35.2%)

Texas Instruments

Higher Total Yield (Value for STX: 3.7%)

MU (9.1%)

Micron Technology

CSCO (4.9%)

Cisco Systems

MSFT (4.5%)

Microsoft

TXN (4.5%)

Texas Instruments

NVDA (4.1%)

NVIDIA

All Other Sectors

Higher Rev Chg 3Y Avg | Lower P/S (Values for STX: 27.6% | 9.8x)

GE (40.1% | 6.2x)

GE Aerospace

NEM (34.7% | 4.3x)

Newmont

BX (29.9% | 7.1x)

Blackstone

KKR (33.7% | 4.2x)

KKR

AEM (34.2% | 5.7x)

Agnico Eagle Mines

Higher Rev Chg 3Y Avg | Lower P/Op Inc (Values for STX: 27.6% | 24.2x)

NEM (34.7% | 7.7x)

Newmont

AEM (34.2% | 9.7x)

Agnico Eagle Mines

BAM (2109.8% | 21.8x)

Brookfield Asset Management

APP (44.4% | 14.5x)

AppLovin

OKE (36.4% | 9.5x)

ONEOK

Higher Rev Chg LTM (Value for STX: 44.4%)

APP (60.6%)

AppLovin

HON (58.0%)

Honeywell International

MELI (46.0%)

MercadoLibre

LLY (45.5%)

Eli Lilly

COF (45.1%)

Capital One Financial

Higher Rev Chg 3Y Avg (Value for STX: 27.6%)

GE (40.1%)

GE Aerospace

LLY (39.4%)

Eli Lilly

NEM (34.7%)

Newmont

WELL (30.0%)

Welltower

BX (29.9%)

Blackstone

Higher Op Mgn LTM (Value for STX: 40.5%)

V (65.6%)

Visa

MA (60.1%)

Mastercard

SCCO (58.6%)

Southern Copper

LLY (51.3%)

Eli Lilly

MCD (45.7%)

McDonald's

Higher CFO/Rev LTM (Value for STX: 35.0%)

META (55.1%)

Meta Platforms

V (50.8%)

Visa

SPCX (49.2%)

Space Exploration Technologies

GOOGL (38.1%)

Alphabet

LLY (35.4%)

Eli Lilly

Higher FCF/Rev LTM (Value for STX: 30.1%)

RY (108.6%)

Royal Bank of Canada

V (47.2%)

Visa

MA (42.5%)

Mastercard

BAC (34.4%)

Bank of America

PM (31.5%)

Philip Morris International

Higher Total Yield (Value for STX: 3.7%)

JPM (9.0%)

JPMorgan Chase

GOOGL (7.2%)

Alphabet

BRK-B (7.2%)

Berkshire Hathaway

META (5.2%)

Meta Platforms

AMZN (5.1%)

Amazon.com

Best Bets in Information Technology

What You Pay

P/EBIT (Value for STX: 25.5x)

VRSN (23.4x)

VeriSign

ANET (45.5x)

Arista Networks

NVDA (21.2x)

NVIDIA

YOU (19.2x)

Clear Secure

ADEA (11.3x)

Adeia

GEN (8.1x)

Gen Digital

ZM (22.7x)

Zoom Communications

ADBE (10.4x)

Adobe

FICO (13.1x)

Fair Isaac

PTC (14.0x)

PTC

P/E (Value for STX: 30.8x)

VRSN (32.7x)

VeriSign

ANET (51.1x)

Arista Networks

NVDA (25.3x)

NVIDIA

YOU (32.7x)

Clear Secure

ADEA (18.6x)

Adeia

GEN (14.8x)

Gen Digital

ZM (8.3x)

Zoom Communications

ADBE (13.6x)

Adobe

FICO (20.1x)

Fair Isaac

PTC (18.2x)

PTC

What You Get

Rev Chg 3Y Avg (Value for STX: 27.6%)

VRSN (5.3%)

VeriSign

ANET (26.2%)

Arista Networks

NVDA (116.5%)

NVIDIA

YOU (24.0%)

Clear Secure

ADEA (7.0%)

Adeia

GEN (11.9%)

Gen Digital

ZM (3.8%)

Zoom Communications

ADBE (11.2%)

Adobe

FICO (17.7%)

Fair Isaac

PTC (12.9%)

PTC

Rev Chg LTM (Value for STX: 44.4%)

VRSN (6.5%)

VeriSign

ANET (32.6%)

Arista Networks

NVDA (83.4%)

NVIDIA

YOU (19.8%)

Clear Secure

ADEA (24.3%)

Adeia

GEN (16.9%)

Gen Digital

ZM (5.0%)

Zoom Communications

ADBE (12.0%)

Adobe

FICO (24.1%)

Fair Isaac

PTC (19.5%)

PTC

Rev Chg Q (Value for STX: 61.0%)

VRSN (5.7%)

VeriSign

ANET (37.7%)

Arista Networks

NVDA (105.9%)

NVIDIA

YOU (26.6%)

Clear Secure

ADEA (12.1%)

Adeia

GEN (12.2%)

Gen Digital

ZM (4.9%)

Zoom Communications

ADBE (12.9%)

Adobe

FICO (25.7%)

Fair Isaac

PTC (-6.8%)

PTC

FCF/Rev 3Y Avg (Value for STX: 17.2%)

VRSN (58.7%)

VeriSign

ANET (47.2%)

Arista Networks

NVDA (44.7%)

NVIDIA

YOU (41.9%)

Clear Secure

ADEA (41.1%)

Adeia

GEN (39.3%)

Gen Digital

ZM (38.3%)

Zoom Communications

ADBE (37.8%)

Adobe

FICO (37.4%)

Fair Isaac

PTC (32.3%)

PTC

[1] Choosing top 10 best bets from each sector quarterly is an alpha producing strategy vs sector benchmark
[2] Historical annualized return of 24%, alpha of 2.9%, and sharpe of 1.04

Peer Outperformance in Technology Hardware, Storage & Peripherals

STX has outperformed 85% of its 20 Technology Hardware, Storage & Peripherals peers over 5Y. Technology Hardware, Storage & Peripherals ranks 9th of 12 industries in Information Technology by median 5Y return. The sector’s gains have largely come from elsewhere.

Share of Technology Hardware, Storage & Peripherals constituents that STX has outperformed, by holding period. Peers without a full price history over a given window are excluded from that window.

92%

of 26 industry peers · 133.4% return

86%

of 22 industry peers · 772.0% return

85%

of 20 industry peers · 645.2% return

No Technology Hardware, Storage & Peripherals peer with a comparable growth profile has beaten STX by more than 20pp over 5Y.

Median price return by industry across the Information Technology sector, ranked by 5Y. Technology Hardware, Storage & Peripherals is STX's own industry. Use this to see which corners of the sector have carried the returns.

Industry	Names	1Y med	3Y med	5Y med	Top 3 by 5Y
Electronic Manufacturing Services	10	18.4%	110.0%	198.4%	FLEX 551% · TTMI 451% · JBL 333%
Technology Distributors	9	43.9%	68.0%	73.2%	AVT 146% · SNX 117% · CNXN 94%
Semiconductor Materials & Equipment	28	37.3%	61.0%	45.7%	AXTI 464% · LRCX 317% · KLAC 313%
Electronic Components	26	-0.6%	66.1%	34.6%	CLS 2294% · BELFA 1195% · APH 329%
Communications Equipment	36	2.5%	73.5%	32.6%	AAOI 695% · LITE 689% · ANET 434%
Semiconductors	55	0.0%	44.4%	7.7%	MU 1107% · NVDA 669% · AVGO 555%
Electronic Equipment & Instruments	27	-4.1%	24.7%	3.5%	PI 139% · OSIS 114% · MIR 70%
Internet Services & Infrastructure	6	1.5%	45.7%	-10.1%	GDDY 73% · VRSN 39% · DOCN -3%
Technology Hardware, Storage & Peripherals ←	21	-3.4%	85.5%	-12.0%	WDC 727% · SMCI 721% · DELL 693%
IT Consulting & Other Services	30	-24.8%	-3.5%	-25.0%	APLD 269% · IBM 152% · ADEA 142%
Application Software	125	-15.8%	-9.8%	-54.8%	PLTR 588% · FROG 159% · AGYS 148%
Systems Software	70	-12.3%	22.2%	-56.2%	CRWD 261% · ZETA 243% · CVLT 145%

Median of constituents with a full price history over each window. Top names are limited to companies above $2B market cap.

Latest Trefis Analyses

	Title	Date
0	DASHBOARDS
1	The Paid-To-Wait Play On STX Stock: An 11% Annualized Yield	09/22/2026
2	Seagate Technology Stock In Shambles: Down 15% With 5-Day Losing Streak	09/16/2026
3	SNDK Beats Seagate Technology Stock on Price & Growth	08/27/2026
4	Seagate Technology Stock 5-Day Winning Spree: Stock Climbs 24%	08/18/2026
5	The Paid-To-Wait Play On STX Stock: A 12% Annualized Yield	08/18/2026
6	Seagate Technology Stock 5-Day Winning Spree: Stock Climbs 23%	07/24/2026
7	The Paid-To-Wait Play On STX Stock: A 21% Yield	07/15/2026
8	Seagate Technology Earnings Notes	07/15/2026
9	...	06/27/2026
10	ARTICLES
11	Is Seagate Still The Business You Bought?	11/02/2026
12	Seagate Technology Earnings Ahead: What Past Reactions Say About The Stock	10/25/2026
13	Is Seagate Stock Still Leading Its Industry?	10/19/2026
14	Where Did Seagate Stock’s Gains Really Come From?	10/13/2026
15	How Much Should One Number Worry Seagate Technology Stock Holders?	10/07/2026

	Title
0	DASHBOARDS
1	The Paid-To-Wait Play On STX Stock: An 11% Annualized Yield
2	Seagate Technology Stock In Shambles: Down 15% With 5-Day Losing Streak
3	SNDK Beats Seagate Technology Stock on Price & Growth
4	Seagate Technology Stock 5-Day Winning Spree: Stock Climbs 24%
5	The Paid-To-Wait Play On STX Stock: A 12% Annualized Yield
6	Seagate Technology Stock 5-Day Winning Spree: Stock Climbs 23%
7	The Paid-To-Wait Play On STX Stock: A 21% Yield
8	Seagate Technology Earnings Notes
9	...
10	ARTICLES
11	Is Seagate Still The Business You Bought?
12	Seagate Technology Earnings Ahead: What Past Reactions Say About The Stock
13	Is Seagate Stock Still Leading Its Industry?
14	Where Did Seagate Stock’s Gains Really Come From?
15	How Much Should One Number Worry Seagate Technology Stock Holders?

Trade Ideas

Select ideas related to STX.

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Recent Active Movers

Top Gainers

Ticker	Company	Mkt Cap (B)	1D Rtn	YTD Rtn
GTN-A	Gray Media	1.0	29.4%	-14.1%
ULH	Universal Logistics	0.8	26.3%	91.3%
IDXX	IDEXX Laboratories	53.0	21.8%	-0.7%
ULCC	Frontier	1.7	15.2%	57.7%
NWL	Newell Brands	2.5	15.1%	67.8%
NXT	Nextpower	13.7	14.9%	4.6%
PHIN	Phinia	2.6	12.5%	14.3%
ARRY	Array Technologies	0.6	12.1%	-58.8%
DFH	Dream Finders Homes	1.0	11.8%	-36.0%
JBLU	JetBlue Airways	1.2	11.2%	-30.3%

Top Losers

Ticker	Company	Mkt Cap (B)	1D Rtn	YTD Rtn
OFRM	Once Upon a Farm PBC	0.4	-37.2%	-55.2%
PGEN	Precigen	1.8	-25.9%	23.0%
SGML	Sigma Lithium	0.6	-25.6%	-60.5%
CYPH	Cypherpunk Technologies	0.4	-20.8%	103.4%
LITE	Lumentum	58.4	-18.6%	85.7%
NSSC	NAPCO Security Technologies	1.1	-18.4%	-22.0%
HELP	Helus Pharma	0.5	-16.9%	13.8%
NN	NextNav	1.4	-16.5%	-42.2%
TWST	Twist Bioscience	8.1	-15.5%	306.8%
FRMI	Fermi	1.4	-15.5%	-72.4%

Top Gainers

Ticker	Company	Mkt Cap (B)	1W Rtn	YTD Rtn
ULH	Universal Logistics	0.8	76.6%	91.3%
GDYN	Grid Dynamics	1.1	59.0%	51.6%
REPL	Replimune	1.9	56.3%	100.5%
GTN-A	Gray Media	1.0	54.2%	-14.1%
ULCC	Frontier	1.7	51.3%	57.7%
ADT	ADT	7.5	42.9%	24.8%
FMC	FMC	0.8	41.0%	-52.2%
TDOC	Teladoc Health	1.6	38.3%	23.3%
UPBD	Upbound	1.3	34.4%	39.2%
GKOS	Glaukos	14.0	33.8%	111.3%

Top Losers

Ticker	Company	Mkt Cap (B)	1W Rtn	YTD Rtn
BCAX	Bicara Therapeutics	0.5	-53.0%	-52.9%
IOVA	Iovance Biotherapeutics	3.6	-41.8%	193.8%
OFRM	Once Upon a Farm PBC	0.4	-40.7%	-55.2%
RDDT	Reddit	17.5	-34.3%	-60.4%
SGML	Sigma Lithium	0.6	-33.7%	-60.5%
INTC	Intel	306.1	-33.7%	62.5%
NOW	ServiceNow	109.3	-33.0%	-30.8%
ATEC	Alphatec	1.1	-32.9%	-65.3%
FTNT	Fortinet	92.5	-31.2%	58.9%
INOD	Innodata	1.4	-31.0%	-18.9%

Top Gainers

Ticker	Company	Mkt Cap (B)	1M Rtn	YTD Rtn
BMBL	Bumble	0.8	135.0%	67.2%
GTN-A	Gray Media	1.0	92.1%	-14.1%
BRZE	Braze	5.1	79.7%	33.2%
SGRY	Surgery Partners	3.0	73.6%	49.6%
GDYN	Grid Dynamics	1.1	70.7%	51.6%
FIGS	FIGS	3.5	57.5%	87.4%
ADT	ADT	7.5	57.3%	24.8%
TDOC	Teladoc Health	1.6	56.3%	23.3%
ULH	Universal Logistics	0.8	54.6%	91.3%
MAX	MediaAlpha	0.8	53.6%	14.1%

Top Losers

Ticker	Company	Mkt Cap (B)	1M Rtn	YTD Rtn
CIFR	Cipher Digital	2.8	-56.3%	-53.5%
BCAX	Bicara Therapeutics	0.5	-55.0%	-52.9%
AVBP	ArriVent BioPharma	0.6	-52.8%	-33.6%
AEHR	Aehr Test Systems	1.6	-52.0%	154.9%
INTC	Intel	306.1	-49.7%	62.5%
KEEL	Keel Infrastructure	1.1	-47.8%	-12.5%
ACMR	ACM Research	3.0	-47.0%	11.9%
AAOI	Applied Optoelectronics	5.1	-45.9%	79.3%
FRMI	Fermi	1.4	-45.3%	-72.4%
EOSE	Eos Energy Enterprises	0.6	-45.2%	-84.6%

Peer Comparisons

Peers to compare with:

Financials

	STX	WDC	MU	DELL	HPE	NTAP	Median
Name	Seagate .	Western .	Micron T.	Dell Tec.	Hewlett .	NetApp
Mkt Price	614.69	351.50	869.01	420.91	55.15	191.55	386.21
Mkt Cap	140.1	128.6	982.0	271.5	73.7	37.5	134.4
Rev LTM	13,799	14,482	133,188	151,197	41,871	7,391	28,176
Op Inc LTM	5,587	5,893	99,340	14,547	3,284	1,924	5,740
FCF LTM	4,157	4,289	58,963	8,560	4,156	1,650	4,223
FCF 3Y Avg	2,003	2,045	20,251	5,593	2,367	1,573	2,206
CFO LTM	4,832	4,861	89,675	12,152	6,694	1,897	5,778
CFO 3Y Avg	2,413	2,519	38,569	8,566	4,777	1,769	3,648

Growth & Margins

	STX	WDC	MU	DELL	HPE	NTAP	Median
Name	Seagate .	Western .	Micron T.	Dell Tec.	Hewlett .	NetApp
Rev Chg LTM	44.4%	43.0%	256.3%	49.0%	26.6%	12.2%	43.7%
Rev Chg 3Y Avg	27.6%	42.1%	122.3%	19.2%	12.8%	6.1%	23.4%
Rev Chg Q	61.0%	55.5%	379.3%	57.7%	33.7%	29.9%	56.6%
QoQ Delta Rev Chg LTM	13.2%	12.1%	47.5%	12.8%	7.9%	6.7%	12.5%
Op Inc Chg LTM	151.9%	128.0%	916.8%	103.1%	61.4%	34.0%	115.5%
Op Inc Chg 3Y Avg	301.8%	219.3%	563.4%	46.1%	12.7%	21.5%	132.7%
Op Mgn LTM	40.5%	40.7%	74.6%	9.6%	7.8%	26.0%	33.3%
Op Mgn 3Y Avg	25.6%	24.1%	35.3%	7.8%	7.3%	23.1%	23.6%
QoQ Delta Op Mgn LTM	5.8%	5.1%	9.0%	1.4%	2.0%	1.6%	3.6%
CFO/Rev LTM	35.0%	33.6%	67.3%	8.0%	16.0%	25.7%	29.6%
CFO/Rev 3Y Avg	21.0%	20.2%	49.4%	7.3%	13.8%	26.1%	20.6%
FCF/Rev LTM	30.1%	29.6%	44.3%	5.7%	9.9%	22.3%	26.0%
FCF/Rev 3Y Avg	17.2%	15.9%	16.4%	4.7%	6.7%	23.2%	16.2%

Valuation

	STX	WDC	MU	DELL	HPE	NTAP	Median
Name	Seagate .	Western .	Micron T.	Dell Tec.	Hewlett .	NetApp
Mkt Cap	140.1	128.6	982.0	271.5	73.7	37.5	134.4
P/S	10.2	8.9	7.4	1.8	1.8	5.1	6.2
P/Op Inc	25.1	21.8	9.9	18.7	22.4	19.5	20.7
P/EBIT	26.4	12.0	9.8	17.7	22.4	19.4	18.5
P/E	31.9	13.0	11.6	23.9	26.4	26.5	25.1
P/CFO	29.0	26.5	11.0	22.3	11.0	19.8	21.1
Total Yield	3.7%	8.1%	9.1%	5.1%	5.2%	5.0%	5.1%
Dividend Yield	0.5%	0.2%	0.1%	0.6%	1.1%	1.1%	0.5%
FCF Yield 3Y Avg	2.4%	2.3%	2.0%	3.8%	5.8%	6.2%	3.1%
D/E	0.0	0.0	0.0	0.1	0.3	0.1	0.0
Net D/E	0.0	-0.0	-0.0	0.1	0.2	-0.0	0.0

Returns

	STX	WDC	MU	DELL	HPE	NTAP	Median
Name	Seagate .	Western .	Micron T.	Dell Tec.	Hewlett .	NetApp
1M Rtn	-27.6%	-15.4%	-19.1%	-25.1%	-20.5%	-15.2%	-19.8%
3M Rtn	-26.0%	-33.3%	4.8%	-1.8%	10.0%	5.0%	1.5%
6M Rtn	-16.6%	-20.5%	50.8%	99.5%	93.1%	73.6%	62.2%
12M Rtn	141.6%	134.4%	288.8%	162.5%	129.9%	65.1%	138.0%
3Y Rtn	802.8%	998.4%	1,108.9%	532.7%	272.4%	166.4%	667.7%
1M Excs Rtn	-25.2%	-12.9%	-16.7%	-22.6%	-17.9%	-12.7%	-17.3%
3M Excs Rtn	-24.6%	-33.3%	-0.0%	-7.1%	8.3%	3.4%	-3.5%
6M Excs Rtn	-21.5%	-25.4%	45.9%	94.4%	88.0%	68.7%	57.3%
12M Excs Rtn	119.5%	144.0%	277.4%	152.9%	118.6%	57.4%	131.8%
3Y Excs Rtn	805.9%	1,049.3%	1,173.9%	493.6%	203.4%	98.0%	649.7%

Comparison Analyses

	Title
0	WDC Looks Stronger Than STX With 56% Return Potential
1	Why MU With 31% Upside May Beat STX?
2	NVDA Could Deliver 43% Returns And Outperform STX
3	Seagate Technology vs. Advanced Micro Devices: With Return Forecast Of 47%, Advanced Micro Devices Is A Better Bet
4	Seagate Technology vs. CSX: With Return Forecast Of -2.6%, CSX Is A Better Bet
5	Seagate Technology vs. Intuit: With Return Forecast Of 15%, Intuit Is A Better Bet
6	Seagate Technology vs. Booking Holdings: With Return Forecast Of 9.9%, Booking Holdings Is A Better Bet
7	Seagate Technology vs. Enphase Energy: With Return Forecast Of 1.8%, Enphase Energy Is A Better Bet
8	Seagate Technology vs. Horizon Pharma: With Return Forecast Of 36%, Horizon Pharma Is A Better Bet
9	Seagate Technology vs. Fortive: With Return Forecast Of 13%, Fortive Is A Better Bet

FDIC Bank Data

Bank Capital

null

Bank Deposits

null

Bank Assets

null

Bank Loans

null

FDA Approved Drugs Data

Expand for Morenull

Clinical Pipeline

null

Financials

Annual
Quarterly

$ Mil \| FY: 7/3	LTM	2026	2025	2024	2023	2022	2021
Period End	10/2/2026	7/3/2026	6/27/2025	6/28/2024	6/30/2023	7/1/2022	7/2/2021
Filing Date	10/29/2026	8/4/2026	8/1/2025	8/2/2024	8/4/2023	8/5/2022	8/6/2021
Key Financials
Total Revenue	13,799	12,195	9,097	6,551	7,384	11,661	10,681
Gross Profit	6,948	5,558	3,200	1,536	1,351	3,469	2,917
EBITDA	5,583	4,250	2,085	1,041	330	2,379	1,965
Operating Income	5,587	4,226	1,915	422	60	1,958	1,500
Net Income	4,396	3,184	1,469	335	-529	1,649	1,314
EPS	19.60	14.54	6.93	1.60	-2.56	7.50	5.43
Growth Rates
Total Revenue Growth	44.4%	34.1%	38.9%	-11.3%	-36.7%	9.2%	1.6%
EBITDA Growth	134.0%	103.8%	100.3%	215.5%	-86.1%	21.1%	22.0%
Operating Income Growth	151.9%	120.7%	353.8%	603.3%	-96.9%	30.5%	8.5%
Net Income Growth	156.6%	116.7%	338.5%	163.3%	-132.1%	25.5%	30.9%
Margins
Gross Margin	50.4%	45.6%	35.2%	23.4%	18.3%	29.7%	27.3%
EBITDA Margin	40.5%	34.9%	22.9%	15.9%	4.5%	20.4%	18.4%
Operating Income Margin	40.5%	34.7%	21.1%	6.4%	0.8%	16.8%	14.0%
Net Income Margin	31.9%	26.1%	16.1%	5.1%	-7.2%	14.1%	12.3%
Cash & Debt
Total Cash	1,258	1,704	891	1,358	788	617	1,211
Total Debt	2,672	3,858	5,312	5,674	5,451	5,696	5,193
Net Debt / (Cash)	1,414	2,154	4,421	4,316	4,663	5,079	3,982
Cash Flows & CapEx
Net Cash from Operations	4,832	3,674	1,083	918	942	1,657	1,626
Total CapEx	-675	-569	-265	-254	-316	-381	-498
Free Cash from Operations	4,157	3,105	818	664	626	1,276	1,128
Returns to Shareholders
Dividends	649	634	600	585	582	610	649
Share Repurchases	547	176	-0	-0	408	1,799	2,047

$ Mil \| FY: 7/3	2027Q1	2026Q4	2026Q3	2026Q2	2026Q1	2025Q4	2025Q3	2025Q2	2025Q1	2024Q4	2024Q3	2024Q2
Period End	10/2/2026	7/3/2026	4/3/2026	1/2/2026	10/3/2025	6/27/2025	3/28/2025	12/27/2024	9/27/2024	6/28/2024	3/29/2024	12/29/2023
Filing Date	10/29/2026	8/4/2026	4/29/2026	1/30/2026	10/31/2025	8/1/2025	5/2/2025	1/24/2025	10/25/2024	8/2/2024	4/26/2024	1/26/2024
Key Financials Quarterly
Total Revenue	4,233	3,629	3,112	2,825	2,629	2,444	2,160	2,325	2,168	1,887	1,655	1,555
Ebitda	2,099	1,639	998	847	766	628	495	497	465	683	203	142
Operating Income	2,068	1,563	1,110	846	707	581	441	489	404	311	145	93
Net Income	1,761	1,294	748	593	549	488	340	336	305	513	25	-19
EPS	7.72	5.75	3.38	2.75	2.58	2.30	1.60	1.58	1.45	2.44	0.12	-0.09
Key Financials TTM
Total Revenue TTM	13,799	12,195	11,010	10,058	9,558	9,097	8,540	8,035	7,265	6,551	6,266	6,471
Ebitda TTM	5,583	4,250	3,239	2,736	2,386	2,085	2,140	1,848	1,493	1,041	461	65
Operating Income TTM	5,587	4,226	3,244	2,575	2,218	1,915	1,645	1,349	953	422	129	-11
Net Income TTM	4,396	3,184	2,378	1,970	1,713	1,469	1,494	1,179	824	335	-270	-728
Growth Rates Quarterly
Total Revenue Growth	61.0%	48.5%	44.1%	21.5%	21.3%	29.5%	30.5%	49.5%	49.1%	17.8%	-11.0%	-17.6%
EBITDA Growth	174.0%	161.0%	101.6%	70.4%	64.7%	-8.1%	143.8%	250.0%	3476.9%	563.1%	205.2%	-24.1%
Operating Income Growth	192.5%	169.0%	151.7%	73.0%	75.0%	86.8%	204.1%	425.8%	418.1%	1627.8%	2800.0%	217.7%
Net Income Growth	220.8%	165.2%	120.0%	76.5%	80.0%	-4.9%	1260.0%	1868.4%	265.8%	657.6%	105.8%	42.4%
Margins Quarterly
EBITDA Margin	49.6%	45.2%	32.1%	30.0%	29.1%	25.7%	22.9%	21.4%	21.4%	36.2%	12.3%	9.1%
Operating Income Margin	48.9%	43.1%	35.7%	29.9%	26.9%	23.8%	20.4%	21.0%	18.6%	16.5%	8.8%	6.0%
Net Income Margin	41.6%	35.7%	24.0%	21.0%	20.9%	20.0%	15.7%	14.5%	14.1%	27.2%	1.5%	-1.2%
Cash & Debt
Total Cash	1,258	1,704	1,146	1,046	1,112	891	814	1,238	1,239	1,358	795	787
Total Debt	2,672	3,858	4,178	4,804	4,994	5,312	5,146	5,679	5,676	5,674	5,671	5,669
Net Debt / (Cash)	1,414	2,154	3,032	3,758	3,882	4,421	4,332	4,441	4,437	4,316	4,876	4,882
Cash Flows Quarterly
FCF from Operations	1,690	1,305	1,114	723	532	508	259	221	95	434	188	169
Cash Flows TTM
FCF from Operations TTM	4,832	3,674	2,877	2,022	1,520	1,083	1,009	938	886	918	702	742
Returns to Shareholders Quarterly
Dividends	168	166	161	154	153	153	152	148	147	147	147	146
Share Repurchases	400	117	30	-0	29	-0	-0	-0	-0	-0	-0	-0
Return on Invested Capital (ROIC) Quarterly
ROIC	76.5%	52.5%	34.8%	24.4%	21.7%	19.0%	14.1%	15.6%	13.0%	10.1%	2.0%	3.0%
Return on Invested Capital (ROIC) TTM
ROIC TTM	50.6%	35.6%	26.1%	20.1%	18.0%	15.3%	13.2%	10.5%	7.2%	2.7%	1.0%	-0.1%

Segment Financials

Revenue by Segment

$ Mil	2026	2025	2024	2023	2022
Manufacture and distribution of storage solutions	12,195	9,097	6,551	7,384	11,661
Total	12,195	9,097	6,551	7,384	11,661

Operating Income by Segment

$ Mil	2002
Rigid Disc Drives	2
Other	0
Total	2

Assets by Segment

$ Mil	2005	2004	2003	2002
Rigid Disc Drives	5	4	4	3
Other				0
Total	5	4	4	3

Price Behavior

Price Behavior

Market Price	$593.76
Market Cap ($ Bil)	135.4
First Trading Date	12/11/2002
Distance from 52W High	-45.6%
	50 Days	200 Days
DMA Price	$793.67	$693.11
DMA Trend	down	up
Distance from DMA	-25.2%	-14.3%
	3M	1YR
Volatility	69.0%	74.9%
Downside Capture	269.28	213.06
Upside Capture	78.56	285.95
Correlation (S&P 500)	29.5%	43.8%

STX Betas & Captures as of 10/31/2026

	1M	2M	3M	6M	1Y	3Y
Beta	3.47	1.93	1.54	2.46	2.60	1.60
Up Beta	-7.51	-0.69	-0.73	2.94	2.54	1.29
Down Beta	4.59	5.84	5.39	2.25	2.51	1.59
Up Capture	52%	25%	35%	270%	873%	2029%
Bmk +ve Days	12	18	28	62	130	427
Stock +ve Days	11	22	33	71	142	415
Down Capture	489%	201%	192%	208%	157%	110%
Bmk -ve Days	10	25	36	64	121	325
Stock -ve Days	11	21	31	55	109	336

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively

Based On 1-Year Data

	Annualized Return	Annualized Volatility	Sharpe Ratio	Correlation with STX
STX	123.3%	74.9%	1.38	-
Sector ETF (XLK)	16.5%	27.2%	0.53	62.0%
Equity (SPY)	11.6%	12.8%	0.57	44.7%
Gold (GLD)	-2.3%	28.6%	-0.09	26.6%
Commodities (DBC)	43.1%	20.9%	1.60	6.5%
Real Estate (VNQ)	11.0%	13.7%	0.50	-17.5%
Bitcoin (BTCUSD)	-28.8%	43.6%	-0.66	23.9%

Smart multi-asset allocation framework can stack odds in your favor. Learn How

Based On 5-Year Data

	Annualized Return	Annualized Volatility	Sharpe Ratio	Correlation with STX
STX	50.4%	49.0%	1.00	-
Sector ETF (XLK)	17.9%	26.1%	0.61	57.3%
Equity (SPY)	12.0%	17.1%	0.52	49.6%
Gold (GLD)	16.5%	19.0%	0.69	16.3%
Commodities (DBC)	8.4%	19.6%	0.31	11.8%
Real Estate (VNQ)	1.1%	18.9%	-0.05	21.9%
Bitcoin (BTCUSD)	4.1%	51.6%	0.26	19.9%

Smart multi-asset allocation framework can stack odds in your favor. Learn How

Based On 10-Year Data

	Annualized Return	Annualized Volatility	Sharpe Ratio	Correlation with STX
STX	38.3%	43.8%	0.89	-
Sector ETF (XLK)	23.3%	25.2%	0.84	55.1%
Equity (SPY)	15.2%	17.9%	0.72	50.6%
Gold (GLD)	11.6%	16.5%	0.57	11.7%
Commodities (DBC)	7.8%	18.1%	0.34	16.6%
Real Estate (VNQ)	5.4%	20.7%	0.22	29.5%
Bitcoin (BTCUSD)	61.7%	66.3%	1.01	10.8%

Smart multi-asset allocation framework can stack odds in your favor. Learn How

Short Interest

Short Interest: As Of Date	10152026
Short Interest: Shares Quantity	7.9 Mil
Short Interest: % Change Since 9302026	12.7%
Average Daily Volume	5.7 Mil
Days-to-Cover Short Interest	1.4 days
Basic Shares Quantity	228.0 Mil
Short % of Basic Shares	3.4%

Returns Analyses

	Title
0	How Low Can STX Really Go In A Market Crash?
1	Would You Still Hold Seagate Technology Stock If It Fell Another 30%?
2	STX YTD Stock Return Of 44% Outperforms AMD by 47% and Outperforms MU by 22%
3	Seagate Technology During 2008 Recession vs. 2022 Inflation Shock: STX Stock Is Now 191% Higher Than Its Pre-Shock High
4	Seagate Technology (STX) Stock Has 57% Chance Of Rise In The Next One Month
5	Seagate Technology Stock Return Comparison
6	[10/7/2021] Seagate Technology (STX) Stock Price Forecast: AI Forecasts STX Stock Price To Be Around $83.70 In A Month (Up 2.3%)
7	Seagate Technology Total Shareholder Return (TSR): -9.5% in 2023 and 12.7% 3-yr returns (below peer average)

Earnings Returns History

Updated 10/30/2026

Expand for More

	Forward Returns
Earnings Date	1D Returns	5D Returns	21D Returns
10/27/2026	4.5%
7/28/2026	2.3%	13.1%	13.3%
4/28/2026	11.1%	33.2%	52.1%
1/27/2026	19.1%	19.6%	10.2%
10/28/2025	19.1%	12.3%	22.1%
7/29/2025	-3.4%	-0.6%	9.5%
4/29/2025	11.6%	15.1%	44.8%
1/21/2025	6.8%	-1.0%	1.4%
...
SUMMARY STATS
# Positive	16	13	18
# Negative	9	11	6
Median Positive	6.5%	13.1%	11.1%
Median Negative	-4.7%	-4.6%	-2.8%
Max Positive	19.1%	33.2%	52.1%
Max Negative	-9.2%	-12.0%	-13.0%

Collapse to Preview

	Forward Returns
Earnings Date	1D Returns	5D Returns	21D Returns
10/27/2026	4.5%
7/28/2026	2.3%	13.1%	13.3%
4/28/2026	11.1%	33.2%	52.1%
1/27/2026	19.1%	19.6%	10.2%
10/28/2025	19.1%	12.3%	22.1%
7/29/2025	-3.4%	-0.6%	9.5%
4/29/2025	11.6%	15.1%	44.8%
1/21/2025	6.8%	-1.0%	1.4%
10/22/2024	-8.1%	-10.0%	-13.0%
7/23/2024	4.0%	-5.9%	-0.8%
4/23/2024	0.7%	-0.7%	9.4%
1/24/2024	2.0%	-3.9%	-1.3%
10/26/2023	-1.9%	6.2%	13.4%
7/26/2023	7.2%	12.1%	12.0%
4/20/2023	-9.2%	-10.4%	-0.2%
1/25/2023	10.9%	13.2%	6.2%
10/26/2022	-7.9%	-12.0%	-5.5%
7/21/2022	-8.1%	-4.6%	-4.4%
4/27/2022	3.0%	5.9%	4.3%
1/26/2022	7.7%	14.6%	8.9%
10/22/2021	6.1%	8.9%	22.5%
7/21/2021	-3.4%	-0.4%	4.1%
4/22/2021	6.0%	15.2%	12.6%
1/21/2021	-4.7%	5.9%	16.7%
10/22/2020	-2.0%	-8.0%	7.4%
SUMMARY STATS
# Positive	16	13	18
# Negative	9	11	6
Median Positive	6.5%	13.1%	11.1%
Median Negative	-4.7%	-4.6%	-2.8%
Max Positive	19.1%	33.2%	52.1%
Max Negative	-9.2%	-12.0%	-13.0%

SEC Filings

Expand for More

Report Date	Filing Date	Filing
09/30/2026	10/29/2026	10-Q
06/30/2026	08/04/2026	10-K
03/31/2026	04/29/2026	10-Q
12/31/2025	01/30/2026	10-Q
09/30/2025	10/31/2025	10-Q
06/30/2025	08/01/2025	10-K
03/31/2025	05/02/2025	10-Q
12/31/2024	01/24/2025	10-Q
09/30/2024	10/25/2024	10-Q
06/30/2024	08/02/2024	10-K
03/31/2024	04/26/2024	10-Q
12/31/2023	01/26/2024	10-Q
09/30/2023	10/27/2023	10-Q
06/30/2023	08/04/2023	10-K
03/31/2023	04/26/2023	10-Q
12/31/2022	01/25/2023	10-Q

Collapse to Preview

Report Date	Filing Date	Filing
09/30/2026	10/29/2026	10-Q
06/30/2026	08/04/2026	10-K
03/31/2026	04/29/2026	10-Q
12/31/2025	01/30/2026	10-Q
09/30/2025	10/31/2025	10-Q
06/30/2025	08/01/2025	10-K
03/31/2025	05/02/2025	10-Q
12/31/2024	01/24/2025	10-Q
09/30/2024	10/25/2024	10-Q
06/30/2024	08/02/2024	10-K
03/31/2024	04/26/2024	10-Q
12/31/2023	01/26/2024	10-Q
09/30/2023	10/27/2023	10-Q
06/30/2023	08/04/2023	10-K
03/31/2023	04/26/2023	10-Q
12/31/2022	01/25/2023	10-Q
09/30/2022	10/27/2022	10-Q
06/30/2022	08/05/2022	10-K
03/31/2022	04/28/2022	10-Q
12/31/2021	01/27/2022	10-Q
09/30/2021	10/28/2021	10-Q
06/30/2021	08/06/2021	10-K
03/31/2021	04/29/2021	10-Q
12/31/2020	01/28/2021	10-Q
09/30/2020	10/29/2020	10-Q
06/30/2020	08/10/2020	10-K
03/31/2020	04/30/2020	10-Q
12/31/2019	02/05/2020	10-Q

Recent Forward Guidance

Updated 10/28/2026

Latest: Q1 2027 Earnings Reported 10/27/2026

Forward Guidance					Guidance Change
Metric	Source	Low	Mid	High	% Chg	% Delta	Change	Prior
Q2 2027 Estimated Share-Based Compensation Expense Per Share	Reported		0.3
Q2 2027 Quarterly Cash Dividend	Reported		0.76
Q2 2027 Revenue	Reported	4.70 Bil	4.80 Bil	4.90 Bil	17.1%		Higher New	Guidance: 4.10 Bil for Q1 2027
Q2 2027 Non-GAAP Diluted EPS	Reported	9	9.2	9.4	26.0%		Higher New	Guidance: 7.3 for Q1 2027
2027 Projected Non-GAAP Income Tax Rate	Reported		15.5%

Prior: Q4 2026 Earnings Reported 7/28/2026

Forward Guidance					Guidance Change
Metric	Source	Low	Mid	High	% Chg	% Delta	Change	Prior
Q1 2027 Revenue	Reported	4.00 Bil	4.10 Bil	4.20 Bil	18.8%		Higher New	Actual: 3.45 Bil for Q4 2026
Q1 2027 Non-GAAP Diluted EPS	Reported	7.1	7.3	7.5	46.0%		Higher New	Actual: 5 for Q4 2026

Q3 2026 Earnings Reported 4/28/2026

Forward Guidance					Guidance Change
Metric	Source	Low	Mid	High	% Chg	% Delta	Change	Prior
Q4 2026 Revenue	Reported	3.35 Bil	3.45 Bil	3.55 Bil	19.0%		Higher New	Guidance: 2.90 Bil for Q3 2026
Q4 2026 Non-GAAP Diluted EPS	Reported	4.8	5	5.2	47.1%		Higher New	Guidance: 3.4 for Q3 2026

Q2 2026 Earnings Reported 1/27/2026

Forward Guidance					Guidance Change
Metric	Source	Low	Mid	High	% Chg	% Delta	Change	Prior
Q3 2026 Revenue	Reported	2.80 Bil	2.90 Bil	3.00 Bil	7.4%		Higher New	Guidance: 2.70 Bil for Q2 2026
Q3 2026 Non-GAAP diluted EPS	Reported	3.2	3.4	3.6	23.6%		Higher New	Guidance: 2.75 for Q2 2026

Insider Activity

Updated 11/3/2026

Expand for More

#	Owner	Title	Holding	Action	Filing Date	Price	Shares	Transacted Value	Value of Held Shares	Form
1	Mosley, William D	CEO	Direct	Sell	11032026	622.82	6,720	4,185,349	215,563,045	Form
2	Mosley, William D	CEO	Direct	Sell	11032026	602.44	23,280	14,024,766	212,557,281	Form
3	Morris, John Christopher	EVP & CTO	Direct	Sell	11032026	650.15	2,675	1,739,149	13,609,735	Form
4	Lee, James CI	EVP & CLO	Direct	Sell	10262026	642.14	547	351,411	665,739	Form
5	Mosley, William D	CEO	Direct	Sell	10022026	935.60	11,002	10,293,464	338,788,257	Form

Collapse to Preview

#	Owner	Title	Holding	Action	Filing Date	Price	Shares	Transacted Value	Value of Held Shares	Form
1	Mosley, William D	CEO	Direct	Sell	11032026	622.82	6,720	4,185,349	215,563,045	Form
2	Mosley, William D	CEO	Direct	Sell	11032026	602.44	23,280	14,024,766	212,557,281	Form
3	Morris, John Christopher	EVP & CTO	Direct	Sell	11032026	650.15	2,675	1,739,149	13,609,735	Form
4	Lee, James CI	EVP & CLO	Direct	Sell	10262026	642.14	547	351,411	665,739	Form
5	Mosley, William D	CEO	Direct	Sell	10022026	935.60	11,002	10,293,464	338,788,257	Form
6	Mosley, William D	CEO	Direct	Sell	10022026	914.67	18,998	17,376,988	341,274,462	Form
7	Morris, John Christopher	EVP & CTO	Direct	Sell	9222026	877.91	9,354	8,211,951	19,922,584	Form
8	Romano, Gianluca	EVP & CFO	Direct	Sell	9162026	772.16	49,984	38,595,124	54,635,148	Form
9	Mosley, William D	CEO	Direct	Sell	9162026	772.14	97,889	75,584,519	291,953,714	Form
10	Teh, Ban Seng	EVP & Chief Commercial Officer	Direct	Sell	9162026	782.08	52,730	41,239,128	4,543,890	Form
11	Morris, John Christopher	EVP & CTO	Direct	Sell	9162026	772.15	15,466	11,941,704	24,038,804	Form
12	Teh, Ban Seng	EVP & Chief Commercial Officer	Direct	Sell	9152026	779.00	989	770,431	4,525,990	Form
13	Morris, John Christopher	EVP & CTO	Direct	Sell	9152026	781.23	493	384,952	12,865,142	Form
14	Romano, Gianluca	EVP & CFO	Direct	Sell	9152026	781.24	955	746,087	23,718,534	Form
15	Mosley, William D	CEO	Direct	Sell	9152026	781.23	1,870	1,460,696	233,584,442	Form
16	Romano, Gianluca	EVP & CFO	Direct	Sell	9152026	854.55	4,600	3,930,950	25,311,899	Form
17	Romano, Gianluca	EVP & CFO	Direct	Sell	9152026	830.01	45,898	38,095,905	28,403,021	Form
18	Teh, Ban Seng	EVP & Chief Commercial Officer	Direct	Sell	9112026	860.09	663	570,240	4,997,123	Form
19	Morris, John Christopher	EVP & CTO	Direct	Sell	9112026	862.13	572	493,355	13,541,278	Form
20	Romano, Gianluca	EVP & CFO	Direct	Sell	9112026	862.13	1,348	1,162,156	24,941,957	Form
21	Mosley, William D	CEO	Direct	Sell	9112026	862.13	2,849	2,456,436	255,578,865	Form
22	Mosley, William D	CEO	Direct	Sell	9032026	816.28	30,000	24,488,282	240,938,168	Form
23	Conyers, Yolanda Lee		Direct	Sell	9032026	815.11	750	611,332	2,731,434	Form
24	Lee, James CI	EVP & CLO	Direct	Sell	8262026	794.84	9,013	7,163,926	275,811	Form
25	Teh, Ban Seng	EVP & Chief Commercial Officer	Direct	Sell	8242026	852.97	9,862	8,411,972	4,443,964	Form
26	Morris, John Christopher	EVP & CTO	Direct	Sell	8242026	849.35	3,516	2,985,907	10,876,201	Form
27	Lee, James CI	EVP & CLO	Direct	Sell	8242026	849.35	3,939	3,345,396	1,011,582	Form
28	Romano, Gianluca	EVP & CFO	Direct	Sell	8242026	849.35	9,076	7,708,957	19,532,825	Form
29	Mosley, William D	CEO	Direct	Sell	8242026	849.35	18,138	15,406,022	253,518,181	Form
30	Teh, Ban Seng	EVP & Chief Commercial Officer	Direct	Sell	8242026	842.97	6,048	5,098,255	12,705,175	Form
31	Morris, John Christopher	EVP & CTO	Direct	Sell	8242026	835.54	523	436,987	12,917,240	Form
32	Teh, Ban Seng	EVP & Chief Commercial Officer	Direct	Sell	8142026	920.80	7,361	6,778,028	2,698,872	Form
33	Romano, Gianluca	EVP & CFO	Direct	Sell	8112026	845.12	880	743,706	17,462,926	Form
34	Romano, Gianluca	EVP & CFO	Direct	Sell	8112026	811.25	14,091	11,431,333	17,476,975	Form
35	Romano, Gianluca	EVP & CFO	Direct	Sell	8112026	781.64	7,240	5,659,053	27,853,055	Form
36	Lee, James CI	EVP & CLO	Direct	Sell	8032026	877.45	694	608,950	304,256	Form
37	Lee, James CI	EVP & CLO	Direct	Sell	7242026	905.01	542	490,741	921,978	Form
38	Mosley, William D	CEO	Direct	Sell	7022026	924.42	9,343	8,636,883	287,973,454	Form
39	Mosley, William D	CEO	Direct	Sell	7022026	910.48	20,657	18,807,775	292,136,449	Form
40	Morris, John Christopher	EVP & CTO	Direct	Sell	6152026	880.19	1,364	1,200,579	10,639,957	Form
41	Teh, Ban Seng	EVP & Chief Commercial Officer	Direct	Sell	6152026	880.19	989	870,508	3,776,015	Form
42	Romano, Gianluca	EVP & CFO	Direct	Sell	6152026	880.19	903	795,029	37,725,048	Form
43	Mosley, William D	CEO	Direct	Sell	6152026	880.19	1,768	1,556,394	288,276,795	Form
44	Teh, Ban Seng	EVP & Chief Commercial Officer	Direct	Sell	6112026	821.86	663	544,893	3,525,779	Form
45	Morris, John Christopher	EVP & CTO	Direct	Sell	6112026	821.66	574	471,426	10,023,409	Form
46	Mosley, William D	CEO	Direct	Sell	6112026	821.74	2,855	2,345,874	266,959,578	Form
47	Romano, Gianluca	EVP & CFO	Direct	Sell	6112026	821.76	1,350	1,109,780	34,004,640	Form
48	Arumugavelu, Shankar		Direct	Sell	6042026	927.68	1,000	927,680	6,146,808	Form
49	Bhatt, Prat		Direct	Sell	6022026	929.88	1,000	929,880	11,966,626	Form
50	Conyers, Yolanda Lee		Direct	Sell	6022026	885.33	750	663,998	3,630,738	Form
51	Mosley, William D	CEO	Direct	Sell	6022026	924.99	13,780	12,746,389	299,319,079	Form
52	Mosley, William D	CEO	Direct	Sell	6022026	900.21	16,220	14,601,435	303,705,341	Form
53	Mosley, William D	CEO	Direct	Sell	5212026	751.29	30,000	22,538,569	255,129,834	Form
54	Teh, Ban Seng	EVP & Chief Commercial Officer	Direct	Sell	5142026	817.28	8,003	6,540,725	3,016,596	Form
55	Teh, Ban Seng	EVP & Chief Commercial Officer	Direct	Sell	5142026	813.45	7,557	6,147,254	3,002,450	Form
56	Romano, Gianluca	EVP & CFO	Direct	Sell	5082026	770.00	1,902	1,464,540	31,527,650	Form
57	Romano, Gianluca	EVP & CFO	Direct	Sell	5082026	774.22	22,488	17,410,692	33,173,067	Form
58	Tilenius, Stephanie		Direct	Sell	5062026	766.61	1,580	1,211,250	8,175,171	Form
59	Morris, John Christopher	EVP & CTO	Direct	Sell	5062026	738.37	5,626	4,154,090	8,826,519	Form
60	Lee, James CI	EVP & CLO	Direct	Sell	5062026	741.17	697	516,595	240,139	Form
61	Mosley, William D	CEO	Direct	Sell	4022026	420.73	20,000	8,414,638	149,608,473	Form
62	Mosley, William D	CEO	Direct	Sell	3232026	406.77	24,584	10,000,034	152,779,151	Form
63	Morris, John Christopher	EVP & CTO	Direct	Sell	3162026	377.44	112	42,273	6,635,395	Form
64	Mosley, William D	CEO	Direct	Sell	3032026	384.76	20,000	7,695,262	152,326,563	Form
65	Conyers, Yolanda Lee		Direct	Sell	3032026	393.59	750	295,192	1,909,305	Form
66	Morris, John Christopher	EVP & CTO	Direct	Sell	2252026	410.00	240	98,400	6,792,060	Form
67	Chong, Kian Fatt	EVP Global Operations	Direct	Sell	2232026	416.48	5,846			Form
68	Geldmacher, Jay L		Direct	Sell	2022026	448.02	925	414,423	99,910	Form
69	Teh, Ban Seng	EVP & Chief Commercial Officer	Direct	Sell	2022026	442.29	20,195	8,931,995	1,367,553	Form
70	Lee, James CI	EVP & CLO	Direct	Sell	1282026	348.85	673	234,776	89,654	Form
71	Teh, Ban Seng	EVP & Chief Commercial Officer	Direct	Sell	1142026	299.31	1,412	422,626	4,098,452	Form
72	Mosley, William D	CEO	Direct	Sell	1062026	285.56	20,000	5,711,245	122,761,790	Form
73	Morris, John Christopher	EVP & CTO	Direct	Sell	12162025	291.89	113	32,984	4,159,432	Form
74	Teh, Ban Seng	EVP & Chief Commercial Officer	Direct	Sell	12122025	295.90	2,010	594,759	4,051,759	Form
75	Conyers, Yolanda Lee		Direct	Sell	12022025	272.91	750	204,683	1,528,569	Form
76	Mosley, William D	CEO	Direct	Sell	12022025	271.03	20,000	5,420,577	120,788,879	Form
77	Romano, Gianluca	EVP & CFO	Direct	Sell	11142025	266.69	8,002	2,134,046	12,878,681	Form
78	Romano, Gianluca	EVP & CFO	Direct	Sell	11142025	285.16	54,021	15,404,707	16,052,594	Form
79	Lee, James CI	EVP & CLO	Direct	Sell	11122025	288.98	697	201,419	74,268	Form
80	Teh, Ban Seng	EVP & Chief Commercial Officer	Direct	Sell	11122025	288.98	1,412	408,040	3,479,608	Form
81	Arumugavelu, Shankar		Direct	Sell	11122025	294.56	5,000	1,472,825	2,246,353	Form
82	Teh, Ban Seng	EVP & Chief Commercial Officer	Direct	Sell	11052025	270.00	6,000	1,620,000	3,251,070	Form
83	Tilenius, Stephanie		Direct	Sell	11052025	266.41	2,046	545,084	3,261,979	Form
84	Mosley, William D	CEO	Direct	Sell	11052025	262.82	20,000	5,256,463	122,388,326	Form
85	Geldmacher, Jay L		Direct	Sell	11032025	269.10	1,250	336,375	308,927	Form
86	Chong, Kian Fatt	EVP Global Operations	Direct	Sell	11032025	272.14	7,078			Form

Investor Activity (13F)

Updated Nov 3, 2026

13F holdings as of Mar 31, 2026 (Q1 2026)

Active managers (13F portfolio over $250M, at least 3 holdings) with a position over $5M that is either over 10% of their portfolio or held in a concentrated book of 50 or fewer total positions. Index/ETF, sovereign, bank, community-bank and charitable/donor-advised filers are excluded.

Active Manager	Value	% of Portfolio	Total Positions	QoQ	Filing
Atalan Capital Partners, LP	$281.6 Mil	26.0%	10	Hold	13F
Oxbow Capital Management (HK) Ltd	$74.5 Mil	20.1%	6	TRIM -39.5%	13F
Amanah Holdings Trust	$113.5 Mil	12.5%	20	Hold	13F
Rivermont Capital Management LP	$47.8 Mil	10.1%	20	Hold	13F
TOMS Capital Investment Management LP	$129.7 Mil	8.5%	14	New	13F
Avala Global LP	$148.6 Mil	7.1%	22	ADD +25.0%	13F
Maple Rock Capital Partners Inc.	$209.2 Mil	6.8%	44	TRIM -19.8%	13F
KEYWISE CAPITAL MANAGEMENT (HK) Ltd	$40.3 Mil	6.8%	10	New	13F
Sanders Capital, LLC	$5.1 Bil	6.0%	44	TRIM -24.9%	13F
Trivest Advisors Ltd	$81.5 Mil	5.9%	29	TRIM -35.8%	13F
Palestra Capital Management LLC	$115.2 Mil	4.5%	22	New	13F
Castle Hook Partners LP	$220.0 Mil	4.4%	44	TRIM -30.0%	13F
Attestor Capital Ltd	$15.4 Mil	4.0%	9	New	13F
WT Asset Management Ltd	$191.9 Mil	4.0%	32	ADD +131.9%	13F
Anther Capital Ltd	$129.8 Mil	3.4%	31	New	13F
Nishkama Capital, LLC	$19.7 Mil	2.8%	39	ADD +226.4%	13F
Hawk Ridge Capital Management LP	$67.9 Mil	2.5%	48	TRIM -13.7%	13F
Soroban Capital Partners LP	$209.3 Mil	1.5%	27	Hold	13F
UNICOM Systems, Inc.	$14.4 Mil	1.5%	32	New	13F
Blue Whale Capital LLP	$30.2 Mil	1.4%	26	TRIM -48.0%	13F
Kinetic Partners Management, LP	$23.2 Mil	1.3%	49	TRIM -37.8%	13F
Oribel Capital Management, LP	$7.9 Mil	1.2%	41	New	13F

Active Manager	Value	% of Portfolio	Total Positions	QoQ	Filing
Anther Capital Ltd	$129.8 Mil	3.4%	31	New	13F
TOMS Capital Investment Management LP	$129.7 Mil	8.5%	14	New	13F
Palestra Capital Management LLC	$115.2 Mil	4.5%	22	New	13F
KEYWISE CAPITAL MANAGEMENT (HK) Ltd	$40.3 Mil	6.8%	10	New	13F
Attestor Capital Ltd	$15.4 Mil	4.0%	9	New	13F
UNICOM Systems, Inc.	$14.4 Mil	1.5%	32	New	13F
Oribel Capital Management, LP	$7.9 Mil	1.2%	41	New	13F
Nishkama Capital, LLC	$19.7 Mil	2.8%	39	ADD +226.4%	13F
WT Asset Management Ltd	$191.9 Mil	4.0%	32	ADD +131.9%	13F
Avala Global LP	$148.6 Mil	7.1%	22	ADD +25.0%	13F

Active Manager	Value	% of Portfolio	Total Positions	QoQ	As Of	Filing
Egerton Capital (UK) LLP	$200.8 Mil	2.2%	23	Exited	Dec 31, 2025	13F
Talos Eurisko Asset Management LP	$29.1 Mil	5.2%	24	Exited	Dec 31, 2025	13F
MIG Capital, LLC	$8.9 Mil	1.5%	43	Exited	Dec 31, 2025	13F
Blue Whale Capital LLP	$30.2 Mil	1.4%	26	TRIM -48.0%	Mar 31, 2026	13F
Oxbow Capital Management (HK) Ltd	$74.5 Mil	20.1%	6	TRIM -39.5%	Mar 31, 2026	13F
Kinetic Partners Management, LP	$23.2 Mil	1.3%	49	TRIM -37.8%	Mar 31, 2026	13F
Trivest Advisors Ltd	$81.5 Mil	5.9%	29	TRIM -35.8%	Mar 31, 2026	13F
Castle Hook Partners LP	$220.0 Mil	4.4%	44	TRIM -30.0%	Mar 31, 2026	13F
Sanders Capital, LLC	$5.1 Bil	6.0%	44	TRIM -24.9%	Mar 31, 2026	13F
Maple Rock Capital Partners Inc.	$209.2 Mil	6.8%	44	TRIM -19.8%	Mar 31, 2026	13F
Hawk Ridge Capital Management LP	$67.9 Mil	2.5%	48	TRIM -13.7%	Mar 31, 2026	13F

Active Manager	Value	% of Portfolio	Total Positions	QoQ	Filing
Sanders Capital, LLC	$5.1 Bil	6.0%	44	TRIM -24.9%	13F
Atalan Capital Partners, LP	$281.6 Mil	26.0%	10	Hold	13F
Castle Hook Partners LP	$220.0 Mil	4.4%	44	TRIM -30.0%	13F
Soroban Capital Partners LP	$209.3 Mil	1.5%	27	Hold	13F
Maple Rock Capital Partners Inc.	$209.2 Mil	6.8%	44	TRIM -19.8%	13F
WT Asset Management Ltd	$191.9 Mil	4.0%	32	ADD +131.9%	13F
Avala Global LP	$148.6 Mil	7.1%	22	ADD +25.0%	13F
Anther Capital Ltd	$129.8 Mil	3.4%	31	New	13F
TOMS Capital Investment Management LP	$129.7 Mil	8.5%	14	New	13F
Palestra Capital Management LLC	$115.2 Mil	4.5%	22	New	13F
Amanah Holdings Trust	$113.5 Mil	12.5%	20	Hold	13F
Trivest Advisors Ltd	$81.5 Mil	5.9%	29	TRIM -35.8%	13F
Oxbow Capital Management (HK) Ltd	$74.5 Mil	20.1%	6	TRIM -39.5%	13F
Hawk Ridge Capital Management LP	$67.9 Mil	2.5%	48	TRIM -13.7%	13F
Rivermont Capital Management LP	$47.8 Mil	10.1%	20	Hold	13F
KEYWISE CAPITAL MANAGEMENT (HK) Ltd	$40.3 Mil	6.8%	10	New	13F
Blue Whale Capital LLP	$30.2 Mil	1.4%	26	TRIM -48.0%	13F
Kinetic Partners Management, LP	$23.2 Mil	1.3%	49	TRIM -37.8%	13F
Nishkama Capital, LLC	$19.7 Mil	2.8%	39	ADD +226.4%	13F
Attestor Capital Ltd	$15.4 Mil	4.0%	9	New	13F
UNICOM Systems, Inc.	$14.4 Mil	1.5%	32	New	13F
Oribel Capital Management, LP	$7.9 Mil	1.2%	41	New	13F

STX Trade Sentinel

Stock Conviction

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Next 6 months: Risks and Catalysts

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8 How the Verdict Is Derived Three Pillars ▾

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Seagate Technology — Investor Video Playlist

Investor / Analyst

Bull v. Bear: STX Serves Strong Role in AI Trade, Valuation Overhang Hits Momentum

Schwab Network · 2026-10-27

Investor / Analyst

Why did Seagate and Western Digital crash 10%? (Toshiba explained)

Sam & Jake · 2026-10-03

Products & Services

AI in Hollywood: Generative filmmaking and the future of storytelling | The Data Movement

Seagate Technology · 2026-08-31

Investor / Analyst

Seagate Technology Q4 FY26 Earnings Call | $STX | 🔴 WATCH LIVE

Benzinga · 2026-07-28

Investor / Analyst

STX Stock Analysis: Seagate Q3 2026 Earnings Breakdown!

The Strategic Investor · 2026-07-04

Products & Services

Why Blink trusts Seagate for Large-Scale Media Productions

Seagate Technology · 2026-05-27

Products & Services

Tomorrow’s data infrastructure, delivered today

Seagate Technology · 2026-04-15

Products & Services

Seagate | SkyHawk AI 32TB: Video optimized. Edge-ready.

Seagate Technology · 2026-03-31

Investor / Analyst

Seagate's Q2 2026 Blowout: AI Demand Fuels Record Earnings & Stock Surge

TalkTickers: AI Podcast Discussing Earnings Calls · 2026-01-30

Industry Resources

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TechCrunch

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MIT Technology Review

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Core Cache Last Updated: 11/2/2026

Seagate Technology (STX)

Market Price (11/3/2026): $612.5 | Market Cap: $140.6 BilInvestor Relations ↗Sector: Information Technology | Industry: Technology Hardware, Storage & Peripherals

Seagate Technology (STX)

Market Price (11/3/2026): $612.5Market Cap: $140.6 BilSector: Information TechnologyIndustry: Technology Hardware, Storage & Peripherals

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.

STX in ETFs

Valuation & Metrics

Price Chart

Why The Stock Moved

Qualitative Assessment

Stock Movement Drivers

Fundamental Drivers

Market Drivers

Fundamental Drivers

Market Drivers

Fundamental Drivers

Market Drivers

Fundamental Drivers

Market Drivers

Return vs. Risk

Price Returns Compared

How Low Can It Go

In The Past

Preserve Wealth

Asset Allocation

In The Past

Preserve Wealth

Asset Allocation

About Seagate Technology (STX)

Major Customers of Seagate Technology (STX)

Dave Mosley

Gianluca Romano

Ban Seng Teh

Dr. John C. Morris

James C. Lee

Interactive Breakdown

Better Bets vs. Seagate Technology (STX)

INDUSTRY: Technology Hardware, Storage & Peripherals

Higher Rev Chg 3Y Avg | Lower P/S (Values for STX: 27.6% | 9.8x)

Higher Rev Chg 3Y Avg | Lower P/Op Inc (Values for STX: 27.6% | 24.2x)

Higher Rev Chg LTM (Value for STX: 44.4%)

Higher Rev Chg 3Y Avg (Value for STX: 27.6%)

Higher Op Mgn LTM (Value for STX: 40.5%)

Higher CFO/Rev LTM (Value for STX: 35.0%)

Higher FCF/Rev LTM (Value for STX: 30.1%)

Higher Total Yield (Value for STX: 3.7%)

SECTOR: Information Technology

Higher Rev Chg 3Y Avg | Lower P/S (Values for STX: 27.6% | 9.8x)

Higher Rev Chg 3Y Avg | Lower P/Op Inc (Values for STX: 27.6% | 24.2x)

Higher Rev Chg LTM (Value for STX: 44.4%)

Higher Rev Chg 3Y Avg (Value for STX: 27.6%)

Higher Op Mgn LTM (Value for STX: 40.5%)

Higher CFO/Rev LTM (Value for STX: 35.0%)

Higher FCF/Rev LTM (Value for STX: 30.1%)

Higher Total Yield (Value for STX: 3.7%)

All Other Sectors

Higher Rev Chg 3Y Avg | Lower P/S (Values for STX: 27.6% | 9.8x)

Higher Rev Chg 3Y Avg | Lower P/Op Inc (Values for STX: 27.6% | 24.2x)

Higher Rev Chg LTM (Value for STX: 44.4%)

Higher Rev Chg 3Y Avg (Value for STX: 27.6%)

Higher Op Mgn LTM (Value for STX: 40.5%)

Higher CFO/Rev LTM (Value for STX: 35.0%)

Higher FCF/Rev LTM (Value for STX: 30.1%)

Higher Total Yield (Value for STX: 3.7%)

Best Bets in Information Technology

P/EBIT (Value for STX: 25.5x)

P/E (Value for STX: 30.8x)

Rev Chg 3Y Avg (Value for STX: 27.6%)

Rev Chg LTM (Value for STX: 44.4%)

Rev Chg Q (Value for STX: 61.0%)

FCF/Rev 3Y Avg (Value for STX: 17.2%)

Peer Outperformance in Technology Hardware, Storage & Peripherals

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Market Price (11/3/2026): $612.5 | Market Cap: $140.6 BilInvestor Relations Sector: Information Technology | Industry: Technology Hardware, Storage & Peripherals

Market Price (11/3/2026): $612.5
Market Cap: $140.6 Bil
Sector: Information Technology
Industry: Technology Hardware, Storage & Peripherals