The Memory Trade Cools After Samsung's Preliminary Results Disappoint
One of the year's hottest AI trades is taking a hit Thursday.
STX - Seagate Technology Holdings plc
Price:
--
--
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CONSENSUS:
Buy
DETAILS
|
PRICE TARGET:
$1,130.15
DETAILS
HIGH:
$1,600.00
LOW:
$875.00
MEDIAN:
$1,090.00
CONSENSUS:
$1,130.15
UPSIDE:
75.43%
Stock News
HP, Merck, and Seagate Just Paid Their Shareholders. Here's What Landed in Their Accounts.
On October 7, three companies with nothing in common sent cash to their shareholders, but the differences in what each paid, how fast each raised it, and what the stock price does to the math tell three very different income
855 Seagate Technology Holdings PLC $STX Shares Bought by Venture Visionary Partners LLC
Venture Visionary Partners LLC increased its holdings in Seagate Technology Holdings PLC (NASDAQ: STX) by 90.6% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,799 shares of the data storage provider's stock after acquiring an additional 855 shares during the
The Hard Drive Maker That Quietly Turned $1,000 Into $31,680 Over Ten Years
A storage company that most investors wrote off as a dying PC supplier did something unexpected over the last decade, and dividends played a stranger role in the outcome than almost anyone would have guessed.
Undercovered Dozen: Brookfield Renewable, Annaly Capital, Seagate, And More
The Undercovered Dozen series spotlights 12 lesser-covered stocks featured on Seeking Alpha. This curated selection aims to provide fresh investment ideas and foster community discussion around under-the-radar equities. Readers are encouraged to engage, share perspectives, and highlight additional overlooked investment opportunities.
Seagate vs. Western Digital: Which HDD Stock Has More Room to Run?
The AI boom is creating an unexpected beneficiary in the storage market: hard disk drives (HDDs). While AI discussions often center on GPUs, networking and high-bandwidth memory, AI workloads also generate massive volumes of data that must be stored economically.
Seagate, Western Digital stocks are falling again on Tuesday: here's why
Seagate Technology and Western Digital shares fell on Tuesday as investors assessed Toshiba's potential expansion in the hard-disk drive market and a reported bidding contest for TDK's magnetic-heads business. Bloomberg reported that Seagate and Toshiba are competing to acquire the hard-drive magnetic-heads unit of TDK, the only independent manufacturer of magnetic-recording heads.
Western Digital Sinks 6% as Toshiba's Drive Expansion Hits the Group; Seagate Drops 8%, Micron Holds Flat
Toshiba's plan to build more hard disk drives is landing on its two U.S.-listed rivals and not hurting the memory chip stocks around them. Western Digital (NASDAQ:WDC | WDC Price Prediction) stock is down 6% to $414.
Seagate vs. Western Digital vs.
The AI boom has created an unexpected comeback story for one of technology's oldest products: the hard drive. But as demand for high-capacity storage surges, the three companies still making hard disk drives (HDDs) — Seagate Technology Holdings PLC (NASDAQ:STX), Western Digital Corp (NASDAQ:WDC) and Toshiba — are moving in very different directions.
Central Pacific Bank Trust Division Acquires 1,256 Shares of Seagate Technology Holdings PLC $STX
Central Pacific Bank Trust Division boosted its holdings in Seagate Technology Holdings PLC (NASDAQ: STX) by 111.7% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 2,380 shares of the data storage provider's stock after buying an additional 1,256 shares
Seagate Stock Is Falling. The Hot Memory Play Has a Big Toshiba Problem.
Seagate stock was edging down following a report it is competing with Toshiba over a crucial acquisition in the hard-disk drive space.
Why Western Digital and Seagate stocks are rebounding on Monday?
Shares of Western Digital WDC and Seagate Technology rebounded on Monday as analysts assessed the potential impact of Toshiba's plans to expand hard disk drive (HDD) production. Western Digital shares rose 6.8% in Monday afternoon trading, while Seagate gained 5.9%.
Seagate Is Riding One of AI's Most Important Trends
Seagate just shed billions in market cap on a single Toshiba headline, yet its nearline drives are locked into contracts stretching deep into 2027.
Western Digital and Seagate shares bounce back as analysts downplay the Toshiba threat
Even if Toshiba doubles its capacity, analysts say it has a ways to go to catch up with Western Digital and Seagate
Eastern Bank Boosts Position in Seagate Technology Holdings PLC $STX
Eastern Bank boosted its stake in Seagate Technology Holdings PLC (NASDAQ: STX) by 5.5% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 73,812 shares of the data storage provider's stock after purchasing an additional 3,880 shares during the period. Seagate Technology
Western Digital and Seagate Stock Jump as Analysts Say ‘Buy the Dip'
Last week's drop is good news for investors wanting to get in, analysts say.
Options Corner: Recent STX Pullback Doesn't Tell Full Story
A recent pullback in Seagate (STX) doesn't tell the full story of the stock, says Tom White. He shows how choppy price action comes following a massive year-long rally, pointing out that consolidation offers new support for Seagate.
Western Digital Jumps 7%, Seagate Climbs 5% as Bernstein Calls Toshiba Selloff a Storm in a Teacup; SanDisk Inches Higher
A weekend of research notes is pulling hard disk drive (HDD) stocks out of a selloff tied to Toshiba. Both stocks are leading the rebound.
Seagate: Buy When The Market Panics
Seagate benefits from rising data center storage demand and stronger HDD pricing, with longer customer commitments supporting visibility and AI inference expanding storage needs. Higher-capacity HAMR drives lower manufacturing costs per terabyte, while stronger pricing and a favorable product mix could push gross margins above 65% within 2 years. Seagate's rapid deleveraging strengthens its balance sheet and reduces exposure to elevated interest rates.
Western Digital vs. Seagate: Which Is the Better AI Infrastructure Stock to Own for the Next 5 Years?
Seagate and Western Digital are the leading high-capacity hard disk drive storage stocks. They have generated triple-digit average returns over the past three years.
Price Targets
Seagate price target raised to $900 from $750 at Argus
$900.00
(was $883.65)
UBS
Seagate price target raised to $1,250 from $1,000 at Barclays
$1250.00
(was $761.03)
Tom O'Malley
·
Barclays
Seagate price target raised to $1,000 from $825 at Wedbush
$1000.00
(was $760.45)
Wedbush
Seagate Technology (STX) PT Raised to $1,350 at Bernstein SocGen Group
$1350.00
(was $759.51)
Mark Newman
·
Bernstein
Seagate price target raised to $875 from $775 at Susquehanna
$875.00
(was $747.30)
Susquehanna
Seagate price target raised to $1,080 from $505 at Baird
$1080.00
(was $747.30)
Robert W. Baird
Seagate Technology (STX) PT Raised to $1,187 at Morgan Stanley, Top Pick
$1187.00
(was $747.30)
Erik Woodring
·
Morgan Stanley
Seagate to trade higher on significant upside to Q2 and outlook, says Goldman
$960.00
(was $747.30)
James Schneider
·
Goldman Sachs
Seagate price target raised to $860 from $545 at UBS
$860.00
(was $862.07)
Timothy Arcuri
·
UBS
Seagate upgraded to Overweight from Equal Weight at Wells Fargo
$1100.00
(was $890.09)
Aaron Rakers
·
Wells Fargo
Seagate price target raised to $775 from $615 at Susquehanna
$775.00
(was $843.09)
Susquehanna
Seagate price target raised to $1,300 from $1,000 at Cantor Fitzgerald
$1300.00
(was $899.90)
Cantor Fitzgerald
Seagate initiated with a Buy at Melius Research
$1600.00
(was $899.90)
Ben Reitzes
·
Melius Research
Seagate price target raised to $1,035 from $767 at Morgan Stanley
$1035.00
(was $1000.62)
Morgan Stanley
Seagate price target raised to $1,090 from $875 at Mizuho
$1090.00
(was $847.47)
Mizuho Securities
Seagate price target raised to $900 from $700 at Wells Fargo
$900.00
(was $879.80)
Wells Fargo
Seagate price target raised to $1,000 from $750 at Barclays
$1000.00
(was $845.76)
Tom O'Malley
·
Barclays
Seagate price target raised to $1,000 from $750 at Evercore ISI
$1000.00
(was $806.75)
Evercore ISI
Seagate price target raised to $875 from $700 at Mizuho
$875.00
(was $771.01)
Mizuho Securities
Seagate price target raised to $767 from $582 at Morgan Stanley
$767.00
(was $675.00)
Morgan Stanley