Seagate is in the midst of a powerful cyclical upswing, with revenue accelerating 48.5% year-over-year in 2026Q4 and gross margins expanding 26.6 percentage points from 25.7% to 52.3% over ten quarters, driven by a favorable mix shift to high-capacity drives a...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue surged 48.5% year-over-year to $3.6B in 2026Q4, with gross margin expanding to 52.3% from 25.7% ten quarters ago, driving operating income up 10x to $1.5B.
Seagate benefits from the proliferation of AI, which is driving massive data creation and the need for advanced storage solutions.
Seagate has full visibility into nearline capacity demand, positioning it well to meet the needs of large-scale data storage.
The company is achieving record gross margins, reflecting strong operational efficiency and pricing power.
Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Jul 28, 2026 | $5.71+12.0% vs $5.10 | $3.6B+3.7% vs $3.5B |
Q2 2026 Apr 28, 2026 | $4.10+16.8% vs $3.51 | $3.1B+5.1% vs $3.0B |
Q1 2026 Jan 27, 2026 | $3.11+11.9% vs $2.78 | $2.8B+3.6% vs $2.7B |
Q4 2025 Oct 28, 2025 | $2.61+8.8% vs $2.40 | $2.6B+3.2% vs $2.5B |
Seagate Technology Holdings PLC (NASDAQ: STX - Get Free Report)'s stock price dropped 4.2% during trading on Tuesday following insider selling activity. The company traded as low as $758.35 and last traded at $771.81. Approximately 4,001,124 shares were traded during trading, a decline of 8% from the average daily volume of 4,336,620 shares. The stock had
Western Digital (NASDAQ:WDC | WDC Price Prediction) stock is sliding in Tuesday afternoon trading, even as the company leans harder into its AI storage pitch. Western Digital shares are down 4% to $411.
STX's Edge IoT revenues jump 20% year over year in fiscal Q4, but seasonality, SSD displacement and competition could test momentum.
Public Employees Retirement System of Ohio purchased a new stake in shares of Seagate Technology Holdings PLC (NASDAQ: STX) during the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm purchased 1,411 shares of the data storage provider's stock, valued at approximately
Benchmark STX against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Seagate Technology Holdings plc (STX)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $919.84 | $206.25B | 66.18 | 34.06% | 26.11% | 371.53% | 0.3% | |
| $464.60 | $160.14B | 18.73 | 35.7% | 72.95% | 118.65% | — | |
| $192.91 | $38.21B | 30.33 | 5.37% | 19.19% | 113.67% | — | |
| $86.22 | $28.49B | 183.45 | — | 5.89% | 17.22% | — | |
| $283.25 | $22.66B | 28.47 | 6.94% | 1.63% | 13.12% | — | |
| $61.04 | $80.83B | -1368.61 | 14.06% | 6.57% | 10.85% | — |
Seagate Technology Holdings plc (STX) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Seagate Technology Holdings plc (STX) SEC filings — annual & quarterly reports (10-K, 10-Q)
Jul 28, 2026·SEC
Jun 12, 2026·SEC
May 28, 2026·SEC
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Seagate Technology Holdings plc (STX) stock FAQ — growth, dividends, profitability & financials explained
Seagate Technology Holdings plc (STX) reported $12.20B in revenue for fiscal year 2026. This represents a 104% increase from $5.97B in 2001.
Seagate Technology Holdings plc (STX) grew revenue by 34.1% over the past year. This is strong growth.
Yes, Seagate Technology Holdings plc (STX) is profitable, generating $3.18B in net income for fiscal year 2026 (26.1% net margin).
Yes, Seagate Technology Holdings plc (STX) pays a dividend with a yield of 0.30%. This makes it attractive for income-focused investors.
Seagate Technology Holdings plc (STX) has a return on equity (ROE) of 371.5%. This is excellent, indicating efficient use of shareholder capital.
Seagate Technology Holdings plc (STX) generated $3.33B in free cash flow for fiscal year 2026. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
