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STX's Mozaic drives achieve a key Broadcom interoperability milestone, while Azure qualification and rising AI storage demand support adoption.

Bank of America and Morgan Stanley raised their price targets on STX ahead of the results.

STX's Q1 FY27 earnings outlook reflects surging AI-driven storage demand, higher pricing and Mozaic technology growth.

Seagate earnings approach as Azure validates its storage technology, but analysts remain split on the stock’s outlook.

SINGAPORE, October 26, 2026--Seagate expands high-capacity HAMR + SMR storage interoperability with Broadcom, validated at hyperscale by Microsoft Azure.

Data storage manufacturer Seagate (NASDAQ:STX) will be announcing earnings results this Tuesday after market close. Here’s what to look for.

Cantor Fitzgerald analyst C.J. Muse maintains Seagate Technology Hldgs (NASDAQ:STX) with a Overweight and lowers the price target from $1300 to $1000.

Seagate Mozaic™ drives, based on heat-assisted magnetic recording (HAMR) and configured with shingled magnetic recording (SMR), are the first and only SMR drives added to Broadcom's approved vendor list for its host

Demand for AI-era storage is outrunning Seagate’s own plans. Here’s the production risk Bank of America is flagging.

Seagate stock cratered 31% in a month on fears that a Toshiba supply surge will crush pricing, but the upcoming earnings report could either validate those fears or expose them as overblown. Watch one metric above all others to know which story wins.

Seagate is set to report its fiscal Q4 earnings on Oct. 27. Here’s how the options data suggests STX shares will respond to the quarterly event.

Seagate Technology Holdings has been on a striking multi year run, and the recent pullback now puts a spotlight on a simple question for investors who care about fundamentals. Do the earnings behind Seagate’s hard disk drive and data center storage franchise fully support where the stock trades today? Over the past 3 years, the share price has delivered a very large gain that raises the stakes on whether current earnings power can carry that kind of move. Recent analyst commentary has leaned...

Seagate Technology Hldgs (NASDAQ:STX) has outperformed the market over the past 20 years by 9.2% on an annualized basis producing an average annual return of 18.11%. Currently, Seagate Technology Hldgs has a market

STX heads into fiscal Q1 earnings with AI-driven storage demand, rising EPS, robust cash flow and strong returns on equity supporting its bullish outlook.

Seagate’s Q1 outlook remains strong, supported by favorable storage demand and pricing.

Seagate (STX) combines strong growth and profitability with neutral valuation and adequate health, making it a balanced affordable-growth case to watch.

A number of stocks jumped in the afternoon session after strong demand for artificial intelligence hardware and robust corporate earnings reignited investor optimism across the broader AI technology landscape.

Seagate (STX) could produce exceptional returns because of its solid growth attributes.

Seagate (STX) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Morgan Stanley reaffirmed its bullish stance on Seagate Technology, raising its price target to $1,200.

Morgan Stanley analyst Erik Woodring maintains Seagate Technology Hldgs (NASDAQ:STX) with a Overweight and raises the price target from $1187 to $1200.

A number of stocks jumped in the morning session after investors cautiously returned to beaten-down stocks following the previous week's technology retreat, helped by an analyst upgrade for Intel.

Over the five years leading up to October 16, 2026, one stock outperformed 19 of its 20 industry peers. That company is Seagate Technology (STX), a maker of mass-capacity data storage operating in the Technology Hardware, Storage & Peripherals industry. A lead that wide can come from either the group a company belongs to or the company itself. So which do you think it was: the industry Seagate sits in, or Seagate itself.

Seagate Technology Holdings (NasdaqGS: STX) and Toshiba are in talks to acquire TDK’s hard disk drive magnetic head business. The potential transaction would transfer TDK’s HDD magnetic head operations, a key component in high capacity storage devices, to the two buyers. The discussions come as demand for AI data storage puts extra focus on securing core HDD technologies and supply chains. The proposed purchase of TDK’s HDD magnetic head unit by Seagate and Toshiba only captures one angle of...

The recent selloff of both stocks has been “well overdone,” analysts say.

Wells Fargo analyst Joe Quatrochi maintains Seagate Technology Hldgs (NASDAQ:STX) with a Overweight and lowers the price target from $1180 to $865.

Seagate Technology Hldgs (NASDAQ:STX) has outperformed the market over the past 10 years by 20.35% on an annualized basis producing an average annual return of 34.0%. Currently, Seagate Technology Hldgs has a market

STX's 44TB Mozaic 4 drives are fueling gross margin expansion as cloud demand, higher storage density and improved cost efficiency boost profitability prospects.

Seagate just shed more than 14% in a month after a rival made a move that rattled the entire hard-drive sector, yet the company's own numbers tell a completely different story about where demand is heading.

Seagate Technology (STX) converted 34.7% of its revenue into operating profit over the last twelve months, up from 21.1% a year earlier. Investors should pay close attention to this operating margin because the stock currently trades at about 58 times earnings, compared to 21.5 for the S&P 500. A valuation that high likely assumes current margins are here to stay. What changed at Seagate to produce a jump that large.

Seagate Technology (STX) has been raising the price of its hard disks, but maintaining those increases could get difficult if storage becomes easier to buy. This matters at today's share price, because the stock trades at 56.9 times earnings, compared to 21.5 for the S&P 500. Now, a competitor's expansion plan has investors worried about Seagate's pricing power.

Toshiba’s HDD expansion just rattled Seagate. Here’s what investors need to know after STX’s sharp sell-off.

The Undercovered Dozen series spotlights 12 lesser-covered stocks featured on Seeking Alpha. Read the full analysis here.

The Dow Jones index rises on the stock market today but Seagate falls on a report. AMD pops. Zebra and an AI stock test entries.

Advanced Micro Devices rises after Citi boosts its price target on the chip maker’s stock.

There's a bidding war for a maker of a key hard-drive component, according to Bloomberg.

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) stock is down 6% to $414.65 in late morning trading. Also, Seagate Technology Holdings (NASDAQ:STX) stock is falling 8% to $819.08, the biggest decline among the storage names. […]

Seagate Technology Holdings plc (NASDAQ:STX) is down about 6% over the past five days. A report that Toshiba plans to boost its hard disk drive supply sent the stock down more than 10% in a single day. Is this the time to buy? It’s worth analyzing this because major billionaires were piling into the stock […]

Advanced Micro Devices rises after Citi boosts its price target on the chip maker’s stock.

Shares of data storage manufacturer Seagate (NASDAQ:STX) jumped 4.9% in the afternoon session after multiple Wall Street research desks pushed back against competitor capacity fears, arguing that the previous session's selloff was overdone.

Seagate just shed billions in market cap on a single Toshiba headline, yet its nearline drives are locked into contracts stretching deep into 2027. Whether Friday's selloff was a warning shot or a buying window depends on one question the market has not yet answered.

Megacap technology shares pushed U.S. equities higher Monday even as long-term borrowing costs remained near multiyear highs and fresh services data showed persistent price pressures.
Uncover the latest developments among S&P500 stocks in today's session. Stay tuned to the S&P500 index's top gainers and losers on Monday.
Last week’s drop is good news for investors wanting to get in, analysts say.

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. Shares of Western Digital (NASDAQ:WDC) and Seagate Technology Holdings (NASDAQ:STX) climbed after three Wall Street firms argued that Toshiba’s added capacity lands in a market still short of drives. Goldman […]


Wells Fargo remains bullish on both hard disk drive makers despite concerns over rising competition, AI spending, and the sustainability of industry pricing.

Seagate Technology and Western Digital shares declined on Tuesday as the hard disk drive sector continued to be volatile.
