Added to YB: 2026-08-04
Pitch date: 2026-08-01
STX [neutral]
Seagate Technology Holdings plc
+1.6%
current return
Author Info
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Company Info
Seagate Technology Holdings plc engages in the provision of data storage technology and infrastructure solutions in Singapore, the United States, the Netherlands, and internationally.
Market Cap
$194.3B
Pitch Price
$818.01
Price Target
N/A
Dividend
0.35%
EV/EBITDA
43.58
P/E
61.59
EV/Sales
16.09
Sector
Technology Hardware, Storage and Peripherals
Category
turnaround
Seagate Technology (STX) Q4 and Full Year 2026 Financial Report Analysis
STX (earnings): FY26 rev $12.2B (+34% YoY), non-GAAP EPS $15.58 (+92%), record FCF $3.1B. Q1'27 guide crushed est. Duopoly pricing power, HAMR roadmap, cost rigidity, repaired B/S. But ~19% rev from NAND-shortage price spikes (cyclical), dilution +7.4%, stock +400%/yr already prices optimistic case. If prices flatten, FY27 EPS drops $33→$24; stock could fall to $360. Key watch: nearline $/EB growth turning negative.
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