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Seagate Technology Holdings PLC Ordinary Shares (Ireland) (STX): Stock News & Events
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| title | summary | url | source | published at | sentiment | sentiment score | relevance score |
|---|---|---|---|---|---|---|---|
| Seagate Technology Holdings (STX) Stock Climbed, What Is Driving Attention Now? - Simply Wall Street | Seagate Technology Holdings (STX) Stock Climbed, What Is Driving Attention Now? Simply Wall Street | View source ↗ | Simply Wall Street | Oct 19, 2026 | neutral | 0 | 0.6 |
| STX Nov 2026 550.000 put (STX261113P00550000) Stock Historical Prices & Data - Yahoo! Finance Canada | STX Nov 2026 550.000 put (STX261113P00550000) Stock Historical Prices & Data Yahoo! Finance Canada | View source ↗ | Yahoo! Finance Canada | Oct 19, 2026 | neutral | 0 | 0.6 |
| STX Nov 2026 845.000 call (STX261113C00845000) Stock Price, News, Quote & History - Yahoo! Finance Canada | STX Nov 2026 845.000 call (STX261113C00845000) Stock Price, News, Quote & History Yahoo! Finance Canada | View source ↗ | Yahoo! Finance Canada | Oct 19, 2026 | neutral | 0 | 0.6 |
| Why Seagate Technology (STX) Stock Is Up Today - Quiver Quantitative | Why Seagate Technology (STX) Stock Is Up Today Quiver Quantitative | View source ↗ | Quiver Quantitative | Oct 19, 2026 | neutral | 0 | 0.6 |
| Is Seagate Stock Still Leading Its Industry? - Trefis | Is Seagate Stock Still Leading Its Industry? Trefis | View source ↗ | Trefis | Oct 19, 2026 | neutral | 0 | 0.6 |
| STX Glb3000 xAU I (03US.Z) interactive stock chart - Yahoo Finance UK | STX Glb3000 xAU I (03US.Z) interactive stock chart Yahoo Finance UK | View source ↗ | Yahoo Finance UK | Oct 19, 2026 | neutral | 0 | 0.6 |
| How Did Seagate (STX) Triple Selling a Technology Everyone Buried? - Yahoo Finance | How Did Seagate (STX) Triple Selling a Technology Everyone Buried? Yahoo Finance | View source ↗ | Yahoo Finance | Oct 18, 2026 | neutral | 0 | 0.6 |
| MU Vs SNDK Vs SKHYV Vs STX: Retail Traders Pick Clear Memory Stock Winner Over Next Year - Stocktwits | MU Vs SNDK Vs SKHYV Vs STX: Retail Traders Pick Clear Memory Stock Winner Over Next Year Stocktwits | View source ↗ | Stocktwits | Oct 18, 2026 | neutral | 0 | 0.6 |
| Seagate Technology Holdings (STX) Eyes TDK HDD Head Deal As AI Storage Demand Builds - Yahoo Finance | Seagate Technology Holdings (STX) Eyes TDK HDD Head Deal As AI Storage Demand Builds Yahoo Finance | View source ↗ | Yahoo Finance | Oct 16, 2026 | neutral | 0 | 0.6 |
| Western Digital Pre-Q1 Earnings: Buy the Stock Now or Wait for Results? | Western Digital is set to report Q1 fiscal 2027 earnings on October 22, projecting 45% YoY revenue growth to $4.1 billion driven by AI-driven storage demand and high-capacity HDD launches. The company has a Zacks Rank #3 (Hold) with 0.00% Earnings ESP, suggesting no earnings beat expected. While strong fundamentals and AI/cloud exposure are positive, intense competition, execution risks, and elevated valuations present concerns. | View source ↗ | Zacks Investment Research | Oct 16, 2026 | neutral | 0 | 1 |
| Western Digital Pre-Q1 Earnings: Buy the Stock Now or Wait for Results? | Western Digital is set to report Q1 fiscal 2027 earnings on October 22, projecting 45% YoY revenue growth to $4.1 billion driven by AI-driven storage demand and high-capacity HDD launches. The company has a Zacks Rank #3 (Hold) with 0.00% Earnings ESP, suggesting no earnings beat expected. While strong fundamentals and AI/cloud exposure are positive, intense competition, execution risks, and elevated valuations present concerns. | View source ↗ | Zacks Investment Research | Oct 16, 2026 | neutral | 0 | 1 |
| WDC, STX Stocks Headed For Third Straight Weekly Loss — Wells Fargo Slashes Targets But Sees Opportunity - TradingView | WDC, STX Stocks Headed For Third Straight Weekly Loss — Wells Fargo Slashes Targets But Sees Opportunity TradingView | View source ↗ | TradingView | Oct 16, 2026 | neutral | 0 | 0.6 |
| Can Seagate's 44TB Mozaic 4 Drives Lift Gross Margins Further? | Seagate Technology is strengthening profitability through its Mozaic 4 heat-assisted magnetic recording (HAMR) platform, which supports up to 44TB storage capacity per drive. The company expects Mozaic 4 to represent 50% of HAMR exabyte shipments by end of 2026, with non-GAAP gross margin reaching 52.7% in fiscal Q4 2026. Strong cloud and AI workload demand, combined with improved manufacturing efficiency and higher-capacity drive adoption, support continued margin expansion in fiscal 2027. | View source ↗ | Zacks Investment Research | Oct 15, 2026 | bullish | 1 | 1 |
| Can Seagate's 44TB Mozaic 4 Drives Lift Gross Margins Further? | Seagate Technology is strengthening profitability through its Mozaic 4 heat-assisted magnetic recording (HAMR) platform, which supports up to 44TB storage capacity per drive. The company expects Mozaic 4 to represent 50% of HAMR exabyte shipments by end of 2026, with non-GAAP gross margin reaching 52.7% in fiscal Q4 2026. Strong cloud and AI workload demand, combined with improved manufacturing efficiency and higher-capacity drive adoption, support continued margin expansion in fiscal 2027. | View source ↗ | Zacks Investment Research | Oct 15, 2026 | bullish | 1 | 1 |
| Can Silicon Motion Capitalize on Rising Demand for Smartphone Storage? | Silicon Motion Technology Corporation develops NAND flash controllers and embedded storage solutions for smartphones, positioning itself to benefit from growing demand for AI-enabled devices requiring faster and more efficient storage. The company's UFS and eMMC controller portfolios serve various smartphone price segments. However, it faces competition from Seagate and Micron, and trades at a higher valuation (14.66 forward P/E) than its industry average (10.22), with a Zacks Rank #3 (Hold) rating. | View source ↗ | Zacks Investment Research | Oct 15, 2026 | neutral | 0 | 1 |
| Can Silicon Motion Capitalize on Rising Demand for Smartphone Storage? | Silicon Motion Technology Corporation develops NAND flash controllers and embedded storage solutions for smartphones, positioning itself to benefit from growing demand for AI-enabled devices requiring faster and more efficient storage. The company's UFS and eMMC controller portfolios serve various smartphone price segments. However, it faces competition from Seagate and Micron, and trades at a higher valuation (14.66 forward P/E) than its industry average (10.22), with a Zacks Rank #3 (Hold) rating. | View source ↗ | Zacks Investment Research | Oct 15, 2026 | neutral | 0 | 1 |
| Micron Gets Musk Boost: Buy the Stock on a Dip With ETFs? | Elon Musk praised Micron Technology for reasonable memory chip pricing amid rising AI infrastructure demand. However, global chip stocks tumbled after China's CXMT announced plans to launch advanced server memory ahead of competitors, threatening high-margin AI chip profits. Micron reported strong quarterly results with record DRAM and NAND revenues, signed 26 strategic customer agreements through 2030, and increased its buyback authorization to $35.16 billion. Despite strong fundamentals, rising rate concerns and competitive pressures weighed on the sector. | View source ↗ | Zacks Investment Research | Oct 15, 2026 | bearish | -0.182 | 1 |
| Micron Gets Musk Boost: Buy the Stock on a Dip With ETFs? | Elon Musk praised Micron Technology for reasonable memory chip pricing amid rising AI infrastructure demand. However, global chip stocks tumbled after China's CXMT announced plans to launch advanced server memory ahead of competitors, threatening high-margin AI chip profits. Micron reported strong quarterly results with record DRAM and NAND revenues, signed 26 strategic customer agreements through 2030, and increased its buyback authorization to $35.16 billion. Despite strong fundamentals, rising rate concerns and competitive pressures weighed on the sector. | View source ↗ | Zacks Investment Research | Oct 15, 2026 | bearish | -0.182 | 1 |
| AI Memory Chip Selloff Looks Overblown: 2 Stocks to Buy on the Dip | Memory stocks face selling pressure following China's ChangXin Memory Technologies' announcement of a new DRAM architecture. However, analysts view the pullback as a buying opportunity for Micron and Sandisk, citing strong AI-driven demand, long-term customer agreements, and robust revenue visibility that support continued growth despite competitive threats. | View source ↗ | Zacks Investment Research | Oct 14, 2026 | neutral | 0 | 1 |
| AI Memory Chip Selloff Looks Overblown: 2 Stocks to Buy on the Dip | Memory stocks face selling pressure following China's ChangXin Memory Technologies' announcement of a new DRAM architecture. However, analysts view the pullback as a buying opportunity for Micron and Sandisk, citing strong AI-driven demand, long-term customer agreements, and robust revenue visibility that support continued growth despite competitive threats. | View source ↗ | Zacks Investment Research | Oct 14, 2026 | neutral | 0 | 1 |
| Not Nvidia. Not Broadcom. This Storage Stock Could Be 2027's Hidden AI Winner. | Seagate Technology is positioned as an overlooked AI beneficiary, with 34% revenue growth driven by data center demand for high-capacity storage. The company's nearline hard drive supply is allocated through 2027, and its next-generation Mozaic 4+ drives (up to 44TB) are entering production. Upcoming Mozaic 5+ qualification shipments in late 2027 represent another key milestone for investors to monitor. | View source ↗ | The Motley Fool | Oct 14, 2026 | bullish | 0.333 | 1 |
| Not Nvidia. Not Broadcom. This Storage Stock Could Be 2027's Hidden AI Winner. | Seagate Technology is positioned as an overlooked AI beneficiary, with 34% revenue growth driven by data center demand for high-capacity storage. The company's nearline hard drive supply is allocated through 2027, and its next-generation Mozaic 4+ drives (up to 44TB) are entering production. Upcoming Mozaic 5+ qualification shipments in late 2027 represent another key milestone for investors to monitor. | View source ↗ | The Motley Fool | Oct 14, 2026 | bullish | 0.333 | 1 |
| Seagate's Improving Earnings Supports A Cautious Upside (NASDAQ:STX) - Seeking Alpha | Seagate's Improving Earnings Supports A Cautious Upside (NASDAQ:STX) Seeking Alpha | View source ↗ | Seeking Alpha | Oct 14, 2026 | neutral | 0 | 0.6 |
| Seagate Technology Holdings (STX) Tests Valuation As Supply Chain Fears Hit Sentiment - Yahoo Finance | Seagate Technology Holdings (STX) Tests Valuation As Supply Chain Fears Hit Sentiment Yahoo Finance | View source ↗ | Yahoo Finance | Oct 13, 2026 | neutral | 0 | 0.6 |
| Where Did Seagate Stock’s Gains Really Come From? - Trefis | Where Did Seagate Stock’s Gains Really Come From? Trefis | View source ↗ | Trefis | Oct 13, 2026 | neutral | 0 | 0.6 |
| SK Hynix Sinks 6% as Seoul Selloff Extends to Fifth Session; Western Digital and Seagate Drop 7% - 24/7 Wall St. | SK Hynix Sinks 6% as Seoul Selloff Extends to Fifth Session; Western Digital and Seagate Drop 7% 24/7 Wall St. | View source ↗ | 24/7 Wall St. | Oct 13, 2026 | neutral | 0 | 0.6 |
| WDC, STX, SNDK, INTC, AMD: Chip Stocks Rally After Micron's Stellar Q3 Earnings - Stocktwits | WDC, STX, SNDK, INTC, AMD: Chip Stocks Rally After Micron's Stellar Q3 Earnings Stocktwits | View source ↗ | Stocktwits | Oct 13, 2026 | neutral | 0 | 0.6 |
| Seagate Technology Holdings PLC (STX) Stock Down 3.8% but Still Overvalued -- GF Score: 77/100 - GuruFocus | Seagate Technology Holdings PLC (STX) Stock Down 3.8% but Still Overvalued -- GF Score: 77/100 GuruFocus | View source ↗ | GuruFocus | Oct 12, 2026 | neutral | 0 | 0.6 |
| WDC, STX Stocks Rebound Premarket As Analysts Downplay Toshiba Capacity Expansion Fears - Stocktwits | WDC, STX Stocks Rebound Premarket As Analysts Downplay Toshiba Capacity Expansion Fears Stocktwits | View source ↗ | Stocktwits | Oct 12, 2026 | neutral | 0 | 0.6 |
| If You Invest $1,000 in Seagate Today, Here’s What It Could Be Worth by 2030 - 24/7 Wall St. | If You Invest $1,000 in Seagate Today, Here’s What It Could Be Worth by 2030 24/7 Wall St. | View source ↗ | 24/7 Wall St. | Oct 12, 2026 | neutral | 0 | 0.6 |
| Can Western Digital Sustain 44% Revenue Growth in Fiscal 2027? | Western Digital (WDC) reported Q4 revenues surging 44% to $3.75B, with cloud revenues climbing 43% to $3.3B. The company projects Q1 FY27 revenues of $4.1B, supported by AI adoption and higher-capacity storage drives. However, sustaining this growth pace throughout fiscal 2027 may prove challenging. Competitors Seagate and NetApp are also benefiting from strong data center and AI-driven storage demand. | View source ↗ | Zacks Investment Research | Oct 12, 2026 | bullish | 1 | 1 |
| Seagate (STX) Stock Could Be 36% Undervalued After HDD Capacity News - Yahoo Finance | Seagate (STX) Stock Could Be 36% Undervalued After HDD Capacity News Yahoo Finance | View source ↗ | Yahoo Finance | Oct 9, 2026 | neutral | 0 | 0.6 |
| Seagate vs. Western Digital: Which HDD Stock Has More Room to Run? | Both Seagate Technology (STX) and Western Digital (WDC) are benefiting from AI-driven demand for high-capacity hard disk drives in data centers. Seagate shows stronger near-term momentum with 34% revenue growth, expanding margins, and faster HAMR monetization, while Western Digital is positioned for 2027+ growth with its 40TB ePMR ramp and planned 44TB HAMR launch. However, both stocks have already posted substantial 2026 gains and face risks from potential supply expansion by competitors like Toshiba. | View source ↗ | Zacks Investment Research | Oct 7, 2026 | bullish | 1 | 1 |
| Seagate vs. Western Digital: Which HDD Stock Has More Room to Run? | Both Seagate Technology (STX) and Western Digital (WDC) are benefiting from AI-driven demand for high-capacity hard disk drives in data centers. Seagate shows stronger near-term momentum with 34% revenue growth, expanding margins, and faster HAMR monetization, while Western Digital is positioned for 2027+ growth with its 40TB ePMR ramp and planned 44TB HAMR launch. However, both stocks have already posted substantial 2026 gains and face risks from potential supply expansion by competitors like Toshiba. | View source ↗ | Zacks Investment Research | Oct 7, 2026 | bullish | 1 | 1 |
| Stock Market Midday, Oct. 6: S&P 500 Sets New High, Nuclear Stocks Surge | The S&P 500 reached new all-time highs on October 6, 2026, climbing 0.85% to 7,840 as falling oil prices eased inflation concerns. Nuclear stocks surged following a Constellation Energy deal with Google, while semiconductor stocks like Marvell Technology jumped over 7% on strong investor day guidance. Memory stocks declined amid reports of Toshiba's market expansion plans. | View source ↗ | The Motley Fool | Oct 6, 2026 | bullish | 0.385 | 1 |
| Stock Market Midday, Oct. 6: S&P 500 Sets New High, Nuclear Stocks Surge | The S&P 500 reached new all-time highs on October 6, 2026, climbing 0.85% to 7,840 as falling oil prices eased inflation concerns. Nuclear stocks surged following a Constellation Energy deal with Google, while semiconductor stocks like Marvell Technology jumped over 7% on strong investor day guidance. Memory stocks declined amid reports of Toshiba's market expansion plans. | View source ↗ | The Motley Fool | Oct 6, 2026 | bullish | 0.385 | 1 |
| Seagate And Western Digital Stocks Fall. There's A New Twist To Toshiba Competition Fears. - Investor's Business Daily | Seagate And Western Digital Stocks Fall. There's A New Twist To Toshiba Competition Fears. Investor's Business Daily | View source ↗ | Investor's Business Daily | Oct 6, 2026 | neutral | 0 | 0.6 |
| What's Going On With Seagate Technology Stock Monday? - Benzinga | What's Going On With Seagate Technology Stock Monday? Benzinga | View source ↗ | Benzinga | Oct 5, 2026 | neutral | 0 | 0.6 |
| Western Digital vs. Seagate: Which Is the Better AI Infrastructure Stock to Own for the Next 5 Years? | Western Digital and Seagate, the two dominant players in high-capacity storage drives for AI and data centers, are both benefiting from a supercycle in demand. While Seagate has an edge with earlier HAMR technology adoption and stronger near-term growth projections, Western Digital offers better valuation with a P/E of 17x and 50% upside potential versus Seagate's 66x P/E. Both stocks are recommended as strong long-term buys for the next five years. | View source ↗ | The Motley Fool | Oct 4, 2026 | bullish | 1 | 1 |
| Why Western Digital Stock Just Crashed | Western Digital stock tumbled 11.7% after reports that rival Toshiba plans to spend $400 million to double its HDD production capacity by fiscal 2027, potentially increasing its market share from 17% to 30%. This could trigger price competition and margin compression for Western Digital, though analysts suggest the sell-off may be an overreaction given WD's valuation under 18x earnings. | View source ↗ | The Motley Fool | Oct 2, 2026 | bearish | -1 | 1 |
| Why Western Digital Stock Just Crashed | Western Digital stock tumbled 11.7% after reports that rival Toshiba plans to spend $400 million to double its HDD production capacity by fiscal 2027, potentially increasing its market share from 17% to 30%. This could trigger price competition and margin compression for Western Digital, though analysts suggest the sell-off may be an overreaction given WD's valuation under 18x earnings. | View source ↗ | The Motley Fool | Oct 2, 2026 | bearish | -1 | 1 |
| Why Is Seagate Technology Stock Sinking Friday? - Benzinga | Why Is Seagate Technology Stock Sinking Friday? Benzinga | View source ↗ | Benzinga | Oct 2, 2026 | neutral | 0 | 0.6 |
| The Paid-To-Wait Play On STX Stock: An 11% Annualized Yield - Trefis | The Paid-To-Wait Play On STX Stock: An 11% Annualized Yield Trefis | View source ↗ | Trefis | Sep 22, 2026 | neutral | 0 | 0.6 |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.