SeekingAlpha · Aug 22, 2026
Seagate: Shares May Fall Aggressively If Gross Margins Won't Last
Despite exceptional FY2026 results, Seagate Technology is rated Sell due to concerns over the durability of current margins. Click to know more about STX.

NASDAQ · STX
Technology · Computer Hardware
$847.20
Down-$12.37 (-1.46%)
Updated Aug 28, 2026, 4:04 PM
SID Score
6.8/10
Composite research score
Smart Money
62/100
Neutral
Price performance
1M range · 0 trading sessions · Daily adjusted prices
STX does not have enough price history for the selected period.
Data unavailable
Market data is busy. Please try again shortly.
The latest Smart Investors Daily articles mentioning STX.
STX research
Company profile and research snapshot.
Seagate Technology is a leading supplier of hard disk drives for data storage to the enterprise and consumer markets. It forms a practical duopoly in the market with its chief rival, Western Digital; they are both vertically integrated.
Visit company websiteConsensus and target data currently published for this company.
| Date | Firm | Rating | Target |
|---|---|---|---|
| Jul 30, 2026 | Barclays | Overweight | — |
| Jul 30, 2026 | Argus Research | Buy | — |
| Jul 29, 2026 | Wells Fargo | Overweight | — |
| Jul 29, 2026 | Wedbush | Outperform | — |
| Jul 29, 2026 | Susquehanna | Neutral | — |
No generated briefing is available yet.
SeekingAlpha · Aug 22, 2026
Despite exceptional FY2026 results, Seagate Technology is rated Sell due to concerns over the durability of current margins. Click to know more about STX.
Yahoo · Aug 21, 2026
STX's storage-focused AI strategy, HAMR roadmap and valuation give it an edge over AMD in the race to capitalize on AI infrastructure.
Yahoo · Aug 20, 2026
Seagate defied every prediction that solid-state storage would kill the hard drive, and cloud AI demand has since sent shares on a historic run. Whether that momentum carries into 2027 depends on factors most investors are not yet watching closely.
Yahoo · Aug 20, 2026
Memory chips are currently the ‘bottleneck’ for AI infrastructure. But that doesn’t ensure the stocks will continue to outperform forever.
Interpretive context generated from the platform’s current data sources.
No results
AI research layers have not been published yet.


The latest Smart Investors Daily articles mentioning STX.