STX Seagate Technology
Hard drives (HAMR) for AI data storage
Fundamentals from public market data, refreshed daily (2026-11-12 22:21 UTC). Figures in reporting currency.
STX · price with what management and the data said
Timeline: management commentary, data & earnings
8 events-
8
2026-10-27EarningsBeat / raise
Reported EPS 7.68 vs 7.43 expected (+3.4% surprise).
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7
2026-07-28EarningsBeat / raise
Reported EPS 5.71 vs 5.09 expected (+12.1% surprise).
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6
2026-04-28EarningsBeat / raise
Reported EPS 4.1 vs 3.51 expected (+16.8% surprise).
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5
2026-01-27EarningsBeat / raise
Reported EPS 3.11 vs 2.84 expected (+9.6% surprise).
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4
2025-10-28EarningsBeat / raise
Reported EPS 2.61 vs 2.4 expected (+8.8% surprise).
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3
2025-07-29EarningsBeat / raise
Reported EPS 2.59 vs 2.44 expected (+6.0% surprise).
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2
2025-04-29EarningsBeat / raise
Reported EPS 1.9 vs 1.74 expected (+9.2% surprise).
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1
2025-01-21EarningsBeat / raise
Reported EPS 2.03 vs 1.88 expected (+8.1% surprise).
Latest headlines
Auto-updated daily- Seagate’s Legitimacy as a Play on AI Hardware Demand is About To Be Tested2026-11-12
- Seagate Technology Holdings (STX) Gains Fresh Backing As AI Storage Demand Tests Its Valuation2026-11-12
- Seagate Expands Storage Portfolio With FireCuda Forge Launch2026-11-11
- Seagate Soars 10% as CoreWeave’s “Breakout Quarter” Eases AI Spending Fears2026-11-11
- Seagate Spikes 9%, Sandisk Surges 8% as CoreWeave’s Results Revive AI Trade; Micron Climbs 7%2026-11-11
- Is Seagate A Better Way Than Apple To Own AI Hardware Demand?2026-11-11
- Seagate (STX) Unveiled FireCuda Forge With Its New Alkemi Storage Platform2026-11-10
Earnings history
EPS vs expectations| Date | Expected EPS | Reported EPS | Surprise |
|---|---|---|---|
| 2026-10-27 | 7.43 | 7.68 | +3.4% |
| 2026-07-28 | 5.09 | 5.71 | +12.1% |
| 2026-04-28 | 3.51 | 4.1 | +16.8% |
| 2026-01-27 | 2.84 | 3.11 | +9.6% |
| 2025-10-28 | 2.4 | 2.61 | +8.8% |
| 2025-07-29 | 2.44 | 2.59 | +6.0% |
| 2025-04-29 | 1.74 | 1.9 | +9.2% |
| 2025-01-21 | 1.88 | 2.03 | +8.1% |
| 2024-10-22 | 1.46 | 1.58 | +8.6% |
| 2024-07-23 | 0.75 | 1.05 | +39.4% |
| 2024-04-23 | 0.26 | 0.33 | +25.4% |
| 2024-01-24 | -0.06 | 0.12 | +290.8% |
| 2023-10-26 | -0.25 | -0.22 | +12.2% |
| 2023-07-26 | -0.25 | -0.18 | +28.5% |
| 2023-04-20 | 0.21 | -0.28 | −232.5% |
| 2023-01-25 | 0.09 | 0.16 | +69.2% |
| 2022-10-26 | 0.71 | 0.48 | −32.8% |
| 2022-07-21 | 1.89 | 1.59 | −15.7% |
| 2022-04-27 | 1.88 | 1.81 | −3.8% |
| 2022-01-26 | 2.36 | 2.41 | +2.3% |
| 2021-10-22 | 2.21 | 2.35 | +6.3% |
| 2021-07-21 | 1.88 | 2.0 | +6.3% |
| 2021-04-22 | 1.32 | 1.48 | +12.3% |
| 2021-01-21 | 1.13 | 1.29 | +13.8% |
About Seagate Technology
Website ↗Seagate Technology Holdings plc engages in providing data storage solutions in Singapore, the United States, the Netherlands, and internationally. The company offers External and internal hard drives; external and internal solid-state drives (SSDs); enterprise hard drives and SSDs; data storage systems; network attached storage (NAS) hard drives; video and analytics hard drives; and hyperscale and cloud solution. It offers its products for Healthcare, Media & Entertainment, Surveillance & Security, and telecommunication industry. The company sells its products primarily to original equipment manufacturers, distributors, and retailers. The company was founded in 1978 and is based in Singapore.
AI training data and inference logs need exabytes of storage. Two companies make nearly all hard drives and a few make NAND, so supply is slow to follow demand.
What would prove us wrong. Weakens if NAND and HDD makers add capacity faster than AI storage demand grows.
Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.