STX
Seagate Technology
Information Technology · Technology Hardware, Storage & Peripherals · US
$782.64
Close 2026-05-10
✗ ETHICAL FAIL

STRONG MOAT
HIGH
Data Confidence: 100%
Full financial profile available
Market Cap
$175.5B
Trailing P/E
74.00
Forward P/E
29.80
Rev Growth
+44.1%
Profit Margin
21.6%
ROE
1788.0%
Analyst Target
$806.32
Recommendation
BUY
About Seagate Technology

Seagate Technology Holdings plc engages in the provision of data storage technology and infrastructure solutions in Singapore, the United States, the Netherlands, and internationally. The company offers mass capacity storage products, including enterprise nearline hard disk drives (HDDs), enterprise nearline solid state drives (SSDs), enterprise nearline systems, video and image HDDs, and network-attached storage drives. It also offers legacy applications comprising Mission Critical HDDs and SSDs; external storage solutions under the Seagate Ultra Touch, One Touch, Expansion, and Basics product lines, as well as under the LaCie brand name; desktop drives for personal computers and workstation applications; notebook drives traditional notebooks, convertible systems, and external storage applications, DVR HDDs for video streaming applications, and gaming SSDs for gaming rigs. In addition, the company provides Lyve edge-to-cloud mass capacity platform, that includes modular hardware and software to support enterprises' on-premise and cloud storage infrastructure needs. It sells its products primarily to original equipment manufacturers, distributors, and retailers. The company was founded in 1978 and is based in Singapore.

Opportunity Summary
Trading at $783, 19% above fair value of $657. Strong competitive moat. Fails ethical screen (Debt ratio). Ranks better than 57% of screened stocks.
Ethical Screen
Business ActivityPASS
Debt Ratio (0.62%)FAIL
Cash Ratio (0.00%)PASS
Receivables Ratio (0.23%)PASS
Revenue Ratio (0.00%)PASS
OverallFAIL
Score Ethical: 10.0
Score Valuation: 50.5
Score Quality: 65.8
Score Combined: 41.6
Fair Value Est: $657.00 · Margin of Safety: -16.1% · Tier: AVOID

Full Analysis

Opportunity scores, earnings history, insider transactions, institutional holders, analyst consensus, and more.

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Opportunity Scores
Valuation42.6
Quality65.0
Cash Flow11.2
Moat100.0
Balance Sheet0.0
Debt Purity0.0
Liquid Purity100.0
Rev Purity94.5
Compliance57.2
Tier: BRONZE · Score: 43.2 · Rank: #3781
Earnings History (Last 8 Quarters)
DateEPS Est.Reported EPSSurprise %
2026-07-285.06Pending--
2026-04-283.514.10+16.8%
2026-01-272.843.11+9.6%
2025-10-282.402.61+8.8%
2025-07-292.442.59+6.0%
2025-04-291.741.90+9.2%
2025-01-211.882.03+8.1%
2024-10-221.461.58+8.6%
Quarterly Financials
PeriodRevenueNet IncomeEBITDAGross ProfitOp. IncomeEPS
2026-03-31$3.1B$748.0M$998.0M$1.4B$1.1B3.38
2025-12-31$2.8B$593.0M$847.0M$1.2B$846.0M2.75
2025-09-30$2.6B$549.0M$766.0M$1.0B$707.0M2.58
2025-06-30$2.4B$488.0M$628.0M$914.0M$581.0M2.30
2025-03-31$2.2B$340.0M$495.0M$760.0M$441.0M1.60
Insider Transactions
DateNameRoleSharesValue
2026-05-20MOSLEY WILLIAM DChief Executive Officer14,000$647.2K
2026-05-20MOSLEY WILLIAM DChief Executive Officer30,000$22.5M
2026-05-14TEH BAN-SENGOfficer8,003$611.6K
2026-05-14TEH BAN-SENGOfficer15,560$12.7M
2026-05-07ROMANO GIANLUCAChief Financial Officer1,902$1.5M
2026-05-06ROMANO GIANLUCAChief Financial Officer22,488$17.4M
2026-05-05TILENIUS STEPHANIE SCHEARDirector1,580$1.2M
2026-05-04LEE JAMES CIOfficer697$516.6K
2026-05-04MORRIS JOHN CHRISTOPHERChief Technology Officer5,626$4.2M
2026-04-22LEE JAMES CIOfficer1,237--
Top Institutional Holders
HolderSharesValue% Held
Blackrock Inc.14.3M$11.6B0.1%
Vanguard Capital Management LLC14.2M$11.5B0.1%
Sanders Capital, LLC12.9M$10.5B0.1%
Vanguard Portfolio Management LLC11.1M$9.0B0.0%
State Street Corporation9.3M$7.6B0.0%
FMR, LLC8.2M$6.6B0.0%
JPMORGAN CHASE & CO6.7M$5.4B0.0%
Capital Research Global Investors5.7M$4.7B0.0%
Geode Capital Management, LLC5.1M$4.1B0.0%
Morgan Stanley4.8M$3.9B0.0%
Analyst Recommendations
3 Months Ago
4
16
4
24 analysts
2 Months Ago
3
16
6
25 analysts
Last Month
2
16
6
24 analysts
Current
4
16
3
24 analysts
Strong Buy Buy Hold Sell Strong Sell
Recent Price History
2026-05-10
$782.64
2026-05-09
$782.64
2026-05-08
$786.42
2026-05-08
$786.42
5D Range
May 8
May 8
May 9
May 10
Additional Fundamentals
Enterprise Value
$185.3B
Price/Book
386.28
Beta
2.009
Analysts
22
Total Revenue (TTM)
$11.0B
Total Debt
$4.2B
Earnings Growth
+108.3%
Dividend Yield
38.0%
Rec. Mean
1.54
Short Ratio
2.12
Short % Float
0.0%
Employees
30,000

Elite Intelligence

Trade Consideration with position sizing, convergence signals, and risk analysis. Available to Elite members.

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Trade Consideration
The Opportunity
Score 41.6 (P48 — top 51.5% of scored tickers). Strong Moat. Ethical FAIL. 22 analysts at Buy.
Price: $782.64 | Target: $814.95 (+4%) | Fair Value: $657.00 (+-16%)
Score
42
Moat
STRONG
Conviction
Standard
Upside
+4%
The Fundamentals
Revenue Growth+44.1%
Profit Margin0.0%
ROE1788.0%
Forward P/E29.8
Market Cap$175.5B
Earnings Track Record
DateEstimateReportedSurprise
2026-07-28$5.06Pending
2026-04-28$3.51$4.10+16.8%
2026-01-27$2.84$3.11+9.6%
2025-10-28$2.40$2.61+8.8%
2025-07-29$2.44$2.59+6.0%
2025-04-29$1.74$1.90+9.2%
Position Sizing Scenarios
Stop: $665.24 (-15%) | Entry: $782.64
SharesCostProfit to TargetR:R
To Consensus ($814.95, 22 analysts)
10$7,826.40+$323.10 (4%)0.3R
50$39,132.00+$1,615.50 (4%)0.3R
100$78,264.00+$3,231.00 (4%)0.3R
To Fair Value ($657.00)
10$7,826.40+$-1,256.40 (-16%)-1.1R
50$39,132.00+$-6,282.00 (-16%)-1.1R
100$78,264.00+$-12,564.00 (-16%)-1.1R
Risk Factors
  • High beta (2.01) — amplifies market moves by 2.01x
The Verdict
Seagate Technology holds a strong competitive moat and is growing revenue at +44.1%.
Quantitative Grade

A single score combining all analytical layers below. A is strongest, D is weakest.

A
Quant Score
73.0
Risk Grade
LOW_RISK
Layers
8
Quality: HIGH_SORTINO,CONSISTENT_BEATER,STRONG_EARNINGS_DRIFT
Risk Profile

How much could this ticker lose on a bad day? These metrics measure worst-case scenarios from historical data.

VaR 95%
-4.8%
worst expected daily loss, 19 in 20 days
CVaR 95%
-7.2%
avg loss on the worst 5% of days
Annual Volatility
Sortino Ratio
3.12
above 1.0 is good
Max Drawdown
-40.0%
Worst Day
Forward Outlook

Based on 10,000 simulated price paths, here is the probability of where this ticker could be in 30, 60, and 90 days.

30d Prob Up
90d Prob Up
Median Return 30d
Liquidity Score
95
Liquidity Grade
HIGHLY LIQUID
Trend & Momentum

What direction is this ticker actually moving, filtered through noise? Is it speeding up or slowing down?

Kalman Trend
Trend Strength
Momentum Signal
HMM Regime
RSI Signal
Technical Signals

Classic chart signals that institutional traders monitor. Golden Cross is bullish, Death Cross is bearish.

MA Crossover
ABOVE_200
Bollinger Position
NEAR_UPPER
Beta
Relative Volume
1.4x
Short Interest
Financial Health

Is this company financially sound? The Z-Score measures bankruptcy risk. The F-Score measures fundamental strength.

Altman Z-Score
below 1.81 = distress zone
Piotroski F-Score
Earnings Beat Rate
100.0%
Earnings Consistency
Correlations

These tickers tend to move together (positive) or in opposite directions (negative). Useful for portfolio diversification.

Most Correlated
TickerCorrelation
WDC0.840
SNDK0.634
MU0.601
LRCX0.593
XLK0.541
Inverse Correlated
TickerCorrelation
AWK-0.217
ED-0.197
KR-0.196
AWR-0.185
FISV-0.182
Seasonality

Does this ticker have consistent patterns on certain days or months? Historical tendencies, not guarantees.

Best Day
Wednesday
Worst Day
Thursday
Best Month
Apr
Worst Month
Mar
Fri-Mon Effect
-0.6803224658057524
Earnings Drift

After this company beats earnings, does the price keep going up? Drift tracks post-earnings momentum.

Avg Drift After Beat
+10.0%
Beat Drift Positive %
71.4%
Consistency
Momentum Rankings

How does this ticker's recent performance compare to the entire universe? Ranked across 1, 3, 6, and 12-month returns.

1M Return
+44.3%
3M Return
+113.9%
6M Return
+253.2%
12M Return
+686.9%
Momentum Rank
#47
Momentum Signal
STRONG_UP

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