Seagate Technology Holdings plc
Seagate designs and manufactures hard disk drives, storage systems and related solutions for hyperscale and cloud service providers, enterprises, original equipment manufacturers, distributors, retailers, resellers and consumers. Its products serve two principal end markets: Data Center and Edge IoT. The Data Center portfolio includes high-capacity hard drives and storage systems for cloud and enterprise workloads, while Edge IoT products support industrial, commercial and consumer uses such as video, network-attached storage, personal computing, gaming and data backup. Seagate also offers branded storage products through retail channels. Seagate makes money by selling its products through direct and indirect sales channels, including to cloud service providers, OEMs, distributors, enterprise organizations, retailers and third-party resellers. It designs and manufactures hard drives and many of their critical components, and performs manufacturing, testing and assembly in multiple countries. Seagate Technology Holdings plc is organized under the laws of Ireland.
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MOSLEY WILLIAM D (CEO) sold 6,720 shares of Seagate Technology Holdings plc (STX) at an average of $622.82 ($617.67–$644.43, $4.19M total) across 14 trades on 2026-11-02 under a Rule 10b5-1 trading plan.
MOSLEY WILLIAM D (CEO) sold 23,280 shares of Seagate Technology Holdings plc (STX) at an average of $602.44 ($587.99–$616.66, $14.02M total) across 27 trades on 2026-11-02 under a Rule 10b5-1 trading plan.
Morris John Christopher (EVP & CTO) sold 2,675 shares of Seagate Technology Holdings plc (STX) at an average of $650.15 ($626.41–$678.44, $1.74M total) across 24 trades on 2026-10-30 under a Rule 10b5-1 trading plan.
Over the past 7 days, AlphAI's AI scored 27 news stories mentioning STX (Seagate Technology Holdings plc). Coverage has skewed bearish: 7 bullish, 8 neutral, and 12 bearish.
Recent STX coverage spans earnings, insider activity and financial news.
In the last 30 days, STX insiders filed 66 SEC Form 4 transactions — no purchases and 66 sales ($20.3M). The most active reporter was MOSLEY WILLIAM D, CEO, with 41 filings. 98% of those filings were made under pre-arranged Rule 10b5-1 plans.
The insider sale may signal modest downside pressure on the stock.
Insider sale of a sizable stake by the CEO may signal concerns about near‑term performance.
The insider sale modestly increases supply pressure on STX shares.
Nearline/HAMR execution and contract visibility are supportive, but hyperscaler spending concentration and recent post-earnings weakness raise downside risk.
Likely near-term relief bounce driven by valuation and positioning, but unresolved execution and HAMR scaling risks keep upside capped.
AlphAI scores every news story that mentions STX with an AI model for sentiment and relevance, and aggregates insider trades from Seagate Technology Holdings plc's SEC EDGAR Form 4 filings. Figures refresh continuously.
MOSLEY WILLIAM D (CEO) sold 6,720 shares of Seagate Technology Holdings plc (STX) at an average of $622.82 ($617.67–$644.43, $4.19M total) across 14 trades on 2026-11-02 under a Rule 10b5-1 trading plan.
1 min readMOSLEY WILLIAM D (CEO) sold 23,280 shares of Seagate Technology Holdings plc (STX) at an average of $602.44 ($587.99–$616.66, $14.02M total) across 27 trades on 2026-11-02 under a Rule 10b5-1 trading plan.
1 min readMorris John Christopher (EVP & CTO) sold 2,675 shares of Seagate Technology Holdings plc (STX) at an average of $650.15 ($626.41–$678.44, $1.74M total) across 24 trades on 2026-10-30 under a Rule 10b5-1 trading plan.
1 min readSeagate Technology (STX) shifted focus to high-capacity drives for cloud data centers, benefiting from AI demand. Revenue rose 61% YoY to $4.23B in Q1 2027, with record EPS and margins. The stock fell 30% in a month despite strong earnings. Long-term contracts and HAMR technology support growth, but dependence on hyperscalers and market volatility pose risks.
7 min readSeagate Technology's stock rose 3.8% in morning trading, likely due to investors buying the dip after a sharp decline from its 52-week high. The rally appears to be a sentiment reset rather than a response to new company news. Seagate's fiscal Q1 2027 revenue was $4.23 billion, up from $2.63 billion a year earlier, driven by demand for mass-capacity storage.
5 min readSeagate Technology (STX) fell 30% in a month, closing at $593.76 on Nov. 2, despite beating fiscal Q1 estimates and raising guidance. Revenue rose 61% YoY to $4.23B, with adjusted EPS at $7.68. Analysts cut price targets due to slower nearline shipments, but earnings estimates rose. Toshiba's plan to double hard-drive capacity added pressure. The stock's decline mirrored broader AI hardware sector weakness.
3 min readSeagate Technology (STX) shares fell 24.1% in the past month despite strong fiscal Q1 2027 results, with revenue up 61% YoY to $4.23B and non-GAAP EPS up to $7.68. Data center revenues, now 81% of total, rose 63% YoY. Risks include HAMR qualification timing, customer concentration, and a high valuation premium.
2 min readUBS reduced its price target on Seagate Technology (STX) to $154 from $157, citing slower adoption of a $1 billion conversion opportunity. The firm now expects this to occur by the end of 2028, not within the year. Seagate's stock is down 11% over six months but up 153% over a year. UBS lowered its 2027 and 2028 EBITDA estimates but anticipates growth to catch up in 2029. The firm sees 40% of the opportunity priced into the stock.
2 min readSeagate Technology (STX) reported fiscal Q1 2027 revenue of $4.23B, up 61% YoY, with a 40.5% operating margin, the highest in years. Management attributed this to better pricing and product mix, particularly Mozaic 4 products. Data center customers accounted for 81% of revenue. The company plans to increase shareholder returns through dividends and buybacks.
2 min readSeagate (STX) reported its 1QFY27 results, leading to an 8% drop in share price. The market reacted negatively, despite the company's perceived resilience.
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