Seagate Technology Holdings plc
MOSLEY WILLIAM D (CEO) sold 30,000 shares of Seagate Technology Holdings plc (STX) at an average of $816.28 ($804.61–$832.04, $24.49M total) across 26 trades on 2026-09-01 under a Rule 10b5-1 trading plan.
Conyers Yolanda Lee sold 750 shares of Seagate Technology Holdings plc (STX) at $815.11 ($0.61M total) on 2026-09-01 under a Rule 10b5-1 trading plan.
Seagate Technology (STX) has seen its stock rise 200.8% YTD, outpacing its industry and competitors like Western Digital (WDC) and AMD. The company reported fiscal 2026 revenue of $12.2B, free cash flow of $3.1B, and expects continued growth driven by AI storage demand. STX's HAMR technology and Mozaic platform are key competitive advantages. Earnings estimates have increased, but the stock's valuation remains high at 20.96x forward earnings.
Over the past 7 days, alphai's AI scored 9 news stories mentioning STX (Seagate Technology Holdings plc). Coverage has skewed bullish: 5 bullish, 1 neutral, and 3 bearish.
Recent STX coverage spans earnings, insider activity and financial news.
In the last 30 days, STX insiders filed 182 SEC Form 4 transactions — no purchases and 182 sales ($100.3M). The most active reporter was Romano Gianluca, EVP & CFO, with 68 filings. 94% of those filings were made under pre-arranged Rule 10b5-1 plans.
Large insider sell by the CEO may signal reduced confidence and could pressure the stock lower.
Minor insider sell likely exerts little pressure on the stock.
No immediate price catalyst; the piece is a recap and forward-looking commentary.
Guidance beats expectations, suggesting upside for the stock.
Minor decline reflects selective sector rotation.
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 30,000 shares of Seagate Technology Holdings plc (STX) at an average of $816.28 ($804.61–$832.04, $24.49M total) across 26 trades on 2026-09-01 under a Rule 10b5-1 trading plan.
1 min readConyers Yolanda Lee sold 750 shares of Seagate Technology Holdings plc (STX) at $815.11 ($0.61M total) on 2026-09-01 under a Rule 10b5-1 trading plan.
1 min readSeagate Technology (STX) has seen its stock rise 200.8% YTD, outpacing its industry and competitors like Western Digital (WDC) and AMD. The company reported fiscal 2026 revenue of $12.2B, free cash flow of $3.1B, and expects continued growth driven by AI storage demand. STX's HAMR technology and Mozaic platform are key competitive advantages. Earnings estimates have increased, but the stock's valuation remains high at 20.96x forward earnings.
3 min readSeagate Technology (STX) shares have surged 202% YTD and 385% over the past year, driven by AI-related storage demand. CEO Dave Mosley highlights long-term demand for mass-capacity storage. Fiscal 2026 revenue grew 34% to $12.2B, with Q4 EPS beating estimates. Analysts see 36% upside to a $1,125 target, citing strong hyperscaler demand, HAMR tech, and margin expansion.
3 min readAI-related memory stocks like SanDisk, Micron, and SK Hynix rose after Nvidia's earnings report. SanDisk gained 5.50%, Micron 2.77%, and SK Hynix 2.20%, driven by AI infrastructure demand. Nvidia's forecast of 70% revenue growth supported expectations for strong AI spending. Seagate and Western Digital lagged, highlighting investor selectivity in the sector.
3 min readThe Roundhill Memory ETF (DRAM) has fallen over 30% from its high, with outflows exceeding $857 million in five days. Despite this, constituent companies like Micron (MU), SanDisk (SNDK), and SK Hynix reported strong earnings growth, with Micron's revenue surpassing $40 billion and SanDisk's revenue up 51%. Concerns about an AI bubble and profit-taking are driving outflows.
2 min readSeagate (STX) has seen a 27% stock decline, but analysts see a 36% upside due to strong demand, product innovation, and expanding margins. The company reported $3.1B in free cash flow and expects earnings per share to grow 143.7% by fiscal 2027, with a forward P/E of 23.1x.
3 min readNvidia (NVDA) reported strong Q2 earnings and raised Q3 revenue guidance to $108B, driving its stock up 9% and boosting tech sector gains. Nasdaq, S&P 500, and Dow closed higher. Other notable movers include Okta (OKTA) +29%, Salesforce (CRM) +23%, and CrowdStrike (CRWD) +20%. Corporate profits surged $400B in Q2, partly due to $71B in tariff refunds.
3 min readSeagate (STX) and Western Digital (WDC) are both advancing in data storage technology. STX reported $3.63B Q4 revenue, up 49% YoY, with 12% EPS beat. WDC reported $3.75B Q4 revenue, up 44% YoY, with 7.9% EPS beat. STX has a higher dividend yield (0.37%) than WDC (0.14%). Analysts rate both 'Strong Buy', with WDC having higher upside potential (42-124%) vs. STX (34-89%).
3 min readMoody's upgraded Seagate Data's corporate family rating to Ba1 from Ba2, citing AI-driven demand for high-capacity HDDs. The agency expects revenues to grow over 30% annually, reaching $20B, and debt to EBITDA to fall below 0.5x. Seagate faces risks from revenue concentration and pricing pressures. The company had $1.7B in cash and access to a $1.3B credit facility as of July 2026.
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