Acciones de Seagate Technology Holdings plc (STX) — ¿es un buen negocio?

Acciones de Seagate Technology Holdings plc (STX) — ¿es un buen negocio? — InspectStocks

Just reported

Q1 FY2027 results

From Seagate Technology's results release of 27 de octubre de 2026; its quarterly report has since been filed.

Revenue
Actual
4,23B US$
+61 % y/y
+17 % q/q
Guided
4,1B US$
midpoint
Above guide+3,2 %
EPS, GAAP
Actual
7,59 US$
+212 % y/y
+35 % q/q
Guided
—
No guide given
Operating income, GAAP
Actual
2,06B US$
+197 % y/y
+32 % q/q
Guided
—
No guide given

Company outlook

Q2 FY2027

Revenue4,7B US$ – 4,9B US$+70 % y/y First given
EPS, adjusted9,00 US$ – 9,40 US$First given

Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.

The full earnings report →

Cómo gana dinero

Data Center storage81 %
Edge Internet of Things storage19 %

Los porcentajes de ingresos son estimaciones para Q4 fiscal 2026, no cifras de un informe oficial.

Compite con

WDCWestern Digital Corporation
A
Tamaño
110,6B US$
Margen
69,2 %
TOSYYToshiba Electronic Devices & Storage Corporation
SSNLFSamsung Electronics
MUMicron Technology
A
Tamaño
880,4B US$
Margen
63,8 %

Qué vende6

Data Center hard disk drives
High-capacity drives used by cloud operators and businesses to store large volumes of data, including data used for applications, backups and archives.
Storage systems
Equipment that combines storage drives into systems for cloud, enterprise and other large-scale data storage.
Edge Internet of Things hard drives
Drives for data stored near where it is created, including in industrial, commercial and consumer settings.

Mostrar 3 más

Branded consumer storage products
Storage products sold under Seagate brands through retailers and distribution partners for personal storage, gaming and creative work.
Mozaic 3+ drives
Hard drives using Seagate's heat-assisted magnetic recording technology; management said these drives were qualified and in production at major cloud customers.
Mozaic 4+ drives
A newer generation of Seagate heat-assisted magnetic recording hard drives, being introduced with large cloud customers.

Quién se lo compra5

Large cloud service providers and hyperscale cloud operators buy high-capacity drives, often using longer-term demand plans and purchase orders under master purchase agreements.
Original equipment manufacturers buy Seagate drives and incorporate them into computer systems and data center equipment.
Enterprise organizations buy storage for private data centers and business applications, directly or through sales partners.

Mostrar 2 más

Distributors and third-party resellers buy products for sale to industrial, commercial and consumer buyers.
Retailers sell Seagate-branded storage products to consumers, gamers and creative professionals.

En qué se apoya y qué podría romperlo

De qué depende el negocio

1A limited number of major customers account for a significant portion of revenue, including large cloud operators and cloud service providers.
2Manufacturing depends on critical components and raw materials, some available from a limited number of suppliers, including rare earth elements and specialized materials.
3The business depends on qualifying and manufacturing new hard drive technologies and on moving those products through complex factory transitions.
4Most business comes from Data Center customers, so their purchasing plans and data center investment cycles affect demand.

Qué podría salir mal

1If a major cloud or other key customer delays, reduces or cancels purchases, Seagate may lose substantial sales; demand plans and purchase orders can change.
2If new drives do not meet customer requirements or are not accepted on time, product transitions may disrupt sales and leave Seagate less able to compete with other hard drive makers and alternative storage technologies.
3Shortages or delays involving critical components, raw materials or single-source suppliers could interrupt production, raise costs or delay product development.

Estados financieros completos →

Sobre Seagate Technology Holdings plc

Seagate designs and manufactures hard disk drives (HDDs) and storage systems that hold large amounts of digital information. Cloud and enterprise customers use them in data centers for stored data, backups and archives; other products store data near where it is created, including in industrial equipment and consumer devices. It sells directly and through original equipment manufacturers, distributors, retailers and other resellers.

Sede: Singapore
Fundada en: 1979
Empleados: 30,000 (July 3, 2026, high)
Cotiza en: Nasdaq
Cierre del ejercicio: Fiscal 2026 ended July 3, 2026; the year-end date varies

Construido a partir de los propios informes de Seagate Technology Holdings plc ante la Comisión de Bolsa y Valores de EE. UU. (SEC). Las cifras son las declaradas, con el historial por acción reexpresado a la base de acciones de hoy. Esto describe un negocio: no es asesoramiento de inversión ni una recomendación de compra o venta.

Just reported

Q1 FY2027 results

From Seagate Technology's results release of 27 de octubre de 2026; its quarterly report has since been filed.

Revenue
Actual
4,23B US$
+61 % y/y
+17 % q/q
Guided
4,1B US$
midpoint
Above guide+3,2 %
EPS, GAAP
Actual
7,59 US$
+212 % y/y
+35 % q/q
Guided
—
No guide given
Operating income, GAAP
Actual
2,06B US$
+197 % y/y
+32 % q/q
Guided
—
No guide given

Company outlook

Q2 FY2027

Revenue4,7B US$ – 4,9B US$+70 % y/y First given
EPS, adjusted9,00 US$ – 9,40 US$First given

The full earnings report →

Keep exploring

The themes Seagate Technology is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.

The theme it is part of

Highest-graded in Semiconductors

Graded A or B and worth $2B or more: A first, then the largest.

All 71 graded companies in its industry

Grade rose recently in Technology

Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.

All grade rises

Cómo gana dinero

Data Center storage81 %
Edge Internet of Things storage19 %

Los porcentajes de ingresos son estimaciones para Q4 fiscal 2026, no cifras de un informe oficial.

Compite con

WDCWestern Digital Corporation
A
Tamaño
110,6B US$
Margen
69,2 %
TOSYYToshiba Electronic Devices & Storage Corporation
SSNLFSamsung Electronics
MUMicron Technology
A
Tamaño
880,4B US$
Margen
63,8 %

Qué vende6

Data Center hard disk drives
High-capacity drives used by cloud operators and businesses to store large volumes of data, including data used for applications, backups and archives.
Storage systems
Equipment that combines storage drives into systems for cloud, enterprise and other large-scale data storage.
Edge Internet of Things hard drives
Drives for data stored near where it is created, including in industrial, commercial and consumer settings.

Mostrar 3 más

Branded consumer storage products
Storage products sold under Seagate brands through retailers and distribution partners for personal storage, gaming and creative work.
Mozaic 3+ drives
Hard drives using Seagate's heat-assisted magnetic recording technology; management said these drives were qualified and in production at major cloud customers.
Mozaic 4+ drives
A newer generation of Seagate heat-assisted magnetic recording hard drives, being introduced with large cloud customers.

Quién se lo compra5

Large cloud service providers and hyperscale cloud operators buy high-capacity drives, often using longer-term demand plans and purchase orders under master purchase agreements.
Original equipment manufacturers buy Seagate drives and incorporate them into computer systems and data center equipment.
Enterprise organizations buy storage for private data centers and business applications, directly or through sales partners.

Mostrar 2 más

Distributors and third-party resellers buy products for sale to industrial, commercial and consumer buyers.
Retailers sell Seagate-branded storage products to consumers, gamers and creative professionals.

En qué se apoya y qué podría romperlo

De qué depende el negocio

1A limited number of major customers account for a significant portion of revenue, including large cloud operators and cloud service providers.
2Manufacturing depends on critical components and raw materials, some available from a limited number of suppliers, including rare earth elements and specialized materials.
3The business depends on qualifying and manufacturing new hard drive technologies and on moving those products through complex factory transitions.
4Most business comes from Data Center customers, so their purchasing plans and data center investment cycles affect demand.

Qué podría salir mal

1If a major cloud or other key customer delays, reduces or cancels purchases, Seagate may lose substantial sales; demand plans and purchase orders can change.
2If new drives do not meet customer requirements or are not accepted on time, product transitions may disrupt sales and leave Seagate less able to compete with other hard drive makers and alternative storage technologies.
3Shortages or delays involving critical components, raw materials or single-source suppliers could interrupt production, raise costs or delay product development.

Estados financieros completos →

Sobre Seagate Technology Holdings plc

Sede: Singapore
Fundada en: 1979
Empleados: 30,000 (July 3, 2026, high)
Cotiza en: Nasdaq
Cierre del ejercicio: Fiscal 2026 ended July 3, 2026; the year-end date varies

Q1 FY2027 results

Revenue

EPS, GAAP

Operating income, GAAP

Company outlook

Cómo gana dinero

Compite con

Qué vende6

Quién se lo compra5

En qué se apoya y qué podría romperlo

De qué depende el negocio

Qué podría salir mal

Sobre Seagate Technology Holdings plc

Q1 FY2027 results

Revenue

EPS, GAAP

Operating income, GAAP

Company outlook

Keep exploring

The theme it is part of

Highest-graded in Semiconductors

Grade rose recently in Technology

Cómo gana dinero

Compite con

Qué vende6

Quién se lo compra5

En qué se apoya y qué podría romperlo

De qué depende el negocio

Qué podría salir mal

Sobre Seagate Technology Holdings plc

Keep exploring

The theme it is part of

Highest-graded in Semiconductors

Grade rose recently in Technology

AI servers, memory & storage

Seagate Technology Holdings plc

Crecimiento y caja — 5 de 5

Tendencia del negocio

Precio de la acción y calificación a lo largo del tiempo

Q1 FY2027 results

Revenue

EPS, GAAP

Operating income, GAAP

Company outlook

Cómo gana dinero

Compite con

Qué vende6

Quién se lo compra5

En qué se apoya y qué podría romperlo

De qué depende el negocio

Qué podría salir mal

Sobre Seagate Technology Holdings plc

Q1 FY2027 results

Revenue

EPS, GAAP

Operating income, GAAP

Company outlook

Keep exploring

The theme it is part of

Highest-graded in Semiconductors

Grade rose recently in Technology

Cómo gana dinero

Compite con

Qué vende6

Quién se lo compra5

En qué se apoya y qué podría romperlo

De qué depende el negocio

Qué podría salir mal

Sobre Seagate Technology Holdings plc

Keep exploring

The theme it is part of

Highest-graded in Semiconductors

Grade rose recently in Technology

AI servers, memory & storage

Seagate Technology Holdings plc

Rentabilidad pasada

Crecimiento y caja — 5 de 5

Tendencia del negocio

Precio de la acción y calificación a lo largo del tiempo