Aandeel Seagate Technology Holdings plc (STX) — is dit een goed bedrijf?

Aandeel Seagate Technology Holdings plc (STX) — is dit een goed bedrijf? — InspectStocks

Just reported

Q1 FY2027 results

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

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

Company outlook

Q2 FY2027

RevenueUS$ 4,7B – US$ 4,9B+70% y/y First given
EPS, adjustedUS$ 9,00 – US$ 9,40First 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 →

Hoe het geld verdient

Data Center storage81%
Edge Internet of Things storage19%

De omzetaandelen zijn schattingen voor Q4 fiscal 2026, geen cijfers uit een ingediend rapport.

Concurreert met

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

Wat het verkoopt6

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.

Nog 3 tonen

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.

Wie het koopt5

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.

Nog 2 tonen

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.

Waar het op steunt, en wat het kan breken

Waar het bedrijf van afhangt

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.

Wat er mis kan gaan

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.

Volledige jaarrekening →

Over 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.

Hoofdkantoor: Singapore
Opgericht in: 1979
Medewerkers: 30,000 (July 3, 2026, high)
Genoteerd aan: Nasdaq
Einde boekjaar: Fiscal 2026 ended July 3, 2026; the year-end date varies

Gebouwd uit de eigen deponeringen van Seagate Technology Holdings plc bij de Amerikaanse toezichthouder Securities and Exchange Commission (SEC). De cijfers zijn zoals gerapporteerd, met de historie per aandeel herrekend naar de huidige aandelenbasis. Dit beschrijft een bedrijf — het is geen beleggingsadvies en geen aanbeveling om iets te kopen of te verkopen.

Just reported

Q1 FY2027 results

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

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

Company outlook

Q2 FY2027

RevenueUS$ 4,7B – US$ 4,9B+70% y/y First given
EPS, adjustedUS$ 9,00 – US$ 9,40First 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.

Grade rose recently in Technology

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

Hoe het geld verdient

Data Center storage81%
Edge Internet of Things storage19%

De omzetaandelen zijn schattingen voor Q4 fiscal 2026, geen cijfers uit een ingediend rapport.

Concurreert met

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

Wat het verkoopt6

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.

Nog 3 tonen

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.

Wie het koopt5

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.

Nog 2 tonen

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.

Waar het op steunt, en wat het kan breken

Waar het bedrijf van afhangt

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.

Wat er mis kan gaan

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.

Volledige jaarrekening →

Over Seagate Technology Holdings plc

Hoofdkantoor: Singapore
Opgericht in: 1979
Medewerkers: 30,000 (July 3, 2026, high)
Genoteerd aan: Nasdaq
Einde boekjaar: Fiscal 2026 ended July 3, 2026; the year-end date varies

Q1 FY2027 results

Revenue

EPS, GAAP

Operating income, GAAP

Company outlook

Hoe het geld verdient

Concurreert met

Wat het verkoopt6

Wie het koopt5

Waar het op steunt, en wat het kan breken

Waar het bedrijf van afhangt

Wat er mis kan gaan

Over 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

Hoe het geld verdient

Concurreert met

Wat het verkoopt6

Wie het koopt5

Waar het op steunt, en wat het kan breken

Waar het bedrijf van afhangt

Wat er mis kan gaan

Over 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

Groei en kasstroom — 5 van 5

Bedrijfstrend

Aandelenkoers en cijfer door de tijd

Q1 FY2027 results

Revenue

EPS, GAAP

Operating income, GAAP

Company outlook

Hoe het geld verdient

Concurreert met

Wat het verkoopt6

Wie het koopt5

Waar het op steunt, en wat het kan breken

Waar het bedrijf van afhangt

Wat er mis kan gaan

Over 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

Hoe het geld verdient

Concurreert met

Wat het verkoopt6

Wie het koopt5

Waar het op steunt, en wat het kan breken

Waar het bedrijf van afhangt

Wat er mis kan gaan

Over 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

Rendement in het verleden

Groei en kasstroom — 5 van 5

Bedrijfstrend

Aandelenkoers en cijfer door de tijd