STX Seagate Technology Holdings plc Загрузка... : Бычьи и медвежьи мнения аналитиков
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Лента
06:31
04 авг
04 авг
Smaller semi holdings still active across five names
Author discloses active, smaller semi/tech holdings across STX, INTC, DELL, MRVL, and HPE; positions are ongoing but sized down, suggesting reduced conviction relative to NVDA while maintaining sector exposure.
Сред.
18:05
03 авг
03 авг
GAI CDS tracker names: watch for now
Monitor CRWV, ORCL, STX, and AMKR in the updated GAI CDS tracker. The author cautions liquidity is thin, so this is a research watchlist, not a personal long basket.
Сред.
01:23
31 июл
31 июл
Author names STX as a favored name in response to a direct question about preferred.
Author names STX as a favored name in response to a direct question about preferred semiconductor/storage names, implying low-conviction bullish view.
Сред.
23:02
30 июл
30 июл
Watch enterprise storage names (Seagate, Western Digital.
Watch enterprise storage names (Seagate, Western Digital, Sandisk) as Amazon’s capacity expansion and rising SSD/hard drive costs support revenue growth, but the author does not own these tickers.
Сред.
13:53
30 июл
30 июл
Long STX on higher margins, low competitive risk, and no capex/production expansion overhang.
Long STX on higher margins, low competitive risk, and no capex/production expansion overhang; the storage sub-sector is structurally cleaner than DRAM/NAND, though near-term drag from broader memory sector is a risk.
Сред.
00:50
30 июл
30 июл
Long WDC and STX within storage as they offer higher margins, low competition risk.
Long WDC and STX within storage as they offer higher margins, low competition risk, and no capex/production expansion overhang — the clearest long setups in memory, though near-term drag from broader memory sector weakness is a risk.
Сред.
11:47
29 июл
29 июл
US pre-market movers report shows mixed earnings reactions with Meta and Microsoft slightly.
US pre-market movers report shows mixed earnings reactions with Meta and Microsoft slightly higher while NXPI, SWKS, VRT, VFC, HUM, and PG decline and STX, TER, F, BE, GEHC, GFS, JCI, and GRMN gain on their respective results and guidance.
04:31
29 июл
29 июл
Watch Seagate as QLC SSDs create long-duration substitution risk for HDDs in power-constrained.
Watch Seagate as QLC SSDs create long-duration substitution risk for HDDs in power-constrained AI data centers, though cold storage remains protected.
Сред.
01:54
29 июл
29 июл
Author notes a need for confirmation in US session.
Author notes a need for confirmation in US session, no directional commitment or catalyst provided.
Низ.
00:51
29 июл
29 июл
Strong HDD demand signals solid memory fundamentals.
Seagate reported strong earnings and an EPS beat, demonstrating solid HDD demand from cloud data centers and pricing power, which is a positive signal for the broader memory sector.
Выс.
00:31
29 июл
29 июл
Reports strong earnings beat and post-market gains for $STX; no directional view from speaker.
Низ.
00:10
29 июл
29 июл
Author suggests a green close for 000660 would signal a strong bottom for KOSPI and SOXX.
Author suggests a green close for 000660 would signal a strong bottom for KOSPI and SOXX, while monitoring STX and BE’s rise as a confirming factor.
Низ.
00:08
29 июл
29 июл
Cramer makes a passing positive mention of Seagate alongside SK Hynix.
Cramer makes a passing positive mention of Seagate alongside SK Hynix; no specific catalyst or data point provided, purely observational commentary.
Низ.
00:00
29 июл
29 июл
Avoid parabolic memory stocks; sell into strength.
Memory and storage stocks (Western Digital, Micron, Seagate, SanDisk) experienced parabolic moves due to AI-driven shortages. Historically, these boom-and-bust stocks peak and decline well before business fundamentals deteriorate. The parabolic moves are ending, shareholders are trapped, and any bounce is likely to be sold. Investors should avoid these stocks because post-parabolic declines rarely stop where the parabola began, and the shareholders are weak.
Выс.
23:37
28 июл
28 июл
The author suggests SK Hynix's miss may not be severe and Seagate is performing well.
The author suggests SK Hynix's miss may not be severe and Seagate is performing well, but geopolitical risks from Iran create uncertainty, warranting a watch stance.
22:41
28 июл
28 июл
Monitor Seagate as the central player in a structurally stronger HDD pricing environment.
Monitor Seagate as the central player in a structurally stronger HDD pricing environment with multi-year contracted demand visibility.
Сред.
22:34
28 июл
28 июл
Seagate Technology CFO Gianluca Romano reports stronger demand and pricing power.
Seagate Technology CFO Gianluca Romano reports stronger demand and pricing power, expecting sequential revenue and margin improvement through the fiscal year.
22:16
28 июл
28 июл
Seagate strong AI storage demand, cheap.
Seagate reported strong earnings with a big beat and raised guidance. AI-driven storage demand is robust, supply is tight, and pricing power is strong. Forward P/E of 25.8x is a reasonable valuation given high revenue and EPS growth.
Сред.
22:13
28 июл
28 июл
Seagate earnings beat drives after-hours pop.
Seagate Technology, a key storage player, delivered good earnings and after-hours stock rose 7.6%, reflecting resilient demand and a positive start to big earnings this week.
Низ.
22:06
28 июл
28 июл
No directional thesis. Tweet simply references an earnings period.
No directional thesis. Tweet simply references an earnings period, likely a link to results or estimates, without any personal view or rationale.
Низ.
21:45
28 июл
28 июл
Reports Seagate earnings beat with record gross margin and above-consensus guidance.
Reports Seagate earnings beat with record gross margin and above-consensus guidance, no directional view from speaker.
Сред.
21:41
28 июл
28 июл
Buy Seagate on an earnings beat plus raised guidance explicitly driven by AI data center.
Buy Seagate on an earnings beat plus raised guidance explicitly driven by AI data center storage demand; the guidance raise is a concrete forward catalyst confirming the AI infrastructure spending cycle.
Сред.
21:37
28 июл
28 июл
Seagate earnings and guidance beat expectations
Seagate reported phenomenal numbers with guidance raised above the prior high end, its commercial business is doing great, and the stock reacted positively to earnings unlike other chip names. This indicates economic strength and supports the broadening out trade.
Выс.
20:49
28 июл
28 июл
Author reviews mixed AI earnings reports and hopes for follow-through on strong reports.
Author reviews mixed AI earnings reports and hopes for follow-through on strong reports to provide feedback for the AI theme, but does not state any current positions or forward calls.
Низ.
20:41
28 июл
28 июл
The author mocks a bearish HDD call from a quoted source but does not state their own position.
The author mocks a bearish HDD call from a quoted source but does not state their own position, so the tickers are indexed as watch.
Низ.
20:20
28 июл
28 июл
Seagate reports fiscal fourth quarter earnings with revenue and EPS beating estimates.
Seagate reports fiscal fourth quarter earnings with revenue and EPS beating estimates and issues stronger-than-expected first quarter revenue guidance.
20:17
28 июл
28 июл
Seagate crushed Q4 estimates and guided well above consensus.
Seagate crushed Q4 estimates and guided well above consensus, signaling strong demand and margin expansion.
20:09
28 июл
28 июл
Seagate reported strong Q4 earnings with revenue and EPS beating estimates.
Seagate reported strong Q4 earnings with revenue and EPS beating estimates, driving a 4.7% after-hours gain, but the post is a factual earnings summary without a personal position.
Низ.
20:07
28 июл
28 июл
Seagate Technology reported fourth-quarter revenue of $3.629 billion and adjusted EPS of $5.71.
Seagate Technology reported fourth-quarter revenue of $3.629 billion and adjusted EPS of $5.71, both beating analyst estimates.
20:07
28 июл
28 июл
Seagate forecasts Q1 revenue and adjusted EPS well above analyst estimates citing robust cloud.
Seagate forecasts Q1 revenue and adjusted EPS well above analyst estimates citing robust cloud data center demand and durable long-term demand for mass capacity storage.
Об аналитическом покрытии STX
Buzzberg отслеживает STX (Seagate Technology Holdings plc) в 32 источниках. Бычьих сигналов: 30, медвежьих: 0, от 40 аналитиков. Сентимент преимущественно бычий (34%). Всего отслеживается 87 торговых идей. За последние 7 дней: бычьих: 4, наблюдение: 2. Последние спикеры: Labubu Trader, TheValueist, Newsquawk.