STX Seagate Technology Holdings plc Loading... : Bullish and Bearish Analyst Opinions
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06:31
Aug 04
Aug 04
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.
MED
18:05
Aug 03
Aug 03
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.
MED
01:23
Jul 31
Jul 31
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.
MED
23:02
Jul 30
Jul 30
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.
MED
13:53
Jul 30
Jul 30
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.
MED
00:50
Jul 30
Jul 30
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.
MED
11:47
Jul 29
Jul 29
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
Jul 29
Jul 29
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.
MED
01:54
Jul 29
Jul 29
Author notes a need for confirmation in US session.
Author notes a need for confirmation in US session, no directional commitment or catalyst provided.
LOW
00:51
Jul 29
Jul 29
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.
HIGH
00:31
Jul 29
Jul 29
Reports strong earnings beat and post-market gains for $STX; no directional view from speaker.
LOW
00:10
Jul 29
Jul 29
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.
LOW
00:08
Jul 29
Jul 29
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.
LOW
00:00
Jul 29
Jul 29
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.
HIGH
23:37
Jul 28
Jul 28
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
Jul 28
Jul 28
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.
MED
22:34
Jul 28
Jul 28
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
Jul 28
Jul 28
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.
MED
22:13
Jul 28
Jul 28
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.
LOW
22:06
Jul 28
Jul 28
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.
LOW
21:45
Jul 28
Jul 28
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.
MED
21:41
Jul 28
Jul 28
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.
MED
21:37
Jul 28
Jul 28
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.
HIGH
20:49
Jul 28
Jul 28
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.
LOW
20:41
Jul 28
Jul 28
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.
LOW
20:20
Jul 28
Jul 28
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
Jul 28
Jul 28
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
Jul 28
Jul 28
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.
LOW
20:07
Jul 28
Jul 28
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
Jul 28
Jul 28
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.
About STX Analyst Coverage
Buzzberg tracks STX (Seagate Technology Holdings plc) across 32 sources. 30 bullish vs 0 bearish calls from 40 analysts. Sentiment: predominantly bullish (34%). 87 total trade ideas tracked. Past 7 days: 4 bullish, 2 watch. Latest voices: Labubu Trader, TheValueist, Newsquawk.