STX — Seagate Technology Holdings plc
Technology · Computer Hardware
About Seagate Technology Holdings plc
Seagate Technology Holdings plc engages in the provision of data storage technology and infrastructure solutions in Singapore, the United States, the Netherlands, and internationally. The company offers mass capacity storage products, including enterprise nearline hard disk drives (HDDs), enterprise nearline solid state drives (SSDs), enterprise nearline systems, video and image HDDs, and network-attached storage drives. It also offers legacy applications comprising Mission Critical HDDs and SSDs; external storage solutions under the Seagate Ultra Touch, One Touch, Expansion, and Basics product lines, as well as under the LaCie brand name; desktop drives for personal computers and workstation applications; notebook drives traditional notebooks, convertible systems, and external storage applications, DVR HDDs for video streaming applications, and gaming SSDs for gaming rigs. In addition, the company provides Lyve edge-to-cloud mass capacity platform, that includes modular hardware and software to support enterprises' on-premise and cloud storage infrastructure needs. It sells its products primarily to original equipment manufacturers, distributors, and retailers. The company was founded in 1978 and is based in Singapore.
The AI hardware & storage industry
This layer sells the machines, materials and hardware that make and connect AI systems — semiconductor manufacturing equipment, networking, optics, memory and servers. It is a concentrated, “picks-and-shovels” business one level below the chipmakers. As AI pushes fabs to expand and data centers to scale, demand rises, though the equipment side is cyclical and heavily exposed to China export restrictions. Seagate sells mass-capacity hard drives into cloud and AI data centers, where exabyte-scale storage demand is the AI hook.
Key data · delayed ~15 min, as of 15 July 2026
| Ticker | STX |
| Company | Seagate Technology Holdings plc |
| Price | $794.55 |
| Market cap | $178.2B |
| Sector / industry | Technology / Computer Hardware |
| Analyst mean target | $993 (23 analysts, strong_buy) |
Valuation read
What the price implies: the market is pricing in roughly ~10%/yr earnings growth (moderate), on a reverse-DCF of forward earnings ($28.30). Run your own assumptions in the fair-value calculator.
Chart
Related AI names
See the full picture on the AI stocks bubble map, gauge froth with the AI bubble-risk index, or read AI vs the dot-com bubble.
Create a free Santro AI account to run unlimited valuations, save STX to a watchlist, and keep your history.
Create a free account →Market data is delayed ~15 minutes and provided for education, not as financial advice. "Hot" means attention, not direction.