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Seagate's AI-driven storage demand, expanding margins and strong cash flow point to further growth, despite concerns over storage cyclicality.

Its correlation to the market is only moderate, so much of what it does is genuinely its own, but the stock has moved several times as far as the index in both directions.

Seagate Technology Holdings (STX) has drawn fresh investor attention after reporting a strong finish to fiscal 2026, with revenue and profitability ahead of expectations and non GAAP gross margin expanding for the 13th straight quarter. See our latest analysis for Seagate Technology Holdings. The strong fiscal 2026 finish has come alongside powerful momentum in Seagate Technology Holdings’ stock, with a 1 day share price return of 4.91%, a 90 day share price return of 15.83%, and a year to...

The S&P 500 is on track to end the week close to a record high after a boost from slowing inflation and some AI-related stocks. On Thursday, the S&P 500 closed at an all-time high for the 27th time this year. The latest leg-up for stocks came from two inflation readings that appeared to reduce pressure on the Federal Reserve to raise interest rates in September.

U.S. futures were flat lower after climbing in the previous session on soft inflation data.

Reddit rallies with the social-media platform set to join the S&P 500, while Applied Materials dips after earnings fail to wow investors.

Seagate's AI-driven storage boom is fueling sharp revenue and margin growth, with strong fiscal 2027 guidance pointing to more momentum ahead.

Here is a way to get paid a meaningful cash income on your Seagate Technology shares right now, income you keep no matter what, in exchange for capping your gains at a higher price.

A Korea-sparked overnight surge lit the fuse, but SanDisk's investor day dropped on top of an already-moving sector with some of these names still sitting deep in the red from last month. Here is what is actually driving the storage stack today and whether the momentum holds.

Seagate's AI-driven storage demand, rising margins and strong cash flow could make it the next big AI infrastructure winner.

Seagate (STX) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

Stock Market Today: The Dow Jones index rises Thursday after surprise key inflation data. Cisco and AI stock Cerebras plunge on earnings.

Why investing for the long run, especially if you buy certain popular stocks, could reap huge rewards.

Seagate Technology Holdings has delivered very strong share price gains over the past three years, yet its latest Discounted Cash Flow (DCF) intrinsic value estimate still points to meaningful upside, while the broader valuation checks suggest the stock is not an obvious bargain overall. Seagate Technology Holdings has returned about 13.7x over the past three years, which sets a high bar for any further upside based on fundamentals. AI related demand for storage can support revenue and...

Freshworks’ Q2 results topped Wall Street’s revenue and non-GAAP profit expectations, fueled by continued momentum in its employee experience (EX) platform and robust adoption of AI-powered solutions. Management highlighted large enterprise wins and strong growth in cross-selling advanced IT asset management and incident response modules. CEO Dennis Woodside credited this performance to the company’s ability to displace legacy providers, with customers like Seagate and American Oncology Network

Seagate just posted the kind of earnings that make analysts scramble to revise targets upward, yet shares have already pulled back nearly 10% from their peak, leaving investors to decide whether the AI storage boom has more room to run or is finally cooling off.

WDC generates $3.5 billion in fiscal 2026 FCF as demand, pricing and high-capacity drives boost margins and cash flow.

SNDK's stronger cash generation and growing Datacenter exposure can pave the way for increased shareholder returns.

STX's strong fiscal 2026 finish, margin expansion and rising cash flow set the stage for further growth in fiscal 2027.

The cap on gross margin that came with SanDisk's new supply contracts is what bought years of committed demand, and that trade is the case for the stock.

STX is riding AI-driven storage demand, with data center growth, long-term capacity deals and its HAMR-based Mozaic platform supporting expansion.

SIMO's MonTitan SSD RDK targets AI infrastructure with predictable latency, sustained data processing and storage for demanding Agentic AI workloads

WDC's higher-capacity drives are lifting margins as favorable pricing, lower costs and new ePMR products support further expansion.

Seagate's AI-driven storage boom, faster HAMR adoption and strong cash flow fuel growth, but a higher valuation makes the risk-reward more balanced.

Sands Capital, an investment management company, released its “Sands Capital Technology Innovators Fund” Q2 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, global equities rebounded sharply, with the MSCI ACWI posting its strongest quarterly gain since 2020, supported by broad market strength, easing geopolitical tensions, and continued enthusiasm for […]

The Morning Bull - US Market Morning Update Monday, Aug, 10 2026 US stock futures are pointing higher this morning, with the S&P 500 contracts up around 0.6%, as investors weigh softer US jobs data against falling bond yields and cooler inflation expectations. July nonfarm payrolls showed a small job loss of 23,000 and weaker wage growth, which signals a slowing job market and less pressure from pay rises. At the same time, the 10 year Treasury yield has dropped to about 4.60% and one year...

Seagate Technology Holdings plc (NASDAQ:STX)’s shares have caught a lot of quarters, including Cramer, by surprise in today’s AI-driven era of investing. They are up by 447% over the past year and by 181% year-to-date. The CNBC TV host has discussed Seagate Technology Holdings plc (NASDAQ:STX) several times over the past couple of months. For […]

Three of its top holdings, flash memory/data storage companies Seagate, Western Digital, and Sandisk, were among the biggest losers in the S&P 500 Friday. The stocks continued to slide following Western Digital's earnings late Wednesday, which were merely good as opposed to mind-blowingly fantastic. The memory ETF was being dragged down even more by Micron Technology and South Korean rival SK Hynix.

Dow Jones futures: The market pauses, but what happens next? Don't buy these AI stocks yet. Cloudflare, Sezzle lead big earnings movers late.

Seagate Technology Holdings is back in focus after analysts raised fair value estimates from US$959.48 to US$1,115.87, a sizeable reset in how models value the stock. Much of this shift relates to new research that takes a more positive view of pricing power in hard disk drives, AI-led storage demand, and the company’s margin and cash generation outlook. Read on to see what is driving the new targets and how you can track the next developments in the Seagate narrative. Stay updated as the...