STX

STX Earnings Preview

Seagate Technology Holdings plc · Technology · $114B

16d until earnings

STX Earnings

Tuesday, May 05 2026
EPS Estimate
$3.47
$3.39 – $3.66
Revenue Estimate
$2.9B
Current Price
$531.81

Our Position

bullish · high

JPMorgan Sees Data Center Demand Lifting STX

est. revisions falling (-17.7pp / 30d)

Growing data center demand and continued tech upgrades reinforce Seagate's growth outlook and justify its 99% YTD stock rally, highlighting sustained sector momentum and pricing power.

Watch: Upcoming quarterly earnings will test if storage demand and margin expansion are structural, affecting future growth narratives.

Data Signal Summary

0 bullish
2 bearish
Insider selling cluster Price downtrend

Key Context

Analyst Consensus
mixed
Insider Activity
selling
Price Trend
downtrend
From 52w High
-0.3%
P/E Ratio
57.8
Est. Revisions (30d)
+0.3% 2up/1dn
Analyst Target (mean)
$508 $375–$700 -4%
Options P/C Ratio
1.24
Est. Dispersion
8% 19 analysts
Insider Cluster
strong sell
Fund Convergence
strong Citadel, Renaissance, Bridgewater, D.E. Shaw

Recent Activity

insider trades 128 transactions
Other · CHONG KIAN FATT (Officer) ·201 shares
Other · TEH BAN-SENG (Officer) ·5,905 shares
Other · MOSLEY WILLIAM D (Chief Executive Officer) ·26,034 shares
Sell · MOSLEY WILLIAM D (Chief Executive Officer) ·20,000 shares ·$8,414,638
Sell · MOSLEY WILLIAM D (Chief Executive Officer) ·24,584 shares ·$10,000,034
123 more
Sell · MORRIS JOHN CHRISTOPHER ·112 shr ·$42,273
Other · MOSLEY WILLIAM D ·3,319 shr
Other · CHONG KIAN FATT ·678 shr
Other · MORRIS JOHN CHRISTOPHER ·942 shr
Other · ROMANO GIANLUCA ·1,695 shr
Other · TEH BAN-SENG ·989 shr
Other · MOSLEY WILLIAM D ·5,230 shr
Other · CHONG KIAN FATT ·581 shr
Other · MORRIS JOHN CHRISTOPHER ·1,130 shr
Other · ROMANO GIANLUCA ·2,473 shr
Other · TEH BAN-SENG ·1,262 shr
Sell · MOSLEY WILLIAM D ·20,000 shr ·$7,695,262
Sell · CONYERS YOLANDA LEE ·750 shr ·$295,192
Sell · MORRIS JOHN CHRISTOPHER ·240 shr ·$98,400
Sell · CHONG KIAN FATT ·5,846 shr ·$2,434,740
Other · MOSLEY WILLIAM D ·11,807 shr
Other · CHONG KIAN FATT ·4,427 shr
Other · MORRIS JOHN CHRISTOPHER ·4,427 shr
Sell · MOSLEY WILLIAM D ·20,000 shr ·$8,585,359
Sell · GELDMACHER JAY L ·925 shr ·$414,423
Sell · TEH BAN-SENG ·20,195 shr ·$8,931,995
Exercise · TEH BAN-SENG ·9,433 shr ·$955,940
Sell · LEE JAMES CI ·673 shr ·$234,776
Other · LEE JAMES CI ·1,237 shr
Sell · TEH BAN-SENG ·1,412 shr ·$422,626
Exercise · TEH BAN-SENG ·1,412 shr ·$93,215
Sell · MOSLEY WILLIAM D ·20,000 shr ·$5,711,245
Sell · MORRIS JOHN CHRISTOPHER ·113 shr ·$32,984
Other · MORRIS JOHN CHRISTOPHER ·941 shr
Sell · TEH BAN-SENG ·2,010 shr ·$594,759
Exercise · TEH BAN-SENG ·2,400 shr ·$93,146
Other · CHONG KIAN FATT ·580 shr
Sell · CONYERS YOLANDA LEE ·750 shr ·$204,682
Sell · MOSLEY WILLIAM D ·20,000 shr ·$5,420,577
Sell · ROMANO GIANLUCA ·8,002 shr ·$2,134,046
Sell · ROMANO GIANLUCA ·54,021 shr ·$15,404,707
Exercise · ROMANO GIANLUCA ·52,529 shr ·$4,246,438
Sell · LEE JAMES CI ·697 shr ·$201,419
Sell · TEH BAN-SENG ·1,412 shr ·$408,040
Sell · ARUMUGAVELU SHANKAR ·5,000 shr ·$1,472,825
Sell · TEH BAN-SENG ·6,000 shr ·$1,620,000
Sell · TILENIUS STEPHANIE SCHEAR ·2,046 shr ·$545,084
Other · ROMANO GIANLUCA ·958 shr
Sell · MOSLEY WILLIAM D ·20,000 shr ·$5,256,463
Sell · GELDMACHER JAY L ·1,250 shr ·$336,375
Sell · CHONG KIAN FATT ·7,078 shr ·$1,926,209
Other · SZLOSEK THOMAS A ·470 shr
Other · CLEMMER RICHARD L ·2,693 shr
Other · BRUNER JUDY ·2,693 shr
Other · TILENIUS STEPHANIE SCHEAR ·2,693 shr
Other · CANNON MICHAEL REYE ·3,427 shr
Other · GELDMACHER JAY L ·2,693 shr
Other · BHATT PRATIK ·2,693 shr
Other · HAGGART DYLAN G. ·2,693 shr
Other · ADAMS MARK W ·2,693 shr
Other · ARUMUGAVELU SHANKAR ·2,693 shr
Other · CONYERS YOLANDA LEE ·2,693 shr
Sell · TEH BAN-SENG ·1,410 shr ·$318,040
Exercise · TEH BAN-SENG ·1,410 shr ·$93,082
Sell · MOSLEY WILLIAM D ·20,000 shr ·$4,997,981
Sell · MORRIS JOHN CHRISTOPHER ·377 shr ·$79,645
Other · MOSLEY WILLIAM D ·68,489 shr
Sell · MORRIS JOHN CHRISTOPHER ·15,347 shr ·$3,004,950
Other · MORRIS JOHN CHRISTOPHER ·7,876 shr
Other · ROMANO GIANLUCA ·23,883 shr
Exercise · TEH BAN-SENG ·16,583 shr ·$120,552
Other · CHONG KIAN FATT ·2,694 shr
Sell · TEH BAN-SENG ·3,732 shr ·$721,396
Sell · TEH BAN-SENG ·6,781 shr ·$1,298,765
Other · MORRIS JOHN CHRISTOPHER ·5,470 shr
Other · ROMANO GIANLUCA ·13,072 shr
Other · TEH BAN-SENG ·5,824 shr
Other · CHONG KIAN FATT ·3,475 shr
Sell · MOSLEY WILLIAM D ·20,000 shr ·$3,379,482
Sell · CONYERS YOLANDA LEE ·750 shr ·$126,599
Sell · TEH BAN-SENG ·1,724 shr ·$261,376
Exercise · TEH BAN-SENG ·1,724 shr ·$120,483
Sell · GELDMACHER JAY L ·2,500 shr ·$376,250
Sell · MOSLEY WILLIAM D ·20,000 shr ·$3,074,963
Sell · LEE JAMES CI ·4,625 shr ·$714,145
Sell · TEH BAN-SENG ·5,905 shr ·$915,275
Other · LEE JAMES CI ·6,930 shr
Sell · TEH BAN-SENG ·1,725 shr ·$248,400
Exercise · TEH BAN-SENG ·1,725 shr ·$120,552
Sell · MOSLEY WILLIAM D ·20,000 shr ·$2,893,119
Sell · TEH BAN-SENG ·599 shr ·$77,870
Other · MOSLEY WILLIAM D ·3,318 shr
Other · ROMANO GIANLUCA ·1,694 shr
Sell · TEH BAN-SENG ·1,723 shr ·$222,353
Other · TEH BAN-SENG ·988 shr
Exercise · TEH BAN-SENG ·2,711 shr ·$120,419
Sell · MOSLEY WILLIAM D ·54,347 shr ·$7,075,425
Exercise · MOSLEY WILLIAM D ·57,161 shr ·$2,977,129
Other · MORRIS JOHN CHRISTOPHER ·499 shr
Sell · TEH BAN-SENG ·3,594 shr ·$467,220
Exercise · TEH BAN-SENG ·599 shr ·$77,972
Other · ROMANO GIANLUCA ·25,850 shr
Sell · TILENIUS STEPHANIE SCHEAR ·2,693 shr ·$344,801
Sell · TEH BAN-SENG ·74,727 shr ·$9,284,374
Exercise · TEH BAN-SENG ·66,386 shr ·$4,944,688
Exercise · MOSLEY WILLIAM D ·100,000 shr ·$5,478,000
Sell · MOSLEY WILLIAM D ·70,000 shr ·$8,391,088
Exercise · MOSLEY WILLIAM D ·50,000 shr ·$2,739,000
Sell · CANNON MICHAEL REYE ·24,190 shr ·$2,878,646
Sell · CONYERS YOLANDA LEE ·750 shr ·$87,758
Sell · ROMANO GIANLUCA ·51,834 shr ·$6,087,785
Exercise · ROMANO GIANLUCA ·26,816 shr ·$2,342,109
Sell · TEH BAN-SENG ·4,201 shr ·$483,115
Sell · BRUNER JUDY ·10,446 shr ·$1,135,559
Sell · MOSLEY WILLIAM D ·70,000 shr ·$7,663,048
Sell · CHONG KIAN FATT ·6,410 shr ·$713,148
Sell · MOSLEY WILLIAM D ·20,000 shr ·$1,691,119
Other · TEH BAN-SENG ·3,514 shr
Other · MOSLEY WILLIAM D ·2,814 shr
Other · TEH BAN-SENG ·599 shr
Sell · MOSLEY WILLIAM D ·20,000 shr ·$2,031,474
Sell · CONYERS YOLANDA LEE ·750 shr ·$77,212
Other · ROMANO GIANLUCA ·25,851 shr
Other · MOSLEY WILLIAM D ·11,808 shr
Other · CHONG KIAN FATT ·4,428 shr
Other · MORRIS JOHN CHRISTOPHER ·4,428 shr
Sell · MOSLEY WILLIAM D ·20,000 shr ·$1,882,678
Sell · MOSLEY WILLIAM D ·20,000 shr ·$1,733,019
analyst ratings 2 ratings
JP Morgan Overweight Updated Thursday
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