STX Seagate Technology Holdings plc

bullish · high conviction track record → $531.81 +12.21 (+2.4%)
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Mkt Cap $114B P/E 57.8 fwd 25.5 52wk $71.30 - $522.80 Earnings 2026-05-05 1h ago
Insider selling: $163,577,211 sold by 17 insiders (30d)
Est. revisions: +0.3% (2 up, 1 down in 30d)
Factor Model (net +0.8)

Factor Model

net +0.8 2.4 / 10
Est. Revisions
+0.0
Insider Activity
+0.0
Momentum
+0.0
Analyst Rev.
+0.6
Narrative Gap
+0.0

JPMorgan Sees Data Center Demand Lifting STX

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

JPMorgan placed Seagate Technology on Positive Catalyst Watch due to rising data center demand and strong pricing in the HDD sector. Seagate ships next-gen HAMR technology to data centers and trades near a $116 billion market cap. Shares surged 30% last month and nearly doubled year-to-date amid strong analyst Buy and Overweight ratings despite insider selling totaling over $53M.

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.

Our Trades

Full track record →
+8.6%

Long Call · Trail Blazer

7d held
2026-04-13
+6.8%

Long Call · True Believer

3d held
2026-04-10
+6.0%

Long Call · Risk Manager

3d held
2026-04-09
+10.3%

Long Call · Risk Manager

3d held
2026-04-08

Evidence

2h ago JPMorgan Says Data Center Demand Will Lift Seagate Stock Even Higher. Should You Buy STX Now? yahoo-finance
Updated Thursday JP Morgan main STX: Overweight → Overweight
4d ago Stocks making the biggest moves premarket: Bank of America, Morgan Stanley, Robinhood & more cnbc-finance
5d ago Citigroup main STX: Buy → Buy
5d ago Insider sell by ROMANO GIANLUCA (STX): $15,404,707
5d ago Insider sell by MOSLEY WILLIAM D (STX): $10,000,034
7d ago Seagate and Sandisk Stocks Popped on Ceasefire News. Should You Buy the Memory Stocks Now? yahoo-finance
8d ago Seagate (STX) Added to Top Pick List by Morgan Stanley yahoo-finance
7 older signals
10d ago AI Memory Stocks Analysis 2026: Top Picks in the Data Center Boom - Intellectia AI
10d ago onsemi, Seagate, Impinj, and Amtech Shares Are Soaring, What You Need To Know - FinancialContent
11d ago Here’s Why Ciena Corporation (CIEN) is an Unstoppable Technology Stock
12d ago TCW Exited Seagate Technology Holdings PL (STX) in Q4
13d ago Stocks making the biggest moves premarket: Netflix, Soleno Therapeutics, Strategy & more
30d ago Stocks making the biggest moves premarket: Micron, Alibaba, Five Blow, Newmont and more
30d ago Is Seagate Technology Stock Outperforming the Dow?
Fundamentals & Data ▾
Seagate Technology Holdings plc Technology · Computer Hardware
Mkt Cap
$114B
P/E
57.8 fwd 25.5
Beta
1.63
Div Yield
58.00%
52w Range
$71.30 - $522.80
Short Interest
9.9M 5.06%
Days to Cover
3.2 -19%
Technicals downtrend
from 52w Hi
-0.3%
1w return
+6.2%
Insiders
selling 0B / 12S
Analysts
mixed
EPS Estimate
$3.48 +0.3% 30d 2up / 1dn
Est. Dispersion
8% 19 analysts
Analyst Target
$508 $375 - $700
Options P/C
1.24
Insider Cluster
strong sell 0B / 10S
Fund Convergence
strong Citadel, Renaissance, Bridgewater, D.E. Shaw
Financials
Revenue
$2.8B +22% YoY
FCF
$607M
Gross Margin
42%
Op Margin
30%
Momentum: decelerating
Top Holders
Citadel $1.2B
Renaissance $105M
Bridgewater $77M
D.E. Shaw $36M
Recent Filings & Data
insider trade 128
net selling · $163,577,211 sold
17 insiders · 128 transactions (30d)
Recent transactions
CHONG KIAN FATT · other
TEH BAN-SENG · other
MOSLEY WILLIAM D · other
MOSLEY WILLIAM D · sell · $8,414,638
MOSLEY WILLIAM D · sell · $10,000,034
MORRIS JOHN CHRISTOPHER · sell · $42,273
MOSLEY WILLIAM D · other
CHONG KIAN FATT · other
MORRIS JOHN CHRISTOPHER · other
ROMANO GIANLUCA · other
TEH BAN-SENG · other
MOSLEY WILLIAM D · other
CHONG KIAN FATT · other
MORRIS JOHN CHRISTOPHER · other
ROMANO GIANLUCA · other
TEH BAN-SENG · other
MOSLEY WILLIAM D · sell · $7,695,262
CONYERS YOLANDA LEE · sell · $295,192
MORRIS JOHN CHRISTOPHER · sell · $98,400
CHONG KIAN FATT · sell · $2,434,740
MOSLEY WILLIAM D · other
CHONG KIAN FATT · other
MORRIS JOHN CHRISTOPHER · other
MOSLEY WILLIAM D · sell · $8,585,359
GELDMACHER JAY L · sell · $414,423
TEH BAN-SENG · sell · $8,931,995
TEH BAN-SENG · exercise · $955,940
LEE JAMES CI · sell · $234,776
LEE JAMES CI · other
TEH BAN-SENG · sell · $422,626
TEH BAN-SENG · exercise · $93,215
MOSLEY WILLIAM D · sell · $5,711,245
MORRIS JOHN CHRISTOPHER · sell · $32,984
MORRIS JOHN CHRISTOPHER · other
TEH BAN-SENG · sell · $594,759
TEH BAN-SENG · exercise · $93,146
CHONG KIAN FATT · other
CONYERS YOLANDA LEE · sell · $204,682
MOSLEY WILLIAM D · sell · $5,420,577
ROMANO GIANLUCA · sell · $2,134,046
ROMANO GIANLUCA · sell · $15,404,707
ROMANO GIANLUCA · exercise · $4,246,438
LEE JAMES CI · sell · $201,419
TEH BAN-SENG · sell · $408,040
ARUMUGAVELU SHANKAR · sell · $1,472,825
TEH BAN-SENG · sell · $1,620,000
TILENIUS STEPHANIE SCHEAR · sell · $545,084
ROMANO GIANLUCA · other
MOSLEY WILLIAM D · sell · $5,256,463
GELDMACHER JAY L · sell · $336,375
CHONG KIAN FATT · sell · $1,926,209
SZLOSEK THOMAS A · other
CLEMMER RICHARD L · other
BRUNER JUDY · other
TILENIUS STEPHANIE SCHEAR · other
CANNON MICHAEL REYE · other
GELDMACHER JAY L · other
BHATT PRATIK · other
HAGGART DYLAN G. · other
ADAMS MARK W · other
ARUMUGAVELU SHANKAR · other
CONYERS YOLANDA LEE · other
TEH BAN-SENG · sell · $318,040
TEH BAN-SENG · exercise · $93,082
MOSLEY WILLIAM D · sell · $4,997,981
MORRIS JOHN CHRISTOPHER · sell · $79,645
MOSLEY WILLIAM D · other
MORRIS JOHN CHRISTOPHER · sell · $3,004,950
MORRIS JOHN CHRISTOPHER · other
ROMANO GIANLUCA · other
TEH BAN-SENG · exercise · $120,552
CHONG KIAN FATT · other
TEH BAN-SENG · sell · $721,396
TEH BAN-SENG · sell · $1,298,765
MORRIS JOHN CHRISTOPHER · other
ROMANO GIANLUCA · other
TEH BAN-SENG · other
CHONG KIAN FATT · other
MOSLEY WILLIAM D · sell · $3,379,482
CONYERS YOLANDA LEE · sell · $126,599
TEH BAN-SENG · sell · $261,376
TEH BAN-SENG · exercise · $120,483
GELDMACHER JAY L · sell · $376,250
MOSLEY WILLIAM D · sell · $3,074,963
LEE JAMES CI · sell · $714,145
TEH BAN-SENG · sell · $915,275
LEE JAMES CI · other
TEH BAN-SENG · sell · $248,400
TEH BAN-SENG · exercise · $120,552
MOSLEY WILLIAM D · sell · $2,893,119
TEH BAN-SENG · sell · $77,870
MOSLEY WILLIAM D · other
ROMANO GIANLUCA · other
TEH BAN-SENG · sell · $222,353
TEH BAN-SENG · other
TEH BAN-SENG · exercise · $120,419
MOSLEY WILLIAM D · sell · $7,075,425
MOSLEY WILLIAM D · exercise · $2,977,129
MORRIS JOHN CHRISTOPHER · other
TEH BAN-SENG · sell · $467,220
TEH BAN-SENG · exercise · $77,972
ROMANO GIANLUCA · other
TILENIUS STEPHANIE SCHEAR · sell · $344,801
TEH BAN-SENG · sell · $9,284,374
TEH BAN-SENG · exercise · $4,944,688
MOSLEY WILLIAM D · exercise · $5,478,000
MOSLEY WILLIAM D · sell · $8,391,088
MOSLEY WILLIAM D · exercise · $2,739,000
CANNON MICHAEL REYE · sell · $2,878,646
CONYERS YOLANDA LEE · sell · $87,758
ROMANO GIANLUCA · sell · $6,087,785
ROMANO GIANLUCA · exercise · $2,342,109
TEH BAN-SENG · sell · $483,115
BRUNER JUDY · sell · $1,135,559
MOSLEY WILLIAM D · sell · $7,663,048
CHONG KIAN FATT · sell · $713,148
MOSLEY WILLIAM D · sell · $1,691,119
TEH BAN-SENG · other
MOSLEY WILLIAM D · other
TEH BAN-SENG · other
MOSLEY WILLIAM D · sell · $2,031,474
CONYERS YOLANDA LEE · sell · $77,212
ROMANO GIANLUCA · other
MOSLEY WILLIAM D · other
CHONG KIAN FATT · other
MORRIS JOHN CHRISTOPHER · other
MOSLEY WILLIAM D · sell · $1,882,678
MOSLEY WILLIAM D · sell · $1,733,019
ae trade 4
15 signals · latest 2h ago

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