Seagate Technology Holdings plc (STX)
Coverage summary
Aardvark Labs Capital Research has covered Seagate Technology Holdings plc (STX) since July 30, 2025. The company is in the Technology sector. This page lists 5 reports: 5 earnings recaps.
The latest is the Q4 FY26 Earnings Recap, published July 29, 2026. The current rating is Outperform, unchanged since the Q1 FY26 Earnings Recap of October 29, 2025. The rating has changed once since coverage began.
Translations: 5 in Chinese.
Rating history
All STX reports
Recap: Q4 FY26
52.7% Gross Margin, a September Guide 25% Above the Street, and a Stock That Fell 18% Into the Print — Maintaining Outperform
Recap: Q3 FY26
Structural Growth, Declared and Funded: 47% Gross Margin, a 20%+ Revenue Target, Allocation Through 2027, and a June Guide 27% Above the Street — Maintaining Outperform
Recap: Q2 FY26
Fully Allocated Through 2026, Records on Every Line, and a March Guide 15% Above the Street — Maintaining Outperform as the Debate Shifts From the Business to the Multiple
Recap: Q1 FY26
The 40% Milestone Falls a Quarter Early: Five Hyperscalers on HAMR, Visibility Through 2027, and 70% Incremental Margins — Upgrading to Outperform
Recap: Q4 FY25
Nine Straight Quarters of Record Margins and a Floor Sold Out Through Mid-2026, but a Tax-Muddied Guide Tests a Stock Priced for Perfection — Initiating at Hold