STXTechnology · Computer HardwareThe 25 Wall Street analysts covering Seagate Technology Holdings plc hold a median 12-month price target of $1,090 — +31.2% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 97 of 100 as at 1 Aug 2026 — among the strongest tenth. Here, the model and the Street point the same way.
Consensus tells you what everyone already believes. The model scores Seagate Technology Holdings plc on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Quality (100): The business earns solid, repeatable profits on what it owns.
Accruals (45): A large share of reported profit has not shown up as cash, or the balance sheet is expanding quickly — both tend to unwind.
Size (1): Larger than most of the companies we track — more scrutinised, less often mispriced.
The rank is the raw material. Whether the rules would actually own Seagate Technology Holdings plc — and when they’d sell — is the membership.
The bullish and bearish analyst opinions on STX, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
The green dot is the last close — the median target sits +31.2% from it.
Of the 20 most recent actions, 13 moved their price target up and 0 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 30 July 2026 | Argus Research | Maintains | Buy | $750 → $900 |
| 30 July 2026 | Barclays | Maintains | Overweight | $1,000 → $1,250 |
| 29 July 2026 | Cantor Fitzgerald | Reiterates | Overweight | $1,300 |
| 29 July 2026 | Citigroup | Maintains | Buy | $1,240 → $1,300 |
| 29 July 2026 | JP Morgan | Maintains | Overweight | $1,095 → $1,240 |
| 29 July 2026 | Morgan Stanley | Maintains | Overweight | $1,035 → $1,187 |
| 29 July 2026 | Rosenblatt | Maintains | Buy | $1,300 → $1,400 |
| 29 July 2026 | Susquehanna | Maintains | Neutral | $775 → $875 |
| 29 July 2026 | TD Cowen | Maintains | Buy | $850 → $1,000 |
| 29 July 2026 | Wedbush | Maintains | Outperform | $825 → $1,000 |
| 29 July 2026 | Wells Fargo | Maintains | Overweight | $1,100 → $1,180 |
| 13 July 2026 | Citigroup | Maintains | Buy | $1,150 → $1,240 |
| 13 July 2026 | Citigroup | Maintains | Buy | — |
| 10 July 2026 | Wells Fargo | Upgrade | Overweight | $900 → $1,100 |
| 10 July 2026 | Wells Fargo | Upgrade | Overweight | — |
| 8 July 2026 | Susquehanna | Maintains | Neutral | $615 → $775 |
| 8 July 2026 | Susquehanna | Maintains | Neutral | — |
| 1 July 2026 | B of A Securities | Maintains | Buy | — |
| 29 June 2026 | Cantor Fitzgerald | Maintains | Overweight | — |
| 15 June 2026 | Morgan Stanley | Maintains | Overweight | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 12% of US stocks
Cheaper than 10% of US stocks
Cheaper than 1% of US stocks
Cheaper than 6% of US stocks
Higher than 87% of US stocks
Higher than 90% of US stocks
Higher than 60% of US stocks
Higher than 94% of US stocks
Higher than 86% of US stocks
Higher than 99% of US stocks
Higher than 99% of US stocks
Higher than 6% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The nearest names by industry and size, scored by the same model — like for like.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. STX appears on the weeks it earns a place.
Memory and storage stocks cooled in early Monday trading, with Seagate Technology shares down 6% to $801. Western Digital also fell 6%, while Micron slid 5% and SanDisk declined 1.5%.
Why it matters — A 6% drop marks a notable pullback in Seagate's share price during a broad downturn across the memory and storage sector.
The Motley Fool notes that Seagate Technology's stock is rising after its strong fourth-quarter earnings report, and that rival Western Digital's stock has also risen ahead of its own earnings.
Why it matters — STX watchers would care because Seagate's strong earnings are driving positive market sentiment toward the storage sector and may indicate broader industry trends.
Seagate was rated Buy with a $1,000 price target on durable demand and strong operating leverage in mass-capacity storage for AI-driven data centers. Q4 FY26 delivered record results (revenue up 48% YoY, non-GAAP EPS up 121% YoY, 52.7% gross margin), with Q1 FY27 guidance materially above consensus, supported by HAMR technology adoption and long-term nearline exabyte allocation through 2028-2029.
Why it matters — STX watchers would care because the item highlights pricing power, margin expansion, and a strategic moat over peers underpinned by AI storage demand and long-term capacity commitments.
Zacks Investment Research published an article suggesting Seagate (STX) has solid growth attributes that could produce exceptional returns, outlining three reasons to view it as a strong growth stock.
Why it matters — STX watchers would care because Zacks' positive assessment of the company's growth attributes could influence investor perception and interest in the stock.
A Zacks Investment Research analysis compares Seagate Technology (STX) favorably to Everpure (P), citing STX's AI-driven HDD demand, expanding HAMR adoption, and record cash flow.
Why it matters — The piece highlights key growth drivers for Seagate—AI demand, HAMR technology adoption, and strong cash flow—that could support its competitive positioning in the storage market.
The 25 Wall Street analysts covering Seagate Technology Holdings plc have a median 12-month price target of $1,090, with estimates ranging from $700 to $1,600. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 25 analysts covering Seagate Technology Holdings plc, 22 rate it a Buy, 2 a Hold and 1 a Sell. Ticker Nerd's systematic factor model ranks Seagate Technology Holdings plc 97 out of 100 across roughly 4,600 US stocks as at 1 Aug 2026. None of this is personal advice — it does not consider your circumstances.
As at 1 Aug 2026, Seagate Technology Holdings plc ranks 97 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Quality (100 of 100).
No one can know that. What the data says: the median 12-month target from 25 analysts implies +31.2% from the last close, and Ticker Nerd's factor model ranks Seagate Technology Holdings plc 97 out of 100 as at 1 Aug 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Seagate Technology Holdings plc publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for STX are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $700 to $1,600 over the next 12 months.
Seagate Technology Holdings plc returned +442.4% over the 12 months to 3 Aug 2026, with dividends reinvested. Past performance does not indicate future returns.
Seagate Technology Holdings plc is a global provider of data storage technology and infrastructure solutions. The company develops, manufactures, and sells a broad portfolio of storage products, including mass-capacity hard disk drives, solid-state drives, hybrid drives, and storage subsystems designed for enterprise, cloud, edge, and consumer applications.
The most recent item we track (24/7 Wall Street, 3 Aug 2026): "Seagate and Western Digital Dive 6%, SK Hynix and Micron Slide 5% as Memory Stocks Cool". Memory and storage stocks cooled in early Monday trading, with Seagate Technology shares down 6% to $801. Western Digital also fell 6%, while Micron slid 5% and SanDisk declined 1.5%.
Seagate Technology Holdings plc is a global provider of data storage technology and infrastructure solutions. The company develops, manufactures, and sells a broad portfolio of storage products, including mass-capacity hard disk drives, solid-state drives, hybrid drives, and storage subsystems designed for enterprise, cloud, edge, and consumer applications. Seagate Technology Holdings plc also offers specialized products such as video and image hard drives, network-attached storage drives, and controllers that support high-performance data transfer and connectivity in modern computing environments. In addition, the company provides the Lyve edge-to-cloud mass capacity platform, which combines modular hardware and software to help organizations manage, move, and store large volumes of data across on-premise and cloud architectures. Seagate Technology Holdings plc serves original equipment manufacturers, distributors, and retailers worldwide, with operational presence across regions including the United States, Singapore, the Netherlands, and other international markets. Founded in 1978 and headquartered in Fremont, California, Seagate is a significant player in the information technology and data infrastructure ecosystem.
CEO Dr. William David Mosley Ph.D. · 30,000 employees · Singapore · https://www.seagate.com