STXTechnology · Computer HardwareThe 25 Wall Street analysts covering Seagate Technology Holdings plc hold a median 12-month price target of $1,150 — +43.2% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 96 of 100 as at 16 Sept 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 (99): The business earns solid, repeatable profits on what it owns.
Accruals (34): A large share of reported profit has not shown up as cash, or the balance sheet is expanding quickly — both tend to unwind.
Size (2): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
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.
Data provided by Twelve Data
The green dot is the last close — the median target sits +43.2% 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.
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.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 17 Sept 2026, Seagate Technology Holdings plc returned +280.3% against +17.0% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
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 11% of US stocks
Cheaper than 2% of US stocks
Cheaper than 6% of US stocks
Higher than 86% of US stocks
Higher than 89% of US stocks
Higher than 65% of US stocks
Higher than 93% 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 headline figures, each with its date. Every row carries its own link — cite it straight from here.
Seagate Technology Holdings plc has a market value of $178.1B and an enterprise value of $179.7B.
Revenue in the twelve months to 30 June 2026: $12.2B. The latest quarter grew 48.5% year on year.
Net income over the same four quarters: $3.2B, a 26.1% net margin.
Diluted earnings per share, trailing twelve months: $13.88.
Free cash flow in the twelve months to 30 June 2026: $3.1B.
Seagate Technology Holdings plc spent $176.0M on share buybacks and $634.0M on dividends in the twelve months to 30 June 2026.
Trailing P/E: 56.5×; forward P/E: 14.1× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.37%, paying out 21% of earnings.
Seagate Technology Holdings plc employs 30,000 people — $407K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Seagate Technology Holdings plc — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Morningstar published an article identifying three overvalued stocks for investors to avoid in September, noting that these overpriced names could be vulnerable in a stock market downturn. The excerpt does not specifically name which companies are included.
Why it matters — An STX watcher would care because if Seagate is among the unnamed overvalued names, it could face added downside risk in a market downturn.
Western Digital shares fell 4% to $411 in Tuesday afternoon trading despite the company emphasizing its AI storage strategy. Seagate also declined 5%, while Micron's stock held steady.
Why it matters — As a direct peer to Seagate, Western Digital's decline and the broader sector's AI-driven movement offer context for how storage stocks, including STX, are being received by investors.
Kevin Green discusses dip buyers moving into AI stocks after commentary from Anthropic's Dario Amoedi and OpenAI CEO Sam Altman stoked fears about AI development, while Wall Street prices in an interest rate hike and crude oil surges near $105.
Why it matters — STX watchers would care because the AI-driven tech selloff and broader market conditions around the Fed decision and oil prices influence sentiment toward data storage names.
Seagate's Edge IoT revenues rose 20% year over year in fiscal Q4, according to Zacks Investment Research. However, the article notes that seasonality, SSD displacement and competition could challenge the segment's momentum going forward.
Why it matters — STX watchers would care because Edge IoT is a growth segment for the company, and the analysis highlights both its recent expansion and the potential headwinds that could affect its sustainability.
Seagate and Western Digital both reported strong quarters with nearly identical revenue guidance, but Seagate is already shipping next-generation HAMR drives into hyperscale contracts, while Western Digital is still waiting on market timing.
Why it matters — The item highlights that Seagate has an early edge in meeting AI-driven storage demand with its HAMR drives already in hyperscale deployments.
The 25 Wall Street analysts covering Seagate Technology Holdings plc have a median 12-month price target of $1,150, 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 96 out of 100 across roughly 4,600 US stocks as at 16 Sept 2026. None of this is personal advice — it does not consider your circumstances.
As at 16 Sept 2026, Seagate Technology Holdings plc ranks 96 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 (99 of 100).
No one can know that. What the data says: the median 12-month target from 25 analysts implies +43.2% from the last close, and Ticker Nerd's factor model ranks Seagate Technology Holdings plc 96 out of 100 as at 16 Sept 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 +280.3% over the 12 months to 17 Sept 2026, with dividends reinvested. Past performance does not indicate future returns.
Seagate Technology Holdings plc is a data storage solutions company that develops, produces, and distributes products for managing large volumes of digital information. Seagate Technology Holdings plc’s current portfolio includes hard disk drives, solid state drives, solid state hybrid drives, storage subsystems, controller cards, and computing solutions used across enterprise, cloud, surveillance, video, and consumer environments.
The most recent item we track (Morningstar, 16 Sept 2026): "3 Overvalued Stocks to Avoid in September". Morningstar published an article identifying three overvalued stocks for investors to avoid in September, noting that these overpriced names could be vulnerable in a stock market downturn. The excerpt does not specifically name which companies are included.
Seagate Technology Holdings plc is a data storage solutions company that develops, produces, and distributes products for managing large volumes of digital information. Seagate Technology Holdings plc’s current portfolio includes hard disk drives, solid state drives, solid state hybrid drives, storage subsystems, controller cards, and computing solutions used across enterprise, cloud, surveillance, video, and consumer environments. The company serves customers that need mass-capacity storage infrastructure, including data centers and organizations handling high-density workloads. Its product lineup is designed to support backup, archiving, and active data management across connected systems and edge-to-cloud deployments. Seagate Technology Holdings plc plays a central role in the storage hardware market by supplying devices and platforms that help businesses and consumers store, access, and protect digital data efficiently.
CEO Dr. William David Mosley Ph.D. · 30,000 employees · Singapore · https://www.seagate.com
