Seagate Technology Holdings plc (STX) Presents at Bernstein Insights: What's next in tech? - 4th Annual Tech, Media, Telecom Forum Transcript
STX benefits from AI-driven HDD demand, margin expansion and rising estimates, outpacing NTAP on financial strength and momentum.
Seagate has transitioned from a cyclical PC stock to a structurally scarce asset, underpinned by AI-driven data center storage demand. STX's nearline capacity is fully committed through 2026, with mul
Seagate has been re-rated in the last 6 months as an AI data center infrastructure bet in the HDD memory space. Perception changed, but revenue growth is still far from Micron and SanDisk, as HDD is s
Counterpoint Mutual Funds LLC lifted its stake in shares of Seagate Technology Holdings PLC (NASDAQ: STX) by 309.3% during the undefined quarter, according to the company in its most recent 13F filing
Equitable Trust Co. acquired a new position in Seagate Technology Holdings PLC (NASDAQ: STX) in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission.

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Lansforsakringar Fondforvaltning AB publ raised its holdings in Seagate Technology Holdings PLC (NASDAQ: STX) by 6.6% during the third quarter, according to the company in its most recent Form 13F fil

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SINGAPORE--(BUSINESS WIRE)--Seagate Technology Holdings plc (NASDAQ: STX) (“Seagate” or “Company”) and Seagate HDD Cayman, a subsidiary of Seagate (“Seagate HDD”), today announced that on
PNC Financial Services Group Inc. raised its holdings in shares of Seagate Technology Holdings PLC (NASDAQ: STX) by 13.8% in the undefined quarter, according to its most recent 13F filing with the SEC
STX ramps HAMR drives as AI-fueled data demand surges, shipping 1.5M+ units and locking in cloud deals through 2027.
Fifth Third Bancorp trimmed its holdings in Seagate Technology Holdings PLC (NASDAQ: STX) by 24.0% in the undefined quarter, according to its most recent filing with the SEC. The institutional investo
STX posts record Q2 revenues of $2.83B as data center demand surges, HAMR ramps and nearline capacity stays fully booked into 2026.
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