Seagate vs. Western Digital: Which AI Storage Stock Wins?

Seagate and Western Digital are benefiting from AI data center expansion, with fiscal first-quarter 2027 revenue increasing 61.0% and 55.5%, respectively.

24/7 Wall Street • 2 hours ago

Seagate: Pricing Power, 60% EPS Growth And A 0.2x PEG (Upgrade To Buy)

Seagate Technology Holdings plc is upgraded to Buy, with a YE27 price target of $1,034, reflecting improved estimates and a more attractive 25x PE valuation. STX benefits from strong volume growth, 40% pricing gains, and guidance that 2027 revenue growth will meaningfully outpace 2026. HDD demand is increasingly driven by AI data centers, with AI's share of exabyte demand expected to rise from 18% in 2026 to 43% by 2028.

Seeking Alpha • 6 hours ago

Western Digital vs. Seagate: Best AI Stock to Buy After Earnings

Western Digital and Seagate benefit from surging AI storage demand, but Seagate edges ahead with higher ROE, a lower forward P/E, and record free cash flow.

Zacks Investment Research • 5 hours ago

These Analysts Revise Their Forecasts On Seagate After Q1 Results

Seagate Technology Holdings Plc  (NASDAQ:STX) posted upbeat first-quarter fiscal 2027 results after Tuesday's closing bell.

Benzinga • Oct 28, 2026

Seagate Just Raised Its Dividend. The 0.5% Yield Tells You Everything About This Stock's Run

Seagate just raised its dividend and investors barely noticed, because something else about this stock has completely rewritten the math on how to value it.

24/7 Wall Street • Oct 28, 2026

Seagate Technology Fell 25% in The Last Month But One Wall Street Analyst Says 140% Gains to Come

Seagate just posted record earnings and guided well above Wall Street expectations, yet the stock cratered anyway. One analyst sees a path to 140% gains from here, but the market is sending a very different signal.

24/7 Wall Street • Oct 28, 2026

Seagate Says It Can't Make Hard Drives Fast Enough for AI

Seagate locked in customers through 2030 and posted record free cash flow, yet the stock dropped after hours on results that looked strong on paper. Something underneath the numbers is making investors nervous.

24/7 Wall Street • Oct 28, 2026

Why is Seagate stock falling on Wednesday despite earnings beat?

Shares of Seagate Technology STX fell about 2% in premarket trading on Wednesday despite the data-storage company reporting stronger-than-expected fiscal first-quarter earnings and issuing an upbeat outlook. Investors likely weighed slowing shipment growth against the longer-term demand outlook for artificial intelligence infrastructure.

Invezz • Oct 28, 2026

Seagate Technology: 3 Key Takeaways for Long-Term Investors

The majority of nearline exabyte supply is allocated under supply agreements through calendar 2028. Data center customers accounted for 90% of total shipped capacity.

The Motley Fool • Oct 28, 2026

STX Q1 Earnings & Revenues Beat, Record Cash Flow Boosts Profitability

Seagate's fiscal Q1 earnings surged 194% as data center demand, favorable pricing and HAMR advances fueled growth and margin expansion.

Zacks Investment Research • Oct 28, 2026