Seagate Technology (STX) Q4 2025 earnings: EPS beat estimates at $2.59 vs. $2.44 expected. View earnings history, market reaction, and analysis from 24/7 Wall St.

Seagate stock is benefiting from strong fiscal 2026 results and upbeat Q1 2027 guidance, with invest

Seagate Technology reported a 34% revenue increase and $3.1 billion free cash flow in fiscal 2026, driven by high demand for large-capacity hard drives from hyperscalers supporting AI infrastructure. The company beat earnings estimates for four consecutive quarters and expects continued growth, with revenue guidance of $4.1 billion and EPS of $7.30 for fiscal Q1 2027. Analysts see a 16.7% upside to a $927 price target, citing strong cloud provider commitments and a multi-year growth floor of 20%. Risks include reliance on hyperscaler spending and market volatility, but Seagate's upgraded credit rating and solid balance sheet support confidence. The stock remains a buy on pullbacks, with upside potential if AI infrastructure investment continues.

While investors chase flashy AI chip stocks, a quiet storage giant has been compounding record revenues and locking in hyperscaler contracts through 2027. Whether that run still has legs depends on one critical technology bet.

Earlier this month, Seagate Technology Holdings presented at The Six Five Summit: AI Unleashed 2026 and emphasized how AI expansion is increasing demand for its high-capacity data storage solutions, especially nearline drives for unstructured data. Institutional investors such as Point72 Asset Management and Lone Pine Capital increased their positions in Seagate, underscoring growing institutional interest in its role within AI infrastructure build-outs. We’ll now examine how rising...