Archived explainer. For the current picture see today's STX page.
SEAGATE TECHNOLOGY H (STX) is drawing unusual attention today. Our newswire has captured 28 stories on STX across 19 sources in the last 36 hours, with AI sentiment reading bullish (avg 61/100).
Seagate Technology Holdings (STX) stock is moving higher today, with a rally of as much as 9% in after-hours trading following the company’s Q4 earnings report. The stock’s rise reflects strong performance in the quarter, including a 48% revenue surge and record operating margins. The results and raised guidance have pushed back against skepticism about the AI infrastructure trade, as Seagate benefits from surging demand in data center and hyperscale cloud storage.
Seagate reported fiscal fourth-quarter results that beat expectations, with revenue of $3.629 billion exceeding the $3.485 billion estimate. Adjusted earnings per share came in at $5.71, surpassing the $5.09 forecast. The company also raised its guidance for the September quarter, projecting $4.1 billion in revenue and $7.30 in non-GAAP EPS. The report highlighted strong data center demand and the ramp of HAMR and Mozaic technologies, which are expanding margins. The stock’s performance was further supported by TD Cowen analysts, who called the risk-reward profile favorable.
The stock has moved up 0.2% over the last eight sessions, trading between $745.90 and $747.30. Seagate’s fundamentals show a revenue increase of 28.9% trailing twelve months, with a net margin of 21.6%. The stock has a high beta of 2.07 and a P/E ratio of 77.4, reflecting its growth orientation. Recent insider transactions include 18 sales totaling $101.9 million in the last 90 days, with no insider buys recorded. Congressional trades include a recent $250,001 to $500,000 sale by Donald J. Trump on May 18.
The company’s Q1 guidance and earnings report will be key to monitoring the trajectory of the stock. With Seagate’s strong performance and AI-driven demand, continued coverage of its execution and market conditions will be important.
AI-assisted analysis composed exclusively from headlines and data on the Top Tier newswire. Not financial advice.
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Seagate's Q4 beat and strong guidance push back against growing doubts about the AI infrastructure trade. The post Seagate’s 48% Revenue Surge Silences Growing AI Infrastructure Skeptics appeared first on BeInCrypto.
Seagate crushed Q4 estimates with record profits and issued strong guidance fueled by surging AI and hyperscale cloud storage demand.
Bloom Energy lifted its earnings guidance and reported a more than twofold increase in second-quarter revenue, driven by demand from companies building artificial-intelligence data centers. The stock rose 8.5% to $181.00 after the bell.
More on STX: full news and sentiment history. Sentiment scores are AI-derived research signals, not financial advice.
Earlier STX move explainers: 2026-07-29 · 2026-07-28 · 2026-07-27 · 2026-07-21 · 2026-07-17 · 2026-07-16 · 2026-07-14 · 2026-07-11