NASDAQ · STX
Seagate Technology Holdings plc
Technology · Computer Hardware
$909.67▼ 1.29% ($11.84)today
As of 3:06 PM ET
Market cap
$203.97B
P/E
Valuation
Revenue & margin DCF
Verdict: expensive. Price above all scenarios.
The price needs 37.4% revenue growth a year for 10 years. Our scenarios assume 12.6–21.8%.
That's 33.2× its past 4-year pace.
Value per share
Base case
$266.00
Price used $909.67 is 3.4× this
USD · TTM ending Jul 3, 2026 · Price Sep 29, 7:06 PM UTC
Revenue each value needs
Revenue today $12.2B. The price needs $292B by 2036. Base case: $61B. At its recent pace: $13.6B. Bear to Bull: $39.9B to $87.7B.
Revenue today $12.2B. The price needs $292B by 2036. Base case: $61B. At its recent pace: $13.6B. Bear to Bull: $39.9B to $87.7B.
Revenue in 2036
today $12.2B
+$231Bmore than the Base case · 4.8×
Value per share · Base case
$266.00
Price $909.67
3.4× this
- 10-yr revenue CAGR
- 17.5%
- Ending operating margin
- 30.0%
- Discount rate
- 16.5%
USD · TTM ending Jul 3, 2026 · Price Sep 29, 7:06 PM UTC
What each scenario assumes. Click a column to start from it.
Price vs Fundamentals
Why The Stock Is Moving
What changed
The stock rose 297.63% over the last year. Revenue grew 34.06% over the trailing twelve months. Operating margin moved from 20.78% to 33.57%. Free cash flow grew 306.6% over the trailing twelve months.
What the market seems to be pricing
The stock is trading toward the richer end of its historical P/FCF range (100th percentile) while business metrics are improving. More of the upside is already embedded in the multiple now.
What would invalidate this read
Operating margin is at 33.57% — continued expansion would be needed to justify the premium. Revenue growth of 34.06% is encouraging, but any deceleration puts the stretched multiple at risk. This read changes if revenue, margins, and cash flow continue to improve faster than expected — in that case the richer multiple could still prove conservative.
Return analysis
Company profile
Seagate Technology Holdings plc, headquartered in Dublin, Ireland, is a global provider of advanced data storage technology and solutions, with operations spanning Singapore, the United States, the Netherlands, and other international regions.
Market multiples
Stock splits
No stock splits recorded for this ticker.
Profitability & growth
Analyst consensus
29
Buy
19
Hold
4
Sell
Analyst ratings tend to be lagging indicators. Use as one signal among many.
Earnings
Full quarter-by-quarter history of actuals vs estimates. Switch into compare mode to inspect one metric year-over-year.
Next report
Oct 28, 2026
Q1 FY27 · EPS est $7.37 · Revenue est $4.12B
View
Institutional Sentiment
Seagate Technology Holdings plc · STX
From Form 13F filings (managers with $100M+). Filings land up to 45 days after quarter end — read this as positioning context, not live fund flow.