Seagate Stock News

As 2025 comes to a close, the technology sector is once again outperforming all 11 S&P 500 sectors, thanks largely to the ongoing AI boom. The sector has climbed more than 24% this year, fueled by surging demand for artificial intelligence.

For 3Q25, Macquarie Core Equity Fund Institutional Class shares underperformed the Fund's benchmark, the S&P 500 Index. Cummins Inc. saw steady share price gains and positive momentum due to strong revenue and earnings growth, particularly in its power generation business, which has significant datacenter exposure. Fiserv Inc.'s (FISV) stock experienced weakness in 3Q25 primarily due to a slowd...

This duopoly saw strong demand for their products push revenue and margins higher in 2025. Customers have started seeking substitutes, which could eat into pricing power in 2026.

Six companies will join the Nasdaq-100 later this month — but not Walmart, which switched its listing away from the New York Stock Exchange too late to qualify for a spot in the tech-heavy index.

I reaffirm my positive outlook on Seagate Technology (STX), given the HAMR ramp-up strategy into 2026. HAMR will position Seagate as a leader and unlock multiple opportunities for the company in 2026. STX posted a strong double-beat quarter, driven by HAMR ramp. Despite the stock price surge, STX trades at an FWD PEG below the sector median, remaining undervalued relative to peers and offering ...

Seagate Technology Holdings plc (STX) Presents at 53rd Annual Nasdaq Investor Conference Transcript

Micron Technology (MU), CommScope (COMM), and Seagate (STX) are top quant strong buys in the AI sector, exhibiting sector-leading fundamentals and attractive valuations. MU trades at a 50% PE discount to sector peers with 36% forward revenue and 191% EPS growth, while analyst revisions remain overwhelmingly positive.

Seagate Technology Holdings plc (STX) Presents at UBS Global Technology and AI Conference 2025 Transcript