Seagate Technology Holdings plcSTX
Price$945.57Intrinsic value$744.6921% below price

Outlook & Key Dates

Estimates, guidance, catalysts, and upcoming events

Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
72.6%projected annual EPS growth
As of 27 Aug 2026
Analyst Coverage
23analysts covering
Consensus: PositiveAs of 18 Aug 2026
FY Revenue (est.)
$18.8Bnext fiscal year
As of 18 Aug 2026
FY EPS (est.)
$35.78next fiscal year
As of 18 Aug 2026
Reporting Calendar
EventExpected Date
Next Earnings Release27 Oct 2026
Monitoring Framework
Key Performance Indicators
Quarterly revenue (USD billions) Quarterly3.6Target: FQ1 2027 company guidance: 4.1 ± 0.1
Non-GAAP diluted EPS (USD per share) Quarterly5.7Target: FQ1 2027 company guidance: 7.30 ± 0.20
GAAP gross margin (percent) Quarterly52.3%Target: Maintain at or above 45.0
Mozaic 4+ qualified hyperscale cloud providers (count) Quarterly2Target: Increase above 2 as additional qualifications complete
Watch Items
  • FQ1 2027 revenue performance against the company-guided rangeAction: Reassess cloud-demand momentum, capacity allocation and the Hold recommendation.
  • Gross-margin durability after the exceptionally strong fiscal fourth quarterAction: Review pricing discipline, HAMR yields and customer mix; lower scenario targets if deterioration is not temporary.
  • Expansion of Mozaic 4+ hyperscale qualificationsAction: Reassess the HAMR adoption curve and reduce the bull-case probability.
Sign in / Sign up to read more

Research as of 29 Aug 2026

AI-assisted, source-linked narrative; figures from company filings (SEC EDGAR) and market data. Dates shown per section. Not investment advice. Terms of Use.