STX Seagate Technology Holdings Plc

$STX AI STORAGE SUPERCYCLE — THE EARNINGS DON’T LIE! 🚀 STX $SNDK and $SKHY delivering EXPLOSIVE earnings growth! The fundamentals tell the story! 🔥 SEAGATE (STX) — Q1 FY2027 * Revenue: $4.23B, UP 61% YoY * Net Income: $1.76B, UP 221% YoY * Adjusted EPS: $7.68, UP 194% YoY * Non-GAAP Gross Margin: 57.8% * Record Free Cash Flow: $1.5B * Q2 Revenue Guidance: $4.8B midpoint, 5.5% ABOVE consensus! 🔥 SK HYNIX — Q3 2026 * Revenue: ₩104.6 TRILLION, UP 328% YoY * Operating Profit: ₩83.3 TRILLION, UP 632% YoY * Net Income: ₩39.8 TRILLION, UP 216% YoY * Operating Margin: 80% * Long-term customer agreements cover over 50% of 2027–2028 production capacity! 🔥 SANDISK (SNDK) — Q4 FY2026 * Revenue: $8.97B, UP 372% YoY * Quarterly Revenue Growth: 51% QoQ * Non-GAAP Operating Income: $7.10B, UP 68% QoQ * Non-GAAP EPS: $39.25, UP 68% QoQ * FY2026 Revenue: $20.25B, UP 175% YoY * Datacenter Revenue: UP 437% YoY for FY2026! THE BIG PICTURE: Three major storage and memory companies reporting extraordinary revenue growth, expanding profitability, and accelerating AI infrastructure demand! These aren’t projections or hype. These are REPORTED EARNINGS! Wall Street can focus on short-term volatility. Bulls are watching the AI infrastructure buildout translate into massive revenue and profits! THE AI STORAGE SUPERCYCLE IS SHOWING UP IN THE NUMBERS! $WDC $MU

$STX $CAT doubling down here. Blue or Red, the US won’t roll over and prevent data centers from getting built out, effectively slowing down AI infrastructure and letting China advance on us in the space.

$STX HUGE BULLISH SIGNAL! 🚀 Baird just RAISED its Seagate price target 25%, from $1,080 to $1,350, maintaining OUTPERFORM! 🔥 102% potential upside from the $667.85 closing price! 📈 FY2027 exabyte growth projected above 25% 📈 Nearline storage capacity growth projected at 30% 📈 Quarterly revenue: $4.23 BILLION 📈 Adjusted EPS: $7.68, beating expectations AI infrastructure doesn’t run on GPUs alone. Massive amounts of data require massive storage capacity, and Seagate is positioned to benefit. Wall Street may be focused on short-term guidance, but Baird is looking at the bigger picture: accelerating AI storage demand and long-term earnings growth. $WDC $SNDK $MU 🚀📈

$STX Wall Street sees HUGE upside after earnings! 🎯 Baird: $1,350 ⬆️ 25% 🎯 Morgan Stanley: $1,148 🎯 Citi: $1,050 🎯 Cantor: $1,000 🎯 Wells Fargo: $820 Avg PT: $1,074 : ~61% upside from $668! 🔥 EPS & revenue BEAT! 🔥 AI storage demand accelerating 🔥 Baird sees 25%+ exabyte growth in FY27 AI needs STORAGE. Seagate delivers! $SKHY $SNDK $MU $WDC

$STX Intel has bad earnings goes from 700 to 600. AMD has good earnings from 605 to 610...

$STX $WDC charts today unnatural, almost like forcing the liquidation of someone with large holdings

$STX Red to green today. Too good of an ER to be ignored. Looking at about 17B FY27 revenues, 6B FY27 FCF, $30 FY27 EPS, and continued growth at a good clip. Fwd P/S is about 10x, PEG is sub 0.5, and fwd P/E is about 11.5x. All solid financial numbers showing extremely fair current valuation. I’d say about 45-50% undervalued in terms of FY27 numbers. My 1Yr target is 1000-1125. Wouldn’t be surprised if we hit that in less than 6 months, though.

$STX This is how Big Money Steals from us. No reason for this Drop we deserve big Green for that ER. But big drop instead. Just criminal.

$STX could get to 609-606 on last hour flush. This was what it hit lows on er report. Surprised amzn didn't test it. Maybe come Monday

$STX ​Title: [DD] Stop Only Looking at Nvidia: Why Seagate (STX) is the Ultimate Hidden Bottleneck in the AI Boom ​Lately, the internet has been flooded with "AI doom" narratives and market jitters, scaring retail investors into dumping their shares. But if we shift our gaze away from flashy AI computing chips (GPUs) and look at the underlying physical infrastructure, you’ll realize one brutal reality: Without this, AI has nowhere to live. ​That hidden linchpin is Seagate Technology (STX). ​1. Everyone Talks About GPUs, But Where Does All the Data Live? ​When people talk about AI, they think of Nvidia chips driving massive compute power. However, AI model training, endless user interactions, massive checkpoints, and inference logs all require gargantuan amounts of storage. AI needs compute, but massive data demands massive, ultra-high-capacity HDDs. This isn't about whether software has utility—it’s a physical requirement: data needs a place to sit.

$STX makes no sense to be down. Google is not slowing down spending for ai and data centers. Thats great news for the storage sector.

$STX Seagate Technology (NASDAQ: STX) declared a quarterly dividend of $0.76 per share, or $3.04 annualized. This is a 2.7% increase from the prior dividend of $0.74.

$STX this has been abused for so long. can wall street crooks give this one good week without this nonsense?

Ticker SCAG news today: Scage Future Enters into Strategic Cooperation Agreement with China Huaye Group SCAG only 1.3 million shares float - Chinese - On watch. $STX $APLD $BABA $ASTS $CEG 🌹

$STX democrats will soon come to their sense to support data centers build out because it’s shortsighted and stupid not to do so. The survival of US economy depends on AI.

$STX just posted $4.2B revenue (+61% YoY), 57.8% gross margin and $1.5B free cash flow. Hyperscalers have most nearline drive supply locked through 2028, some into 2029. 44TB HAMR drives are shipping.

$STX I am loving this megaphone at the bottom. Usually, this results in volatility with a break the the upside. I dont think we have bottomed yet, but a bounce to 780-800 is on the table. No options here due to the risk of a break to the downside. Instead, I am buying shares between 600-630, with a tight stop loss under 580.

$STX -3.0% to 647.51, rejected at 652.81 and tagged 621.55, right on the 621.00 Oct 23 low. Hold 621 or it opens lower, back over 667.85 to turn it 📉

$STX folks this will be over $1000+ by Christmas. It’s a Screaming Buy… AI trades will have a huge end-of-year rally.

$STX You know it sucks when every stock is going up and this down. Glad I did play ER but did have $QQQ and $DRAM