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Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

META is trending due to a mix of factors, including a reported record demand for its $25B bond sale aimed at funding AI expansion, and discussions around Zuckerberg's hints at selling compute power. Community chatter revolves around whether the AI spending is justified and if the stock's dip presents a buying opportunity, with some citing the company's cheap valuation compared to its peers. Despite positive revenue, a one-time tax bill seems to be weighing on sentiment.

Reddit, Inc. operates an entertainment, social networking, and news website where registered community members can submit content. It provides online news services where users can select and rank web content. The firm also offers a personalized filter on the day's story, using previous votes to determine what new things the user might like to read. The company was founded by Steven Ladd Huffman and Alexis Ohanian on June 23, 2005 and is headquartered in San Francisco, CA.

Reddit Inc. - Ordinary Shares - Class A

Reddit Inc

RDDT is trending as investors anticipate the company's earnings report, with debates swirling around potential IV crush and the impact of ad revenue performance. Community members are weighing bullish predictions against concerns of a possible pullback, influenced by Meta's recent performance. Discussions also include the potential for a Google AI deal to boost the stock.

Why Queen Kitty ($QKitty) Is The Meme Token You’ve Been Waiting For  Queen Kitty isn’t just another hype project—this is a real movement with substance and community power!  Why hold $QKitty? 😼 Real dev, real builds: No fake teams, no copy-paste code. Everything you see is made from scratch. 💧 Working Faucet: Free QKitty for the community. Want to know how? Just ask! 🏆 Big Buy Competition Bot: See top buyers live, fight for the throne, and win rewards! 🎮 Multi-token P2E game coming soon: Play and earn across Web, iOS, Android! 🐾 NFT collecting soon: Cutest collection in crypto, bringing perks and more ways to earn.  Queen Kitty means innovation, transparency, and real delivery for holders. Curious? Join the chat and ask anything!  $QKitty: By the community, for the community. To the moon, together! 🚀🐱

Queen Kitty

Queen Kitty ($QKITTY) is trending amid discussions about its upcoming DEX and SWAP features, with the community expressing excitement for potential updates and passively earning interest via its trading bot. Despite some users reporting losses, the overall sentiment is optimistic, particularly within the Solana ecosystem.

Bitcoin is the first successful internet money based on peer-to-peer technology; whereby no central bank or authority is involved in the transaction and production of the Bitcoin currency. It was created by an anonymous individual/group under the name, Satoshi Nakamoto. The source code is available publicly as an open source project, anybody can look at it and be part of the developmental process.  Bitcoin is changing the way we see money as we speak. The idea was to produce a means of exchange, independent of any central authority, that could be transferred electronically in a secure, verifiable and immutable way. It is a decentralized peer-to-peer internet currency making mobile payment easy, very low transaction fees, protects your identity, and it works anywhere all the time with no central authority and banks.  Bitcoin is designed to have only 21 million BTC ever created, thus making it a deflationary currency. Bitcoin uses the SHA-256 hashing algorithm with an average transaction confirmation time of 10 minutes. Miners today are mining Bitcoin using ASIC chip dedicated to only mining Bitcoin, and the hash rate has shot up to peta hashes.  Being the first successful online cryptography currency, Bitcoin has inspired other alternative currencies such as Litecoin, Peercoin, Primecoin, and so on.  The cryptocurrency then took off with the innovation of the turing-complete smart contract by Ethereum which led to the development of other amazing projects such as EOS, Tron, and even crypto-collectibles such as CryptoKitties.

Bitcoin

Bitcoin is trending as the community debates the impact of recent market movements and potential catalysts. Discussions revolve around whether the current dip is a temporary setback or signals a larger shift, with some traders pointing to technical indicators and potential manipulation, while others remain optimistic about long-term fundamentals and broader institutional adoption. Traders are also monitoring macro factors like interest rate decisions and geopolitical events for their potential impact.

Chipotle Mexican Grill, Inc. engages in the business of developing and operating restaurants that serve a relevant menu of burritos, burrito bowls, quesadillas, tacos, and salads made using fresh, high-quality ingredients. The company was founded by Steve Ells in 1993 and is headquartered in Newport Beach, CA.

Chipotle Mexican Grill

Chipotle is trending downwards after earnings revealed soft traffic trends and a cautious outlook, sparking concerns about revenue and margins. The community is discussing whether this drop is an overreaction or a reflection of deeper issues with the company's value proposition amid rising costs and competition. Some believe the stock is now a buying opportunity while others worry about long-term growth.

Moderna, Inc. engages in the development of transformative medicines based on messenger ribonucleic acid. The firm's product pipeline includes the following modalities: prophylactic vaccines, cancer vaccines, intratumoral immuno-oncology, localized regenerative therapeutics, systemic secreted therapeutics, inhaled pulmonary therapeutics and systemic intracellular therapeutics. It operates through the following geographical segments: United States, Europe, and Rest of World. The company was founded by Noubar B. Afeyan, Robert S. Langer, Jr., Derrick J. Rossi, and Kenneth R. Chien in 2010 and is headquartered in Cambridge, MA.

Moderna Inc

Moderna is trending amid unconfirmed buyout rumors, with some traders citing a STAT News report about the company being in talks for a deal. The community is actively debating the validity of these rumors and potential acquisition prices. Some investors also point to the company's pipeline beyond COVID-19 vaccines and short squeeze potential as reasons for optimism.

Strategy, Inc. engages in the provision of enterprise analytics and mobility software. The firm designs, develops, markets, and sells software platforms through licensing arrangements and cloud-based subscriptions and related services. Its product packages include Hyper. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Vienna, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

Strategy is trending as investors discuss potential catalysts from upcoming earnings, including a possible S&P 500 inclusion and buybacks. Community sentiment is mixed, with some expressing concerns about the company's correlation to Bitcoin and the impact of potential dilutions. Some traders are anticipating volatility post-earnings, while others believe the stock is oversold and due for a bounce.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

GOOGL is trending as investors react to strong earnings, highlighting growth in cloud services and advertising revenue, with particular attention to the company's AI initiatives. The community is debating whether the stock's recent surge has priced in future growth, while analysts are raising price targets and citing Google's leadership in AI. Some traders are expressing concern about the run-up into earnings, while others are locking in profits or betting on continued upside.

Emergent BioSolutions Inc. engages in the development, manufacture, and commercialization of medical countermeasures. It operates through the following segments: Commercial Product Sales, MCM Product Sales, and Services. The Commercial Product Sales segment includes NARCAN products and other commercial products that were sold as part of the travel health business. The MCM Product Sales segment focuses on the Anthrax - MCM products, Smallpox - MCM products and other products. The Services segment consists of the company’s Bioservices offerings. It offers products for civilian and military populations that address accidental, intentional, and naturally occurring public health threats. The company was founded by Fuad El-Hibri on September 5, 1998 and is headquartered in Gaithersburg, MD.

Emergent Biosolutions Inc

Emergent BioSolutions is trending amid discussions of a potential short squeeze and positive financial outlook, including raised EBITDA guidance for 2025. Community members are actively debating price targets and the possibility of a significant rally, citing the company's low PE ratio and potential for multiple expansion. Some are attributing the stock's movement to broader trends in the bio sector and optimism surrounding future earnings reports.

Viking Therapeutics, Inc. is a clinical-stage biopharmaceutical company, which engages in the development of therapies for metabolic and endocrine disorders. The company was founded by Brian Lian and Michael A. Dinerman on September 24, 2012 and is headquartered in San Diego, CA.

Viking Therapeutics Inc

Viking Therapeutics is trending as community members discuss the potential for a short squeeze, driven by high short interest and optimism around the company's pipeline. Chatter revolves around buyout speculation, comparisons to competitors, and anticipation for upcoming presentations at ObesityWeek. The stock's recent performance and market dynamics in the obesity treatment sector are also fueling the conversation.

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<ul class="summary-bullets"><li>Seagate&nbsp;CEO Dave&nbsp;Mosely said the company’s performance underscores the team’s strong execution and robust customer demand for its high-capacity storage products.</li><li>Baird analyst Tristan Gerra lifted the price target for the stock to $270 from $188, implying 21% upside.</li><li>It is now the fourth-best-performing S&amp;P 500 stock this year.</li></ul>Seagate Technology Holdings&nbsp;Plc‘s&nbsp;(STX) stock climbed nearly 7% in Wednesday’s early premarket session after the storage devices solutions company reported a solid quarterly beat.Thanks to a broader uptrend since the post-tariff lows in early April,&nbsp;<a href="https://stocktwits.com/symbol/STX">Seagate stock</a> has surged up nearly 163%. It is now the fourth-best-performing S&amp;P 500 stock this year.<h2 class="st-heading-2">Seagate Receives Big Price Target Bump After Q1</h2>Following the quarterly results released after the market closed on Tuesday, Baird analyst Tristan Gerra lifted the price target for the stock to $270 from $188, implying 21% upside from its Monday’s closing price of $223.&nbsp;Baird retained an ‘Outperform’ rating and kept the company among its top three large-cap ideas, citing secular margin expansion and free cash flow (FCF) generation, strong artificial intelligence (AI)-related demand, and the company's overall fundamental transformation away from commoditized offerings.Gerra noted that margin expansion is ongoing, with the fiscal-year 2026 first-quarter margin exceeding the 50% target due to the pace of customer qualification and contract signing. He noted that revenue per terabyte (TB) has remained stable over the past several quarters despite a significant shift in the mix toward higher-capacity drives.The management did not provide any indication of alleviation of current supply/demand imbalances for the next four quarters, with supply growth ahead contingent on the migration to Heat-Assisted Magnetic Recording (HAMR)-based, higher-capacity drives and no plans for unit capacity increases, Gerra said. Seagate also maintained its three-year compounded annual growth rate (CAGR) target of 20%.The analyst noted that AI demand continued to accelerate, notably for video-related content.&nbsp;<h2 class="st-heading-2">What Retail Feels About Seagate Stock</h2>On Stocktwits, retail sentiment toward Seagate flipped to ‘bullish’ by early Wednesday, up from ‘bearish’ a day earlier. The message volume increased notably to ‘extremely high’ levels.One bullish watcher expected the stock to trade at least $240 by the end of the week.<stembedurl>https://stocktwits.com/Dennis123x/message/634070691</stembedurl>Another user lauded the company for continued profit growth that came even before it raised prices on its products.<stembedurl>https://stocktwits.com/Liquidmotions/message/634053331</stembedurl><h2 class="st-heading-2">Seagate’s Headline Q1 Numbers, Outlook:</h2>-Adjusted earnings per share (EPS): $2.61 Vs. $2.40 consensus (<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="http://fiscal.ai">Fiscal.ai</a>-compiled)-Revenue: $2.63B Vs. $2.55B consensus-Adjusted gross margin: 40.1%, a 2.2 percentage points sequential increaseCEO Dave Mosely&nbsp;said, “Seagate delivered strong September quarter results, with revenue growth of 21% year-over-year and non-GAAP EPS exceeding the high end of our guided range. Our performance underscores the team’s strong execution and robust customer demand for our high-capacity storage products.”The CEO said the company is ramping shipments of its areal density-leading Mozaic HAMR products, which are now qualified with five of the world’s largest cloud customers. “AI is transforming how content is being consumed and generated, increasing the value of data and storage, and Seagate is well-positioned for continued profitable growth,” he added.Segate’s board raised the quarterly cash dividend by 3% to $0.74, payable on Jan. 9, to shareholders of record, as of the close of business on Dec. 24.For the second quarter, the company guided to adjusted EPS of $2.55 to $2.95, and revenue of $2.60 billion to $2.80 billion.&nbsp; Analysts, on average, estimate $2.70 and $2.68 billion, respectively.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/palantir-stock-rises-premarket-as-nvidia-tie-up-boosts-retail-cheer/cLGZiKyR3vr">Palantir Stock Rises Premarket As Nvidia Tie-Up Boosts Retail Cheer Ahead Of Q3 Earnings Next Week</a>

A general view of the Seagate Technology company offices on January 03, 2024, in Minneapolis, Minnesota. 

Why Seagate Stock Is Surging By Nearly 7% In Premarket

Seagate Technology Holdings Plc‘s (STX) stock climbed nearly 7% in Wednesday’s early premarket session after the storage devices solutions company reported a solid quarterly beat.

Why Seagate (STX) Stock Is Surging By Nearly 7% In Premarket

Equity

Baird analyst Tristan Gerra lifted the price target for the stock to $270 from $188, implying 21% upside.


Should You Invest in the Invesco AI and Next Gen Software ETF (IGPT)?

AMD-OpenAI Seal Deal: Your Signal to Ride the Wave With AMD-Heavy ETFs

AMD's multi-billion-dollar deal with OpenAI sparks a 24% stock surge and lifts ETFs heavily weighted in the chipmaker, such as SOXQ, SOXX, and IGPT.  

Figma (FIG) shares&nbsp;surged&nbsp;in their Nasdaq debut on Thursday, marking a&nbsp;strong&nbsp;public market entry for the design and collaboration software firm nearly two years after its planned $20 billion acquisition by Adobe (ADBE) was abandoned.<a href="http://stocktwits.com/symbol/FIG">Figma’s stock</a> opened at&nbsp;$102&nbsp;and rose as much as&nbsp;200% from its IPO price of $33 per share. The offering raised $19.8 billion for the company by selling 36.9 million shares, just shy of the valuation Adobe had offered in its canceled acquisition and amounting to nearly 12% of the 40-year-old design giant’s current market valuation.On Stockwits, the newly listed company already had over 6,000 watchers, and retail sentiment rose within ‘extremely bullish’ territory over the past day. It was second-highest trending ticker on the platform at the time of writing.Led by CEO Dylan Field, Figma enters the public market with a growing revenue base and early profitability, according to its&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.sec.gov/Archives/edgar/data/1579878/000162828025036090/figmas-1a2.htm">filings</a> with the U.S. Securities and Exchange Commission (SEC).&nbsp; In 2024, the company generated $749 million in revenue, up 48% year-over-year. It reported $228.2 million in revenue and net income of $44.9 million in the first quarter (Q1) of 2025.Preliminary results for the second quarter (Q2), disclosed ahead of the IPO, show projected operating income of $9 million to $12 million on revenue between $247 million and $250 million. Margins ticked up to between 4% and 5%, compared to 3% a year earlier.In its filings, Figma also said it had authorized the issuance of “blockchain common stock” in tokenized form, though it said it has no immediate plans to pursue such a structure. It has previously disclosed investments in a stablecoin and a Bitcoin ETF.Mike Krieger, a co-founder of Instagram who is now the chief product officer of artificial intelligence model developer&nbsp;<a href="http://stocktwits.com/symbol/ANTHROPIC">Anthropic</a>, will be joining the company’s board. Luis von Ahn, co-founder and CEO of Duolingo, will also be joining the board, according to Figma’s filings.Figma offers cloud-based tools for the collaborative design of websites, apps, and other digital products. Federal regulators blocked Adobe's $20 billion bid to acquire Figma in 2023.&nbsp;<a href="http://stocktwits.com/symbol/ADBE">Adobe’s stock</a> has fallen more than 18% in 2025 so far and more than 32% over the past 12 months.On Stocktwits, retail sentiment around Adobe remained in ‘bearish’ territory over the past day.&nbsp;Get updates to this developing story directly on Stocktwits.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/fox-buys-stake-in-penske-entertainment-extends-indy-car-broadcast-deal/choL9ICR56r">Fox Buys Stake In Penske Entertainment, Extends IndyCar Broadcast Deal: Report</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, Figma logo is seen on a smartphone screen. (Photo Illustration by Pavlo Gonchar/SOPA Images/LightRocket via Getty Images)

Design Company Figma's Stock Jumps 200% On Nasdaq Debut

The shares opened at $102 compared to the IPO price of $33 per share. 

Figma Stock Jumps 200% On Nasdaq Debut

Data storage devices company Seagate Technology Holdings plc.’s (STX) quarterly results, announced late Tuesday, triggered an adverse reaction from investors.&nbsp;<a href="https://stocktwits.com/symbol/STX">Seagate stock</a> was down over 6% in overnight trading at last check.Notwithstanding the stock drop, retail watchers on the Stocktwits platform&nbsp;remained ‘bullish’ (73/100), with the degree of bullishness improving from the previous day. The message volume was ‘extremely high’ as retailers discussed the results.<figure class="image"><img style="aspect-ratio:620/52;" src="https://news.stocktwits-cdn.com/Screenshot_2025_07_30_at_2_25_29_AM_png_2084e702a5.webp" alt="Screenshot 2025-07-30 at 2.25.29 AM.png" width="620" height="52"><figcaption>STX sentiment and message volume as of 2:25 a.m. ET, July 30 | source: Stocktwits</figcaption></figure>Most watchers braced for a turnaround in the stock on Wednesday.<stembedurl>https://stocktwits.com/Drichman7/message/622937035</stembedurl><stembedurl>https://stocktwits.com/dpnaidu27/message/622940620</stembedurl>The stock ended Tuesday’s regular session up 1.48% at $152.68.Segate reported adjusted earnings per share (EPS) of $2.59 and revenue of $2.44 billion for the fourth quarter of the fiscal year 2025. The results beat the Fiscal.ai-compiled consensus of $2.44 and $2.42 billion, respectively.Seagate CEO Dave Mosely said, “Seagate’s strong FQ4 performance underscores our commitment to profitable growth, marked by a 30% year-over-year revenue increase, record gross margin, and non-GAAP EPS expanding to the top of our guidance range.”The executive attributed the strength to the structural enhancements implemented in the company’s business and ongoing demand strength from cloud customers for its high-capacity drives.The company announced board approval for a quarterly cash dividend of $0.72 per share, payable on Oct. 9, to shareholders of record as of Sept. 30.&nbsp;For the first quarter, Seagate expects adjusted EPS of $2.30, plus or minus $0.20, and revenue of $2.50 billion, plus or minus $150 million. This compares to the consensus estimates of $2.32 and $2.53 billion, respectively.At the midpoint, the guidance,&nbsp;particularly the top-line outlook, was largely in line with the consensus.Commenting on the results, Baird analyst Tristan Gerra said Seagate continues to emphasize profitability over market share, and is on a rapid path to achieve a gross margin greater than 40%.Heat-Assisted Magnetic Recording (HAMR), a hard drive tech designed to increase data storage capacity, remains on track to generate 40% of nearline Exa Byte (EB) shipments by the end of this year, the analyst said.&nbsp;The analyst stated that the “stock overreaction” was unwarranted, with the muted revenue growth embedded in the September quarter guidance solely a result of a higher-than-usual capacity diversion to HAMR qualification.&nbsp;Baird maintained an ‘Outperform’ rating on Seagate stock and also reaffirmed it as one of the firm’s “top ideas.” Gerra raised the price target for the stock to $188 from $120.Seagate’s stock has soared nearly 80% this year, and yet the forward price-earnings (P/E) multiple is a reasonable 15.8 times. The Koyfin-compiled analysts’ consensus price target for the stock is $150.47, implying 1.45% downside potential from its Tuesday closing price.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/us-stock-futures-hold-up-as-traders-await-meta-microsoft-earnings/choQAhaR5zc">US Stock Futures Hold Up As Traders Await Meta, Microsoft Earnings — Economists Discount Dovish Fed Ahead Of Rate Decision</a>

Seagate Analyst Calls Post-Earnings Stock Dive ‘Unwarranted’ Overreaction: Retail’s On The Same Page

CEO Dave Mosely attributed the strength to the structural enhancements implemented in the company’s business and ongoing demand strength from cloud customers for its high-capacity drives.

Should You Invest in the SPDR S&P Software & Services ETF (XSW)?

Seagate Technology Holdings, Inc. (STX) could be on investors’ radar in the coming sessions as the data storage company prepares to host its analyst event on May 22.&nbsp;In a note released on Thursday, Morgan Stanley's Erik Woodring said expectations are high, going into the event. The analyst views the event as a positive catalyst for the stock.The analyst's industry checks point to a still-healthy hard disk drive cycle. Therefore, he expects the company to paint a positive picture and issue an outlook for a high-single-digit to mid-single-digit long-term revenue compounded annual growth rate.Woodring expects the company’s long-term gross margin guidance to match or exceed rival Western Digital’s (WDC) 38% guidance. That implies stronger like-for-like long-term HDD margins due to technology leadership.According to the analyst, the three focus areas of the analyst event are:<ul style="list-style-type:circle;"><li>A second cloud service provider qualification for Heat-Assisted Magnetic Recording (HAMR) — a hard drive technology that increases storage capacity by using heat to assist in writing data</li><li>Details on how HAMR capacity ramps</li><li>A new three to five- model that could imply about $14 of peak earnings per share (EPS), suggesting a stock trading at just 7.5 times peak EPS</li></ul>&nbsp;The analyst said he would wait for the analyst event before tinkering with the price target but raised his bull-case valuation from $135 to $154, factoring in upside potential stemming from $14 of peak EPS.On Stocktwits, Seagate stock elicited ‘neutral’ sentiment (51/100) from retailers early Friday, with the message volume at ‘low’ levels.<figure class="image"><img style="aspect-ratio:621/56;" src="https://news.stocktwits-cdn.com/Screenshot_2025_05_16_at_5_11_50_AM_png_4c1a6a3a2e.webp" alt="Screenshot 2025-05-16 at 5.11.50 AM.png" width="621" height="56"><figcaption>STX sentiment and message volume as of 5:12 a.m. ET, May 16 | source: Stocktwits</figcaption></figure><a href="https://stocktwits.com/symbol/STX">Seagate stock</a> traded up 0.34 % at $107.80 in Friday’s early premarket session, while it has gained over 25% year-to-date.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:<a href="https://stocktwits.com/news-articles/markets/equity/quantum-computing-retail-investors-excited-after-2025-q1-results/chivxzKRbnS"> Quantum Computing Retail Investors Excited On Q1 Beat, Positive Management Commentary</a>

Sign with logo on facade of headquarters of hard drive and computer hardware maker Seagate in the Silicon Valley, Fremont, California, July 28, 2018.

Seagate Bull Flags 3 Key Things To Watch For At Next Week’s Analyst Event: Retail Mood Muted

Woodring expects the company’s long-term gross margin guidance to match or exceed rival Western Digital’s 38%+ guidance.

Seagate Technology Holdings plc. (STX) shares climbed about 9% in Tuesday’s after-hours session after the data storage devices maker announced solid quarterly beat and issued upbeat guidance.Fremont, California-based Seagate reported non-GAAP earnings per share (EPS) of $1.90 on revenue of $2.16 billion for the third quarter of the fiscal year 2025.&nbsp;The top line grew about 31% year over year (YoY), although the growth slowed from 50% in the preceding quarter.The quarterly results beat the Finchat-compiled consensus estimates of $1.74 and $2.13 billion, respectively.CEO Dave Mosley said, “Seagate delivered another solid quarter of profitable year-on-year growth and margin expansion, elevating our non-GAAP EPS to the top of our guidance range.”“Our performance underscores the structural enhancements we’ve made to our business model and healthy supply/demand environment for mass capacity storage.”The non-GAAP gross and operating margins expanded notably from a year ago to 36.2% and 23.5%, respectively.The company said it generated $259 million in cash flow from operations and $216 million in free cash flow.The board declared a quarterly cash dividend of $0.72 per share, payable on July 8 to shareholders of record as of June 25.Seagate expects fourth-quarter non-GAAP EPS of $2.20-$2.60 and revenue of $2.40 billion, plus or minus $150 million, above the consensus estimates of $2.10 and $2.29 billion.&nbsp;On Stocktwits, retail sentiment toward&nbsp;<a href="https://stocktwits.com/symbol/STX">Seagate stock</a> turned ‘extremely bullish’ (100/100) by late Tuesday from the ‘neutral’ mood seen a day ago. The message volume also spurted to ‘extremely high’ levels.<figure class="image"><img style="aspect-ratio:636/134;" src="https://news.stocktwits-cdn.com/Screenshot_2025_04_30_at_2_47_07_AM_png_3436d3cdc6.webp" alt="Screenshot 2025-04-30 at 2.47.07 AM.png" width="636" height="134"><figcaption>STX sentiment and message volume as of 2:47 a.m. ET, April 30 | source: Stocktwits</figcaption></figure>A bullish watcher called the earnings report as “smashing” and said the stock will run toward the $120 level. Another called it “fantastic.”<stembedurl>https://stocktwits.com/yooa/message/613039028</stembedurl><stembedurl>https://stocktwits.com/yooa/message/613039028</stembedurl>Baird analyst Tristan Gerra noted that the company spoke about minimal impact due to tariffs this quarter. Its products are currently exempt on shipments to the U.S., he added.Gerra has an ‘Outperform’ rating and $120 price target for Seagate stock.Seagate stock has slid nearly 5% this year.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/snap-retail-traders-upbeat-even-as-stock-slumps-after-2025-q1-results/chXR6SsRbLo">Snap Retail Traders Upbeat Even As Stock Slumps After Company Flags Tariff Headwinds, Skips Guidance</a>

Seagate’s Q3 Outperformance, Positive Guidance Send Stock Soaring: Retail Raves Over ‘Smashing’ Earnings Report

CEO Dave Mosley said the quarterly performance underscored the structural enhancements to the business model and healthy supply/demand environment for mass capacity storage.

Data storage devices company Seagate Technology Holdings plc. (STX) is expected to report sharp year-over-year (YoY)&nbsp; increases in earnings and revenue for the third quarter of fiscal year 2025 on Tuesday after the market closes.Retail sentiment toward Seagate remained ‘neutral’ (51/100), with the message volume picking up pace to 'high' levels.<figure class="image"><img style="aspect-ratio:641/134;" src="https://news.stocktwits-cdn.com/Screenshot_2025_04_29_at_4_36_00_AM_png_9e8b8946d4.webp" alt="Screenshot 2025-04-29 at 4.36.00 AM.png" width="641" height="134"><figcaption>STX sentiment and message volume as of 4:37 a.m. ET, April 29 | source: Stocktwits</figcaption></figure>A watcher shared data that showed a reduction in implied volatility for the Seagate stock to 0.46 — a bullish signal.&nbsp;<stembedurl>https://stocktwits.com/macroaxis/message/612840937</stembedurl>According to the Finchat-compiled consensus estimates, Seagate is expected to report adjusted earnings per share (EPS) of $1.75 and revenue of $2.14 billion. This compares to the year-ago numbers of $0.33 and $1.66 billion, respectively.A double beat for the second quarter in late January led to a 7% rally in the stock in the session following the results.Last week, Morgan Stanley analyst Erik Woodring upped the price target for Seagate stock to $89 from $84 and maintained an ‘Overweight’ rating.Despite market concerns about the hard disk drive (HDD) cycle, Morgan Stanley’s checks revealed relative strength, with HDD demand outpacing supply, like-for-like pricing continuing to grow sequentially and inventories at cloud service providers remaining in check.Woodring expects March quarter results to exceed estimates and the June quarter guidance to be aligned with estimates.The analyst said, “Given this positive setup juxtaposed vs. short-interest at 12 month highs, HDD names are some of the few Hardware names we'd be buying into C1Q earnings.”&nbsp;He also sees both short covering and real buying following the results as confidence builds in the longevity of the HDD cycle.<a href="https://stocktwits.com/symbol/STX">Seagate stock</a> fell&nbsp;0.65% to $82.16 on Monday. The stock is down over 4% so far this year.The Koyfin-compiled consensus estimate is $105.83, implying upside potential of 29% from Monday’s close.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/palantir-retail-optimism-soars-as-stock-outpaces-sp500-megacaps/chQCx1eRbLP">Palantir Surges Ahead: Retail Optimism Soars As Stock Outpaces Market And Mega-Caps</a>

Seagate Q3 Earnings Preview: Analyst Recommends ‘Buy’ Among Hardware Names, But Retail Is Guarded

According to the Finchat-compiled consensus estimates, Seagate is expected to report adjusted earnings per share of $1.75 and revenue of $2.14 billion. 

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