STX Seagate Technology Holdings Plc

$STX $WDC Bernstein says Toshiba comments misunderstood, buy Seagate and Western Digital Bernstein believes Toshiba's comments yesterday to double hard disk drive capacity were misunderstood. Toshiba's press release actually said that it is aiming to nearly double production capacity by fiscal 2027, which ends March 2028, the analyst tells investors in a research note. If Toshiba doubles exabyte output while Western Digital (WDC) and Seagate (STX) each grow exabyte by 25%, in line with their long-term plans, the resulting Toshiba exabyte share would increase from 11.2% to 16.8%, says Bernstein. The firm adds, "Although significant, a 5.6% increase in market share isn't that alarming and nowhere near the 30% market share reported in the press today." As such, Bernstein views yesterday's news as a "storm in a teacup" and would look to buy shares of Seagate and Western Digital on the selloff. It reiterates Outperform ratings on both names.

$STX scam street wants cheaper shares before the rally. Funny, yesterday everything ok pump …and then 2 hit piece by barrons pre market. $WDC $QQQ $SPY

🎯 Bullseye Analysis: Toshiba's impact on HDD and DRAM/HBM/NAND 🎯 A lot of people in the Bullseye trading room were asking yesterday about my thoughts on the Toshiba HDD deal and its implications for DRAM, NAND, and HBM companies short and long term, so I wanted to share a more detailed breakdown now that I've had time to review everything. The timeline of how this news broke is revealing. The headline hit around 10:30 PM ET on Thursday, yet $STX and $WDC did not move at all until roughly 6:00 AM Friday morning. That delayed reaction shows Mr. Market and the algos were digesting a mid-to-long-term capacity story rather than a sudden shift in near-term fundamentals. There is zero immediate impact to current revenue or earnings estimates, and both $STX and $WDC should keep beating and raising every quarter for the next few years. Looking at HDD mid-to-long term, Toshiba's $380 million commitment aims to double capacity and reach 30% market share by 2030, attempting to shift the HDD duopoly into a triopoly, which is how the DRAM and HBM industry operates today. While Toshiba makes great hardware with its nearline HDD designs, real market impact won't hit until the 2029 to 2030 timeframe given factory ramps, yield optimization, and lengthy hyperscaler qualifications. Until then, $STX and $WDC hold a massive lead in 40TB+ HAMR and ePMR volume, keeping pricing power firmly in their hands. Now on to $MU, $SNDK, and $SKHY. DRAM and NAND will be shielded from a similar surprise supply shock. Building a modern 3D NAND or DRAM fab requires over $10 billion, not a few hundred million. While Chinese production remains the biggest potential threat on paper, strict US export restrictions and lack of access to advanced lithography equipment prevent those companies from flooding Western enterprise channels with cutting-edge memory nodes. Final takeaway: While we could see short-term volatility across all of these names as the market digests capacity news, it's simply too early to say what the true long-term implications will be for $STX and $WDC as Toshiba attempts its multi-year ramp. However, we see DRAM and NAND as much more shielded. With foreign producers bottlenecked by equipment sanctions and major memory OEMs actively reallocating cleanroom space away from standard NAND into high-margin HBM and DDR5 for AI clusters, Enterprise SSD and DRAM supply will stay structurally tight. If you're not a Bullseye Private Alerts member yet, now is a great time to try us out. We just brought back our 7-day free trial and 50% off your first month. Link is in our profile. 🎯

$STX I'm sick of seeing BS articles about Toshiba blah blah blah. JUST BY THE DAMN DIP

$STX $WDC people are worried about Toshiba? The datacenters need every bit of that volume to satisfy open orders. This will in no way impact revenues and demand.

$STX $WDC two days in a row we’re scam street pumps it a bit right before close and dumps it overnight. $SPY $QQQ

$STX $WDC Bernstein says Toshiba comments misunderstood, buy Seagate and Western Digital STX WDC 9:27 AM Bernstein believes Toshiba's comments yesterday to double hard disk drive capacity were misunderstood. Toshiba's press release actually said that it is aiming to nearly double production capacity by fiscal 2027, which ends March 2028, the analyst tells investors in a research note. If Toshiba doubles exabyte output while Western Digital (WDC) and Seagate (STX) each grow exabyte by 25%, in line with their long-term plans, the resulting Toshiba exabyte share would increase from 11.2% to 16.8%, says Bernstein. The firm adds, "Although significant, a 5.6% increase in market share isn't that alarming and nowhere near the 30% market share reported in the press today." As such, Bernstein views yesterday's news as a "storm in a teacup" and would look to buy shares of Seagate and Western Digital on the selloff. It reiterates Outperform ratings on both names.

$STX $WDC Evercore says Seagate, Western Digital vertical integration an advantage STX WDC 1:55 PM After Bloomberg reported that Seagate (STX) and Toshiba are competing for TDK's magnetic-heads business, Evercore ISI noted that while Seagate and Western Digital (WDC) both vertically integrate their heads, Toshiba is completely reliant on TDK. Seagate and Western Digital's vertical integration is "a structural advantage" in controlling technology ramps, manufacturing execution and cost per terabyte, says the analyst, who adds that the reported TDK discussions "strengthen the strategic case for upstream control."

$STX technical setup is getting interesting. After the monster 2026 run, Seagate has cooled off and is now testing a key $790–$805 support zone. RSI near 41–42 shows momentum has reset without reaching extreme oversold territory. 🐂 Bull roadmap: Hold $790–$805 → reclaim $850 → break $875–$890 → opens the door to $945–$1,000+. A high-volume breakout above $890 could put the $1,145 ATH back in play. And with China Renaissance recently raising its PT to $1,588, the fundamental AI/data-center storage thesis remains strong. Long-term trend bullish. Short-term reset. Watch the reclaim. $WDC $NVDA $AMD $MU

$STX Stuck in sideways range. Toshiba news is adding some pressure to storage stocks, and some sentiment is spilling into memory stocks, though they are totally different segment and technology. $WDC $SNDK $MU $DRAM

$STX $WDC Citi says buy Seagate, Western Digital on Friday's selloff STX WDC 9:43 AM Citi believes that even if Toshiba can double its hard disk drive capacity, the industry will remain undersupplied. The HDD industry is currently under-shipping unconstrained demand "by a wide margin," the analyst tells investors in a research note. Citi recommends buying shares of Seagate (STX) and Western Digital (WDC) on Friday's selloff around Toshiba's plans to double HDD capacity.

$STX Toshiba have been making hard drives a long time ago, why such a big shock 😮? When these stocks drop 15% from a little retarded news, you know things are overpriced. I’ll buy it if it retrace 800 next week! Tank please!

$STX China Renaissance just raised its Seagate price target from $1,193 to $1,588, roughly a 33% increase. Meanwhile, the broader analyst consensus remains Overweight. AI datacenters are driving massive storage demand, and STX is sitting right in the middle of that infrastructure buildout. Higher-capacity drives, stronger enterprise demand, and AI-driven data growth = a serious long-term tailwind. Storage is becoming one of the most underappreciated AI trades. STX still has room to run. $WDC $NVDA $AMD $MU

$STX Kind of getting tempted to start accumulating here, but trying to hold back until it gets closer to 762 level (the bottom of this sideways channel. $WDC $DRAM $SOXX $SNDK

$STX Could break 1,000 with all the volume absorbing the sellers from Friday's low. Much stronger chart than WDC. 864 now

$STX 36 Billion dollar investment and doubling of capacity in 6 months by Toshiba. I don't think so. These are hard drives; not potato chips. If you get scared away and lose out blame yourself. They only assemble. They can't make an entire hdd by themselves. So what is the 36 B investment. STX 1000 before this happens; IF it happens

$STX volume really picking up today, way above the norm. Smart money doesn't move like this for no reason.

$STX $MU back in august, mu dropped 30% because cxmt(Chinese memory maker) ipo! It’s recovered all of that back since then. Similar situation with stx and Toshiba now. So relax, it will bounce back. Three hard drive maker is not a crowd, plenty of demand still!

$STX Nice drop to get in, but the NASDAQ is five days green in a row. If it goes red tomorrow STX will be red to.

$STX going to be some bleeding here at open, due to stoplosses being triggered. Hopefully stabilizes after an hour or so and returns to its upward moves