STX Seagate Technology Holdings Plc

$STX Barring any negative news on the call, this will reverse and close GREEN tomorrow.

$STX Exceptional earnings call with great guidance and no net negative news. This should fly in no time

$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 just buy down here you know it’s gonna be up 100 bucks within the next 30 days or even a couple weeks or tomorrow easy, of course, maybe not but you have to look at the most likely things in Trading .

$STX double beat and raised guidance and it’s whacked down by scamstreet to load just like $WDC this should have been over 750 IMO

$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 This has been destroyed over the last month. There’s not significant downside here, even with the negative Toshiba narrative being spun. If you don’t believe moves in the market are intentional, then you don’t understand how MM’s, and other institutional investors make money. Drive it way down, create the “anything can happen” narrative around the smallest news, buy everything up, and then drive it up again. Cycles are how these stocks work now. ER’s don’t matter anymore.

$STX If you're holding the profitable company with massive $1.5B free operating cash flow, here is the chance to buy more folks fk the bears

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

$STX If you consider $STX cheap at 16–17x annualized earnings, take a look at these numbers: $STX: 16.7x $MU: 6.1x $SNDK: 7.2x $SKHY: 6.9x Based on the latest quarterly guidance annualized, except SKHY (normalized quarterly earnings). Yes, these are different businesses and some figures are GAAP while others are adjusted. But the valuation gap is enormous! All are benefiting from the storage and memory shortage cycle. If STX is cheap at 17x, what does that make MU, SNDK and SKHY at 6–7x? Is the market already pricing in an earnings collapse that hasn't even appeared in the numbers yet?

$STX So predictable. See that massive volume spike at close? That was always going to happen. The strategy is simple: Get in and run it up into earnings (likely on oct 26), then dump at close to extract profit. It doesn't matter what it does after that. It was a short term trade and the fund made money. The next days tell the real story of earnings.

THEY ARE BUYING THE DIP in $STX and $NXPI this is because the market literally did not care they were lower DID YOU LISTEN nobody else provides this level of info they can both explode green $SPY $QQQ

$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 I honestly believe this is a better play vs. $MU in the AI trade. They have a moat with their HAMR technology drives which provide the most efficiency for hyperscalers and will continue to emerge on top vs. their competitors IMO. Demand will only continue to increase. With that said, bought more and will hold for $1,000.

$STX such good dip, earning is very good, they even raise dividend. What do they want more

$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 time to buy. The pattern with all things AI is to punish great news so the big boys can steal your shares for cheap and then let it run back up. Look at WDC which got pummeled after a phenomenal report and is already back on the rise. The memory cycle is still in the first inning. We have a very long way to go and I don’t expect we will ever return to the bad old days of boom and bust. AI generated a lot of data that has to be stored long term.

$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.