STX · Seagate Technology Holdings PLC
Is STX setting up for a breakout, what are traders on X and the news saying, are its insiders buying, and how is the business doing? Everything Raspberry Trades measures on Seagate Technology Holdings PLC, in one place.
Today's breakout radarIs STX setting up for a breakout?
Breakout Radar API →Not today. STX is not on today's radar: no tight base just under a resistance that has been tested again and again.
See the stocks that are setting up today →What are traders on X saying about STX?
Stock Sentiment API →Bulls: Q1 FY27 revenue $4.2B (some posts cite $4.23B) beat the $4.14B/$4.13B consensus, up 61% YoY; adjusted EPS $7.68 beat $7.42/$7.39 and rose 194% YoY (profit nearly tripled, ~17x in under three years); gross margin hit a record 57.8% (GAAP 57.3%) vs 52.7% last quarter, with record free cash flow of $1.5B and operating cash flow/FCF up 200%+ YoY. Q2 guidance is well above consensus: revenue $4.8B +/- $100M vs $4.53B/$4.56B expected and adjusted EPS $9.20 +/- $0.20 vs $8.58/$8.61. Management says the supply-demand gap is widening, all production above existing plans is spoken for with no near-term cancellations, nearline capacity is largely committed through 2028 with visibility and contracts to 2030, and HAMR lets Seagate sell more capacity without shipping more drives; Morgan Stanley and Bank of America upgraded to $1,200 last week, and one firm upgraded to Buy/Outperform with a $715 target, underwriting $14.0B NTM adjusted EBITDA (8.9% above the $12.9B consensus).
Bears: Despite the beat, the stock fell 6.1% after hours (some posts cite -6.9%, -7%, -8%) and is down over 40% from its June all-time high, with one technician flagging a $568-$462 buy zone before a real bottom. The bear logic: capacity booked into 2028 caps the upside surprise, leaving price per terabyte as the only lever, and $STX trades at 14x 2027 EPS versus under 4x for the big three DRAM/NAND/HBM names, which are seen as more specialized.
Reading from Oct 28, 2026; each post classified by AI, weighted by engagement.
What is the news saying about STX?
News Sentiment API →No recent news reading for STX. The News Sentiment API reads today's headlines on any US stock.
Are STX insiders buying or selling?
Insider Trading API →Open-market trades only, from SEC Form 4 filings — option exercises, tax withholding and grants are left out.
- Sold · Lee James CI$351K · Oct 23, 2026
- Sold · MOSLEY WILLIAM D$601K · Oct 1, 2026
- Sold · MOSLEY WILLIAM D$543K · Oct 1, 2026
- Sold · MOSLEY WILLIAM D$711K · Oct 1, 2026
- Sold · MOSLEY WILLIAM D$598K · Oct 1, 2026
How is Seagate Technology Holdings PLC's business doing?
Financial Statements API →| Quarter ended | Revenue | vs year before | Net income | EPS |
|---|---|---|---|---|
| Apr 3, 2026 | $3.1B | +44% | $748.0M | $3.27 |
| Jan 2, 2026 | $2.8B | +22% | $593.0M | $2.60 |
| Oct 3, 2025 | $2.6B | +21% | $549.0M | $2.43 |
| Mar 28, 2025 | $2.2B | +31% | $340.0M | $1.57 |
From the company's SEC filings (10-Q and 10-K).
What does Seagate Technology Holdings PLC expect?
Company Guidance API →- fiscal first quarter 2027 · revenue · 8-K filed Jul 28, 2026
“Revenue of $4.1 billion, plus or minus $100 million”
- fiscal first quarter 2027 · non-gaap diluted eps · 8-K filed Jul 28, 2026
“Non-GAAP diluted EPS of $7.30, plus or minus $0.20”
- fiscal fourth quarter 2026 · revenue · 8-K filed Apr 28, 2026
“Revenue of $3.45 billion, plus or minus $100 million”
- fiscal fourth quarter 2026 · non-gaap diluted eps · 8-K filed Apr 28, 2026
“Non-GAAP diluted EPS of $5.00, plus or minus $0.20”
Quoted from the outlook the company filed with the SEC.
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Measured data, not recommendations. Not investment advice.