Seagate Technology Holdings PLC Ordinary Shares (Ireland) STX

Seagate Technology Holdings plc proporciona soluciones de infraestructura de almacenamiento de datos en masa. Los productos principales de la empresa son los discos duros, comúnmente conocidos como discos duros (HDDs). Además de los HDDs, la empresa produce una variedad de productos de almacenamiento de datos, incluidas unidades de estado sólido (SSDs), unidades híbridas de estado sólido, subsistemas de almacenamiento, así como una plataforma de datos en masa escalable de borde a nube. Sus productos HDD están diseñados para almacenamiento de capacidad en masa y mercados heredados. El almacenamiento de capacidad en masa implica casos de uso como centros de datos hiperscale y nubes públicas, así como casos de uso emergentes. El portafolio de productos HDD y SSD de la empresa incluye diseños basados en Serial Advanced Technology Attachment, Serial Attached SCSI y Non-Volatile Memory Express para soportar una variedad de aplicaciones de capacidad en masa y heredadas. Su portafolio de sistemas incluye subsistemas de almacenamiento para empresas, proveedores de servicios en la nube, servidores de almacenamiento de escala y fabricantes de equipos originales.

Con 1 acción de STX (USD 888,75) habrías recibido USD 2,96 en dividendos en los últimos 12 meses.

• The Motley Fool 4 oct

  Western Digital vs. Seagate: Which Is the Better AI Infrastructure Stock to Own for the Next 5 Years?

  Western Digital and Seagate, the two dominant players in high-capacity storage drives for AI and data centers, are both benefiting from a supercycle in demand. While Seagate has an edge with earlier HAMR technology adoption and stronger near-term growth projections, Western Digital offers better valuation with a P/E of 17x and 50% upside potential versus Seagate's 66x P/E. Both stocks are recommended as strong long-term buys for the next five years.

  

• The Motley Fool 2 oct

  Why Western Digital Stock Just Crashed

  Western Digital stock tumbled 11.7% after reports that rival Toshiba plans to spend $400 million to double its HDD production capacity by fiscal 2027, potentially increasing its market share from 17% to 30%. This could trigger price competition and margin compression for Western Digital, though analysts suggest the sell-off may be an overreaction given WD's valuation under 18x earnings.

  

• Zacks Investment Research 30 sept

  Micron (MU) Q4 Earnings and Revenues Beat Estimates

  Micron reported quarterly earnings of $33.42 per share, beating consensus estimates of $31.61, with revenues of $54.23 billion surpassing expectations by 6.33%. The stock has gained 273.2% year-to-date, significantly outperforming the S&P 500's 12.1% gain. However, the company received a Zacks Rank #3 (Hold) rating due to mixed estimate revisions, suggesting near-term performance in line with the market.

  

• Zacks Investment Research 30 sept

  Sandisk Bets on AI and Enterprise SSDs: Can It Outpace MU & STX?

  Sandisk is advancing its NAND flash technology with BiCS 8 ramping to majority production and BiCS 10 in preparation, while investing in high-bandwidth flash for AI architectures. The company's datacenter segment grew to 38% of its bit portfolio, driven by enterprise TLC SSDs and QLC Stargate platform adoption. However, it faces intense competition from Micron Technology in data-center SSDs and Seagate Technology in mass-capacity storage solutions.

  

• Zacks Investment Research 29 sept

  Seagate vs. NetApp: Which AI Data Storage Stock is the Smarter Bet?

  Both Seagate Technology and NetApp are positioned to benefit from AI-driven storage demand, but through different approaches. Seagate focuses on mass-capacity hardware with its HAMR-based Mozaic platform, while NetApp provides enterprise data infrastructure and AI data management. NetApp raised fiscal 2027 guidance and holds a Zacks Rank #1 (Strong Buy), while Seagate maintains a Rank #3 (Hold) despite strong recent earnings growth.