US · Technology · Computer Hardware
EPS came in at 5.48 against a street estimate of 4.89 — a beat of 12.1%.
Analysts rate Seagate Technology PLC a buy (13 buy, 8 hold, 2 sell out of 23) with an average price target of $1,125.00.
MIXED ACCRUFeR Q2 sales $10.3M (+4% QoQ, -20% YoY) hit by NY Medicaid tightening in April. Management pivoted to commercial segment; H1 total revenue $30.4M (+41% YoY) includes $7.9M China milestone. Still targeting $450M peak sales, 2027 launches in China/Korea planned. Q2 2026 U.S. commercial pivot drove H1 growth despite NY Medicaid headwind. International launches (China, Korea 2027) upside pending partner execution and pricing approval. Analysts pressed pricing compression (confirmed Medicaid-driven), international upside (modest near-term, large 2027 optionality), and sufficiency of cash (adequate without capital raise). Management emphasized market size, commercial channel stability vs Medicaid volatility, and digital marketing ROI. 2026-07-30…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 6.30% |
| Vanguard Capital Management, LLC | 6.25% |
| Vanguard Portfolio Management, LLC | 4.90% |
| State Street Corp | 4.11% |
| FMR Inc | 3.61% |
| Amvescap Plc. | 3.17% |
| JPMorgan Chase & Co | 2.94% |
| Geode Capital Management, LLC | 2.23% |
| Document | Date |
|---|---|
| Reg FD disclosure · Q1 FY2027 SEAGATE TECHNOLOGY HOLDINGS - 8-K SUMMARY HEADLINE NUMBERS • On September 8, 2026, Seagate redeemed approximately $150.7 million principal amount of | 2026-09-09 |
| Proxy statement · Q1 FY2027 SEAGATE TECHNOLOGY HOLDINGS PLC – PROXY STATEMENT SUMMARY WHAT SHAREHOLDERS ARE VOTING ON • Proposal 1: Elect 9 director nominees by separate resolu | 2026-09-08 |
| Board / officer change · Q1 FY2027 SEAGATE TECHNOLOGY HOLDINGS PLC - FORM 8-K SUMMARY OTHER NOTABLE POINTS • Director Departure: Shankar Arumugavelu notified the Board on September 2, | 2026-09-04 |
| Annual report FY2026 SEAGATE TECHNOLOGY HOLDINGS PLC – FORM 10-K SUMMARY HEADLINE NUMBERS • Market Capitalization: Approximately $65.0 billion as of January 2, 2026 • Ou | 2026-08-04 |
| Results announced · Q1 FY2027 SEAGATE TECHNOLOGY – FISCAL YEAR 2026 RESULTS HEADLINE NUMBERS • FY 2026 Revenue: $12.2 billion, up 34% from $9.1 billion in FY 2025 • FY 2026 GAAP | 2026-07-28 |
| Reg FD disclosure · Q4 FY2026 SEAGATE TECHNOLOGY HOLDINGS - 8-K SUMMARY HEADLINE NUMBERS • Redemption Amount: All outstanding 3.50% Exchangeable Senior Notes due 2028 being calle | 2026-06-12 |
| Reg FD disclosure · Q4 FY2026 SEAGATE TECHNOLOGY HOLDINGS - 8-K SUMMARY HEADLINE NUMBERS • $185.908 million principal amount of exchangeable notes exchanged • 2,023,124 ordinary | 2026-05-28 |
| Quarterly report · Q4 FY2026 SEAGATE TECHNOLOGY HOLDINGS PLC – Q3 FY2026 10-Q SUMMARY HEADLINE NUMBERS • Revenue: $3,112 million (Q3); $8,566 million (9M) vs. $2,160 million (Q3 | 2026-04-29 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.74 / share ex-date Sep 24, 2026 · pay Oct 7, 2026 | 2026-09-24 |
| Dividend | $0.74 / share ex-date Jun 24, 2026 · pay Jul 7, 2026 | 2026-06-24 |
| Dividend | $0.74 / share ex-date Mar 25, 2026 · pay Apr 8, 2026 | 2026-03-25 |
| Dividend | $0.74 / share ex-date Dec 24, 2025 · pay Jan 9, 2026 | 2025-12-24 |
| Dividend | $0.72 / share ex-date Sep 30, 2025 · pay Oct 9, 2025 | 2025-09-30 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Seagate Technology PLC — free to start.
Google PlayApp StoreData updated 2026-09-18.