Seagate Technology

27 atoms · 跨 9 天 · 首见 2026-04-28 · 最近 2026-06-20

三色: 🟦 fact 12 · 🟥 take 15 · stance ▲19/▼0/◆0

来源: X 27

时态: fresh:26 · stale:1

标签: 好数字:20 · 好观点:7 · 好信源:6 · 好思考:3

叙事 (narrative) (2)

• 2026-05-27 · 受益因素
  硬盘/数据存储巨头，受益AI数据增长
  tags: 好观点 · → daily
  value: direction=受益
• 2026-05-24 · HDD供给格局
  シーゲイトとウエスタンデジタルと東芝で独占していて、ほかに作れる会社がない。
  tags: 好观点 · → daily

预测 (forecast) (12)

• 2026-05-24 · 营收预期
  まだ火がついてないけど、どこかで売り上げが爆発する日を待っている。
  tags: 好观点·好思考 · → daily
• 2026-05-08 · AI训练数据集存储需求驱动预期
  AI training datasets need massive cheap storage — Seagate wins.
  tags: 好观点·好思考 · → daily
• 2026-06-20 · target price raised by Morgan Stanley
  Seagate Technology’s $STX target price was increased from $767 to $1,035
  tags: 好数字 · → daily
  value: qty=$1,035 · date=2026-06-20
• 2026-06-20 · CY27 EPS could exceed
  Seagate Technology’s CY27 EPS could exceed $70
  tags: 好数字 · → daily
  value: qty=$70 · date=CY27
• 2026-06-20 · CY28 EPS could exceed
  Seagate Technology’s CY28 EPS could exceed $100
  tags: 好数字 · → daily
  value: qty=$100 · date=CY28
• 2026-06-20 · FY27 EPS forecast
  Seagate Technology's FY27 EPS is $35.38
  tags: 好数字 · → daily
  value: qty=$35.38 · date=FY27
• 2026-06-20 · FY28 EPS forecast
  Seagate Technology's FY28 EPS is $70.64
  tags: 好数字 · → daily
  value: qty=$70.64 · date=FY28
• 2026-06-20 · FY28 consensus EPS
  Seagate Technology’s FY28 consensus EPS is around $40.60
  tags: 好数字 · → daily
  value: qty=$40.60 · date=FY28
• 2026-06-20 · CY27 implied P/E at $17.00/TB nearline price
  CY27 P/E at $17.00/TB: 21.8x
  tags: 好数字 · → daily
  value: qty=21.8x · date=CY27
• 2026-06-20 · CY27 implied P/E at $31.00/TB nearline price
  CY27 P/E at $31.00/TB: 9.2x
  tags: 好数字 · → daily
  value: qty=9.2x · date=CY27
• 2026-06-20 · CY28 implied P/E at $17.00/TB nearline price
  CY28 P/E at $17.00/TB: 18.2x
  tags: 好数字 · → daily
  value: qty=18.2x · date=CY28
• 2026-06-20 · CY28 implied P/E at $31.00/TB nearline price
  CY28 P/E at $31.00/TB: 7.9x
  tags: 好数字 · → daily
  value: qty=7.9x · date=CY28

立场 (position) (1)

事实 (fact) (12)

• 2026-04-29 ⭐ · third-quarter results beat expectations fueled by AI-related demand
  Seagate Technology reported third-quarter results that beat expectations, fueled by AI-related demand
  tags: 好数字·好信源 · → daily
• 2026-04-28 ⭐ · March quarter results beat revenue guidance high end
  Seagate delivered outstanding March quarter results, exceeding the high end of our revenue and EPS guidance
  tags: 好数字·好信源 · → daily
• 2026-04-28 ⭐ · March quarter results beat EPS guidance high end
  Seagate delivered outstanding March quarter results, exceeding the high end of our revenue and EPS guidance
  tags: 好数字·好信源 · → daily
• 2026-04-28 ⭐ · record margin performance in March quarter
  achieving record margin performance
  tags: 好数字·好信源 · → daily
• 2026-04-28 ⭐ · March quarter free cash flow close to $1 billion
  generating close to $1 billion in free cash flow
  tags: 好数字·好信源 · → daily
  value: qty=~$1B · date=March quarter 2026
• 2026-06-20 · incremental price increase flows 100% to after-tax profit
  Incremental pricing for HDDs translates almost 100% into after-tax profit.
  tags: 好观点·好思考 · → daily
  value: direction=increases profit
• 2026-05-12 · S&P 500 YTD 回报率
  Seagate Technology: 203%
  tags: 好数字 · → daily
  value: qty=203% · date=2026-05-12
• 2026-05-06 · 年初至今涨幅排名第三
  Seagate Technology YTD Return: 179.97%
  tags: 好数字 · → daily
  value: qty=179.97%
• 2026-04-29 · fourth-quarter forecast much stronger than expected
  gave a fourth-quarter forecast that was much stronger than expected
  tags: 好数字 · → daily
• 2026-06-20 · CY25 actual EPS
  Seagate and Western Digital reported actual CY25 EPS of $10.24 and $6.95, respectively
  tags: 好数字 · → daily
  value: qty=$10.24 · date=CY25
• 2026-06-20 · reluctant to lock commercial terms beyond 12 months
  Seagate Technology and Western Digital are reluctant to lock in commercial terms beyond 12 months.
  tags: 好观点 · → daily
  value: direction=refuses longer LTAs
• 2026-05-08 · 超大规模数据中心硬盘市场地位
  The king of hard drives for hyperscale data centers.
  tags: 好观点 · → daily

时间轴 (近 20)

• 2026-06-20 · forecast · target price raised by Morgan Stanley · → daily
• 2026-06-20 · forecast · CY27 EPS could exceed · → daily
• 2026-06-20 · forecast · CY28 EPS could exceed · → daily
• 2026-06-20 · forecast · FY27 EPS forecast · → daily
• 2026-06-20 · forecast · FY28 EPS forecast · → daily
• 2026-06-20 · forecast · FY28 consensus EPS · → daily
• 2026-06-20 · fact · CY25 actual EPS · → daily
• 2026-06-20 · fact · reluctant to lock commercial terms beyond 12 months · → daily
• 2026-06-20 · fact · incremental price increase flows 100% to after-tax profit · → daily
• 2026-06-20 · forecast · CY27 implied P/E at $17.00/TB nearline price · → daily
• 2026-06-20 · forecast · CY27 implied P/E at $31.00/TB nearline price · → daily
• 2026-06-20 · forecast · CY28 implied P/E at $17.00/TB nearline price · → daily
• 2026-06-20 · forecast · CY28 implied P/E at $31.00/TB nearline price · → daily
• 2026-06-08 · position · Mizuho target price · → daily
• 2026-05-27 · narrative · 受益因素 · → daily
• 2026-05-24 · narrative · HDD供给格局 · → daily
• 2026-05-24 · forecast · 营收预期 · → daily
• 2026-05-12 · fact · S&P 500 YTD 回报率 · → daily
• 2026-05-08 · fact · 超大规模数据中心硬盘市场地位 · → daily
• 2026-05-08 · forecast · AI训练数据集存储需求驱动预期 · → daily

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