Seeking Alpha
14 Oct 2026, 05:50 UTC · 1h ago
Seagate's Improving Earnings Support A Cautious Upside
Impact · against what's priced in
The article provides no new catalysts for Seagate or Western Digital, as the financial results and technology roadmap are already baked into current valuations. The reported revenue surge and margin profile simply confirm the near-term strengths the market has already priced in.
- STX+0.00
Already priced in
- The price assumes
Near-term revenue surge: the 34.1% year-over-year growth
The reported FY2026 sales increase of 34% to $12.2B directly matches the growth figures the market has already accounted for in the current price.
What STX's price assumes · Sep 11
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