Seagate Technology Holdings plc(STX)Stock Analysis
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Rank #20 of 2,961 stocksTOP 1%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
STX Stock Analysis & AI Quality Score
Data updated 2026-09-11AI stock analysis and institutional research for Seagate Technology Holdings plc (STX), a Technology sector company. 13F Pro's AI-powered ranking engine scores STX at 81.3/100 on a 32-signal composite quality model, placing it at rank #20 of 2,961 stocks — the top 1% of the AI-ranked universe. Based on the latest XBRL financial filings (Q2 2026), Seagate Technology Holdings plc reports quarterly revenue of $3.6B, net income of $1.3B, free cash flow of $1.1B. Top institutional holders of STX by reported 13-F value include BlackRock, VANGUARD CAPITAL MANAGEMENT, STATE STREET, based on the most recent SEC filings. STX trades on the Nasdaq exchange and files with the SEC under CIK 1137789. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate STX daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Seagate Technology Holdings plc directly from SEC EDGAR. Seagate Technology Holdings plc's 13F Pro composite quality score has ranged between 76 and 82 since 2026, currently 81.3 — an improving long-term trajectory across 48 quarterly and live scoring snapshots.
What's Driving STX's Business? Latest 10-K Breakdown
✓ 37/37 datapoints verifiedAI-extracted from Seagate Technology Holdings plc's 10-K filed 2026-08-04 — FY2026 (53-week fiscal year ended July 3, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Revenue rose 34% to $12.2B as nearline exabytes shipped grew to 695, lifting gross margin 11 points to 46% and net income to $3.2B.
Biggest Revenue Drivers
Sustained demand for high capacity nearline drives across global cloud customers, plus increasing enterprise edge deployments
Solid-state storage continues to displace lower capacity HDDs in Edge IoT and client applications
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
Revenue
Q2 2026
$3.6B
Net Income
Q2 2026
$1.3B
Free Cash Flow
Q2 2026
$1.1B
D/E Ratio
Q2 2026
1.66
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
+34.1% YoYNet Income
+116.7% YoYOperating Income
+116.6% YoYEPS (Diluted)
+105.3% YoYTotal Assets
+24.3% YoYTotal Debt
-28.6% YoYOp. Cash Flow
+239.2% YoYFree Cash Flow
+279.6% YoY| Metric | FY 2026 | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 |
|---|---|---|---|---|---|---|
| Revenue | $12.20B +34.1% | $9.10B +38.9% | $6.55B -11.3% | $7.38B -36.7% | $11.66B +9.2% | $10.68B |
| Net Income | $3.18B +116.7% | $1.47B +338.5% | $335.0M +163.3% | $-529.0M -132.1% | $1.65B +25.5% | $1.31B |
| Operating Income | $4.09B +116.6% | $1.89B +318.1% | $452.0M +232.2% | $-342.0M -117.5% | $1.96B +31.0% | $1.49B |
| EPS (Diluted) | $13.90 +105.3% | $6.77 +328.5% | $1.58 +161.7% | $-2.56 -134.8% | $7.36 +37.3% | $5.36 |
| Total Assets | $9.97B +24.3% | $8.02B +3.7% | $7.74B +2.4% | $7.56B -15.5% | $8.94B +3.1% | $8.68B |
| Total Debt | $3.60B -28.6% | $5.05B -11.9% | $5.73B +3.8% | $5.52B -3.4% | $5.71B +9.6% | $5.22B |
| Operating Cash Flow | $3.67B +239.2% | $1.08B +18.0% | $918.0M -2.5% | $942.0M -43.2% | $1.66B +1.9% | $1.63B |
| Free Cash Flow | $3.10B +279.6% | $818.0M +23.2% | $664.0M +6.1% | $626.0M -50.9% | $1.28B +13.1% | $1.13B |
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Top Institutional Holders of STX
BlackRock, Inc.
$14.6B15,166,793 shVANGUARD CAPITAL MANAGEMENT LLC
$14.1B14,630,067 shSTATE STREET CORP
$9.6B9,911,669 shFMR LLC
$7.9B8,153,134 shVANGUARD PORTFOLIO MANAGEMENT LLC
$7.7B7,999,686 shInvesco Ltd.
$7.3B7,536,880 shWCM INVESTMENT MANAGEMENT, LLC
$5.2B5,320,463 shJPMORGAN CHASE & CO
$5.0B5,201,103 shJANE STREET GROUP, LLC
$5.0B5,193,000 shGEODE CAPITAL MANAGEMENT, LLC
$5.0B5,155,435 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $14.6B | 15,166,793 |
| VANGUARD CAPITAL MANAGEMENT LLC | $14.1B | 14,630,067 |
| STATE STREET CORP | $9.6B | 9,911,669 |
| FMR LLC | $7.9B | 8,153,134 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $7.7B | 7,999,686 |
| Invesco Ltd. | $7.3B | 7,536,880 |
| WCM INVESTMENT MANAGEMENT, LLC | $5.2B | 5,320,463 |
| JPMORGAN CHASE & CO | $5.0B | 5,201,103 |
| JANE STREET GROUP, LLC | $5.0B | 5,193,000 |
| GEODE CAPITAL MANAGEMENT, LLC | $5.0B | 5,155,435 |
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Popular Research
Is STX a good stock to buy?
13F Pro's AI-powered analysis of Seagate Technology Holdings plc (STX) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for STX are available on the STX stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. STX is classified as a large company.
Which hedge funds own STX?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling STX. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Seagate Technology Holdings plc's investment landscape.