Photo by Smith Collection/Gado/Getty ImagesGetty Images Seagate (NASDAQ: STX) is scheduled to disclose its fiscal fourth-quarter earnings on Tuesday, July 29, 2025 (June fiscal year). Analysts anticipate that the company will announce earnings of $2.43 per share on sales of $2.42 billion. This would indicate no growth in earnings and a 28% rise in sales compared to the previous year's figures of $2.44 per share and $1.89 billion, respectively. Historical data reveals that the stock has risen 55% of the time ...

Key Takeaways We expect STX's Q4 mass capacity revenues to rise 39.5% year over year to reach $2 billion.Mozaic 3+ HAMR drives and 24-28TB PMR models now lead in both revenue and exabyte shipments.Gross margin is projected at 36.8%, up from 30.9%, driven by nearline demand and optimized pricing.Seagate Technology Holdings plc ((STX) is scheduled to report fourth-quarter fiscal 2025  earnings on July 29, after the closing bell.The Zacks Consensus Estimate for fourth-quarter fiscal 2025 earnings is pegged at ...

The technology sector saw growth in the second quarter of 2025, driven by strong adoption of Artificial Intelligence (AI) and machine learning, as well as Generative AI (GenAI). The sector is riding on the ongoing digitalization wave. The rapid adoption of AI, cloud computing, 5G, the Internet of Things, wearables, headsets supporting augmented and virtual reality technologies, drones, robotics, cybersecurity, blockchain and quantum computing is expected to have aided sector participants.A number of technol ...

Momentum investing revolves around the idea of following a stock's recent trend in either direction. In "long context," investors will be essentially be "buying high, but hoping to sell even higher." With this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving that way. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.While many investors like to look for momentum i ...

Have you been searching for a stock that might be well-positioned to maintain its earnings-beat streak in its upcoming report? It is worth considering Seagate (STX) , which belongs to the Zacks Computer - Integrated Systems industry.This electronic storage maker has seen a nice streak of beating earnings estimates, especially when looking at the previous two reports. The average surprise for the last two quarters was 7.97%.For the last reported quarter, Seagate came out with earnings of $1.9 per share versu ...

Core Insights - Seagate Technology Holdings plc has launched its highest-capacity hard drives, the 30TB Exos M and IronWolf Pro, available globally at prices of $599.99 and $569.99 respectively for the 30TB and 28TB variants [1][2] Group 1: Product Launch and Technology - The new drives utilize Seagate's Mozaic 3+ platform and HAMR technology, addressing the increasing demand for high-performance storage driven by AI adoption [2][10] - The Exos M 30TB and IronWolf Pro 30TB drives are designed for real-time edge analytics and advanced workloads, supporting applications like image recognition and predictive maintenance [4][10] Group 2: Market Trends and Demand - The global NAS market is projected to grow at a CAGR of over 17% through 2034, driven by digital transformation and the rise of big data and AI analytics [5] - Nearly 90% of the world's data is stored in just 10 countries, but data sovereignty regulations are prompting a shift towards edge computing [5][6] Group 3: Strategic Positioning - Seagate's focus on advanced technologies like HAMR is expected to enhance its market position in mass capacity storage solutions [7][8] - The company anticipates that the ramp-up of HAMR technology will meet the growing demand for cost-effective mass storage solutions driven by AI and machine learning [8][9]

Group 1 - The global data storage needs are increasing significantly, driven by applications such as AI training, big data analytics, and cloud storage [1] - Various surveys and reports indicate different growth levels in data storage, but a common consensus is that there is a strong tailwind supporting this growth [1] Group 2 - The article emphasizes the importance of rigorous risk management and a long-term perspective on value creation in investment strategies [1]

Market Overview - The market is trending higher, led by tech stocks, with major indices nearing all-time highs and individual stocks experiencing significant gains [1] - Investor interest in momentum and speculation has increased, but caution is advised as technical indicators signal potential pullbacks [1] Technical Indicators - The Relative Strength Index (RSI) is a key momentum gauge, with readings above 70 indicating overbought conditions, and readings in the high 80s or 90s suggesting a likely near-term pullback [2] - Three stocks are identified as overbought based on elevated RSI readings, indicating a potential opportunity for investors to lock in profits [2] Western Digital Corporation (WDC) - WDC has seen a strong performance, rallying nearly 46% year-to-date and 128% from its 52-week low, driven by AI demand for data storage and favorable Q3 earnings [3][4] - The stock's RSI is at 87, indicating it is deep in overbought territory, and it has significantly exceeded its mid-to-short-term moving averages, raising the likelihood of a near-term pullback [4] - Despite being overbought, WDC is considered undervalued with a P/E ratio of 12.5 and a forward P/E of 11.9, suggesting potential for future growth [5][6] Seagate Technology (STX) - STX has mirrored WDC's rally, with shares up over 76% year-to-date and 140% from their 52-week low, driven by AI infrastructure and recovering demand [7] - The stock's RSI is nearly 90, indicating it is among the most technically stretched stocks, with a significant extension from key support levels [8] - While fundamentals are improving, the short-term risk-reward profile appears less favorable, with a potential pullback towards the $130 range anticipated [9] Sezzle Inc. (SEZL) - SEZL has gained 304% year-to-date, driven by a strong Q1 earnings report that showed significant revenue growth [11] - The stock is trading near all-time highs with an RSI of 71, indicating it has crossed into overbought territory, warranting monitoring for potential profit-taking [12] - Despite notable growth in gross merchandise volume and profitability, the stock's high valuation and technical exhaustion may lead to a pause in momentum [13] General Investment Considerations - The broader market remains strong, but the elevated RSI levels of WDC, STX, and SEZL suggest they may be due for a breather, prompting investors to consider reducing exposure or locking in profits [14][15]

Group 1 - Seagate Technology has experienced a remarkable stock market rally in 2025, with a 73% year-to-date increase, significantly outperforming the Nasdaq Composite index's 7% return [1] - The company's revenue for the first nine months of fiscal 2025 rose nearly 43% year over year to $6.65 billion, with non-GAAP income from operations increasing more than fourfold due to higher margins [3][4] - The growth is driven by strong demand for mass capacity storage in the cloud, which is expected to push annual revenue for the data center storage market to $23 billion by 2028, up from $13 billion last year [4] Group 2 - Seagate holds a 40% share of the global storage market and has guided for $2.4 billion in revenue for the recently concluded fiscal fourth quarter, representing a 27% year-over-year increase [5][6] - For the full fiscal year, revenue is projected to grow by 38%, with adjusted earnings expected to jump more than sixfold to $7.91 per share [7] - The stock is currently trading at 21 times trailing earnings and 16 times forward earnings estimates, which is significantly lower than the Nasdaq 100 index's average forward earnings multiple of 29, indicating an attractive valuation [9]

Group 1 - Seagate Technology has become the top performer in the S&P 500 for 2025, with a stock surge of 76.04% year-to-date, reaching a 52-week high of $151.94 [1] - The consensus rating among 16 analysts for Seagate is "Moderate Buy," with 11 buy recommendations and 5 holds, and no sell ratings [2] - Seagate's current share price of $151.94 is 11.98% above the average analyst price target of $127.67, with expectations of earnings of $2.17 per share for fiscal Q4 2025, indicating a 149.4% growth from the previous year [4] Group 2 - The company's growth is driven by increasing demand for data storage solutions, benefiting from its position as the second-largest U.S. manufacturer of hard disk drives, with a market valuation of $30.8 billion [5] - Seagate's momentum began with a strong Q3 earnings report, where it reported earnings of $1.90 per share and $2.2 billion in revenue, exceeding estimates, and guided for Q4 revenue of $2.4 billion and earnings of $2.40 per share [6] - The sustained investor interest is attributed to strong demand for mass capacity storage, AI-integrated devices, and the Windows 11 refresh cycle [6]