Core Viewpoint - Seagate Technology Holdings PLC experienced a significant stock increase following strong quarterly results and raised guidance, leading to two firms raising their price forecasts to $500 [1] Group 1: Analyst Price Forecasts - Cantor Fitzgerald analyst C.J. Muse raised the price forecast to $500 from $400, maintaining an Overweight rating, citing gross margins of approximately 70% during the December quarter and a gross margin guide of at least 44% [2] - Rosenblatt Securities analyst Kevin Cassidy also raised the price forecast to $500 from $370, maintaining a Buy rating, and increased the valuation multiple to 25 times from 20 times non-GAAP EPS, highlighting expanding gross margins above 45% and operating margins above 35% [4] Group 2: Earnings Performance - Seagate reported quarterly earnings of $3.11 per share, surpassing the analyst consensus estimate of $2.81, with quarterly revenue reaching $2.83 billion, exceeding the Street estimate of $2.73 billion and up from $2.33 billion in the same period last year [5][6] - The CEO of Seagate noted that the December quarter results set new records for gross margin, operating margin, and non-GAAP EPS, reflecting strong operational execution and robust data center demand [6] Group 3: Future Outlook - The company indicated that its nearline storage capacity is fully booked through calendar 2026, with orders for the first half of 2027 expected to open soon, and long-term agreements with major cloud customers provide strong demand visibility through 2027 [7] - Seagate expects third-quarter adjusted EPS of $3.20 to $3.60, compared to the $2.96 analyst estimate, and revenue of $2.8 billion to $3 billion, versus the $2.77 billion analyst estimate [8]

Seagate Technology ( NASDAQ:STX ) reported its fiscal second-quarter 2026 earnings yesterday, and the results beat Wall Street expectations on both revenue and earnings per share. ...

Market Overview - The market is experiencing a busy day with significant earnings reports and comments from political figures impacting sentiment [2][5] - The divergence between the NASDAQ and Russell indices indicates a recent rotation of money back into technology stocks after a brief period of underperformance [3][4] Technology Sector Insights - Major technology companies are set to report earnings, with ASML's bookings nearly doubling estimates, reflecting strong demand in the semiconductor sector [4][5] - The ongoing infrastructure buildout is driving GDP growth, estimated at 4-5%, which is beneficial for the technology sector and broader economy [5][6] - There is a notable divergence within the technology sector, with some large-cap software companies hitting 52-week lows while the overall market reaches new highs [8][19] Federal Reserve and Economic Policy - The Federal Open Market Committee (FOMC) is expected to maintain current interest rates, with little market expectation for changes, although there is interest in potential dissenting votes among new members [12][13] - The selection of the next Fed chair is generating intrigue, with several candidates being discussed, and the Senate confirmation process is a critical factor [10][17] Capital Expenditure Trends - Capital expenditure (capex) among major tech firms is a focal point, with expectations that it should neither be too high nor too low to maintain investor confidence [9][20] - The impact of artificial intelligence (AI) on software companies remains uncertain, with questions about how increased competition will affect profitability and market dynamics [22][23]

Core Viewpoint - The surge in demand for artificial intelligence data center hardware has led to a rebound in chip manufacturers' stock prices, with Texas Instruments and other manufacturers showing optimistic performance, indicating that this momentum is expanding beyond Nvidia's high-end processors [1][3]. Group 1: Company Performance - Texas Instruments reported a positive quarterly forecast, highlighting that the booming demand for AI data centers is driving chip demand beyond Nvidia's advanced processors [2][4]. - Texas Instruments' stock price increased by approximately 8.5%, while Seagate's stock surged by 17.7%. In contrast, ASML's stock fell by 2.3% after earlier gains of 7.5% [1][3]. - Other AI-related chip manufacturers, including Nvidia, Micron, AMD, and Intel, also saw their stock prices rise, continuing the upward trend across the industry [1][3]. Group 2: Industry Trends - The Philadelphia Semiconductor Index rose by 1.7%, reflecting the overall positive sentiment in the semiconductor sector [2][4]. - LSEG data indicates that the technology sector's earnings are driven by the AI boom and overall growth in U.S. companies, with an expected growth of about 27%, compared to 9.2% for S&P 500 companies [5]. - The revenue growth rate for the technology sector is approximately 18%, while the overall growth rate for the S&P 500 is 7.3% [5]. Group 3: Market Challenges - A global shortage of memory chips casts a shadow over the demand for personal electronic products, with expectations that sales of smartphones and personal computers (Texas Instruments' primary market) will be affected [5]. - Morgan Stanley believes that Texas Instruments is unlikely to face supply shortages due to low global factory utilization, although geopolitical risks remain unpredictable, and U.S.-centered production may expose Texas Instruments to overseas tariffs [5].

【导读】存储芯片暴涨，四大巨头齐创新高，日元跳水 中国基金报记者 泰勒 大家好，今晚继续关注海外市场的表现。 存储芯片全线暴涨 1月28日晚间，美股三大指数上涨，标普500指数首次触及7000点，再创新高，但随后 涨幅较开盘时候 有所收窄。 23842.64 +25.54 +0.11% 35.17 万球友关注 交易中 01-28 10:59:41 美东时间 今开: 23965.11 量比: 1.54 最高:23988.26 52周最高: 24019.99 最低:23839.89 昨收:23817.10 52周最低: 14784.03 振幅:0.62% 成交量:30.28亿股 分时 五日 日K 周K 月K 季K 年K 120分 60分 30分 15分 5分 1分 区间统计 全屏显示 最新:23842.88+25.78+0.11% 0.72% 13988.26 0.54% 23902.68 0.36% 23859.89 0.18% 23817.10 0.00% 23774.31 -0.18% 23731.51 -0.36% 23688.72 -0.54% 23645.93 -0.72% 成交量: 30.28亿股 ...

大家好，今晚继续关注海外市场的表现。 存储芯片全线暴涨 1月28日晚间，美股三大指数上涨，标普500指数首次触及7000点，再创新高，但随后涨幅较开盘时候有所收窄。 | 了 筛选 | 最新价 ÷ | 涨跌幅 ⇒ □* | | --- | --- | --- | | 希捷科技 | 437.76 | +17.75% | | us STX | | | | 西部数据 | 274.66 | +8.71% | | us WDC | | | | 美光科技 | 430.05 | +4.83% | | us MU | | | | Sandisk Corporation \ | 507.97 | +5.51% | | us SNDK | | | | 了 筛选 | 最新价 = | 涨跌幅 = □' | | --- | --- | --- | | 英特尔 | 47.84 | +8.90% | | US INTC | | | | Sandisk Corporation | 507.33 | +5.38% | | us SNDK | | | | 美光科技 | 430.05 | +4.83% | | us MU | | | | Applo ...

Seagate Stock Soars As Earnings Show Huge AI Demand For Hard-Drives | Investor's Business DailyANALYSIS: [AI Bubble Or Boom? Wall Street Weighs In]Investors.com will undergo scheduled maintenance from 10:00 PM ET to 2:00 AM ET and some features may be unavailable. We apologize for any inconvenience.---Seagate Technology (STX) stock rocketed higher Wednesday after the data storage company reported fiscal second-quarter results ahead of expectations. The gains add to a massive run for Seagate, which is benefi ...

Micron and other chip stocks are seeing a big boost after these comments - MarketWatch# Micron and other chip stocks are seeing a big boost after these comments## Seagate says prices could go higher for its storage products as supply remains tight due to AIPublished: Jan. 28, 2026 at 10:14 a.m. ETShareResizeSeagate's stock was up more than 15% on Wednesday. Photo: Getty ImagesMemory stocks were seeing a further boost on Wednesday, as upbeat commentary from two industry players suggested that booming demand ...

Bryson特别强调，希捷披露其HAMR(热辅助磁记录)技术已在所有美国客户中完成认证，这有效缓解了 市场对公司在新一代高容量平台执行力的担忧。他认为，这一成果为希捷持续推进HAMR产能爬坡奠定 基础，同时也提升了其Mozaic 4平台放量的确定性。随着2026年下半年出货规模扩大，高端产品组合改 善可能推动价格与利润率出现进一步跃升。 智通财经APP获悉，存储设备巨头希捷科技(STX.US)周三股价大涨近17%，此次强劲拉升主要源于公司 最新公布的季度业绩显著超出市场预期，同时给出的下一财季盈利与营收指引也大幅高于华尔街预测。 财报发布后，多家华尔街机构迅速上调目标价并重申看多观点。Wedbush分析师Matt Bryson维持对希 捷"跑赢大盘"评级，并将目标价从380美元上调至430美元。他表示，随着营收与利润率提升趋势有望持 续，公司前景依旧具备吸引力。 展望2026财年第三季度，希捷预计调整后每股收益将在3.2至3.6美元之间，中值为3.4美元，显著高于分 析师普遍预测的2.99美元。同时，公司预计季度营收将在28亿至30亿美元之间，同样高于市场预期的 27.9亿美元。 在截至1月2日的最新季度中， ...

Western Digital, Micron Technology, and Seagate Technology finish as the top three performers in the S&P 500 on its road to 7000. ...