Can Higher-Capacity HAMR Momentum Power Seagate's Long-Term Upside?

Key Takeaways Seagate is accelerating HAMR drive shipments, topping 1.5M units in 2025.STX secured qualifications with all major U.S. cloud providers, with global approvals due by 2026.Seagate expects fiscal Q3 revenues of $2.9B ( /-$100M), up 34% at midpoint.In today’s digital era, data continues to grow at a staggering pace, driven by cloud computing, generative AI, video streaming and billions of connected devices. At the center of this explosion is the ongoing demand for high-capacity, cost-efficient st ...