28 October 2025 | 4:20PM EDT Equity Research Seagate Technology (STX): First Take: Strong beat-and-raise quarter should send shares higher Key stock takeaways: We expect the stock to trade higher following a quarter which was above the Street, with stronger EPS guidance primarily driven by pricing. We believe investor expectations were elevated given growing confidence in continued pricing momentum as HDD shortages persist. We expect investors to focus on critical elements of management's commentary on the ...