Seagate Technology Holdings plc (STX)
NasdaqGS · Price as of · Delayed Quote
- Profitability20/20
Profitable and growing: $3.93B net income over the last four reported quarters, up from $2.01B the year before.
- Insider buying vs selling11/20
Insiders are sellers only: 190 sells worth $105.1M, no open-market buys, across the last 20 Form 4s. Routine executive selling is common, so this is only a mild negative. Separately, 2 new 5%+ stake disclosures (13D/13G) hit in the last 6 months, which is big-money accumulation.
- Dilution and offerings6/15
Share count up 6.6% in a year. Real dilution.
- Analysts23
- Implied upside+35.5%
- Target range$700.00 to $1,600.00
- EPS expected$7.35 +182%
- A year ago$2.61
- Revenue expected$4.12B +57%
- Estimate range$7.29 to $7.59
STX closed at $830.17 on Sep 11, down 5.5% since Aug 12. Chart read: price above the 200-day moving average but below the 50-day; the 50-day is above the 200-day (uptrend structure); trading at 71% of the 52-week range ($195.99 to $1094.04).
Insider buying and selling at Seagate Technology Holdings plc (STX)
The most recent Form 4 on record for Seagate Technology Holdings plc (STX) is September 1, 2026, when William D Mosley, CEO, sold $24.5M of stock. That sale ran under a pre-arranged 10b5-1 plan, so it was scheduled ahead of time rather than decided that week.
| Insider | Action | Value | Date | Type |
|---|---|---|---|---|
| William D Mosley · CEO | Sell | $24.5M | September 1, 2026 | Routine |
| William D Mosley · CEO | Sell | $15.4M | August 21, 2026 | Red flag |
| Gianluca Romano · EVP & CFO | Sell | $11.4M | August 7, 2026 | Routine |
| William D Mosley · CEO | Sell | $14.1M | August 3, 2026 | Routine |
| William D Mosley · CEO | Sell | $18.8M | July 1, 2026 | Routine |
Filed notices to sell
A Form 144 is filed beforean insider sells restricted stock. The Form 4 reporting the completed trade isn't due until two business days after the sale, so these land first. They are intentions, not transactions.
| Insider | Value | Filed | Status | Type |
|---|---|---|---|---|
| Romano Gianluca · Officer | $43.5M | September 11, 2026 | Executed | Routine |
| Teh Ban Seng · Officer | $570,240 | September 10, 2026 | Executed | Routine |
| Romano Gianluca · Officer | $1.2M | September 10, 2026 | Not yet reported | Vested shares |
| Morris John Christopher · Officer | $518,022 | September 10, 2026 | Executed | Vested shares |
| MOSLEY WILLIAM D · Officer, Director | $2.6M | September 10, 2026 | Executed | Vested shares |
Congress trades in STX
| Date | Member | Action | Amount | |
|---|---|---|---|---|
| 2026-03-27 | Alan Armstrong | Purchase | $1,001 - $15,000 |
SEC filings
| Form | Filed | Description |
|---|---|---|
| 4 | September 11, 2026 | FORM 4 |
| 4 | September 11, 2026 | FORM 4 |
| 4 | September 11, 2026 | FORM 4 |
| 4 | September 11, 2026 | FORM 4 |
| 4 | September 11, 2026 | FORM 4 |
| 144 | September 11, 2026 | View on EDGAR |
| 144 | September 10, 2026 | View on EDGAR |
| 144 | September 10, 2026 | View on EDGAR |
Seagate Technology news
All 21 articles
AI's storage ladder: HBM, flash and Seagate's (STX) race to the 100TB hard drive
HBM gets the attention, but every AI byte has to land somewhere. What each storage tier holds, who sells it, and why flash repriced about three times harder than hard drives did.
Seagate (STX)'s CEO and four other executives sold $43 million in 48 hours. The stock fell 6.5% three days later.
Five Seagate (STX) executives filed Forms 4 on Aug. 24 covering $43.3 million in stock sold on Aug. 20 and 21, three of them with no 10b5-1 plan attached. STX closed down 6.5% from those sale prices the day the filings hit.
The AI shortage keeps moving: from GPUs to memory, and now to hard drives (STX, WDC)
The AI shortage keeps rotating down the supply chain: first GPUs, then compute and networking, now memory, and hard drives are the leg lighting up next. The pattern, the stock moves at each stage, and what could be next.
Articles that mention Seagate Technology without it being the main subject.
Memory chip prices are soaring. So why are Micron (MU), SanDisk (SNDK) and SK Hynix (SKHY) falling?
Korea's chip exports nearly tripled in the first 20 days of August and its semiconductor export price index has quadrupled since 2023. Micron, SanDisk, SK Hynix, Samsung and Kioxia all peaked within one week in June and have fallen 21% to 51% since.
The AI trade rotates to a new sector every week. Which one is it going to be this week?
The AI trade has rotated by sector almost every week: software, then photonics, then memory. So which corner of AI runs next? I make the case for the one group that keeps riding along without ever leading.
Memory is the bottleneck for AI, and the shortage is real
Elon Musk amplified a post calling memory, not compute, the limit for AI, and memory stocks ran. The shortage is real: demand is growing far faster than supply, and the new SK Hynix and Micron plants do not open until 2027 and 2028.
Frequently asked questions
When does STX report earnings?
Seagate Technology Holdings plc (STX) is scheduled to report quarterly results on October 27, 2026, after the close. The 20-analyst consensus is $7.35 per share on revenue of $4.12B for the quarter ending September 30, 2026, against $2.61 and $2.63B a year earlier. It has beaten the consensus EPS estimate in all four of the last four quarters.
What do analysts expect for STX?
23 analysts cover Seagate Technology Holdings plc (STX). The consensus rating is Strong buy. The average price target is $1,125.00, in a range of $700.00 to $1,600.00.
Are insiders buying or selling STX?
We track Form 4 filings for Seagate Technology Holdings plc (STX). The activity listed on this page shows 5 qualifying sales. Each row is labelled Routine when the filer declared a pre-arranged 10b5-1 plan, Tax withholding when shares were sold automatically to cover the tax on a vest, or Own call when neither applies.
Where can I see STX SEC filings?
Recent filings are listed on this page, newest first. The latest is a 4 filed September 11, 2026.