Night Squared LP, Oxbow Capital Management HK, Blue Whale Capital, John Morris, Mackenzie Financial, and Arrowstreet Capital are among multiple entities that have recently taken or increased positions in
Seagate Technology Holdings Plcs STX. However, Sanders Capital, Pinnbrook Capital Management, and Swiss National Bank were among those reducing positions, while Capital Research Global Investors sold over 1 million shares. Key personnel including
CEO Mosley and CFO Romano undertook actions related to RSUs and stock options. Multiple stock movements have been reported, with the stock experiencing a range of fluctuations over the past few months, but overall showing a significant surge of 342% over the past year. Most brokerages give STX a rating of 'Moderate Buy' with Citi also maintaining a bullish outlook due to stable demand. STX's robust performance has been credited to factors like cost savings driven by
its HAMR technology and a surge in AI-driven data storage demand. Following rollout of the
Mozaic 4+ HAMR platform, STX is anticipated to get further boost in valuation. Nonetheless, notable sell-offs also transpired post-adoption of 44TB Mozaic 4+ AI Storage Platform by Hyperscalers, questioning the bull case.
Seagate Technology Holdings Plcs STX News Analytics from Thu, 03 Jul 2025 07:00:00 GMT to Sat, 14 Mar 2026 11:46:56 GMT -
Rating 7
- Innovation 5
- Information 8
- Rumor -2
