S
SEAGATE TECHNOLOGY PLC
NASDAQ: STX (Seagate Technology Holdings PLC)
最近更新时间: 昨天, 4:27PM528.29
-16.85 (-3.09%)
| 前收盘价格 | 545.14 |
| 成交量 | 4,344,554 |
| 预期市盈率 (P/E Forward) | 14.46 |
| 价格/销量 (P/S) | 9.11 |
| 股市价格/股市净资产 (P/B) | 35.90 |
| 52周波幅 | |
| 股息率 (DY TTM) | 0.56% |
| 营业毛利率 | 17.49% |
| 营业利益率 (TTM) | 20.88% |
| 稀释每股收益 (EPS TTM) | 6.96 |
| 季度收入增长率 (YOY) | 30.50% |
| 季度盈利增长率 (YOY) | 1,260.00% |
| 流动比率 (MRQ) | 1.36 |
| 营业现金流 (OCF TTM) | 1.01 B |
| 杠杆自由现金流 (LFCF TTM) | 190.88 M |
| 资产报酬率 (ROA TTM) | 14.08% |
新闻情绪
正面
AIStockmoo 评分
| 价值 30% | 2.3 |
| AI Insight 参考 | NA |
| 相对估值 参考 | NA |
| 财务健康 参考 | 2.3 |
| 时机 30% | 0.1 |
| AI Technical 参考 | NA |
| 技术振荡指标 参考 | -0.5 |
| 技术平均移动指标 参考 | 1.0 |
| 市场情绪 20% | 0.8 |
| 分析师共识 参考 | 0.0 |
| 新闻情绪 参考 | 2.6 |
| 聪明钱 20% | 1.8 |
| 内部交易活动 参考 | 0.0 |
| 机构资金流 参考 | 5.0 |
| 空头持仓 参考 | 0.0 |
| 市场环境 | ×0.79 |
| 宏观环境 参考 | -3.3 |
| 行业对比大市 (6个月) | -34.0% |
| 支柱一致性 | ×1.25 |
| 不计入评分 | |
| 价格波动 参考 | 2.9 |
| 最终评分 | 1.21 |
市场趋势
| 短期 | 中期 | ||
| 行业 | Computer Hardware (US) | 混合的 | 混合的 |
| Computer Hardware (全球的) | 混合的 | 混合的 | |
| 股票 | Seagate Technology Holdings PLC | 混合的 | 看涨 |
相关股票
| 股票 | 市值 | DY | P/E（TTM） | P/B |
|---|---|---|---|---|
| STX | - | 0.56% | - | 35.90 |
| WDC | - | 0.19% | - | 12.46 |
| SNDK | - | - | - | 7.47 |
| SMCI | - | - | - | 1.69 |
| LOGI | - | 1.67% | - | 6.44 |
| SMCIP | - | 1.51% | - | - |
|
Seagate Technology is a leading supplier of hard disk drives for data storage to the enterprise and consumer markets. It forms a practical duopoly in the market with its chief rival, Western Digital; they are both vertically integrated. |
|
| 部门 | Technology |
| 行业 | Computer Hardware |
| 投资方式 | Large Growth |
| 内部持股比例 | 0.36% |
| 机构持股比例 | 95.82% |
| 名称 | 平均购买 ($) | 平均卖出 ($) | 总净额 | 总净值 ($) |
|---|---|---|---|---|
| MOSLEY WILLIAM D | - | 593.76 | -30,000 | -17,812,800 |
| 累积净数量 | -30,000 | |||
| 累积净值 ($) | -17,812,800 | |||
| 累积平均购买 ($) | - | |||
| 累积平均卖出 ($) | 593.76 | |||
| 名称 | 持有人 | 日期 | 类型 | 数量 | 价格 | 价值 ($) |
|---|---|---|---|---|---|---|
| MOSLEY WILLIAM D | 职员 | 02 Nov 2026 | 卖 (-) | 23,280 | 593.76 | 13,822,733 |
| MOSLEY WILLIAM D | 职员 | 02 Nov 2026 | 执行期权 | 14,000 | - | - |
| MOSLEY WILLIAM D | 职员 | 02 Nov 2026 | 自动卖出 (-) | 960 | 593.76 | 570,010 |
| MOSLEY WILLIAM D | 职员 | 02 Nov 2026 | 卖 (-) | 5,760 | 593.76 | 3,420,058 |
机构
机构持股比例: 98.01%
| 持仓变动 | 机构数 | 股数 |
|---|---|---|
| 增持 | 1,028 | 30,732,318 |
| 减持 | 895 | 20,044,970 |
| 新建仓 | 248 | 7,818,968 |
| 清仓 | 142 | 1,738,557 |
来源：经Nasdaq的SEC 13F申报，最新申报截至30 Sep 2026。申报在每季结束后45天内陆续提交。
空头持仓
| 结算日 | 股数 | 回补天数 |
|---|---|---|
| 30 Oct 2026 | 8,440,115 | 1.4 |
| 15 Oct 2026 | 7,859,241 | 1.4 |
| 30 Sep 2026 | 6,972,672 | 1.8 |
| 15 Sep 2026 | 9,129,029 | 2.7 |
| 31 Aug 2026 | 8,482,797 | 2.4 |
| 14 Aug 2026 | 8,161,824 | 1.7 |
来源：经Nasdaq的FINRA空头持仓数据，每月公布两次。
| 日期 | 类型 | 细节 |
|---|---|---|
| 13 Nov 2026 | Yahoo Finance |
The Risk Morgan Stanley Watches at Seagate (STX)
We just published a list of the 10 Multibagger Stocks to Buy According to Wall Street and Seagate (NASDAQ:STX) ranked 7th on this list. Wall Street’s AI trade just had one of its worst weeks in years. Politics and inflation hit it at the same time. The Nasdaq Composite posted its deepest one-day… |
| 12 Nov 2026 | Yahoo Finance |
Seagate’s Legitimacy as a Play on AI Hardware Demand is About To Be Tested
Seagate beat earnings for the sixth straight quarter, yet its shares sank 20% within a week and still trade at a bargain multiple. What are investors seeing in those hard drives that Wall Street's bulls are missing? |
| 11 Nov 2026 | Yahoo Finance |
Seagate Technology Holdings (STX) Gains Fresh Backing As AI Storage Demand Tests Its Valuation
Seagate Technology Holdings (STX) is back in focus after a sharp move tied to stronger fiscal guidance, fresh AI driven storage demand, and the launch of its Alkemi powered FireCuda Forge drive. The latest jump in Seagate Technology Holdings’ share price, with a 1 day share price return of about… |
| 11 Nov 2026 | Yahoo Finance |
Micron, Sandisk Soar as CoreWeave CEO Says AI Demand Outpaces World's Capacity
Memory and storage stocks surged Wednesday after CoreWeave (NASDAQ:CRWV) reported blockbuster earnings, with CEO Michael Intrator dismissing fears that the artificial intelligence infrastructure boom was slowing. Sandisk (NASDAQ:SNDK) jumped nearly 17%, while Micron Technology (NASDAQ:MU) gained… |
| 11 Nov 2026 | Yahoo Finance |
Morgan Stanley sees 129% tech company rebound brewing after crash
Sales are up 61%, yet the Seagate stock has fallen 43% in three months. Here’s what’s behind the disconnect. |
| 11 Nov 2026 | Yahoo Finance |
Seagate Stocks Jump 11.36% as CoreWeave Results Revive Nearline Storage Demand
Seagate guided to $4.8 billion in quarterly revenue, with long-term deals allocating most nearline supply through 2028… |
| 11 Nov 2026 | Yahoo Finance |
Seagate Expands Storage Portfolio With FireCuda Forge Launch
STX expands its storage portfolio with FireCuda Forge, combining SSD speed and HDD capacity as demand for high-capacity storage solutions continues to grow. |
| 11 Nov 2026 | Yahoo Finance |
Seagate Soars 10% as CoreWeave’s “Breakout Quarter” Eases AI Spending Fears
Key TakeawaysSeagate shares rose 10% today after CoreWeave beat estimates and raised its 2026 guidance. The selloff in Seagate and Western Digital went well beyond any slowdown in AI storage demand. |
| 11 Nov 2026 | Yahoo Finance |
Seagate Spikes 9%, Sandisk Surges 8% as CoreWeave’s Results Revive AI Trade; Micron Climbs 7%
After a brutal month of losses, memory and storage stocks are snapping back on one cloud provider's financing plan. Analysts disagree on whether the bounce has legs, and the answer hinges on how AI buildouts get paid for. |
| 10 Nov 2026 | Yahoo Finance |
Is Seagate A Better Way Than Apple To Own AI Hardware Demand?
For questions about this article or underlying research, email [email protected]. |
| 10 Nov 2026 | Yahoo Finance |
Seagate (STX) Unveiled FireCuda Forge With Its New Alkemi Storage Platform
Seagate Technology Holdings (NasdaqGS: STX) introduced the FireCuda Forge drive, built on its new Alkemi intelligent storage platform. The FireCuda Forge is designed to pair SSD like responsiveness with HDD style capacity for consumers and content creators. The launch shifts Seagate’s recent focus… |
| 显示更多 | ||
| 股息率 (DY TTM) | 0.56% |
| 5年平均股息收益率 | 3.05% |
| 股息支付比率 | 40.86% |
| 预计下次股息支付 | Apr 2027 |
| 除息日 | 公告日期 | 支付日期 | 详情 |
|---|---|---|---|
| 23 Dec 2026 | 27 Oct 2026 | 07 Jan 2027 | 0.76 现金 |
| 24 Sep 2026 | 28 Jul 2026 | 07 Oct 2026 | 0.74 现金 |
| 24 Jun 2026 | 28 Apr 2026 | 07 Jul 2026 | 0.74 现金 |
| 25 Mar 2026 | 27 Jan 2026 | 08 Apr 2026 | 0.74 现金 |
| 24 Dec 2025 | 28 Oct 2025 | 09 Jan 2026 | 0.74 现金 |
| 30 Sep 2025 | 29 Jul 2025 | 09 Oct 2025 | 0.72 现金 |
| 25 Jun 2025 | 29 Apr 2025 | 08 Jul 2025 | 0.72 现金 |
| 19 Mar 2025 | 21 Jan 2025 | 02 Apr 2025 | 0.72 现金 |
| 13 Dec 2024 | 22 Oct 2024 | 06 Jan 2025 | 0.72 现金 |
| 23 Sep 2024 | 23 Jul 2024 | 07 Oct 2024 | 0.7 现金 |
| 20 Jun 2024 | 23 Apr 2024 | 05 Jul 2024 | 0.7 现金 |
| 20 Mar 2024 | 24 Jan 2024 | 04 Apr 2024 | 0.7 现金 |
| 20 Dec 2023 | 26 Oct 2023 | 09 Jan 2024 | 0.7 现金 |
| 25 Sep 2023 | 26 Jul 2023 | 10 Oct 2023 | 0.7 现金 |
| 20 Jun 2023 | 20 Apr 2023 | 05 Jul 2023 | 0.7 现金 |
| 21 Mar 2023 | 25 Jan 2023 | 06 Apr 2023 | 0.7 现金 |
| 20 Dec 2022 | 26 Oct 2022 | 05 Jan 2023 | 0.7 现金 |
| 20 Sep 2022 | 21 Jul 2022 | 05 Oct 2022 | 0.7 现金 |
| 23 Jun 2022 | 27 Apr 2022 | 07 Jul 2022 | 0.7 现金 |
| 21 Mar 2022 | 26 Jan 2022 | 06 Apr 2022 | 0.7 现金 |
| 21 Dec 2021 | 22 Oct 2021 | 05 Jan 2022 | 0.7 现金 |
| 21 Sep 2021 | 19 Jul 2021 | 06 Oct 2021 | 0.67 现金 |
| 11 May 2021 | 22 Apr 2021 | 07 Jul 2021 | 0.67 现金 |
| 23 Mar 2021 | 21 Jan 2021 | 07 Apr 2021 | 0.67 现金 |
| 22 Dec 2020 | 22 Oct 2020 | 06 Jan 2021 | 0.67 现金 |
| 22 Sep 2020 | 22 Jul 2020 | 07 Oct 2020 | 0.65 现金 |
| 23 Jun 2020 | 21 Apr 2020 | 08 Jul 2020 | 0.65 现金 |
| 24 Mar 2020 | 27 Jan 2020 | 08 Apr 2020 | 0.65 现金 |
| 24 Dec 2019 | 28 Oct 2019 | 08 Jan 2020 | 0.65 现金 |
| 24 Sep 2019 | 30 Jul 2019 | 09 Oct 2019 | 0.63 现金 |
| 18 Jun 2019 | 30 Apr 2019 | 03 Jul 2019 | 0.63 现金 |
| 19 Mar 2019 | 04 Feb 2019 | 03 Apr 2019 | 0.63 现金 |
| 18 Dec 2018 | 02 Nov 2018 | 02 Jan 2019 | 0.63 现金 |
| 18 Sep 2018 | 30 Jul 2018 | 03 Oct 2018 | 0.63 现金 |
| 19 Jun 2018 | 01 May 2018 | 05 Jul 2018 | 0.63 现金 |
| 20 Mar 2018 | 29 Jan 2018 | 04 Apr 2018 | 0.63 现金 |
| 19 Dec 2017 | 23 Oct 2017 | 03 Jan 2018 | 0.63 现金 |
| 19 Sep 2017 | 25 Jul 2017 | 04 Oct 2017 | 0.63 现金 |
| 19 Jun 2017 | 26 Apr 2017 | 05 Jul 2017 | 0.63 现金 |
| 20 Mar 2017 | 24 Jan 2017 | 05 Apr 2017 | 0.63 现金 |
| 19 Dec 2016 | 19 Oct 2016 | 04 Jan 2017 | 0.63 现金 |
| 19 Sep 2016 | 02 Aug 2016 | 05 Oct 2016 | 0.63 现金 |
| 06 May 2016 | 29 Apr 2016 | 24 May 2016 | 0.63 现金 |
| 05 Feb 2016 | 29 Jan 2016 | 23 Feb 2016 | 0.63 现金 |
| 04 Nov 2015 | 21 Oct 2015 | 20 Nov 2015 | 0.63 现金 |
| 07 Aug 2015 | 31 Jul 2015 | 25 Aug 2015 | 0.54 现金 |
| 29 Apr 2015 | 17 Apr 2015 | 15 May 2015 | 0.54 现金 |
| 06 Feb 2015 | 20 Jan 2015 | 24 Feb 2015 | 0.54 现金 |
| 06 Nov 2014 | 22 Oct 2014 | 25 Nov 2014 | 0.54 现金 |
| 06 Aug 2014 | 17 Jul 2014 | 22 Aug 2014 | 0.43 现金 |
| 12 May 2014 | 29 Apr 2014 | 28 May 2014 | 0.43 现金 |
| 06 Feb 2014 | 27 Jan 2014 | 24 Feb 2014 | 0.43 现金 |
| 07 Nov 2013 | 28 Oct 2013 | 26 Nov 2013 | 0.43 现金 |
| 05 Aug 2013 | 24 Jul 2013 | 21 Aug 2013 | 0.38 现金 |
| 30 Jul 2008 | 15 Jul 2008 | 15 Aug 2008 | 0.12 现金 |
| 30 Apr 2008 | 15 Apr 2008 | 16 May 2008 | 0.12 现金 |
| 30 Jan 2008 | 17 Jan 2008 | 15 Feb 2008 | 0.1 现金 |
| 31 Oct 2007 | 16 Oct 2007 | 16 Nov 2007 | 0.1 现金 |
| 01 Aug 2007 | 19 Jul 2007 | 17 Aug 2007 | 0.1 现金 |
| 02 May 2007 | 17 Apr 2007 | 18 May 2007 | 0.1 现金 |
| 31 Jan 2007 | 23 Jan 2007 | 16 Feb 2007 | 0.1 现金 |
| 01 Nov 2006 | 24 Oct 2006 | 17 Nov 2006 | 0.1 现金 |
| 03 May 2006 | 18 Apr 2006 | 19 May 2006 | 0.08 现金 |
| 01 Feb 2006 | 18 Jan 2006 | 17 Feb 2006 | 0.08 现金 |
| 02 Nov 2005 | 18 Oct 2005 | 18 Nov 2005 | 0.08 现金 |
| 03 Aug 2005 | 19 Jul 2005 | 19 Aug 2005 | 0.08 现金 |
| 04 May 2005 | 19 Apr 2005 | 20 May 2005 | 0.08 现金 |
| 02 Feb 2005 | 18 Jan 2005 | 18 Feb 2005 | 0.06 现金 |
| 03 Nov 2004 | 19 Oct 2004 | 19 Nov 2004 | 0.06 现金 |
| 04 Aug 2004 | 20 Jul 2004 | 20 Aug 2004 | 0.06 现金 |
| 显示更多 | |||
每年股息收益率
| 年份 | 每年总股息 ($) | 频率/年份 | 收益率 % |
|---|---|---|---|
| 2026 | 2.96 | 4 | 0.56 |
| 2025 | 2.88 | 4 | 1.05 |
| 2024 | 2.80 | 4 | 3.24 |
| 2023 | 2.80 | 4 | 3.28 |
| 2022 | 2.80 | 4 | 5.32 |
| 2021 | 2.68 | 4 | 2.37 |
| 2020 | 2.60 | 4 | 4.18 |
| 2019 | 2.52 | 4 | 4.24 |
| 2018 | 2.52 | 4 | 6.53 |
| 2017 | 2.52 | 4 | 6.02 |
| 2016 | 1.89 | 3 | 4.95 |
| 2015 | 2.25 | 4 | 6.14 |
| 2014 | 1.83 | 4 | 2.75 |
| 2013 | 0.810 | 2 | 1.44 |
| 2008 | 0.340 | 3 | 7.68 |
| 2007 | 0.400 | 4 | 1.57 |
| 2006 | 0.260 | 3 | 0.98 |
| 2005 | 0.300 | 4 | 1.50 |
| 2004 | 0.120 | 2 | 0.70 |
| 显示更多 | |||
投资组合