iShares Semiconductor ETF vs Seagate Technology Holdings PLC — how do they compare? iShares Semiconductor ETF trades at $527.09, while Seagate Technology Holdings PLC trades at $877 (market cap $201.45B). The key difference: Seagate Technology Holdings PLC pays a 0.33% dividend while iShares Semiconductor ETF pays none. Which is the better fit depends on your goals.
| SOXX | STX | |
|---|---|---|
Sector | Sector/Thematic | Technology |
52-Week High | $655.01 | $1.09K |
52-Week Low | $253.45 | $193.04 |
Market Cap | — | $201.45B |
Enterprise Value | — | $203.61B |
Dividend Yield | — | 0.33% |
Signals from Pluang's Aura AI — not financial advice
SOXX, the iShares Semiconductor ETF, trades at $528.40, up 1.64% on the day, reflecting strong momentum driven by AI infrastructure demand. The technical outlook is bullish, with moving averages supporting an uptrend and key resistance at $533. Recent news highlights surging power demand in South Korea linked to chipmaker expansions and AI data centers, underscoring sector growth catalysts. A 1:3 stock split is scheduled for November 2026, potentially enhancing accessibility.
The ETF's outlook remains positive, fueled by robust AI-driven semiconductor demand and institutional inflows, though risks include potential tariff hikes and market volatility. Analysts are broadly optimistic, citing diversified exposure to top performers like Nvidia and AMD. Investors should weigh near-term overcrowding risks against long-term structural growth in AI and memory markets.
STX trades at $904.38, up 6.49% in 24 hours, with a bullish technical signal and strong earnings beats in recent quarters. The stock shows robust profitability with a net income margin of 26.11% and high ROE of 371.53%, though valuation ratios like P/E of 65.06 appear elevated. Recent news highlights AI-driven storage demand and HAMR technology advancements fueling growth, with revenue projected to rise to $12.2B in 2026.
Outlook is positive due to AI infrastructure demand and earnings momentum, but risks include high debt levels and valuation concerns. Analysts are bullish with a consensus price target of $1,130, suggesting upside potential, though investors should monitor execution risks and market volatility.
Trailing returns across standard periods
Latest headlines on both assets
SOXX provides investors with exposure to U.S. companies that design, manufacture, and distribute semiconductors. It tracks the ICE Semiconductor Index, offering a targeted investment in the technology sector's foundational components, including firms that produce chips, related equipment, and services. SOXX is a key vehicle for investors seeking to capitalize on trends in artificial intelligence, 5G, and other technologies that rely heavily on advanced semiconductor technology.
Read more on SOXX →Seagate 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
Read more on STX →