iShares Semiconductor ETF vs Seagate Technology Holdings PLC — how do they compare? iShares Semiconductor ETF trades at $547.6, while Seagate Technology Holdings PLC trades at $877.78 (market cap $181.56B). The key difference: Seagate Technology Holdings PLC pays a 0.37% 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 | $236.93 | $146.59 |
Market Cap | — | $181.56B |
Enterprise Value | — | $184.59B |
Dividend Yield | — | 0.37% |
Signals from Pluang's Aura AI — not financial advice
SOXX, the iShares Semiconductor ETF, trades at $524.14, up 0.45% on the day but down 20% from its June 2026 all-time high, reflecting a sector-wide correction. Technical indicators are bearish, with the ETF facing resistance near $533. Recent news highlights a sharp pullback in semiconductor stocks amid concerns over AI-driven valuations and cyclical pressures, though long-term demand drivers remain intact.
The outlook for SOXX is cautious near-term due to technical weakness and sentiment headwinds, but the ETF's concentrated exposure to leading chipmakers offers growth potential if AI and memory demand persist. Key risks include sector volatility, valuation concerns, and macroeconomic shifts impacting tech spending.
Seagate Technology (STX) trades at $801.81, up 1.89% with strong recent earnings beats and AI-driven storage demand. The stock shows bearish technical signals but benefits from robust fundamentals including 21.6% net margin and 96.27% ROE. Recent analyst upgrades highlight confidence in AI infrastructure growth, though high valuations (P/E 74.73) and negative shareholder equity pose challenges.
Outlook remains positive with AI storage tailwinds and $987.86 consensus price target suggesting 23% upside. Key risks include elevated debt levels (73.31% debt-to-asset ratio) and competitive pressures. The Q2 2026 earnings report on July 28, 2026 will be critical for validating current growth trajectory amid volatile memory markets.
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 →