iShares Semiconductor ETF vs Seagate Technology Holdings PLC — how do they compare? iShares Semiconductor ETF trades at $547.68, while Seagate Technology Holdings PLC trades at $878 (market cap $185.97B). The key difference: Seagate Technology Holdings PLC pays a 0.36% 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 | $241.68 | $154.43 |
Market Cap | — | $185.97B |
Enterprise Value | — | $188.12B |
Dividend Yield | — | 0.36% |
Signals from Pluang's Aura AI — not financial advice
SOXX trades at $546.61, up 3.12% on the day, with a bullish technical signal from moving averages and neutral oscillators. Support lies near $530 and resistance at $548. Recent news highlights sector volatility, including a 21% drop in July 2026 due to headwinds like short-seller commentary and competitive pressures, though cloud company growth supports AI spending optimism.
The outlook is mixed: strong AI demand from cloud providers offers upside, but concentration risk and tariff uncertainties pose threats. Investors face volatility from sector rotations and geopolitical factors, requiring careful risk assessment amid evolving semiconductor dynamics.
STX is trading at $875.42, up 9.33% over 24 hours, with a neutral technical signal and bearish moving averages. The stock shows strong fundamentals with revenue of $9.10B in 2025 and net income of $1.47B, supported by AI-driven storage demand and recent earnings beats. Analysts are largely bullish, with a consensus price target of $1,130 and 55% buy ratings, though high valuation ratios like a P/E of 59.03 and P/B of 85.82 indicate premium pricing.
The outlook for STX is positive due to robust AI-related growth and expanding margins, but risks include elevated debt levels, competitive pressures, and a class action lawsuit. Investors should weigh the strong profit trajectory against valuation concerns and market volatility for balanced decision-making.
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 →