Seagate Technology Holdings PLC vs Wolfspeed Inc — how do they compare? Seagate Technology Holdings PLC trades at $821 (market cap $181.54B), while Wolfspeed Inc trades at $30.27 (market cap $1.52B). The key difference: Seagate Technology Holdings PLC is far larger — about 119.4× Wolfspeed Inc's market cap, and Seagate Technology Holdings PLC pays a 0.37% dividend while Wolfspeed Inc pays none. Which is the better fit depends on your goals.
| STX | WOLF | |
|---|---|---|
Market Cap | $181.54B | $1.52B |
Sector | Technology | Technology |
52-Week High | $1.09K | $73.68 |
52-Week Low | $151.69 | $1.19 |
Enterprise Value | $183.69B | $2.18B |
Dividend Yield | 0.37% | — |
Signals from Pluang's Aura AI — not financial advice
STX trades at $812.76, down 4.71% in the last 24 hours, with technical indicators showing a bearish trend and key support at $758. The company reported strong Q2 2026 earnings, beating estimates with EPS of $5.71 versus $5.10 expected, driven by AI storage demand. Valuation ratios are elevated, with a P/E of 58.47 and P/S of 15.26, while profitability remains robust with a net income margin of 26.11%.
Outlook is positive due to AI-driven growth and analyst consensus, but high valuation and competitive pressures pose risks. The consensus price target is $1,130, offering ~39% upside, supported by 28 buy ratings. Investors should weigh strong fundamentals against premium pricing and market volatility.
Wolfspeed (WOLF) trades at $32.87, up 19.14% in the past 24 hours, with a bullish technical signal supported by moving averages. The stock shows mixed earnings performance, beating estimates in Q3 2025 and Q1 2026 but missing in Q4 2025. Recent news highlights strategic partnerships for AI data center power solutions and a new board appointment. However, the company faces significant financial challenges with negative gross and net income margins.
The outlook is cautiously optimistic due to strong analyst buy ratings and positive technical momentum, but investment is tempered by weak profitability and high execution risks. Key opportunities lie in silicon carbide technology adoption for AI and electrification, while risks include ongoing losses and competitive pressures in the semiconductor sector.
Trailing returns across standard periods
Latest headlines on both assets
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 →Wolfspeed is the global leader in wide bandgap semiconductors, specializing in silicon carbide (SiC) and gallium nitride (GaN) materials and devices. It operates a vertically integrated model, controlling the entire process from raw material substrate production to advanced power modules, serving as a critical infrastructure provider for electric vehicles (EVs), renewable energy, and AI data centers.
Read more on WOLF →