Seagate and Western Digital both reported strong Q4 2026 results with similar revenue guidance for Q1 2027. Seagate is already shipping next-gen HAMR Mozaic drives to major cloud customers, betting on long-term demand for high-capacity storage. Western Digital, meanwhile, is extending its current ePMR technology and plans to launch its HAMR drives in early 2027, taking a more cautious approach. Seagate's early move has boosted its margins and cash flow, while Western Digital focuses on disciplined execution and cost management. Investors will watch how quickly Seagate can scale HAMR adoption and how Western Digital's new drives perform with hyperscalers next year.
As of September 14, 2026, at 21:21 WIB, Seagate Technology (STX) trades at USD 807.50, down 2.73% for the day on Pluang. Western Digital (WDC) is priced at USD 431.87, with a 3.37% decline on the same day. The market caps stand at $188.77 billion for Seagate and $161.23 billion for Western Digital, reflecting investor interest in their differing strategies on AI storage technology.
Bank of America has raised its price target for Seagate Technology to $1,200 from $1,150, citing stronger-than-expected demand for hard disk drives (HDDs). The bank forecasts first-quarter fiscal 2027 revenue at the high end of Seagate's guidance, wi...
Micron Technology and Seagate Technology stocks have surged 221% and 155% respectively in 2026, driven by robust demand for memory chips and data center storage fueled by AI expansion. Micron’s strong revenue growth and multiyear supply agreements pr...
Shares of hard-drive makers Western Digital and Seagate Technology fell last week, but Morgan Stanley remains optimistic about their upcoming earnings reports. The firm expects both companies to deliver strong financial results and solid future guida...
Micron Technology's stock dropped nearly 30% from its 52-week high, falling below a $1 trillion market value despite a 379% revenue surge driven by AI data center demand. Analysts remain optimistic, expecting tight memory supply through 2028 and over...
