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.
Seagate's shares dropped 12.7% after concerns arose from a Toshiba production report suggesting potential easing of AI storage shortages. Despite the sell-off, Seagate's nearline drive capacity is almost fully contracted through 2027, supporting stro...
Shares of Western Digital and Seagate rose sharply after three Wall Street firms dismissed concerns about Toshiba's plan to double HDD production in the Philippines. Analysts from Bernstein, Citi, and Morgan Stanley agreed that the HDD market remains...
Seagate is seeing growth driven by increased demand for data center storage and stronger pricing for hard disk drives (HDDs). Longer customer commitments improve revenue visibility, while AI inference workloads are boosting storage requirements. Adva...
On October 2, 2026, shares of Nexalin dropped 24.1% despite a new distribution deal, with no clear catalyst identified. Integra LifeSciences fell 21.2% after lowering its 2026 revenue outlook due to flooding disruptions. Western Digital and Seagate T...
