Key Takeaways Seagate posted Q1 earnings of $2.61 per share on $2.63B revenue, topping both estimates and guidance.Growth was fueled by surging demand for high-capacity drives from global cloud and enterprise customers.Mozaic HAMR drive shipments topped 1M units, driving record margins and a stronger outlook for Q2.Seagate Technology Holdings plc ((STX) reported first-quarter fiscal 2026 non-GAAP earnings of $2.61 per share, beating the Zacks Consensus Estimate by 10.6% and exceeding the high end of managem ...

Seagate Technology Holdings PLC (NASDAQ:STX) is 16.5% higher to trade at $260, after the computer hardware company reported adjusted fiscal first-quarter earnings of $2.61 on $2.63 billion in revenue, both of which topped analyst estimates. The company also hiked its Q2 forecast, citing a profitable cycle and tight supply chain. Seven analysts have hiked their price targets in response, including Mizuho and Wedbush to $290.The report has sector peers Western Digital (WDC) and SanDisk (SNDK) both confidently ...

智通财经APP获悉，周三，美股存储板块继续狂飙，希捷科技(STX.US)绩后大涨16%，西部数据 (WDC.US)涨超11%，SanDisk(SNDK.US)涨超9%，美光科技(MU.US)、Rambus(RMBS.US)涨超3%。消 息面上，希捷科技报告26财年Q1收入为26.3亿美元，同比增长 21%，超过市场预期的25.5亿美元;非 GAAP每股收益为2.61美元，同比增长 65%，超出预期0.21美元。26财年第二季度的收入指引为27亿美 元，同比增长 25%;每股收益为2.75美元，营业利润率约为 30%，表明持续的环比增长势头。 此外，过去半年，全球存储芯片价格持续上涨。根据摩根士丹利的研报预测，人工智能热潮下，存储芯 片行业预计迎来一个"超级周期"。 ...

周三，美股存储板块继续狂飙，希捷科技(STX.US)绩后大涨16%，西部数据(WDC.US)涨超11%， SanDisk(SNDK.US)涨超9%，美光科技(MU.US)、Rambus(RMBS.US)涨超3%。消息面上，希捷科技报 告26财年Q1收入为26.3亿美元，同比增长21%，超过市场预期的25.5亿美元;非GAAP每股收益为2.61美 元，同比增长65%，超出预期0.21美元。26财年第二季度的收入指引为27亿美元，同比增长25%;每股收 益为2.75美元，营业利润率约为30%，表明持续的环比增长势头。 此外，过去半年，全球存储芯片价格持续上涨。根据摩根士丹利的研报预测，人工智能热潮下，存储芯 片行业预计迎来一个"超级周期"。 ...

美股周三早盘，希捷科技(Seagate Technology,STX)股价大涨16.6%，此前该公司宣布，在其HAMR驱动 器推广的支持下，其2026财年第二季度营收增长目标为16%。该公司报告2026财年开局强劲，营收同比 增长21%。 来源：视频滚动新闻 ...

个股价格表现 - 希捷科技股价大涨13% [1] - 西部数据股价上涨超过8% [1] - SanDisk股价上涨超过7% [1] - 美光科技股价上涨超过5% [1] - Rambus股价上涨超过5% [1] 主要公司市值与涨幅 - 三星电子市值为4494亿美元，年初至今股价上涨87% [3] - 美光科技市值为2471亿美元，年初至今股价上涨162% [3] - SK海力士市值为2464亿美元，年初至今股价上涨195% [3] - 西部数据市值为434亿美元，年初至今股价上涨1820% [3] - 铠侠市值为337亿美元 [3] - Pure Storage市值为314亿美元，年初至今股价上涨55% [3] - SanDisk市值为259亿美元，年初至今股价上涨1066% [3] - Rambus市值为122亿美元，年初至今股价上涨115% [3] - 希捷科技市值为92亿美元，年初至今股价上涨171% [3] 行业产品与技术焦点 - 行业公司主要业务集中在NAND闪存、DRAM、固态硬盘(SSD)和机械硬盘(HDD)的制造与解决方案提供 [3] - 产品应用覆盖消费电子、数据中心、企业级存储、工业、汽车存储市场及云原生存储等多个领域 [3] - 技术发展重点包括3D闪存技术研发、存储接口芯片与IP（如DDR5）以及全闪存存储阵列 [3]

Seagate Technology Holdings PLC (NASDAQ:STX) posted better-than-expected first-quarter earnings after Tuesday’s closing bell.Seagate Technology Holdings reported quarterly earnings of $2.61 per share which beat the analyst estimate of $2.37. Quarterly revenue came in at $2.62 billion which beat the Street estimate of $2.54 billion."Seagate delivered strong September quarter results, with revenue growth of 21% year-over-year and non-GAAP EPS exceeding the high end of our guided range. Our performance undersc ...

BREAKING: Futures Rise On Trump Comments, Earnings Seagate Technology (STX) stock jumped Wednesday after the hard-disk drive maker reported fiscal first- quarter earnings above estimates. The hardware firm is poised to add to a rally that has seen shares soar more than 160% this year, as investors bet on AI and a booming data-center market to boost hard-drive sales. Fremont, Calif.-based Seagate earned an adjusted $2.61 per share for the September-ended quarter, up 65% from a year earlier. That topped the $ ...

U.S. stock futures were fluctuating on Wednesday following Tuesday’s advance. Futures of major benchmark indices were mixed.President Donald Trump hinted that he expects to lower fentanyl-linked tariffs on China, a potential major concession ahead of a high-stakes meeting with Chinese President Xi Jinping in South Korea this week. Investors await the Federal Reserve Open Market Committee decision to cut interest rates by 25 basis points on Wednesday afternoon. The CME Group's FedWatch tool’s projections sho ...

公司股价表现 - 希捷科技盘前股价上涨6.81%至238.18美元 [1] - 前一交易日收盘价为230.32美元，下跌3.18% [1] - 盘前交易时段股价上涨15.18美元 [1] 26财年第一季度财务业绩 - 第一季度收入为26.3亿美元，同比增长21% [1] - 收入表现超出市场预期的25.5亿美元 [1] - 非GAAP每股收益为2.61美元，同比增长65% [1] - 每股收益超出市场预期0.21美元 [1] 26财年第二季度业绩指引 - 公司预计第二季度收入为27亿美元，同比增长25% [1] - 预计第二季度每股收益为2.75美元 [1] - 预计营业利润率约为30% [1] - 业绩指引表明公司增长势头将持续 [1]