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Data Storage Corporation Downgraded To Hold By Maxim On Strategy Uncertainty
Financial Modeling Prep· 2025-09-20 01:50
评级调整 - Maxim Group将Data Storage Corporation评级从买入下调至持有 因管理层出售CloudFirst子公司后新战略方向缺乏可见性 [1] 资产处置情况 - 公司于9月11日完成CloudFirst向私募股权支持收购方的出售 获得净收益约2400万美元 [2] - 管理层计划将85%收益用于要约收购 剩余资金用于AI驱动软件、GPU技术或网络安全领域的收购投资 [2] 财务影响 - 出售后公司剩余VoIP业务年收入约120万美元 [2] - CloudFirst原为公司主要收入来源 2025及2026年财务预测因该业务剥离被下调 [3] 战略不确定性 - 未来收购时间表及业务转型进程存在不确定性 [3]
Seagate: Is This Wall Street’s New Favorite AI Infrastructure Play?
Investing· 2025-09-19 14:45
Market Analysis by covering: Seagate Technology PLC. Read 's Market Analysis on Investing.com ...
Why Seagate Is Wall Street's New Favorite AI Infrastructure Play
MarketBeat· 2025-09-19 06:25
Seagate Technology TodaySTXSeagate Technology$216.64 +3.28 (+1.54%) 52-Week Range$63.19▼$219.53Dividend Yield1.33%P/E Ratio32.00Price Target$170.05Add to WatchlistA major Wall Street endorsement from multiple analysts recently sent shares of Seagate Technology NASDAQ: STX up over 7% in a single session, pushing the stock to a new 52-week high. While any double-digit price target increase is notable, the market’s decisive reaction points to a much bigger story. Investors are looking past the analyst data po ...
Is Seagate Technology Stock Outperforming the S&P 500?
Yahoo Finance· 2025-09-18 13:31
Singapore-based Seagate Technology Holdings plc (STX) engages in the provisioning of data storage technology and infrastructure solutions in Singapore, the U.S., and internationally. With a market cap of approximately $45 billion, Seagate operates as one of the largest manufacturers of hard disk drives (HDDs) in the world. Companies with a market cap of $10 billion or more are categorized as "large-cap stocks." Seagate fits this description perfectly, with its market cap exceeding this threshold, reflecti ...
研究所日报-20250918
银泰证券· 2025-09-18 12:02
财政与货币政策 - 2025年1-8月全国一般公共预算收入14.8万亿元,同比增长0.3%,支出17.9万亿元,同比增长3.1%[2] - 8月广义财政收入当月同比回落至0.6%,广义财政支出当月同比下滑至5.8%,累计同比回落至8.9%[2] - 美联储降息25个基点至4.00%-4.25%,点阵图显示2025年预计继续降息50BP[3] 消费与旅游市场 - 消费月期间将开展超25000场文旅活动并发放3.3亿元消费补贴[3] - "十一"假期出游人数同比激增130%,GMV增幅超120%,部分线路提前3个月售罄[4] - 国庆期间国内/出入境航线机票预订量超326万/116万张,日均预订量同比增26%/15%[4] 科技与产业动态 - AI推理应用扩张推动HDD需求激增,西部数据宣布提高所有HDD产品价格[4] - 智能网联汽车新国标征求意见,要求系统只能在设计运行条件下激活[5] - 华为发布《智能世界2035》报告,展望AI对教育、医疗等行业的赋能前景[5] 金融市场数据 - A股总市值105.50万亿元,较年初增加19.64万亿元,万得全A指数年初至今上涨25.41%[15] - 融资余额23,758.11亿元,较一月前增加3,272.13亿元;融券余额168.41亿元,较一月前增加27.97亿元[15]
Decoding Seagate Technology Hldgs's Options Activity: What's the Big Picture? - Seagate Technology Hldgs (NASDAQ:STX)
Benzinga· 2025-09-18 01:01
Whales with a lot of money to spend have taken a noticeably bearish stance on Seagate Technology Hldgs.Looking at options history for Seagate Technology Hldgs STX we detected 11 trades.If we consider the specifics of each trade, it is accurate to state that 27% of the investors opened trades with bullish expectations and 45% with bearish.From the overall spotted trades, 5 are puts, for a total amount of $1,685,349 and 6, calls, for a total amount of $272,398.Expected Price MovementsAnalyzing the Volume and ...
U.S. Markets Navigate Fed Expectations and Key Economic Data on September 16, 2025
Stock Market News· 2025-09-17 05:07
U.S. equity markets are showing a mixed but generally positive performance today, Tuesday, September 16, 2025, as investors carefully weigh a robust retail sales report against the backdrop of an eagerly anticipated Federal Reserve policy meeting set to begin later today. While major indexes are holding steady, individual stock movements reflect a dynamic landscape influenced by corporate news and sector-specific developments.Market Performance RecapAs trading progresses, the major U.S. market indexes are e ...
Seagate's Growth Runway Extends With Large Data Center Investments (NASDAQ:STX)
Seeking Alpha· 2025-09-17 02:27
Seagate Technology Holdings plc (NASDAQ: STX ) is in a prime position for data center growth with the growing need for cloud and edge storage. With an uplift in AI infrastructure demand, as realized inMonte Independent Investment Research: Michael Del Monte is a buy-side equity analyst with over 5 years of industry experience. Prior to working in the investment management industry, Michael spent over a decade in professional services working across industries that include O&G, OFS, Midstream, Industrials, I ...
Seagate's Growth Runway Extends With Large Data Center Investments
Seeking Alpha· 2025-09-17 02:27
Seagate Technology Holdings plc (NASDAQ: STX ) is in a prime position for data center growth with the growing need for cloud and edge storage. With an uplift in AI infrastructure demand, as realized inMonte Independent Investment Research: Michael Del Monte is a buy-side equity analyst with over 5 years of industry experience. Prior to working in the investment management industry, Michael spent over a decade in professional services working across industries that include O&G, OFS, Midstream, Industrials, I ...
This AI-Fueled Stock Is Up 127% in 2025 But Still Looks Undervalued
Yahoo Finance· 2025-09-16 23:34
The surge in artificial intelligence (AI) infrastructure spending has not only lifted the pure-play AI companies, but also those playing a crucial role in supporting its ecosystem. One of these such stocks is Western Digital (WDC), a company that manufactures data storage devices built on hard disk drive (HDD) technology. So far this year, Western Digital’s shares have surged about 127%. The rally stems from solid demand for its data storage offerings. As AI adoption accelerates, the demand for massive st ...