🏛️ Company factsSEC filings + FINRA official data
Annual revenue $12.2B · latest quarter up 44.1% YoY · profitable (FY net income $3.2B) · short activity within its normal range.
FY revenue
$12.2B
2026-07
Latest Q YoY
+44.1%
FY net income
$3.2B
Diluted EPS
$14.54
Short volume
44%
20d avg 40.2% · normal
🐋 5%+ ownership filings (last 180d)
The parties below hold over 5% of this company and disclosed it to the SEC (mandatory in US markets). "Activist" filers state an intent to influence the company; "Passive" are pure investment positions.
- 2026-08-05passive (13G)Sanders Capital, LLC
- 2026-07-31passive (13G)VANGUARD PORTFOLIO MANAGEMENT LLC
- 2026-04-30passive (13G)VANGUARD CAPITAL MANAGEMENT LLC
- 2026-03-27passive (13G)VANGUARD GROUP INC
🎯 Market expectations
Expectation reliability Medium · 69/100Nasdaq analyst consensus · the pre-news baseline
- Jun 2026$5.48 vs $4.89+12.07%
- Mar 2026$3.92 vs $3.26+20.25%
- Dec 2025$2.90 vs $2.62+10.69%
- Sep 2025$2.51 vs $2.11+18.96%
The takeaway
This company habitually beats by +15.5% — the next report has to clear that bar to count as good news.
Analyst estimates, not our forecast · not investment advice
🧭 +7.1% today with no fresh news · why?
- 📊 Market-1%S&P -0.4% × beta 2.3
- 💸 Money flowMFI 42 · net outflow · volume 1.1× average
- 🔀 PeersWDC +3.6%MU -0.9%SNDK +2.5%000660.KS +0.6%005930.KS -0.2%SKHY +4.2%Peers are mixed today — this move looks more stock-specific.
- 🕰️ Old news, still digesting▲ Western Digital Stock Is Gaining Monday: What's structural impact active, ~17 days left
- 🕰️ Old news, still digesting▲ SK Hynix, Bloom Energy, Seagate, Micron Technolostructural impact active, ~18 days left
- ❓ Remainder~+8.1% has no clear driver = market noise. Moves without reasons are normal — don't force a story.
Educational decomposition · not investment advice
What's moving this stock lately
5 direct · 8 2nd-order · 0 thematicRanked by impact strength · strength = estimated move × freshness decay (shorter-lived effects decay faster)
As a leading HDD maker, Seagate rides the same valuation-reassessment sentiment, though its link to NAND pricing is weaker than peers.
Also named: MU · SNDK · WDC · SSNLF · SKHY · DELL
- #2▲0.73%2nd-orderMicron's Insane Productivity Explosion: Revenue Per Employee Doubled to $1.7 Million in Just 9 Months7d ago
Benefits from valuation read-through as overall storage hardware industry sentiment improves
Also named: MU · 000660.KS · 005930.KS · WDC · SMCI · DELL
As the other HDD duopolist, Seagate rides the same AI-storage capacity tailwind confirmed by WDC's results.
Also named: WDC · MU · PSTG
Nearline HDD demand for data centers is recovering as AI training-data storage expands, lifting the stock as an NVDA-ecosystem beneficiary.
Also named: MU · SNDK · WDC · NVDA
AI datacenter storage demand spills over to HDD makers, providing a modest sentiment lift.
Also named: SNDK · MU · WDC · LULU · NKE · DECK
Storage hardware valuations move in tandem with MU; shifting rate expectations would similarly sway STX shares.
Also named: MU · WDC · AMAT · LRCX
Positive sector sentiment spillover lifts valuation expectations for its storage solutions business
Also named: MU · 000660.KS · 005930.KS · WDC · DELL · SMCI
Seagate gets an indirect sentiment boost from the AI-driven data storage demand narrative
Also named: MU · SNDK · 000660.KS · 005930.KS · 285A.T · WDC
Also in the storage hardware complex, benefiting from correlated sentiment.
Also named: MU · 000660.KS · 005930.KS · WDC · AMAT · LRCX
Storage-sector sentiment spills over to hard-drive peers despite no direct earnings linkage
Also named: MU · WDC · 000660.KS · NVDA · SMCI
The rest, archived by time · 3
🕰️ Price × news · engine report card
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📜 Call history (newest first
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