STXSeagate Technology Holdings plc
- Next report
- No date yet
- none in the next 8 weeks
- Last result
- $7.34Beat
- vs $7.17 expected on Oct 27
- Stock move on it
- +4.51%
- one session
- Typical move
- ±3.4%
- average over 2 reports
- Price
- $542.88
- −1.60% today · $173B cap
Past and upcoming reports
2
| Oct 27, 2026 | Sep 30, 2026 | Time not given | $7.17 | Beat$7.34 | +4.51% |
| Jul 28, 2026 | Jun 30, 2026 | Time not given | $5.06 | Missed$2.34 | +2.29% |
After the report
Jul 28, 2026 report
This covers the Jul 28, 2026 report. The Oct 27, 2026 numbers are in the table above.
Seagate Reports 52% EPS Miss, Stock Rises 2.3% on Data Center Demand Narrative
Seagate reported Q4 FY2026 EPS of $2.34, missing the $4.89 estimate by 52%. Despite the miss, shares rose 2.3% as management highlighted robust data center demand and provided forward guidance that may have been less dire than feared. However, the stock remains down ~21% over the past month.
Reported against expected
MissedReported EPS $2.34 vs estimated $4.89, a miss of 52.1%.
Guidance
Guidance disappointed, with management signaling demand softening and margin compression risk.
How the stock reacted
Stock rose 2.29% on the day to $764.43, but had previously fallen 12.2% and 10% in recent sessions.
What changed
EPS miss of 52% vs consensus, but stock up 2.3%.
What the price now assumes
Market is pricing a trough in near-term earnings, focused on data center demand recovery.
What it means for the business
Upgrade bias if next-quarter guidance confirms demand. otherwise downgrade risk.
The next one to three months, as we saw it then
Better case30%
Demand rebounds, guidance beat, stock recovers to $900-1000.
Base case50%
Stock stabilizes around $750-800, mixed signals.
Worse case20%
Demand softens, margins compress, stock retests $700.
If you hold it
Hold if data center demand remains robust. trim if next quarter guidance disappoints.
If you are watching
Enter on a pullback to $700 with volume confirmation if next quarter guidance shows recovery. no-trade if guidance remains weak.
Scenario odds are a judgement, not measured.