Seagate Q2 Earnings Show Resilient AI Data Center Demand Amid Valuation Debate

Seagate Technology Holdings reported Q2 FY26 results with revenue and earnings above expectations, driven by resilient demand from expanding data center capacity focused on AI workloads. The update underscores the importance of large-scale storage in supporting AI infrastructure growth. The stock is up 5% over the past week, 27.5% over the past month, and 44.7% year to date.