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Seagate Technology: Baird Keeps Outperform Rating, Raises PT to $505 from $270

Seagate Technology

Seagate Reports Record-Breaking Q2 Revenue, Strengthens Data Center Demand

Seagate EVP Lee James Sells 673 Shares at $348.85 on 2026-01-26.

Seagate Technology shares surge 20.40% after hours after exceeding earnings estimates and raising guidance on AI-driven demand and data center growth.

Seagate Stock Hits New All-Time High Ahead of Earnings Amid AI Frenzy. Is It a Buy?

Catalyst<ul> <li>Recent WR Overbought signals and a Long Lower Shadow on December 3 indicate strong bullish momentum for STX.</li> <li>All three active analysts rate STX as Strong Buy, reflecting consistent institutional optimism.</li> <li>Fundamental factors including PB, PE, ROA, and strong cash reserves relative to market value support a favorable valuation and financial position.</li></ul>Risk<ul> <li>Fund flows show negative trends for Small, Medium, and Large orders, indicating cautious positioning among smaller to mid-sized investors.</li> <li>Technical indicators suggest a volatile market with unclear direction despite dominant bullish signals.</li></ul>

Key Factors

China Renaissance initiates coverage on Seagate Technology (STX) with a 'Buy' rating and a $325 price target. Analysts including China Renaissance and Evercore raise STX price targets to $325–$330, citing AI-driven storage demand. STX insiders William Mosley and Gianluca Romano sold $5.4M and $15.4M in shares, respectively, amid market volatility. Citigroup maintains a 'Buy' recommendation for Seagate Technology Holdings with a 4.75% upside and a $282.94 price target. STX shares fell 4.67% to $254.395, reaching their lowest level since October 2024.

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