Seagate designs and manufactures hard disk drives and storage solutions used in cloud data centers, enterprise systems, and edge environments. Its high-capacity nearline drives are central to hyperscale bulk data storage, where cost per terabyte matters. The company develops recording technologies, including heat-assisted magnetic recording, to increase drive density and capacity.
Seagate Technology Holdings plc (STX) has a MarketKingdoms composite score of 79.3 (A-), an A-range rating. It ranks 8th of 1,866 covered companies, 5th of 176 in Technology (sector average 67.1) and 4th of 10 in Computer Hardware. Scores as of 2026-10-26.
Its strongest lenses are KPI momentum at 99 (Technology average 84) and Industry opportunity at 93 (Technology average 88). Even its lowest lenses, Price (valuation) at 59 (sector average 50) and Trend (momentum) at 65 (sector average 50), are above the sector average.
| Lens | Type | STX | Technology average | Computer Hardware average | Percentile in sector |
|---|---|---|---|---|---|
| Industry opportunity | Research signal | 93 | 88 | 93 | 99th |
| Stock selection | Research signal | 87 | 82 | 85 | 88th |
| KPI momentum | Research signal | 99 | 84 | 87 | 100th |
| Catalyst watch | Research signal | 72 | 76 | 79 | 20th |
| Price (valuation) | Fundamental lens | 59 | 50 | 49 | 63rd |
| Expansion (growth) | Fundamental lens | 84 | 51 | 71 | 93rd |
| Quality (profitability) | Fundamental lens | 74 | 50 | 53 | 88th |
| Trend (momentum) | Fundamental lens | 65 | 50 | 53 | 81st |
The most recent call analysed was held on 2026-07-28 (fiscal 2026 Q4). MarketKingdoms checks what management promised on each call against what it later delivered.
The stock's valuation gap is -27.9%: its price is well below the path its market, sector and industry moves explain (strongly undervalued versus the model path). Factor sensitivity: market beta -1.97, sector beta 1.03, industry beta 0.85; the factor model explains 44% of its moves (R²).
| Company | Composite | Grade | Valuation gap |
|---|---|---|---|
| Sandisk Corp. (SNDK) | 81.6 | A- | -18.4% |
| Western Digital Corp. (WDC) | 80.4 | A- | -28.0% |
| Dell Technologies Inc. (DELL) | 80.0 | A- | +11.9% |
| Everpure Inc. (P) | 75.2 | B+ | -4.1% |
| Arista Networks Inc. (ANET) | 73.0 | B+ | -10.8% |
| Super Micro Computer Inc. (SMCI) | 72.8 | B+ | -23.2% |
| HP Inc. (HPQ) | 70.5 | B+ | +14.5% |
| IonQ Inc. (IONQ) | 58.4 | B- | -55.3% |
Seagate Technology Holdings plc financial statements · Technology sector ranking · Computer Hardware industry ranking · All covered companies
The composite score (0–100, graded A+ to D-) blends research signals from each earnings call with fundamental lenses from SEC filings and market prices. Research signals: Industry opportunity, Stock selection, KPI momentum and Catalyst watch, read from what management said and whether it delivered. Fundamental lenses: Price (valuation), Expansion (growth), Quality (profitability) and Trend (momentum). Scores are recalculated every night and after every earnings call. The valuation gap compares the actual price path with the path the stock's market, sector and industry moves explain; it is a model comparison, not a fair-value estimate.
General information, not investment advice.