Posts on STX

Latest ideas and analyses related to Seagate Technology Holdings PLC Ordinary Shares (Ireland)

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WDC , WD , AMD , INTC , NVDA , QRVO , STX

+22 pts



Reducing bit and ASP assumptions for DRAM and NAND; stay Buy on MU and Neutral on WDC

By ethonomics on Sept. 23, 2022, 3:05 p.m.
Tagged topics: analyst lowers estimates

Views: 13, Votes: 4, Responses: 0, Attachments: 1
STX

+13 pts



When It Rains, It Pours

By mooreideas on Sept. 1, 2022, 2:13 p.m.
Tagged topics: analyst lowers estimates

Views: 8, Votes: 4, Responses: 0, Attachments: 1
STX

+33 pts



$STX Will Demand Rebound in F2H23 After Near-Term Inventory Correction?

By realmomobags on July 22, 2022, 1:52 a.m.
Tagged topics: earnings results

Views: 16, Votes: 4, Responses: 0, Attachments: 1
WDC , STX , MRVL , AVGO

+32 pts



Global HDD Model: Weaker Start to 2022

By realjoe on Feb. 24, 2022, 4:40 p.m.
Tagged topics: analyst checks

Views: 37, Votes: 2, Responses: 0, Attachments: 1
QCOM , QRVO , SLAB , STX , CRUS , MRVL

+78 pts



$QCOM - Takeaways from Day 2 of Global TMT Conference (as requested)

By bbern3 on Dec. 9, 2021, 2:12 p.m.
Tagged topics: non deal roadshow

Views: 72, Votes: 7, Responses: 1, Attachments: 1
STX

+32 pts



Seagate Technology broke out of RB

By silverquest on Nov. 12, 2021, 9:30 p.m.
Tagged topics: computer , hard drives , computers

Views: 55, Votes: 3, Responses: 0, Attachments: 1
CDW , STX , HPE , REZI

+32 pts



Morgan Stanley now cautious on IT Hardware given deteriorating industry data and drop in spending intentions

By bbern3 on Oct. 6, 2021, 12:01 p.m.
Tagged topics: analyst checks , analyst downgrade , Morgan Stanley

Views: 204, Votes: 1, Responses: 0, Attachments: 2
STX

+34 pts



$STX - Morgan Stanley sees 'material upside' to street estimates, and expects stock to move higher driven by increased cloud exposure

By ethonomics on June 9, 2021, 9:08 a.m.
Tagged topics: analyst raises estimates , analyst raises target , Morgan Stanley , cloud transition , upside to estimates

Views: 209, Votes: 2, Responses: 0, Attachments: 6
CDW , DELL , HPE , HPQ , IBM , NCR , NTAP , NTNX , PSTG , STX , TDC

+67 pts



Morgan Stanley is 'more bullish than ever' on IT demand post COVID, and 'would be aggressive buyers of enterprise hardware stocks'

By phenphen on March 7, 2021, 2:49 a.m.
Tagged topics: post-COVID , IT spending , Morgan Stanley , tech hardware , enterprise hardware

Views: 275, Votes: 6, Responses: 0, Attachments: 19
AAPL , DELL , STX

+31 pts



Morgan Stanley says it's "Time to Buy IT Hardware for the Recovery", naming $AAPL, $DELL, and $STX

By ethonomics on Oct. 13, 2020, 11:08 a.m.
Tagged topics: buying opportunity , IT spending , cyclical recovery

Views: 131, Votes: 1, Responses: 0, Attachments: 21