Is Seagate Inventory a Purchase at New 2025 Highs?

Seagate Expertise (STX) is a worldwide chief in information storage options, famend for its modern laborious disk drives, solid-state drives, and superior storage techniques. Seagate is understood for setting business benchmarks in storage techniques whereas empowering companies and people with their rising want for information entry by means of cloud, edge, and endpoint units. With over 4 a long time of experience, the corporate serves numerous sectors, together with healthcare, telecommunications, media, and safety.

Based in 1978, Seagate maintains a robust world presence with its headquarters in Dublin, Eire.

STX inventory has delivered a stellar efficiency in 2025, up roughly 90% year-to-date (YTD) and over 60% for the 52-week interval, far outperforming benchmarks just like the S&P 500 ($SPX), which claims a 9.7% rise YTD and 16% in 52-weeks time.

Seagate’s distinctive run this 12 months sees STX inventory cross the $164 mark for the primary time, taking its market cap over $35 billion. This surge follows a dramatic rebound from the $60s in early April, because the market recovered from tariff-driven selloffs. Sturdy quarterly outcomes additional underpin this efficiency.

In search of Alpha analyst Narek Hovhannisyan highlighted Seagate’s spectacular 30% income development and file revenue margins, pushed by its growing market share in high-capacity laborious disk drives throughout the cloud and enterprise sectors. He famous that the laborious drive market is dominated by a duopoly consisting of Seagate and Western Digital (WDC), with Toshiba (TSHTY) holding a smaller share.

Over current years, these corporations have shifted from aggressive worth competitors to a extra strategic method of decreasing output, which has helped preserve robust revenue margins throughout the business.

Moreover, throughout Seagate’s fourth-quarter earnings name final month, CEO William David Mosley famous that the standard highs and lows attributable to seasonality within the information storage business are diminishing. He remarked, “For many of our enterprise, seasonality is now not a big issue,” indicating a shift towards extra constant demand all year long in Seagate’s operations.