Semiconductors
Seagate Technology
A major data storage company and Western Digital's primary global competitor in hard disk drives, positioned to benefit from the same AI-driven data storage growth reshaping the broader memory and storage sector. Seagate reported March-2026-quarter revenue of approximately $3.1 billion (44% year-over-year growth) with datacenter revenue up 28% to $2.2 billion, and fiscal Q3 2026 adjusted EPS of $4.10 versus $3.51 consensus — its fourth consecutive quarterly earnings beat — as its second-generation HAMR platform 'Mozaic 4' began shipping in late March.
Leading Indicators
Hiring and patent filing trends — the underlying numbers Momentum is computed from. Insider filing activity is tracked separately under Sources below.
Sources
Every claim traced to a primary source — evidence, recent activity, and insider filing behavior, all in one place.
Evidence
3 sources · 1 government/SEC filing · 87% avg. source confidence
- U.S. Securities and Exchange Commission (EDGAR) — Seagate Technology Holdings plc FY2025 Annual Report (Form 10-K), filed with the SEC95% source confidence
- Seagate Technology investor relations / 8-K — Seagate raises long-term growth target to 20% as HAMR drives data center revenue surge85% source confidence
- Yahoo Finance — Seagate posts fourth straight earnings beat as gross margin nearly doubles to 47% on AI storage demand80% source confidence
Insider Filing Activity
Counts filing frequency only — transaction direction/size wasn't parseable from the sampled filings · sourced from SEC EDGAR · as of Jul 28, 2026
Dependency Map
What Seagate Technology depends on below, and who depends on Seagate Technology above — click any node to make it the new center, 2 levels deep.
Connection type
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The Story So Far (last 6 months)
Auto-generated from this entity's dated milestones, relationship updates, and sourced evidence — not AI-written, just sorted.