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Sentiment · FY2026 Q4
As of FY2026 Q3, the Tellvest earnings-call sentiment score for Seagate Technology Holdings (STX) is 10/10.
Seagate raised its annual revenue growth target to a minimum of 20% over the next few years as revenue surged 44% to $3.1 billion with record gross margin of 47% and non-GAAP EPS of $4.10, up 115% year-over-year. The Mozaic 4+ HAMR platform ramp accelerated while nearline capacity was allocated through calendar 2027 and free cash flow approached $1 billion. Data center revenue grew 55% with enterprise AI momentum building alongside the AI inference inflection, and Fitch upgraded the company to investment grade.
Scored from Seagate Technology Holdings’s FY2026 Q3 earnings call. The newest quarter is available with Tellvest Pro.
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2025 Q1 | $2.17B | +49.1% | $1.41 | +260.2% | 18.6% | 14.1% | $27M |
| FY2025 Q2 | $2.33B | +49.5% | $1.55 | +1805.2% | 21.0% | 14.5% | $150M |
| FY2025 Q3 | $2.16B | +30.5% | $1.57 | +1208.3% | 20.0% | 15.7% | $216M |
| FY2025 Q4 | $2.44B | +29.5% | $2.24 | -6.3% | 23.2% | 20.0% | $425M |
| FY2026 Q1 | $2.63B | +21.3% | $2.43 | +72.3% | 26.9% | 20.9% | $427M |
| FY2026 Q2 | $2.83B | +21.5% | $2.60 | +67.7% | 29.9% | 21.0% | $828M |
| FY2026 Q3 | $3.11B | +44.1% | $3.27 | +108.3% | 32.1% | 24.0% | $953M |
| FY2026 Q4 | $3.63B | +48.5% | $5.58 | +149.1% | 43.0% | 35.7% | — |
| Year | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2023 | $7.38B | -36.7% | $-2.55 | -134.7% | -4.6% | -7.2% | $626M |
| FY2024 | $6.55B | -11.3% | $1.54 | +160.4% | 6.9% | 5.1% | $664M |
| FY2025 | $9.10B | +38.9% | $6.77 | +339.9% | 20.8% | 16.1% | $818M |
| FY2026 |
| $12.20B |
| +34.1% |
| $13.88 |
| +105.0% |
| 33.7% |
| 26.1% |
| — |
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