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Sentiment · FY2026 Q3
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Wamsi Mohan | Bank of America | 7 | 14% |
| Amit Daryanani | Evercore ISI | 6 | 0% |
| Asiya Merchant | Citigroup | 6 | 0% |
| CJ Muse | Cantor Fitzgerald | 6 | 17% |
| Vijay Rakesh | Mizuho Securities | 6 | 0% |
| Erik Woodring | Morgan Stanley | 6 | 17% |
| Tim Arcuri | UBS | 6 | 17% |
| Ananda Baruah | Loop Capital | 6 | 0% |
| Aaron Rakers | Wells Fargo | 5 | 0% |
| Steve Fox | Fox Advisors | 5 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Bank of America | 1 | 7 | 14% |
| TD Cowen | 3 | 7 | 0% |
| Morgan Stanley | 1 | 6 | 17% |
| Loop Capital | 1 |
| 6 |
| 0% |
| Cantor Fitzgerald | 1 | 6 | 17% |
| Citigroup | 1 | 6 | 0% |
| Evercore ISI | 1 | 6 | 0% |
| Mizuho Securities | 1 | 6 | 0% |
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.
Demand | Product Launch | Margin | Pricing | Revenue Growth | Supply Chain | Competitive Dynamics | Innovation & R&D | |
|---|---|---|---|---|---|---|---|---|
| 2025Q2 | 4 | 5 | 5 | 1 | 3 | 4 | 2 | 4 |
| 2025Q3 | 5 | 2 | 2 | 2 | 4 | 4 | 1 | 1 |
| 2025Q4 | 5 | 6 | 3 | 2 | 4 | 3 | ||
| 2026Q1 | 9 | 4 | 4 | 4 | 2 | 3 | 2 | 3 |
| 2026Q2 | 3 | 5 | 7 | 6 | 1 | 2 | 2 | 1 |
| 2026Q3 | 4 | 3 | 3 | 6 | 2 | 1 | 3 | 2 |
| '25Q2 | '25Q3 | '25Q4 | '26Q1 | '26Q2 | '26Q3 | |
|---|---|---|---|---|---|---|
| Demand | 4 | 5 | 5 | 9 | 3 | 4 |
| Product Launch | 5 | 2 | 6 | 4 | 5 | 3 |
| Margin | 5 | 2 | 3 | 4 | 7 | 3 |
| Pricing | 1 | 2 | 2 | 4 | 6 | 6 |
| Revenue Growth | 3 | 4 | 4 | 2 | 1 | 2 |
| Supply Chain | 4 | 4 | 3 | 2 | 1 | |
| Competitive Dynamics | 2 | 1 | 3 | 2 | 2 | 3 |
| Innovation & R&D | 4 | 1 | 3 | 1 | 2 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
STX Seagate Technology Holdings | 10 | +44.1% | |
| ANET Arista Networks | 9 | +35.1% | |
| DELL Dell Technologies | 9 | +87.5% | |
| HPQ HP Inc. | 6 | +9.0% | |
| NTAP NetApp | 9 | +12.5% | |
| SMCI Supermicro | 7 | +122.7% | |
| WDC Western Digital | 9 | +45.5% |