Company Dossier · Information Technology
Seagate Technology
- S&P 500
- Nasdaq-100
What Seagate Technology is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to July 3, 2026: $12.2 billion, up 34% from a year earlier.SEC EDGAR filings (XBRL)
- Free cash flow (operating cash flow minus capital expenditure) over the four quarters to July 3, 2026: $3.11 billion, up 279% from a year earlier.SEC EDGAR filings (XBRL)
- Capital expenditure over the four quarters to July 3, 2026: $0.57 billion, up 111% from a year earlier.SEC EDGAR filings (XBRL)
- Share buybacks in the fiscal year to July 3, 2026: $0.18 billion.SEC EDGAR filings (10-K)
- Latest earnings call or results release (July 28, 2026): sentiment 0.70 on a −1 to +1 scale (confident, opportunity-framed), confidence 0.80 of 1.Palanor Discourse
- Latest annual report (filed August 4, 2026): 0 risk factors added, 2 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net sellers in Q3 2026: $379 million on the open market.SEC Form 4
- 1,966 institutional managers reported a position at June 30, 2026 (+503 on the quarter before).SEC Form 13F
- H-1B filings certified in Q2 2026: 33 (20 a year earlier).U.S. Department of Labor (OFLC)
- Headlines in the last 30 days: 9, of which 2 read positive and 0 negative.Palanor headline tone
Company Posture
How Company Posture is measured →What Seagate Technology is doing, on three axes, from its filings and its own words, as of 2026-10-22. A description, not a rating: Company Posture never says whether to buy.
Expanding · Mixed
Expanding ↔ Retrenching
Expanding
- Capital spending95th pct
- Debt raised—
- Buybacks vs capex44th pct
- Hiring filings92nd pct
- Deals and private raises48th pct
- Patent publications88th pct
Confident ↔ Hedging
Mixed
- Call sentiment45th pct
- Call confidence37th pct
- Guidance changes37th pct
- Risk factors added72nd pct
- Insider open-market trades45th pct
- + Risk factors added
- − Guidance changes
- − Call confidence
Pressure
Components only: Not yet shown as a score: in the back-test it did not add to a naive reader's forecast of impairment, debt acceleration or bankruptcy filings (8-K 2.06, 2.04, 1.03) (not enough events (17 in half 1; needs 20)).
- Fails-to-deliver47th pct
- Stress filings37th pct
Credit
How these are built →Seagate Technology's borrowing from its SEC filings: the bonds it priced and the debt on its latest balance sheet. A description, not a rating.
Debt on the balance sheet
$3.6B
- Due within a year $0.2B
- Longer term $3.4B
- Default point $1.9B (short + ½ long)
Finance leases included · Jul 3, 2026 filing
Bonds priced, last 12 months
None
U.S. dollar tranches with a term sheet on EDGAR. Deals sold under Rule 144A file none and are not counted.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
Hiring and ownership
In the news
Headlines that name Seagate Technology, with the publisher and a link. The tone is read from each headline’s own words, never from a summary of the article.
- NeutralCan Seagate’s (STX) AI-Driven Growth Justify Its Sky-High Expectations?
insidermonkey.com · via Marketaux · Oct 9, 2026
- NeutralSeagate Technology (STX) Competes with Toshiba for TDK's Magnetic-Heads Segment Amid Market Selloff
gurufocus.com · via Marketaux · Oct 6, 2026
- NeutralSeagate Technology (STX) Eyes TDK Magnetic Heads Unit Amid Market Volatility
gurufocus.com · via Marketaux · Oct 6, 2026
- NeutralSeagate (STX) and Toshiba Compete for TDK's HDD Business Acquisition
gurufocus.com · via Marketaux · Oct 6, 2026
- NeutralSeagate Technology Holdings PLC (STX) Shares Surge 4.5% -- What GF Score of 77 Tells Investors
gurufocus.com · via Marketaux · Oct 5, 2026
- PositiveToshiba's AI HDD Expansion Spurs Morgan Stanley to Back Seagate (STX) Amid Market Dip
gurufocus.com · via Marketaux · Oct 2, 2026
- PositiveToshiba's HDD Production Boost Spurs Market Dynamics; Seagate (STX) Maintains Strong GF Score™
gurufocus.com · via Marketaux · Oct 2, 2026
- NeutralSanDisk (SNDK) vs. Seagate (STX): Which Storage Stock Is the Better Buy Right Now?
insidermonkey.com · via Marketaux · Oct 2, 2026
- NeutralSeagate Technology Holdings PLC (STX) Shares Fall 0.9% -- What GF Score of 79 Tells Investors
gurufocus.com · via Marketaux · Sep 30, 2026
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Oct 20, 2026Patent
- Oct 20, 2026Patent
- Oct 16, 2026LobbyingLobbying report (BROWNSTEIN HYATT FARBER SCHRECK, LLP)third_quarter 2026 · $0.1 million
- Oct 13, 2026Patent
- Oct 13, 2026Patent
- Oct 13, 2026Patent
- Sep 4, 20268-KDirector or officer changeItem 5.02
- Aug 4, 202610-KAnnual report (10-K)0 risk factors added, 2 removed
- Jul 16, 2026LobbyingLobbying report (BROWNSTEIN HYATT FARBER SCHRECK, LLP)second_quarter 2026 · $0.1 million
- Jul 15, 2026Trademark
- Jul 15, 2026Trademark
- May 6, 20268-KDirector or officer changeItem 5.02
- Apr 15, 2026LobbyingLobbying report (BROWNSTEIN HYATT FARBER SCHRECK, LLP)first_quarter 2026 · $0.1 million
- Jan 15, 2026LobbyingLobbying report (BROWNSTEIN HYATT FARBER SCHRECK, LLP)fourth_quarter 2025 · $0.1 million
- Nov 25, 2025Trademark
- Nov 25, 2025Trademark
- Nov 25, 2025Trademark
- Oct 28, 20258-KDirector or officer changeItem 5.02
- Oct 28, 20258-KShareholder vote resultsItem 5.07
- Oct 17, 2025LobbyingLobbying report (BROWNSTEIN HYATT FARBER SCHRECK, LLP)third_quarter 2025 · $0.1 million
- Aug 26, 20258-KDirector or officer changeItem 5.02
- Aug 1, 202510-KAnnual report (10-K)0 risk factors added, 2 removed
- Jul 17, 2025LobbyingLobbying report (BROWNSTEIN HYATT FARBER SCHRECK, LLP)second_quarter 2025 · $0.1 million
- Jun 30, 20258-KMaterial agreement signedItem 1.01
- Jun 16, 20258-KMaterial agreement terminatedItem 1.02
- Jun 16, 20258-KDebt acceleration or default triggerItem 2.04
- May 28, 20258-KMaterial agreement signedItem 1.01
- May 13, 20258-KMaterial agreement signedItem 1.01
- May 8, 20258-KDirector or officer changeItem 5.02
- Apr 17, 2025LobbyingLobbying report (BROWNSTEIN HYATT FARBER SCHRECK, LLP)first_quarter 2025 · $0.1 million
- Feb 3, 20258-KMaterial agreement signedItem 1.01
- Feb 3, 20258-KMaterial agreement terminatedItem 1.02
- Jan 17, 2025LobbyingLobbying report (BROWNSTEIN HYATT FARBER SCHRECK, LLP)fourth_quarter 2024 · $0.1 million
- Oct 22, 20248-KShareholder vote resultsItem 5.07
- Aug 2, 202410-KAnnual report (10-K)4 risk factors added, 1 removed
Peers
Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| Western Digital WDC | $12.9B | $3.5B | Jul 3, 2026 |
| NetApp NTAP | $7.4B | $1.6B | Jul 31, 2026 |
| Sandisk SNDK | $20.3B | $11.5B | Jul 3, 2026 |
| Everpure P | $4.3B | $0.1B | Aug 2, 2026 |
| Supermicro SMCI | $39.1B | −$7.0B | Jun 30, 2026 |
| Hewlett Packard Enterprise HPE | $41.9B | $4.2B | Jul 31, 2026 |
| HP Inc. HPQ | $59.2B | $3.9B | Jul 31, 2026 |
| Dell Technologies DELL | $151B | $8.6B | Jul 31, 2026 |