Скачать или смотреть Seagate Stock(STX) EXPLODES After Earnings — AI Storage Supercycle Just Started?

Seagate Technology is trending after delivering a *decisive earnings and revenue beat**, reinforcing the bullish narrative around the accelerating **AI-driven data storage cycle**. For **Q2 FY2026**, Seagate reported **revenue of $2.83 billion**, marking a **21.5% year-over-year increase**, alongside **adjusted EPS of $3.11**, well ahead of market expectations. Management followed this up with **strong forward guidance**, projecting **Q3 revenue of $2.90 billion* and **EPS of $3.40**, which the market is reading as a signal that demand momentum is not only intact, but expanding.

A major driver behind the outperformance is *surging data center demand**, particularly from hyperscalers and enterprise customers racing to build out AI infrastructure. The community is zeroing in on Seagate’s **HAMR-based Mozaic platform**, which is gaining meaningful traction as customers seek **higher-capacity, more cost-efficient storage solutions* to support large-scale AI workloads. HAMR is increasingly viewed as a **multi-year competitive advantage**, enabling Seagate to push areal density higher and improve margins as volumes ramp.

Another bullish point being debated is management’s commentary around **extended inventory commitments**. Investors see this as a strong signal of **customer confidence and long-term visibility**, suggesting that data center clients are locking in capacity rather than treating demand as cyclical or short-lived. This has fueled speculation that the industry may be entering a **sustained memory and storage supercycle**, driven by AI training, inference, and data retention requirements that far exceed prior cloud growth phases.

Wall Street sentiment has also turned more constructive. **Mizuho raised its price target on Seagate to $400 per share, up from $370**, citing accelerating AI storage demand, improving pricing power, and the strategic importance of HAMR technology. The upgrade has further validated the bullish thesis circulating within the investor community.

That said, not all commentary is purely euphoric. Some traders are cautioning that after the sharp post-earnings move, *short-term volatility or consolidation* would be healthy, especially as momentum-driven flows cool and options positioning resets. Even so, the broader tone remains optimistic, with many investors viewing any pullbacks as *buy-the-dip opportunities* within what they believe is an early-to-mid stage **AI infrastructure expansion cycle**.

Overall, Seagate is increasingly being framed not just as a legacy storage name, but as a **core beneficiary of AI’s data explosion**, with strong execution, improving fundamentals, and a technology roadmap that aligns squarely with the next wave of enterprise and hyperscale demand.

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