本文源自：金融界AI电报 美股存储概念"收复失地"，闪迪转涨，此前一度跌超5%，推出新一代便携式固态硬盘产品组合；美光 科技涨超2%，希捷科技涨超1%。 ...

We recently published an article titled 12 Best Data Storage Stocks to Buy Right Now. On February 17, Mizuho increased its price target on Seagate Technology Holdings plc (NASDAQ:STX) to $475 from $440 and maintained an Outperform rating, reflecting continued confidence in earnings momentum and favorable industry conditions within mass-capacity storage. Seagate Technology Holdings plc (NASDAQ:STX) reported December-quarter revenue of $2.83 billion, up 7% sequentially and 22% year over year. Non-GAAP gro ...

SINGAPORE--(BUSINESS WIRE)--Seagate Technology Holdings plc (NASDAQ: STX) ("Seagate†or "Company†) and Seagate HDD Cayman, a subsidiary of Seagate ("Seagate HDD†), today announced that on February 19, 2026, the Company closed the previously announced privately negotiated exchanges (the "exchanges†) of $600 million principal amount of Seagate HDD's 3.50% Exchangeable Senior Notes due 2028 (the "notes†) for aggregate consideration consisting of approximately $599.2 million in cash and approximate. ...

Group 1 - The core viewpoint of the article highlights a decline in the U.S. stock market for storage concept stocks, with Seagate Technology dropping by 4% and Western Digital falling over 3% [1] - Samsung Electronics is reportedly negotiating prices for the new generation HBM4 chips, with quotes up to 30% higher than the previous generation, reaching approximately $700 [1] Group 2 - Seagate Technology (STX) experienced a decline of 4.03%, with a total market capitalization of $88.861 billion and a year-to-date increase of 47.80% [2] - Western Digital (WDC) saw a decrease of 3.40%, with a market cap of $97.211 billion and a year-to-date increase of 66.30% [2] - Silicon Motion (SIMO) fell by 1.73%, with a market cap of $4.434 billion and a year-to-date increase of 41.27% [2] - Micron Technology (MU) decreased by 1.02%, with a market cap of $468.921 billion and a year-to-date increase of 45.98% [2] - Rambus (RMBS) had a slight decline of 0.23%, with a market cap of $11.221 billion and a year-to-date increase of 13.29% [2] - Pure Storage (PSTG) saw a minor decrease of 0.14%, with a market cap of $23.937 billion and a year-to-date increase of 8.19% [2] - SanDisk (SNDK) was the only stock to rise, increasing by 1.75%, with a market cap of $90.258 billion and a year-to-date increase of 157.34% [2]

Valley Wealth Managers, Inc. disclosed a sale of 479,832 shares of Sonoco Products Company (NYSE:SON) in its February 4, 2026, SEC filing, with the estimated trade valued at $19.9 million based on quarterly average pricing. What happened According to a February 4, 2026, SEC filing, Valley Wealth Managers, Inc. sold 479,832 shares of Sonoco Products Company, with the transaction’s estimated value at $19.9 million based on the mean closing price for the quarter. The value of the fund’s position declined by ...

Core Insights - The demand for high-capacity, cost-efficient storage is surging due to the growth of cloud computing, generative AI, video streaming, and connected devices, with Seagate Technology Holdings plc (STX) leading the market through its Heat-Assisted Magnetic Recording (HAMR) technology [1][2] Group 1: Seagate's Technology and Market Position - Seagate began shipping its first commercial HAMR-based drives in 2023-2024, targeting large hyperscale cloud and enterprise customers, and has accelerated the ramp of these drives to meet AI-driven data storage needs [2] - In 2025, Seagate delivered over 1.5 million HAMR units and secured qualifications with all major U.S. cloud service providers, with global approvals expected by mid-2026 [3] - Seagate's nearline capacity is fully booked through 2026, supported by long-term cloud agreements, providing demand visibility into 2027 and early discussions for 2028 [3] Group 2: Financial Performance and Projections - The ramp of HAMR technology is expected to enhance Seagate's financial profile by expanding margins and improving cost efficiency, with fiscal 2026 capital spending projected to remain within 4-6% of revenues [4] - For the fiscal third quarter, Seagate anticipates revenues of $2.9 billion, representing a 34% increase at the midpoint [4][8] - Seagate's shares have increased by 303.8% over the past year, outperforming the Computer Integrated Systems industry's growth of 84.3% [7] Group 3: Competitive Landscape - Western Digital Corporation (WDC) is advancing its own storage technologies, including HAMR and ePMR, and expects fiscal third-quarter revenues of $3.2 billion, up 40% [5] - Micron Technology (MU) is capitalizing on the AI-driven memory and storage markets, with anticipated revenues of $18.7 billion in the fiscal second quarter [6] Group 4: Valuation and Earnings Estimates - Seagate's shares are currently trading at a forward price/earnings ratio of 26.27X, higher than the industry's 16.24X [9] - The Zacks Consensus Estimate for Seagate's earnings for fiscal 2026 has been revised upward over the past 60 days, indicating positive market sentiment [10]

Key Takeaways Seagate reported record Q2 revenues of $2.83B, up 22% year over year.STX shipped 190 exabytes, with data center revenues rising 28% year over year.Seagate sees Q3 revenues of about $2.9B and margin near 30% at midpoint.Seagate Technology Holdings plc (STX) reported record financial performance for the fiscal second quarter of 2026, supported by strong demand in data center markets and continued progress in its technology roadmap. In the second quarter, the company’s revenues reached $2.83 bill ...

Core Insights - Seagate Technology Holdings plc (STX) has seen a significant stock increase of 30.6% in the past month, outperforming the Zacks Computer-Integrated Systems industry, the Zacks Computer & Technology sector, and the S&P 500, which fell by 0.7%, 4%, and 1.9% respectively [2][9] - The company has outperformed competitors such as Micron Technology (MU) and Silicon Motion Technology (SIMO), which rose by 13.5% and 20.8% respectively, as well as Western Digital Corporation (WDC), which increased by 27.1% [3] Key Catalysts Fueling Growth - The growth of Seagate is driven by booming data storage demand, strong earnings, and margins, particularly in data center markets [5] - Fiscal second-quarter revenues reached $2.83 billion, marking a 22% year-over-year increase, with record margins of 42.2% attributed to high-capacity nearline demand [9][11] - Seagate's strategy focuses on balancing performance with cost efficiency, aligning with the long-term growth of AI-generated data, which is expected to sustain demand [6] Product and Technology Developments - Seagate's HAMR (Heat-Assisted Magnetic Recording) technology is seen as a key enabler for AI and machine learning-driven demand for cost-efficient mass-capacity storage [7] - The Mozaic 3 HAMR drives are now qualified with major U.S. cloud providers, with global qualification expected by the first half of 2026 [7] - Quarterly HAMR shipments have exceeded 1.5 million units, supporting a roadmap toward achieving 10TB-per-disk areal density [7] Financial Performance and Projections - Data center revenue rose by 28% year-over-year to $2.2 billion, constituting 79% of total sales, driven by cloud demand and a recovering enterprise OEM market [13] - The edge IoT segment generated $601 million, accounting for 21% of revenue, with a 2% year-over-year increase [14] - For the fiscal third quarter, Seagate expects revenues of approximately $2.9 billion, indicating a 34% year-over-year improvement [14] Estimate Revisions and Valuation - Earnings estimates for fiscal 2026 have increased by 11.8% to $12.63, while estimates for fiscal 2027 have risen by 29.7% to $18.89 [18] - The company's shares currently trade at a price/earnings ratio of 26.97 for forward earnings, compared to 16.66 for the industry [19] Investment Considerations - Seagate's recent stock rally reflects strong earnings momentum and growing investor confidence in data storage, particularly in AI infrastructure [20][21] - The company is positioned to create long-term value for customers and shareholders, with expectations of sequential revenue and profit growth through 2026 [15]

The Singapore-based Seagate Technology Holdings plc (STX) builds the backbone of the digital economy. With a market cap of approximately $92.9 billion, the company designs and manufactures hard disk drives, solid-state drives, hybrid drives, and storage subsystems. It also delivers scalable edge-to-cloud platforms that power data centers, cloud providers, enterprises, and equipment manufacturers worldwide. Over the past 52 weeks, Seagate’s shares have surged 319.8%, significantly outperforming the S&P 50 ...

Market Overview - The US stock market experienced a significant decline, with the Dow Jones Industrial Average dropping 669.42 points (1.34%) to close at 49,451.98 points, the Nasdaq Composite falling 469.32 points (2.03%) to 22,597.15 points, and the S&P 500 decreasing by 108.71 points (1.57%) to 6,832.76 points [1][2][3] Market Sentiment - Over 4,100 stocks declined, indicating widespread market panic as investors rushed to sell assets, particularly in the tech and growth sectors. The VIX index surged, reflecting heightened risk aversion [2][3] Sector Performance - The sell-off affected nearly all sectors, with notable declines in precious metals and semiconductor stocks. The precious metals sector saw significant drops, with gold futures down 3.08% and silver futures plummeting 10.62% [4][5][6][8] - The Philadelphia Semiconductor Index fell by 2.5%, with individual stocks like AEHR Test Systems down 17.58% and Intel down over 3% [8][10] Major Companies - Apple Inc. experienced a substantial drop of 5.00%, resulting in a market cap loss of over $120 billion, attributed partly to regulatory concerns [12] - Other major tech companies also faced declines, with Tesla down 1.62%, Amazon down 2.20%, and Meta Platforms down nearly 3% [12] Financial Sector - Bank stocks fell across the board, with JPMorgan Chase down over 2%, Goldman Sachs down over 4%, and Citigroup down over 5%, driven by concerns over AI disrupting traditional wealth management [13][14] Economic Indicators - Recent economic data, including a drop in initial jobless claims and lower-than-expected existing home sales, contributed to market anxiety about potential economic overheating and prolonged high interest rates [24][25][26] Global Market Impact - The sell-off in the US markets had a ripple effect on global markets, with European indices also closing lower after initially opening higher, indicating a widespread sentiment of fear [18][19][20] AI Concerns - The market's decline was exacerbated by fears regarding the disruptive impact of AI technologies on various industries, leading to significant stock price drops in sectors perceived to be at risk [21][22][30] Storage Chip Sector - In contrast to the overall market trend, storage chip stocks saw gains, with companies like SanDisk and Seagate Technology rising significantly, reflecting a belief that AI's growth will increase demand for data storage [29]