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Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

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The Multi-Year Backlog Seagate Stock Skeptics Are Ignoring
Trefis106d agoneutral
The Multi-Year Backlog Seagate Stock Skeptics Are Ignoring

After a stock like Seagate (STX) runs up over 500% over the last 12 months, it’s natural to assume you’ve missed the party. The story of surging AI demand is well known, and the fear of buying a cyclical hardware company at the top of its game is a powerful one. But buried in management’s commentary is a single, forward-looking metric that suggests the market may be misjudging the durability of this cycle.

BofA Raises Seagate (STX) Price Target to $900, Keeps Buy Rating
Insider Monkey106d agobullish
BofA Raises Seagate (STX) Price Target to $900, Keeps Buy Rating

Seagate Technology Holdings plc (NASDAQ:STX) is one of the 10 Best Performing Growth Stocks So Far in 2026. On May 26, BofA Securities increased its price target on Seagate Technology Holdings plc (NASDAQ:STX) from $840 to $900 while keeping a Buy rating on the stock. The research firm hosted a call for clients with Seagate […]

Seagate Technology (STX) Gaining on Unprecedented AI-Driven Demand
Insider Monkey106d agoneutral
Seagate Technology (STX) Gaining on Unprecedented AI-Driven Demand

Seagate Technology Holdings plc (NASDAQ:STX) has gained more than 550% over the past 12 months, driven by unprecedented AI-driven demand. Analysts expect the company to grow its EPS by roughly 70% over the next 5 years. The stock ranks among the Top 10 Unstoppable Growth Stocks to Invest In. ​Recently, on June 2, Citi raised […]

What Makes Seagate Technology (STX) the Best Choice in the Data Storage Market?
Insider Monkey107d agoneutral
What Makes Seagate Technology (STX) the Best Choice in the Data Storage Market?

Sands Capital Management, LLC released its Q1 2026 investor letter for its “Select Growth Strategy”. A copy of the letter is available to download here. Select Growth mainly targets leading U.S. businesses, driving positive structural changes. U.S. large-cap growth stocks fell in the first quarter. Sharp dispersion driven by AI advances marked the quarter, but late […]

Is Seagate (STX) Quietly Becoming an AI Infrastructure Linchpin Through Its Mozaic Storage Strategy?
Simply Wall St.107d agoneutral
Is Seagate (STX) Quietly Becoming an AI Infrastructure Linchpin Through Its Mozaic Storage Strategy?

In recent days, Seagate Technology Holdings has been at the center of shifting sentiment as analysts highlighted AI-driven data center storage demand and industry supply discipline, while broader semiconductor volatility and geopolitical tensions briefly pressured memory and storage names. Beyond the short-term swings, Seagate’s position as one of the last major hard drive manufacturers, its HAMR-based Mozaic technology, and recent revenue and cash flow improvements have become focal points...

Citi Remains Bullish on Seagate Technology (STX) – Here’s Why
Insider Monkey107d agoneutral
Citi Remains Bullish on Seagate Technology (STX) – Here’s Why

Seagate Technology Holdings Plc (NASDAQ:STX) is one of the best NASDAQ stocks to buy and hold for 3 years. Citi lifted the price target on Seagate Technology Holdings Plc (NASDAQ:STX) to $1,150 from $740 on June 2 and maintained a Buy rating on the shares. The firm raised its estimates in the hard disk drive […]

Stocks Climb on an AI-Led Rebound
Barchart108d agoneutral
Stocks Climb on an AI-Led Rebound

The S&P 500 Index ($SPX ) (SPY ) today is up +0.93%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.89%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +1.17%. June E-mini S&P futures (ESM26 ) are up +0.76%, and June E-mini Nasdaq futures...

1 Profitable Stock to Own for Decades and 2 We Turn Down
StockStory108d agoneutral
1 Profitable Stock to Own for Decades and 2 We Turn Down

While profitability is essential, it doesn’t guarantee long-term success. Some companies that rest on their margins will lose ground as competition intensifies — as Jeff Bezos said, “Your margin is my opportunity”.

Sandisk Stock Jumps—Again. Don’t Worry About New Memory Supply, Say Analysts.
Barrons.com109d agobullish
Sandisk Stock Jumps—Again. Don’t Worry About New Memory Supply, Say Analysts.

Sandisk stock was back on the rise Monday after two Wall Street firms hiked their forecasts for the memory supplier. Mizuho Securities reiterated an Outperform rating on Sandisk stock and lifted its price target to $2,200 from $1,825 in a research note Sunday. BofA Securities followed suit Monday, maintaining a Buy rating and raising its price target to $2,100 from $1,550.