Yes, VistaShares Artificial Intelligence Supercycle ETF (AIS) holds STX with 2.53% (as of 2026-11-04).

Seagate Technology Holdings plc (STX) is held by AIS (2.53%).

What AI bubble is STX in?

Seagate Technology Holdings plc (STX) is mapped to the DRAM / HBM Memory bubble on QuantAbundance. HDD / storage - datacenter capacity adjunct to memory.

What sector is STX in?

Seagate Technology Holdings plc is classified under GICS Information Technology (Technology Hardware, Storage & Peripherals).

What is STX's last close price?

STX last closed at $460.99 on 2026-11-06.

STX

NASDAQNext earningsJan 26AnalystsStrong Buy24+124%

Seagate Technology Holdings plc ação

Information Technology · Technology Hardware, Storage & Peripherals

$460.99last close

+65.5%~252d

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Price

+65.54% over 1Y

3 auto-fib

Tese

em 2026-11-08

Bull case

Mass-capacity HDD is the AI cold-storage layer:

Every AI training run needs petabytes of warm + cold storage backing the GPU layer - exabytes for the largest hyperscaler programs. NVMe handles hot tier; HDD handles everything else by economics.
HDD industry consolidated to a duopoly (STX + WDC); pricing is structurally less commodity than it was 10 years ago. Supply is rationalized - capex is patient - and hyperscalers compete for capacity slots.
Mozaic 3+ (HAMR - Heat-Assisted Magnetic Recording) is the structural areal-density step-up: 3 TB/platter shipping, 4-5 TB/platter on roadmap, eventually 10 TB/platter. Capacity per drive doubles roughly every 24-36 months without proportional cost.
Q1 FY26 print + 2026 calendar tape: ~+212% YTD on the supply-constrained-cycle + HAMR-ramp combination.

Bear case

Storage demand is real but cyclical - hyperscaler capex is the same cycle exposure as $NVDA, $MU, $WDC. Any pause in AI infra capex compresses the whole HDD complex.
SSD encroachment at the warm-tier boundary - as flash $/TB falls, the upper boundary of "HDD-economic" workloads shrinks. The duopoly buys time but not immunity.
Multiple has expanded with the rally - forward PE has materially re-rated from a value name to a cycle-momentum name. Reversion risk is real if the print under-delivers on HAMR shipping cadence.

2024-2025 - Mozaic 3+ (HAMR) drives qualified at multiple hyperscalers; ramping production volumes through CY2025
2025 - Long-term capacity-commitment agreements signed with hyperscaler set (specific terms undisclosed; pattern visible in Seagate IR commentary on "multi-year visibility")
2025-Q4 - HAMR mix climbing on a per-quarter basis; ASP per drive lifting independent of unit volume
2026-Q1 - Quarterly print + HAMR roadmap update (Mozaic 3+ → next-generation areal density)
2026 - STX guides multi-year HAMR ramp into 4-5 TB/platter generation; duopoly structure (STX + WDC) holds

clientesHyperscalers (undisclosed mix) · AWS · Microsoft Azure · Google Cloud · Meta

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Held by ETFs

AISVistaShares Artificial Intelligence Supercycle ETF
2.53%

Key levels

$424.72
0.786 retr of 228.61->1145.00 (52w) · 2026-11-06
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.
+8.5%
$578.67
0.618 retr of 228.61->1145.00 (52w) · 2026-11-06
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.
-20.3%
$686.80
0.5 retr of 228.61->1145.00 (52w) · 2026-11-06
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.
-32.9%
$794.94
0.382 retr of 228.61->1145.00 (52w) · 2026-11-06
Out of reach · reference only
-42.0%

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Facts

Exchange: NASDAQ
Currency: USD
Market cap: $105.83B
Last update: 2026-11-06

Revenue (TTM)$13.8B

P/E24.2×

P/S7.7×

Net margin31.9%

Frequently asked questions

Is STX in AIS?: Yes, VistaShares Artificial Intelligence Supercycle ETF (AIS) holds STX with 2.53% (as of 2026-11-04).
What ETFs hold STX?: Seagate Technology Holdings plc (STX) is held by AIS (2.53%).
What AI bubble is STX in?: Seagate Technology Holdings plc (STX) is mapped to the DRAM / HBM Memory bubble on QuantAbundance. HDD / storage - datacenter capacity adjunct to memory.
What sector is STX in?: Seagate Technology Holdings plc is classified under GICS Information Technology (Technology Hardware, Storage & Peripherals).
What is STX's last close price?: STX last closed at $460.99 on 2026-11-06.