Seagate Technology Holdings plc (STX) is up 4.7% today. Here is some analysis on what might have caused this price movement.
Analysis: The most likely driver is continued bullish analyst sentiment around Seagate’s AI-linked storage story, especially after recent price-target increases that pointed to stronger hard-drive pricing and tight supply. There does not appear to be a major new company filing or earnings release today, so this move looks more like a continuation of improving expectations than a reaction to a fresh corporate announcement. ([investing.com](https://www.investing.com/news/stock-market-news/seagate-technology-stock-jumps-75-on-morgan-stanley-top-pick-93CH-4598827?utm_source=openai))
Details:
Sources:
Seagate, SEC, Investing.com
Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.
$STX Insider Trading Activity
$STX insiders have traded $STX stock on the open market 236 times in the past 6 months. Of those trades, 0 have been purchases and 236 have been sales.
Here’s a breakdown of recent trading of $STX stock by insiders over the last 6 months:
- WILLIAM D MOSLEY (CEO) has made 0 purchases and 175 sales selling 179,207 shares for an estimated $115,928,611.
- BAN SENG TEH (EVP & Chief Commercial Officer) has made 0 purchases and 28 sales selling 38,156 shares for an estimated $22,913,107.
- JOHN CHRISTOPHER MORRIS (EVP & CTO) has made 0 purchases and 20 sales selling 7,915 shares for an estimated $5,966,769.
- KIAN FATT CHONG (EVP Global Operations) sold 5,846 shares for an estimated $2,434,740
- GIANLUCA ROMANO (EVP & CFO) has made 0 purchases and 3 sales selling 2,253 shares for an estimated $1,904,809.
- STEPHANIE TILENIUS has made 0 purchases and 2 sales selling 1,580 shares for an estimated $1,211,249.
- YOLANDA LEE CONYERS has made 0 purchases and 2 sales selling 1,500 shares for an estimated $959,190.
- PRAT BHATT sold 1,000 shares for an estimated $929,880
- SHANKAR ARUMUGAVELU sold 1,000 shares for an estimated $927,680
- JAMES CI LEE (EVP & CLO) has made 0 purchases and 2 sales selling 1,370 shares for an estimated $751,371.
- JAY L GELDMACHER sold 925 shares for an estimated $414,423
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$STX Hedge Fund Activity
We have seen 719 institutional investors add shares of $STX stock to their portfolio, and 528 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FMR LLC added 4,417,259 shares (+117.5%) to their portfolio in Q1 2026, for an estimated $1,730,505,385
- SANDERS CAPITAL, LLC removed 4,283,691 shares (-24.9%) from their portfolio in Q1 2026, for an estimated $1,678,178,786
- BLACKROCK, INC. removed 1,842,843 shares (-11.4%) from their portfolio in Q1 2026, for an estimated $721,952,173
- NOMURA ASSET MANAGEMENT INTERNATIONAL INC. added 1,799,482 shares (+36716.6%) to their portfolio in Q1 2026, for an estimated $704,965,068
- DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN removed 1,796,170 shares (-33.2%) from their portfolio in Q1 2026, for an estimated $703,667,559
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP removed 1,759,568 shares (-55.1%) from their portfolio in Q1 2026, for an estimated $689,328,359
- CAPITAL RESEARCH GLOBAL INVESTORS added 1,224,081 shares (+27.1%) to their portfolio in Q1 2026, for an estimated $479,545,972
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$STX Analyst Ratings
Wall Street analysts have issued reports on $STX in the last several months. We have seen 6 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Barclays issued a "Overweight" rating on 04/30/2026
- TD Cowen issued a "Buy" rating on 04/29/2026
- Rosenblatt issued a "Buy" rating on 01/28/2026
- Morgan Stanley issued a "Overweight" rating on 01/22/2026
- B of A Securities issued a "Buy" rating on 01/20/2026
- Citigroup issued a "Buy" rating on 01/20/2026
To track analyst ratings and price targets for $STX, check out Quiver Quantitative's $STX forecast page.
$STX Price Targets
Multiple analysts have issued price targets for $STX recently. We have seen 17 analysts offer price targets for $STX in the last 6 months, with a median target of $920.0.
Here are some recent targets:
- Wamsi Mohan from B of A Securities set a target price of $1150.0 on 07/01/2026
- C.J. Muse from Cantor Fitzgerald set a target price of $1300.0 on 06/29/2026
- Erik Woodring from Morgan Stanley set a target price of $1035.0 on 06/15/2026
- Samik Chatterjee from JP Morgan set a target price of $920.0 on 06/12/2026
- Vijay Rakesh from Mizuho set a target price of $1090.0 on 06/08/2026
- Asiya Merchant from Citigroup set a target price of $1150.0 on 06/02/2026
- Aaron Rakers from Wells Fargo set a target price of $900.0 on 06/01/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
