Seagate Technology: Growth Is Just Beginning, Buy Before The Market Finds Out
Portfolio Pulse from
Seagate Technology Holdings plc reported strong Q2 '25 earnings with 50% YoY revenue growth and significant margin expansion, driven by high demand from cloud service providers. Despite a $200mm revenue headwind in Q3 '25 from production issues, Seagate's operational improvements and increased inventory levels support future growth.
January 23, 2025 | 3:00 pm
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Seagate Technology reported strong Q2 '25 earnings with 50% YoY revenue growth. Despite a $200mm revenue headwind in Q3 '25 due to production issues, the company is poised for future growth with operational improvements and increased inventory levels.
Seagate's strong Q2 '25 earnings and 50% YoY revenue growth indicate robust performance. Although Q3 '25 faces a $200mm revenue headwind, the company's operational improvements and inventory management suggest continued growth potential, likely positively impacting the stock price.
CONFIDENCE 95
IMPORTANCE 90
RELEVANCE 100