Seeking Alpha
11 Aug 2026, 11:44 UTC · 1h ago
Seagate Technology : AI Runs On Disks Nobody Else Wants To Make
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
Seeking Alpha
11 Aug 2026, 11:44 UTC · 1h ago
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
What the story claims
4 claims · each scored for market impact
Seagate's nearline mass-capacity supply is almost fully allocated through 2027 due to AI storage demand. — Guaranteed demand and capacity constraints through 2027 provide massive revenue visibility and pricing power.
+0.90Seagate has transitioned to a supply-disciplined duopoly model using multi-year contracts rather than selling commodity drives. — Moving away from commodity pricing reduces volatility and protects margins from cyclical downturns.
+0.70Non-GAAP gross margins have reached 52.7% with year-over-year revenue growth of 48%. — Strong fundamental growth and margin expansion indicate high operational efficiency and product demand.
+0.60Continue reading
6 related stories
Top 1 mover · tap to explore
The HAMR density roadmap and build-to-order model are creating a structural moat via capital-light density gains. — Technological leadership in density reduces the need for heavy CapEx while maintaining a competitive advantage.
Which stocks this story touches
Strong revenue growth, expanding margins, and a favorable AI storage buildout with capacity allocated through 2027.
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