STXTechnology Hardware
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Get what investors say about STX next
4 investor calls on STX in the last 90 days (4 bullish, 0 bearish). Follow STX free and new calls come to you in The Brief, our morning email, the day after we record them. This page shows them a week later.
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Who said what, and what STX did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
Who’s talking about STX
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-10-27 | Matt Bryson | Bullish | CNBC (uncut) | Post-earnings selloff reflects cyclical gross margin softness and slower exabyte shipment growth after an… |
| 2026-10-27 | Matt Bryson | Bullish | CNBC (uncut) | AI workloads structurally require cheap mass storage and hard drive supply is constrained, so pricing should… |
| 2026-10-27 | Mike SantoliSenior markets commentator, CNBC | Bullish | CNBC (uncut) | Seagate is a classic hardware play trading 40% off its highs and expected to post strong earnings, making it… |
| 2026-10-15 | Jim Cramer (CNBC)Host, CNBC's Mad Money | Bullish | CNBC (uncut) | Storage names including Seagate are trading at valuations cheap enough to compel ownership despite the… |
| 2024-11-01 | John BuckinghamCIO, Value87 Investment Partners | Bullish | The Business Brew | Seagate is held within an income-oriented strategy for its above-average dividend yield, with data storage… |
Next report: 25 Jan 2027
| Report | When | EPS actual vs est. | Reaction |
|---|---|---|---|
| 27 Oct 2026 | after the close | 7.68 vs 7.49 | +7.6% |
Notable options days
Sessions in the last 120 where STX’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 5 of 120 sessions qualified.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-10-15 | ||||||
| 2026-10-06 | ||||||
| 2026-10-05 | ||||||
| 2026-10-02 | ||||||
| 2026-07-28 |
STX on the Wheel
STX passed our 1-month put test (30-delta put, 30–45 days, sold at the bid, bought back at half the credit), 2016–2026.
The Wheel lists cash-secured puts on stocks after a 3% drop, with live quotes, the chance of assignment and each stock’s own history. Free to use; a free account lets you follow stocks, add your own and ask questions.
Decision support, not advice · questions put sellers ask us
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