Open the map

SeagateSTX

Chips & accelerators · NASDAQ · USA

$774.83
Down 4.1% todayClose

Up 193.2% this year but −13.9% since June 26, behind the AI sector at +7.5%. Seagate supplies 2 mapped companies.

Market cap
$176B
This year
+193.2%
1 year
+258.9%
P/E
55.3
P/S
14.4
P/B
81.3

Price vs the AI sector

since Jun 26STXAI sector, equal weight
Seagate (STX) vs the AI sector indexDaily closes from Jun 26, 2026 to Oct 8, 2026, each line rebased to its own first value. STX: −13.9% from Jun 26, 2026 to Oct 8, 2026. AI sector index: +7.5% from Jun 26, 2026 to Oct 8, 2026.−10%0%+10%Jun 26AugSepOct 8STX −13.9%Sector +7.5% Seagate (STX) vs the AI sector indexDaily closes from Jun 26, 2026 to Oct 8, 2026, each line rebased to its own first value. STX: −13.9% from Jun 26, 2026 to Oct 8, 2026. AI sector index: +7.5% from Jun 26, 2026 to Oct 8, 2026.−10%0%+10%Jun 26AugSepOct 8STX−13.9%Sector+7.5%

Supply chain

2 customers
SUPPLIERS →→ CUSTOMERSNone mappedAmazon (AMZN)AMZNAmazon−2.3%Alphabet (GOOGL)GOOGLAlphabet−0.6%STXSeagate

Customers 2

Open the full chain →

About Seagate

No one ships more hard drives. The HAMR-based Mozaic platform lifts capacity per drive sharply as cloud and AI data pile up.

Theme exposure

Data center storageHAMR hard drivesDatacenter storageCloud data growth

Products

  • HAMR hard drives (Mozaic)
  • Datacenter storage

Competitors

Risks

  • Flash substitution in the long term
  • Few large customers

Same segment: Chips & accelerators

Designs and builds the processors, accelerators and memory that train and run AI. Segment 1 of 8 in the AI & digital infrastructure value chain.

NvidiaNVDA−2.9%BroadcomAVGO−4.3%MicronMU−4.8%AMDAMD−3.9%IntelINTC−5.3%Arm HoldingsARM−6.5%Texas InstrumentsTXN−0.3%MarvellMRVL−3.5%

Compare STX

Side by side with the largest companies in the same segment.

STX vs NVDASTX vs AVGOSTX vs MUSTX vs AMDSTX vs INTCSTX vs ARM

See where Seagate sits in the full AI & digital infrastructure map: every segment from upstream suppliers to end markets, with daily metrics.

Open the AI value chain →