STX

Seagate Technology Holdings plc

Technology · $204.0B market cap

Share price

$848.99

close of Oct 3, 2026

Fair value

$319.01

Sticker Price

Payback Price

$127.60

buy price

Overpriced

STX is Overpriced: at $848.99 it trades 166% above its fair value of $319.01. Its buy price (Payback Price) is $127.60, 85% below today's price. Business quality is limited: only 1 of 5 key numbers clears the 10% bar.

How we valued it

Owner Earnings. Earnings grow slowly (under 7% a year), but cash flow is steady, so we value it on its cash flow instead of its earnings.

Business quality

1 of 5 clear the 10% bar. What are the Big Five?

Earnings per share growth1.9% a year✗

Equity per share growth-0.7% a year✗

Sales growth-1.5% a year✗

Free cash flow growth-5.0% a year✗

Return on invested capital30.7%✓

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Superinvestors

3 of the investors we track hold STX. In Q2 2026, 3 opened a position. Who we track

Stephen Mandel

Lone Pine Capital · as of Q2 2026

$965.1M

1,000,109 shares

Chase Coleman

Tiger Global Management · as of Q2 2026

$275.1M

285,100 shares

Lee Ainslie

Maverick Capital · as of Q2 2026

$1.2M

1,210 shares

Moves in Q2 2026

New position: Stephen Mandel, Lee Ainslie, Chase Coleman

Insider activity

Since Aug 21, 2026: no open-market purchases, 88 sales worth $45.2M and 12 other filings (stock awards, tax withholding and similar). Why purchases matter

Sales

MOSLEY WILLIAM D

CEO · 2026-09-10

Sold

$1.1M

MOSLEY WILLIAM D

CEO · 2026-09-10

Sold

$1.3M

Romano Gianluca

EVP & CFO · 2026-09-10

Sold

$712K

Romano Gianluca

EVP & CFO · 2026-09-10

Sold

$450K

Morris John Christopher

EVP & CTO · 2026-09-10

Sold

$275K

Show all 88 sales

Morris John Christopher

EVP & CTO · 2026-09-10

Sold

$218K

Teh Ban Seng

EVP & Chief Commercial Officer · 2026-09-10

Sold

$570K

Conyers Yolanda Lee

director · 2026-09-01

Sold

$611K

MOSLEY WILLIAM D

CEO · 2026-09-01

Sold

$67K

MOSLEY WILLIAM D

CEO · 2026-09-01

Sold

$66K

MOSLEY WILLIAM D

CEO · 2026-09-01

Sold

$66K

MOSLEY WILLIAM D

CEO · 2026-09-01

Sold

$99K

MOSLEY WILLIAM D

CEO · 2026-09-01

Sold

$281K

MOSLEY WILLIAM D

CEO · 2026-09-01

Sold

$479K

MOSLEY WILLIAM D

CEO · 2026-09-01

Sold

$495K

MOSLEY WILLIAM D

CEO · 2026-09-01

Sold

$1.0M

MOSLEY WILLIAM D

CEO · 2026-09-01

Sold

$494K

MOSLEY WILLIAM D

CEO · 2026-09-01

Sold

$395K

MOSLEY WILLIAM D

CEO · 2026-09-01

Sold

$755K

MOSLEY WILLIAM D

CEO · 2026-09-01

Sold

$1.1M

MOSLEY WILLIAM D

CEO · 2026-09-01

Sold

$852K

MOSLEY WILLIAM D

CEO · 2026-09-01

Sold

$1.7M

MOSLEY WILLIAM D

CEO · 2026-09-01

Sold

$3.5M

MOSLEY WILLIAM D

CEO · 2026-09-01

Sold

$3.7M

MOSLEY WILLIAM D

CEO · 2026-09-01

Sold

$2.3M

MOSLEY WILLIAM D

CEO · 2026-09-01

Sold

$1.7M

MOSLEY WILLIAM D

CEO · 2026-09-01

Sold

$975K

MOSLEY WILLIAM D

CEO · 2026-09-01

Sold

$1.3M

MOSLEY WILLIAM D

CEO · 2026-09-01

Sold

$896K

MOSLEY WILLIAM D

CEO · 2026-09-01

Sold

$939K

MOSLEY WILLIAM D

CEO · 2026-09-01

Sold

$776K

MOSLEY WILLIAM D

CEO · 2026-09-01

Sold

$129K

MOSLEY WILLIAM D

CEO · 2026-09-01

Sold

$129K

MOSLEY WILLIAM D

CEO · 2026-09-01

Sold

$287K

Lee James CI

EVP & CLO · 2026-08-24

Sold

$354K

Lee James CI

EVP & CLO · 2026-08-24

Sold

$476K

Lee James CI

EVP & CLO · 2026-08-24

Sold

$160K

Lee James CI

EVP & CLO · 2026-08-24

Sold

$384K

Lee James CI

EVP & CLO · 2026-08-24

Sold

$453K

Lee James CI

EVP & CLO · 2026-08-24

Sold

$479K

Lee James CI

EVP & CLO · 2026-08-24

Sold

$478K

Lee James CI

EVP & CLO · 2026-08-24

Sold

$673K

Lee James CI

EVP & CLO · 2026-08-24

Sold

$769K

Lee James CI

EVP & CLO · 2026-08-24

Sold

$381K

Lee James CI

EVP & CLO · 2026-08-24

Sold

$95K

Lee James CI

EVP & CLO · 2026-08-24

Sold

$348K

Lee James CI

EVP & CLO · 2026-08-24

Sold

$221K

Lee James CI

EVP & CLO · 2026-08-24

Sold

$442K

Lee James CI

EVP & CLO · 2026-08-24

Sold

$158K

Lee James CI

EVP & CLO · 2026-08-24

Sold

$189K

Lee James CI

EVP & CLO · 2026-08-24

Sold

$94K

Lee James CI

EVP & CLO · 2026-08-24

Sold

$219K

Lee James CI

EVP & CLO · 2026-08-24

Sold

$219K

Lee James CI

EVP & CLO · 2026-08-24

Sold

$125K

Lee James CI

EVP & CLO · 2026-08-24

Sold

$62K

Lee James CI

EVP & CLO · 2026-08-24

Sold

$6K

Lee James CI

EVP & CLO · 2026-08-24

Sold

$87K

Lee James CI

EVP & CLO · 2026-08-24

Sold

$31K

Lee James CI

EVP & CLO · 2026-08-24

Sold

$33K

Lee James CI

EVP & CLO · 2026-08-24

Sold

$33K

Lee James CI

EVP & CLO · 2026-08-24

Sold

$33K

Lee James CI

EVP & CLO · 2026-08-24

Sold

$97K

Lee James CI

EVP & CLO · 2026-08-24

Sold

$64K

Teh Ban Seng