Seagate vs NXP
This page compares Seagate Technology Public Ltd. Co. and NXP Semiconductors NV to provide a neutral overview of their business models, financial performance, and market context. It explains how each company creates value, competes in its sectors, and positions itself in the broader semiconductor and data storage landscape. Educational content, not financial advice.
This page compares Seagate Technology Public Ltd. Co. and NXP Semiconductors NV to provide a neutral overview of their business models, financial performance, and market context. It explains how each ...
Why It's Moving
Seagate Surges on Stellar Q2 Earnings and AI Demand Sold Out Through 2026
- Q2 revenue hit $2.83B, topping $2.73B forecasts, with EPS of $3.11 beating $2.77 expected, showcasing margin expansion and pricing power in nearline HDDs.
- AI data center boom leaves Seagate sold out through 2026, bolstering guidance and triggering upgrades from Argus, Citigroup, Evercore, and others to a 'Moderate Buy' consensus.
- National Pension Service boosted its stake by 28% to $59M, riding earnings momentum despite some insider sales and valuation debates.
- sentiment_tag
NXP Semiconductors braces for pivotal Q4 earnings as shares dip ahead of key report.
- Stock dipped sharper than S&P 500's 0.13% loss, reflecting pre-earnings caution amid year-to-date revenue decline of 2.37%.
- Consensus eyes Q4 EPS of $3.30, a 3.77-4.1% year-over-year rise, with estimates revised higher by 0.29% in recent weeks.
- Analysts from Wells Fargo and Citigroup recently hiked targets, citing strong positioning in secure connectivity for autos and IoT.
Seagate Surges on Stellar Q2 Earnings and AI Demand Sold Out Through 2026
- Q2 revenue hit $2.83B, topping $2.73B forecasts, with EPS of $3.11 beating $2.77 expected, showcasing margin expansion and pricing power in nearline HDDs.
- AI data center boom leaves Seagate sold out through 2026, bolstering guidance and triggering upgrades from Argus, Citigroup, Evercore, and others to a 'Moderate Buy' consensus.
- National Pension Service boosted its stake by 28% to $59M, riding earnings momentum despite some insider sales and valuation debates.
- sentiment_tag
NXP Semiconductors braces for pivotal Q4 earnings as shares dip ahead of key report.
- Stock dipped sharper than S&P 500's 0.13% loss, reflecting pre-earnings caution amid year-to-date revenue decline of 2.37%.
- Consensus eyes Q4 EPS of $3.30, a 3.77-4.1% year-over-year rise, with estimates revised higher by 0.29% in recent weeks.
- Analysts from Wells Fargo and Citigroup recently hiked targets, citing strong positioning in secure connectivity for autos and IoT.
Investment Analysis
Seagate
STX
Pros
- Seagate has experienced a strong share price surge over 219% year-to-date, driven by rising demand for high-capacity data storage linked to AI infrastructure growth.
- The company is innovating with Heat-Assisted Magnetic Recording (HAMR) technology, which could significantly expand HDD capacity and improve cost-efficiency for cloud storage.
- Seagate has demonstrated robust financial discipline, including a $500 million debt exchange, share repurchases, dividend increases, and aims for 40% gross margins at $2.6 billion quarterly revenue.
Considerations
- Seagate stock is trading near all-time highs, with some analyst forecasts indicating a possible price decrease or limited upside in the next 12 months.
- While revenue growth is robust, valuation multiples such as a P/E ratio of 22.7x are relatively high compared to sector averages, reflecting premium pricing that may limit near-term gains.
- The reliance on the HDD market exposes Seagate to risks from shifting technology preferences and competition from solid-state drives, potentially impacting long-term growth.
NXP
NXPI
Pros
- NXP Semiconductors benefits from diversified exposure to automotive, industrial, and mobile sectors, supporting growth amid widespread semiconductor demand.
- The company is positioned well in high-growth areas such as automotive electrification, 5G adoption, and secure connectivity, enhancing its competitive position and revenue potential.
- NXP maintains strong operational efficiency and solid financial metrics, supported by consistent earnings growth and a healthy balance sheet.
Considerations
- NXP’s exposure to cyclical end markets like automotive and industrial sectors introduces sensitivity to macroeconomic fluctuations and supply chain disruptions.
- Geopolitical tensions and global trade uncertainties, especially related to semiconductor supply chains, pose risks to NXP’s international operations.
- The semiconductor industry’s capital intensity and technological complexity require substantial ongoing R&D investment, which could pressure margins and cash flow.
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Seagate (STX) Next Earnings Date
Seagate Technology (STX) reported its Q2 2026 earnings on January 27, 2026, covering the fiscal quarter ended December 2025. The next earnings release, for Q3 2026, is expected around late April 2026, based on historical patterns typically 4-5 weeks after quarter-end. Investors should monitor official announcements for the precise date.
NXP (NXPI) Next Earnings Date
NXP Semiconductors (NXPI) is scheduled to release its Q4 and full-year 2025 earnings after market close on Monday, February 2, 2026. A conference call with the financial community will follow on Tuesday, February 3, 2026, at 8:00 a.m. EST. This report covers the quarter ending December 2025, aligning with the company's confirmed announcement.
Seagate (STX) Next Earnings Date
Seagate Technology (STX) reported its Q2 2026 earnings on January 27, 2026, covering the fiscal quarter ended December 2025. The next earnings release, for Q3 2026, is expected around late April 2026, based on historical patterns typically 4-5 weeks after quarter-end. Investors should monitor official announcements for the precise date.
NXP (NXPI) Next Earnings Date
NXP Semiconductors (NXPI) is scheduled to release its Q4 and full-year 2025 earnings after market close on Monday, February 2, 2026. A conference call with the financial community will follow on Tuesday, February 3, 2026, at 8:00 a.m. EST. This report covers the quarter ending December 2025, aligning with the company's confirmed announcement.
Which Baskets Do They Appear In?
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Which Baskets Do They Appear In?
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