Seagate vs Electronic Arts
Seagate Technology Public Ltd. Co. and Electronic Arts Inc. This page compares business models, financial performance, and market context in a neutral, accessible way. It outlines how each company creates value, the industries they serve, and the risks and opportunities they face. Educational content, not financial advice.
Seagate Technology Public Ltd. Co. and Electronic Arts Inc. This page compares business models, financial performance, and market context in a neutral, accessible way. It outlines how each company cre...
Why It's Moving
Seagate Stock Surges on Analyst Upgrades Ahead of Pivotal Earnings Report
- Wedbush boosted its price target from $290 to $380, with Rosenblatt hitting $370 and Cantor Fitzgerald at $400, signaling confidence in AI-fueled memory pricing and margins.
- Shares hit an intraday high of $369.84 amid broad analyst optimism, underscoring Seagate's role as an overlooked AI beneficiary with robust NAND and DRAM exposure.
- Anticipation builds for January 27 earnings, poised to showcase progress in AI hardware demand and potential revenue acceleration not yet fully baked into models.
EA Stock Eyes Earnings Spotlight with Analysts Eyeing Massive Profit Jump Ahead of Q3 Report.
- Analysts project Q3 EPS of $4.33, an 85% year-over-year leap, signaling robust recovery potential after Q2's revenue dip tied to tough comparisons from College Football 25.
- Full-year fiscal 2026 EPS forecast hits $6.51, up 34% from 2025, highlighting sustained growth in key franchises like Madden NFL 26 and Apex Legends.
- Stock has rocketed 39.7% over the past year, outpacing the S&P 500 and communication services sector, though analysts remain split with mostly 'Hold' calls.
Seagate Stock Surges on Analyst Upgrades Ahead of Pivotal Earnings Report
- Wedbush boosted its price target from $290 to $380, with Rosenblatt hitting $370 and Cantor Fitzgerald at $400, signaling confidence in AI-fueled memory pricing and margins.
- Shares hit an intraday high of $369.84 amid broad analyst optimism, underscoring Seagate's role as an overlooked AI beneficiary with robust NAND and DRAM exposure.
- Anticipation builds for January 27 earnings, poised to showcase progress in AI hardware demand and potential revenue acceleration not yet fully baked into models.
EA Stock Eyes Earnings Spotlight with Analysts Eyeing Massive Profit Jump Ahead of Q3 Report.
- Analysts project Q3 EPS of $4.33, an 85% year-over-year leap, signaling robust recovery potential after Q2's revenue dip tied to tough comparisons from College Football 25.
- Full-year fiscal 2026 EPS forecast hits $6.51, up 34% from 2025, highlighting sustained growth in key franchises like Madden NFL 26 and Apex Legends.
- Stock has rocketed 39.7% over the past year, outpacing the S&P 500 and communication services sector, though analysts remain split with mostly 'Hold' calls.
Investment Analysis
Seagate
STX
Pros
- Seagate has seen a significant revenue increase, driven by strong demand for high-capacity data storage from AI and cloud infrastructure investments.
- The company is a leader in Heat-Assisted Magnetic Recording technology, which positions it to benefit from future growth in cloud storage capacity and efficiency.
- Seagate has delivered robust shareholder returns, including dividend increases, share repurchases, and a strong share price performance over the past year.
Considerations
- The stock is trading near all-time highs, raising concerns about whether future growth is already priced in and limiting near-term upside potential.
- Seagate faces exposure to global trade tensions and supply chain risks, particularly given its reliance on international manufacturing and sales.
- The company operates in a highly concentrated industry with limited competition, which could attract regulatory scrutiny or limit pricing power over time.
Pros
- Electronic Arts has a diversified portfolio of popular gaming franchises, providing recurring revenue streams and strong brand recognition globally.
- The company continues to invest in live services and digital content, which have higher margins and more predictable revenue than traditional game sales.
- EA has demonstrated solid profitability and cash flow generation, supporting ongoing investments in new game development and technology.
Considerations
- Electronic Arts faces intense competition from other major game publishers and emerging platforms, which could pressure margins and market share.
- The company is exposed to changing consumer preferences and the risk of underperforming game releases, which can significantly impact financial results.
- EA's reliance on digital distribution makes it vulnerable to platform fees, regulatory changes, and shifts in platform holder policies.
Related Market Insights
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Related Market Insights
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Seagate (STX) Next Earnings Date
Seagate Technology (STX) is scheduled to report its fiscal second quarter 2026 earnings on Tuesday, January 27, 2026, after market close, with a conference call at 5:00 PM ET. This release will cover the quarter ending December 2025. Investors should note the consensus among major sources points to this date, though minor discrepancies exist in preliminary estimates.
Electronic Arts (EA) Next Earnings Date
Electronic Arts will report its next earnings on February 3, 2026 after market close, covering the fiscal quarter ended December 31, 2025. Analysts are projecting an EPS of $2.62 for this quarter, with estimated revenue of $2.92 billion representing a 31.63% year-over-year increase. Following EA's recent acquisition announcement, the company will not be hosting an earnings conference call, with results and materials to be available on the company's investor relations website.
Seagate (STX) Next Earnings Date
Seagate Technology (STX) is scheduled to report its fiscal second quarter 2026 earnings on Tuesday, January 27, 2026, after market close, with a conference call at 5:00 PM ET. This release will cover the quarter ending December 2025. Investors should note the consensus among major sources points to this date, though minor discrepancies exist in preliminary estimates.
Electronic Arts (EA) Next Earnings Date
Electronic Arts will report its next earnings on February 3, 2026 after market close, covering the fiscal quarter ended December 31, 2025. Analysts are projecting an EPS of $2.62 for this quarter, with estimated revenue of $2.92 billion representing a 31.63% year-over-year increase. Following EA's recent acquisition announcement, the company will not be hosting an earnings conference call, with results and materials to be available on the company's investor relations website.
Which Baskets Do They Appear In?
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Which Baskets Do They Appear In?
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