Seagate vs Zscaler
This page compares Seagate and Zscaler, examining how their business models, financial performance indicators, and market context relate to each company's strategies and execution. The aim is to present clear, balanced insights in accessible language that help readers understand potential strengths, risks, and opportunities without predicting outcomes. Educational content, not financial advice.
This page compares Seagate and Zscaler, examining how their business models, financial performance indicators, and market context relate to each company's strategies and execution. The aim is to prese...
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.
Zscaler Climbs Modestly Amid Anticipation for Upcoming Earnings Beat
- Analysts forecast Q2 EPS of $0.89, a 14.1% year-over-year jump, and revenue of $798 million, up 23.17%, highlighting accelerating demand for cloud-native cybersecurity.
- Recent analyst updates lean bullish, with multiple buy ratings and price targets up to $290 from firms like BMO Capital and Rosenblatt, reflecting optimism on business momentum.
- Despite a premium Forward P/E of 54.34 versus the industry average, Zscaler's PEG ratio of 2.98 supports its growth trajectory amid sector tailwinds.
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.
Zscaler Climbs Modestly Amid Anticipation for Upcoming Earnings Beat
- Analysts forecast Q2 EPS of $0.89, a 14.1% year-over-year jump, and revenue of $798 million, up 23.17%, highlighting accelerating demand for cloud-native cybersecurity.
- Recent analyst updates lean bullish, with multiple buy ratings and price targets up to $290 from firms like BMO Capital and Rosenblatt, reflecting optimism on business momentum.
- Despite a premium Forward P/E of 54.34 versus the industry average, Zscaler's PEG ratio of 2.98 supports its growth trajectory amid sector tailwinds.
Investment Analysis
Seagate
STX
Pros
- Seagate has demonstrated strong stock performance with over 120% price appreciation in the last 12 months driven by innovative data storage product launches.
- The company benefits from oligopoly dynamics in the hard disk drive market, supporting pricing power and demand outpacing supply through 2026.
- Long-term agreements until 2026–2027 provide good visibility on gross margin improvements amid ongoing cost reductions and ramp-up of advanced HAMR technology.
Considerations
- Stock price has recently experienced short-term dips despite overall strong gains, indicating some market volatility and profit-taking risks.
- Analyst price targets vary widely with some forecasting potential price declines over the next year, reflecting uncertainty about future valuation sustainability.
- Seagate's growth is exposed to cyclical demand trends in the data storage sector and competitive pressure from alternative storage technologies.
Zscaler
ZS
Pros
- Zscaler is well-positioned in the fast-growing cloud security market benefiting from increasing demand for secure digital transformation solutions.
- The company has shown consistent revenue growth driven by expanding subscription services and a strong customer base across multiple industries.
- Zscaler maintains a solid balance sheet with healthy liquidity, enabling continued investments in innovation and market expansion.
Considerations
- High valuation multiples reflect significant growth expectations, which may pose execution risks if revenue growth slows or margins compress.
- Intense competition from large, established cybersecurity firms could pressure market share and pricing power in the medium term.
- Macroeconomic uncertainties and potential IT budget cuts may affect Zscaler’s sales cycles and growth trajectory.
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.
Zscaler (ZS) Next Earnings Date
Zscaler (ZS) is scheduled to report its next earnings on March 4, 2026. This release will cover the Q2 2026 fiscal quarter, following the Q1 2026 results reported on November 25, 2025. Investors should note that while multiple sources align on this date, official confirmation from the company is pending.
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.
Zscaler (ZS) Next Earnings Date
Zscaler (ZS) is scheduled to report its next earnings on March 4, 2026. This release will cover the Q2 2026 fiscal quarter, following the Q1 2026 results reported on November 25, 2025. Investors should note that while multiple sources align on this date, official confirmation from the company is pending.
Which Baskets Do They Appear In?
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Which Baskets Do They Appear In?
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