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 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.
NXP Semiconductors gears up for pivotal Q4 earnings as Wall Street anticipates growth amid sector tailwinds.
- Analysts forecast EPS growth of 4.1% year-over-year, reflecting optimism for rebounding revenues in key embedded markets like automotive and industrial IoT.
- Consensus revenue estimate climbs 6.2% from last year, driven by stronger demand signals despite recent institutional stake trims by funds like Cooke & Bieler.
- Recent upward revisions in Wall Street targets from firms like Citigroup and Wells Fargo underscore confidence ahead of the February 3 earnings call.
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.
NXP Semiconductors gears up for pivotal Q4 earnings as Wall Street anticipates growth amid sector tailwinds.
- Analysts forecast EPS growth of 4.1% year-over-year, reflecting optimism for rebounding revenues in key embedded markets like automotive and industrial IoT.
- Consensus revenue estimate climbs 6.2% from last year, driven by stronger demand signals despite recent institutional stake trims by funds like Cooke & Bieler.
- Recent upward revisions in Wall Street targets from firms like Citigroup and Wells Fargo underscore confidence ahead of the February 3 earnings call.
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.
Related Market Insights
No insights available in this category
Related Market Insights
No insights available in this category
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.
NXP (NXPI) Next Earnings Date
NXP Semiconductors (NXPI) is scheduled to release its next earnings report, covering the fourth quarter and full year 2025, after the market close on Monday, February 2, 2026. A conference call with management will follow on Tuesday, February 3, 2026, at 8:00 a.m. EST. This aligns with the company's pattern of quarterly disclosures typically issued in early February for Q4 results.
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.
NXP (NXPI) Next Earnings Date
NXP Semiconductors (NXPI) is scheduled to release its next earnings report, covering the fourth quarter and full year 2025, after the market close on Monday, February 2, 2026. A conference call with management will follow on Tuesday, February 3, 2026, at 8:00 a.m. EST. This aligns with the company's pattern of quarterly disclosures typically issued in early February for Q4 results.
Which Baskets Do They Appear In?
No baskets available in this category
Which Baskets Do They Appear In?
No baskets available in this category
Buy STX or NXPI in Nemo
Zero Commission
Trade stocks, ETFs, and more with zero commission. Keep more of your returns.
Trusted & Regulated
Part of Exinity Group 2015, serving over a million customers globally.
6% Interest on Cash
Earn 6% AER on uninvested cash with daily interest payments.
Discover More Comparisons
Seagate vs Zscaler
Seagate vs Zscaler: A neutral comparison
Seagate vs Western Digital
Seagate vs Western Digital: Stock comparison
Seagate vs Electronic Arts
Seagate Technology Public Ltd. Co. vs Electronic Arts Inc.