Workday vs Seagate

Workday and Seagate are examined side by side to illuminate their business models, financial performance, and market context. This page presents neutral analysis designed to be accessible to a general audience, focusing on how each company creates value and manages challenges. Educational content, not financial advice.

Workday and Seagate are examined side by side to illuminate their business models, financial performance, and market context. This page presents neutral analysis designed to be accessible to a general...

Comparison Snapshot

Key Financial Metrics

WDAY

Metric

STX

$50.19B

Market Cap

$78.06B

45.38%

Potential Profit

-22.74%

Buy

Analyst Rating

Buy

Why It's Moving

Workday Powers Toward Record Highs on AI Momentum and Analyst Buzz from Workday Rising Event

Workday Rising event unveiled AI-focused acquisitions including Sana and key partnerships, positioning the platform as essential for enterprise AI ecosystems.
Seven recent analyst updates feature two upgrades and boosted targets, with consensus forecasting 25% upside and potential to hit $400+ amid technical rebound.
Goldman Sachs initiated coverage at Neutral on Jan 19, citing AI optimism tempered by market share hurdles, amid shares climbing from recent lows around $183.

Sentiment:

🐃Bullish

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.

Sentiment:

🐃Bullish

Workday Powers Toward Record Highs on AI Momentum and Analyst Buzz from Workday Rising Event

Workday Rising event unveiled AI-focused acquisitions including Sana and key partnerships, positioning the platform as essential for enterprise AI ecosystems.
Seven recent analyst updates feature two upgrades and boosted targets, with consensus forecasting 25% upside and potential to hit $400+ amid technical rebound.
Goldman Sachs initiated coverage at Neutral on Jan 19, citing AI optimism tempered by market share hurdles, amid shares climbing from recent lows around $183.

Sentiment:

🐃Bullish

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.

Sentiment:

🐃Bullish

Investment Analysis

Workday

WDAY

Pros

Workday maintains strong subscription revenue growth, with fiscal 2025 guidance indicating a 17% increase to $7.7 billion.
The company operates in the expanding enterprise cloud applications sector, benefiting from ongoing digital transformation trends.
Analyst consensus is positive, with a 'Buy' rating and an average price target suggesting significant upside potential.

Considerations

Workday's price-to-earnings ratio is high, raising concerns about valuation relative to earnings performance.
The stock has a relatively high beta, indicating greater volatility compared to the broader market.
Insider selling activity has been notable, which some investors may interpret as a lack of confidence from company insiders.

Seagate

STX

Pros

Seagate benefits from its position as a leading provider of data storage solutions, serving both enterprise and consumer markets.
The company has demonstrated strong cash flow generation, supporting its ability to return capital to shareholders.
Seagate is well-positioned to capitalise on increasing global demand for data storage driven by cloud and AI trends.

Considerations

Seagate's business is highly cyclical, making it vulnerable to fluctuations in technology spending and market demand.
The company faces intense competition from both established rivals and new entrants in the storage hardware sector.
Seagate's reliance on commodity components exposes it to supply chain risks and margin pressures from input cost volatility.

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