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STX vs WDC
Which Stock Would AI Choose? Seagate Technology (STX) vs. Western Digital (WDC) Stock Comparison
Key Takeaways
- Seagate Technology (STX) delivered robust fiscal Q4 2026 results with revenue of $3.6 billion, representing 49% year-over-year growth, and non-GAAP diluted EPS of $5.71, exceeding expectations amid strong cloud data center demand.
- Western Digital (WDC) is scheduled to report fiscal Q4 2026 earnings on August 5, 2026, following earlier quarterly revenue growth of 25% year-over-year in its second fiscal quarter, though the memory sector has faced recent volatility.
- Both companies operate in the data storage sector, with exposure to hard disk drives (HDDs), solid-state drives (SSDs), and AI-related storage solutions, positioning them to benefit from increasing data center requirements.
- STX has exhibited stronger recent momentum, with its stock price near $856 and year-to-date returns exceeding 210%, supported by multiple analyst price target increases.
- WDC shares closed at approximately $544.84 on July 31, 2026, reflecting solid year-to-date gains but also sector-wide pressures and a 13% decline amid broader memory stock movements in recent weeks.
- Relative performance highlights contrasts in earnings timing and market sentiment, with STX capitalizing on immediate AI-driven catalysts while WDC awaits its upcoming results.
Introduction
Seagate Technology (STX) and Western Digital (WDC) represent two leading players in the data storage industry, making their comparison relevant for investors and traders focused on technology hardware, semiconductor-adjacent sectors, and artificial intelligence infrastructure. Both firms supply components critical to cloud computing, enterprise data centers, and consumer electronics, with performance closely tied to demand for high-capacity storage solutions. This analysis examines their business models, recent market activity, and relative positioning to assist those evaluating sector exposure or seeking insights into cyclical technology stocks amid evolving data growth trends.
STX Overview and Recent Performance
Seagate Technology (STX) specializes in hard disk drives (HDDs) and related storage solutions primarily for cloud, enterprise, and consumer markets. In recent weeks, the company reported strong fiscal fourth-quarter 2026 results, including revenue of $3.6 billion (up 49% year-over-year) and non-GAAP diluted earnings per share (EPS) of $5.71. These figures exceeded analyst expectations and reflected robust demand from cloud data centers, alongside disciplined execution that supported record free cash flow. The stock has responded positively, trading near $856 with substantial year-to-date gains exceeding 210%. Multiple analysts raised price targets following the release, citing sustained momentum in AI-related storage needs as a key driver of sentiment and performance in recent market activity.
WDC Overview and Recent Performance
Western Digital (WDC) provides a broad portfolio of storage products, including HDDs and NAND-based solid-state drives (SSDs), serving data center, enterprise, and client markets. The company reported revenue growth of 25% year-over-year in its fiscal second quarter of 2026, with improvements in gross margins. More recently, shares have encountered sector headwinds, declining approximately 13% amid broader memory stock volatility, though the stock closed at $544.84 on July 31, 2026, with year-to-date returns above 210%. WDC is set to release fiscal fourth-quarter 2026 results on August 5, 2026. Recent market activity reflects a mix of earlier positive momentum from storage demand and caution around potential normalization in certain AI-driven segments.
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Head-to-Head Comparison
Seagate Technology (STX) and Western Digital (WDC) share exposure to the data storage sector but differ in product emphasis and recent catalysts. STX maintains a stronger focus on HDDs optimized for high-capacity cloud environments, contributing to more consistent recent momentum tied directly to AI infrastructure buildout. WDC offers greater diversification across NAND flash and SSD technologies, which has provided resilience in prior cycles but introduced sensitivity to memory pricing fluctuations observed in recent weeks. Growth drivers for both center on expanding data volumes, though STX’s latest earnings highlighted clearer near-term visibility. Risk factors include cyclical demand swings and competition; STX appears to have benefited from favorable timing of its results, while WDC’s upcoming report could clarify positioning. Market sentiment has favored STX’s demonstrated execution, whereas WDC contends with sector caution amid potential demand normalization signals.
Tickeron AI Verdict
Based on observable factors such as trend consistency following earnings, stability in cloud demand indicators, and relative positioning within the storage sector, Tickeron’s AI would currently assign a higher probability of favorable near-term momentum to Seagate Technology (STX) over Western Digital (WDC). This assessment reflects STX’s recent results and analyst responses without implying definitive outcomes or future performance.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is STX is a StrongBuy and WDC is a Hold.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
STX’s FA Score shows that 3 FA rating(s) are green whileWDC’s FA Score has 1 green FA rating(s).
- STX’s FA Score: 3 green, 2 red.
- WDC’s FA Score: 1 green, 4 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
STX’s TA Score shows that 3 TA indicator(s) are bullish while WDC’s TA Score has 2 bullish TA indicator(s).
- STX’s TA Score: 3 bullish, 6 bearish.
- WDC’s TA Score: 2 bullish, 7 bearish.
Price Growth
STX (@Computer Processing Hardware) experienced а +0.15% price change this week, while WDC (@Computer Processing Hardware) price change was -15.29% for the same time period.
The average weekly price growth across all stocks in the @Computer Processing Hardware industry was +6.07%. For the same industry, the average monthly price growth was -3.55%, and the average quarterly price growth was +22.00%.
Reported Earning Dates
STX is expected to report earnings on Oct 28, 2026.
WDC is expected to report earnings on Oct 22, 2026.
Industries' Descriptions
@Computer Processing Hardware (+6.07% weekly)Computer Processing Hardware industry produces central processing unit, monitor, keyboard, computer data storage devices, and graphics card. Business activity and economic growth are potential drivers of this industry – if more businesses are growing or flourishing, so would their investments in computer equipment. Dell Technologies, Inc, Hewlett Packard Enterprise Co., NCR Corporation are key producers of computer processing hardware.
| STX | WDC | STX / WDC | |
| Capitalization | 190B | 156B | 122% |
| EBITDA | 3.24B | 7.59B | 43% |
| Gain YTD | 210.486 | 162.294 | 130% |
| P/E Ratio | 61.36 | 18.60 | 330% |
| Revenue | 11B | 11.8B | 93% |
| Total Cash | N/A | 3.24B | - |
| Total Debt | 4.18B | 1.58B | 264% |
STX | WDC | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 89 | 86 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 90 Overvalued | 58 Fair valued | |
PROFIT vs RISK RATING 1..100 | 19 | 38 | |
SMR RATING 1..100 | 3 | 14 | |
PRICE GROWTH RATING 1..100 | 34 | 34 | |
P/E GROWTH RATING 1..100 | 6 | 36 | |
SEASONALITY SCORE 1..100 | 50 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
WDC's Valuation (58) in the Computer Peripherals industry is in the same range as STX (90). This means that WDC’s stock grew similarly to STX’s over the last 12 months.
STX's Profit vs Risk Rating (19) in the Computer Peripherals industry is in the same range as WDC (38). This means that STX’s stock grew similarly to WDC’s over the last 12 months.
STX's SMR Rating (3) in the Computer Peripherals industry is in the same range as WDC (14). This means that STX’s stock grew similarly to WDC’s over the last 12 months.
STX's Price Growth Rating (34) in the Computer Peripherals industry is in the same range as WDC (34). This means that STX’s stock grew similarly to WDC’s over the last 12 months.
STX's P/E Growth Rating (6) in the Computer Peripherals industry is in the same range as WDC (36). This means that STX’s stock grew similarly to WDC’s over the last 12 months.
| STX | WDC | |
|---|---|---|
| RSI ODDS (%) | N/A | N/A |
| Stochastic ODDS (%) | 1 day ago 74% | 1 day ago 74% |
| Momentum ODDS (%) | 1 day ago 67% | 1 day ago 68% |
| MACD ODDS (%) | 1 day ago 72% | 1 day ago 73% |
| TrendWeek ODDS (%) | 1 day ago 80% | 1 day ago 68% |
| TrendMonth ODDS (%) | 1 day ago 82% | 1 day ago 65% |
| Advances ODDS (%) | 7 days ago 77% | 7 days ago 82% |
| Declines ODDS (%) | 10 days ago 70% | 1 day ago 66% |
| BollingerBands ODDS (%) | 1 day ago 58% | 1 day ago 83% |
| Aroon ODDS (%) | 1 day ago 72% | 1 day ago 68% |
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WDC and
Correlation & Price change
A.I.dvisor indicates that over the last year, WDC has been closely correlated with STX. These tickers have moved in lockstep 88% of the time. This A.I.-generated data suggests there is a high statistical probability that if WDC jumps, then STX could also see price increases.
| Ticker / NAME | Correlation To WDC | 1D Price Change % | ||
|---|---|---|---|---|
| WDC | 100% | -13.03% | ||
| STX - WDC | 88% Closely correlated | +1.83% | ||
| NTAP - WDC | 58% Loosely correlated | +2.62% | ||
| P - WDC | 42% Loosely correlated | +4.20% | ||
| QMCO - WDC | 37% Loosely correlated | +0.86% | ||
| IONQ - WDC | 34% Loosely correlated | -0.53% | ||
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