
What smart money is saying about Seagate Technology
2 funds in our archive have pitched Seagate Technology — most recently ClearBridge Investments International Growth EAFE Strategy in June 2026.
Seagate Technology Holdings plc, headquartered in Dublin, Ireland, is a global provider of advanced data storage technology and solutions, with operations spanning Singapore, the United States, the Netherlands, and other international regions. The company's extensive product portfolio encompasses a wide array of mass capacity storage offerings. These include enterprise-grade nearline hard disk drives (HDDs), solid-state drives (SSDs), and complete enterprise nearline systems, alongside specialized HDDs for video and imaging, and network-attached storage (NAS) drives. Beyond these, Seagate also supports legacy systems with Mission Critical HDDs and SSDs. Its consumer-focused segment features external storage devices sold under popular lines such as Seagate Ultra Touch, One Touch, and Expansion, as well as the premium LaCie brand. The company's product range further extends to internal desktop and notebook drives, HDDs for digital video recorders (DVRs), and high-performance gaming SSDs. Moreover, Seagate delivers the Lyve edge-to-cloud platform, an innovative solution designed for managing and transferring vast amounts of data. Its clientele primarily consists of original equipment manufacturers (OEMs), distributors, and retailers. Established in 1978, Seagate Technology Holdings plc continues to be a leader in the data storage industry.
Fund coverage · 2 theses
- ClearBridge Investments International Growth EAFE StrategyJune 2026
Seagate Technology is a storage provider benefiting from structurally rising demand for low-cost, high-capacity AI infrastructure storage.
Read the full thesis - Kerrisdale CapitalMarch 2025
Seagate Technology is poised for significant growth due to its leadership in hard disk drives, benefiting from surging data demand, technological advancements with heat-assisted magnetic recording, and strong profitability prospects against a backdrop of limited competition.
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