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Posted by
Two Blokes Jul 11 -
Filed in
Stock
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10 views
Seagate's HAMR technology leads the nearline HDD market, offering lower TCO for customers and margin expansion potential for Seagate. Valuations remain reasonable despite a sharp rally, with earnings upgrades driving the stock rather than multiple expansion. Free cash flow is set to improve significantly, supporting robust buybacks and a stable dividend yield for shareholders.