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Trend Shift01STOCKS2026-05-10

STX gets 19 FY EPS upgrades in 7 days as AI storage rally pushes stock near 52-week high

  • Seagate collected 19 upward FY EPS revisions with zero cuts in 7 days, lifting the consensus to $14.88 — up 12.7% from $13.21 a week ago and 14.4% from 30 days ago.
  • The stock closed at $782.64 on May 8, within 2.5% of its 52-week high of $802, having surged 73% from its April lows near $453; FY EPS growth is now forecast at 83.8%.
  • A Yahoo Finance article on May 8 named Seagate and Western Digital the new AI trade "leaving Nvidia and Micron in the dust," validating the storage-as-AI-infrastructure thesis.

Supporting queries

To surface this insight, Baselight ran 8 queries across its structured data. Each one is reproducible — open it, read the SQL, and rerun it yourself.

Conclusion

eps_revisions: 19 up / 0 down (7-day), snapshot 2026-05-09; eps_trend: current $14.884 vs. $13.209 seven days ago (+12.7%), $13.015 thirty days ago (+14.4%); daily_prices: STX close $782.64 on 2026-05-08; 52w high $802; news: "This new AI trade is leaving Nvidia and Micron in the dust," pub_date 2026-05-08.

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