기타
STX 연속 인사이드 데이, 극도로 타이트한 기술적 패턴
여러 독립 트레이더가 연속 인사이드 데이를 언급하며 임박한 돌파를 시사
첫날 +0.5% · 현재까지 +2.6%
›전개 과정 2회
- 2026-09-26 다수 트레이더가 3~4일 연속 인사이드 데이를 지적하며 임박한 확장을 시사
- 2026-09-26 여러 독립 트레이더가 연속 인사이드 데이를 언급하며 임박한 돌파를 시사
내부자 매도
내부자 매도 1.7억 달러 (내부자 4명)
첫날 -4.2% · 5일 후 +19.2%
M&A·자금조달악재
STX Executives Sell Shares; CFO Disposes 1,348 Shares영어 원문
CEO, CFO, CTO sell at high prices, drawing market attention
첫날 -3.0% · 5일 후 +8.9%
기업호재
STX CFO Sees Storage Demand Outpacing Supply, AI/Cloud Drive HDD Growth영어 원문
CFO's explicit demand-supply outlook adds positive fundamental signal
첫날 -3.0% · 5일 후 +8.9%
기업악재
STX Slips 4% Friday on AI Efficiency Breakthrough Selling Pressure영어 원문
Contrarian tech shift pressures storage names; shares give back gains
첫날 -3.7% · 5일 후 +3.4%
내부자 매도
내부자 매도 4200만 달러 (내부자 1명)
첫날 -3.7% · 5일 후 +3.4%
8-K 공시
8-K: 주식 발행, Reg FD 공시, 기타 주요 사항
첫날 -2.0% · 5일 후 -11.6%
M&A·자금조달호재
Ohio Pension Fund Builds New STX Stake, Institutional Buying Continues영어 원문
Ohio PERS buys $1.36M new STX stake, reinforcing institutional confidence in AI storage demand
첫날 +6.5% · 5일 후 -14.7%
›전개 과정 2회
- 2026-09-07 CalSTRS, Financial Insights, and Greenland Capital among institutions adding or initiating STX positions in recent 13F filings
- 2026-09-08 Ohio PERS buys $1.36M new STX stake, reinforcing institutional confidence in AI storage demand
8-K 공시
8-K: 이사·임원 변동
첫날 +6.5% · 5일 후 -14.7%
내부자 매도
내부자 매도 2510만 달러 (내부자 2명)
첫날 -1.4% · 5일 후 +8.5%
기업호재
AI Elevates Data Storage Strategic Role; STX Added by Institutions영어 원문
Company highlights AI-driven storage demand; 13F shows institutional adds in hardware
첫날 +3.0% · 5일 후 -4.5%
내부자 매도
내부자 매도 2250만 달러 (내부자 4명)
첫날 +0.0% · 5일 후 -2.4%
기타호재
STX Bullish on AI Storage Demand, HAMR Innovation, and Execution영어 원문
Zacks and Cramer independently highlight strong AI storage demand, boosting STX growth
첫날 -9.2% · 5일 후 -9.1%
›전개 과정 2회
- 2026-08-18 Multiple independent X accounts rank STX among top 2026 S&P 500 performers; memory sector sees sustained capital inflows
- 2026-08-18 Zacks and Cramer independently highlight strong AI storage demand, boosting STX growth
M&A·자금조달호재
Tiger Global Q2 New Position in STX Draws Attention영어 원문
Tiger Global 13F shows new STX position alongside AMD, signaling institutional confidence in AI storage demand
첫날 +2.2% · 5일 후 -20.1%
기업호재
STX AI Storage Demand Strong, Multiple Institutions Bullish on Long-Term Growth영어 원문
Zacks and 247wallst highlight STX's strong margins, cash flow, and AI storage demand; shares up 445% in a year
첫날 +2.4% · 5일 후 +10.1%
›전개 과정 3회
- 2026-08-11 Multiple sources cite AI-driven storage demand and HAMR progress, but high valuation balances risk-reward
- 2026-08-11 AI-driven storage demand, HAMR platform and long-term deals support expansion, but valuation concerns remain
- 2026-08-12 Zacks and 247wallst highlight STX's strong margins, cash flow, and AI storage demand; shares up 445% in a year
기업악재
Memory Sector Continues Pullback, STX and Peers Lower in Premarket영어 원문
DRAM ETF down 2%, with MU, SNDK, WDC, STX all lower, extending recent pullback.
첫날 +1.8% · 5일 후 +8.0%
›전개 과정 2회
- 2026-08-06 WDC and SNDK beat revenue but shares crashed, dragging STX and peers down
- 2026-08-10 DRAM ETF down 2%, with MU, SNDK, WDC, STX all lower, extending recent pullback.
기타
STX up 195% YTD among top S&P gainers; memory drawdowns noted영어 원문
Multiple sources confirm STX nearly tripled YTD, while memory stocks average 40-50% drawdown recently
첫날 -1.4% · 5일 후 +24.2%
내부자 매도
내부자 매도 1780만 달러 (내부자 1명)
첫날 -4.7% · 5일 후 +19.8%
실적
실적 발표
첫날 +1.7% · 5일 후 -2.9%
내부자 매도악재
내부자 매도 2460만 달러 (내부자 2명)
첫날 -2.9% · 5일 후 -3.6%
실적호재
STX Q4 Beats Estimates on Strong AI Storage Demand영어 원문
Seeking Alpha reiterates Buy, $1000 PT, Q4 revenue +48% YoY
첫날 +2.3% · 5일 후 +9.6%
›전개 과정 3회
- 2026-07-29 Revenue and EPS beat estimates; Q1 guide strong; stock jumps
- 2026-07-29 Multiple sources report Q4 beat, AI storage demand, analysts raise targets
- 2026-08-01 Seeking Alpha reiterates Buy, $1000 PT, Q4 revenue +48% YoY
애널리스트호재
Barclays Raises STX PT to $1,250, Stock Gaps Up영어 원문
Barclays raised PT from $1000 to $1250, stock up 11.4%, with multiple analysts positive.
첫날 +0.5% · 5일 후 -5.1%
›전개 과정 2회
- 2026-07-31 PT hike drives 11.4% intraday gain, underscoring AI storage demand optimism
- 2026-07-31 Barclays raised PT from $1000 to $1250, stock up 11.4%, with multiple analysts positive.
M&A·자금조달악재
Bank of America Cuts STX Stake by 21%영어 원문
BofA disclosed a 21% reduction in STX holdings per 13F filing, indicating repositioning.
첫날 +0.5% · 5일 후 -5.1%
M&A·자금조달호재
Amundi Raises STX Stake by 32.2% in Q1영어 원문
Amundi discloses 32.2% stake increase in Q1, showing institutional confidence
첫날 +11.4% · 5일 후 +0.1%
M&A·자금조달
Multiple Firms Raise STX Stakes in Q1; Earnings Week Ahead영어 원문
Prior institutional buying validated by strong AI storage demand
첫날 -4.1% · 5일 후 +1.7%
›전개 과정 5회
- 2026-07-25 Aspen Grove, Atika, Aureus among others bought or raised STX stakes in Q1; STX on next week's earnings calendar, boosting attention.
- 2026-07-26 STX to Report Q4 Earnings After Close July 28, AI Storage Demand in Focus
- 2026-07-27 Compound Planning raised stake 33%, Delta Global cut 95%; Q4 results due July 28
- 2026-07-28 Institutional Q1 position changes and options market imply big post-earnings move; Q4 report due Tuesday pre-market
- 2026-07-29 Prior institutional buying validated by strong AI storage demand
8-K 공시
8-K: 실적 공시, Reg FD 공시
첫날 -8.5% · 5일 후 +13.1%
실적
실적 발표
첫날 -8.5% · 5일 후 +13.1%
규제호재
US Lawmakers Urge Trump Admin to Ban Chinese Memory Chips영어 원문
FT report on proposed ban, affecting memory/storage stocks incl. STX
첫날 -10.0% · 5일 후 +22.5%
