STX

Mentioned in

• Bernstein·2026-10-27ThematicOutperform

  $1,350U.S. IT Hardware Global Memory & Storage: HBF Deep Dive - Could HBF be the solution to the Memory bottleneck?

• Bernstein·2026-10-21SectorOutperform

  $1,350U.S. IT Hardware: Global Memory & Storage: Debunking the bear thesis on ASP price growth deceleration

• Morgan Stanley·2026-10-20SectorOverweight

  $1,187 → $1,200▲Hard Disk Drives F1Q27 Preview – The Cycle Isn't Over, But The Market Is Pricing HDDs Like It Is

• J.P. Morgan·2026-10-19Sector

  Hardware & Networking: HDD Preview: Recent Pullback Creates Positive Setup into F1Q27 as Industry Trends Stay Intact; Favor STX vs. WDC

• Morgan Stanley·2026-10-09Company

  TDK (6762.T) Nikkei: TDK Considering Selling HDD Heads Business