STX Memory chipmaker shares are under pressure after Japan’s Kioxia posted H1'25 revenue of ¥791B, down 13% YoY, with operating profit down 55% as higher NAND bit shipments could not offset weaker ASPs and a margin slide to 19% from 34%.
Q2 revenue was ¥448B, bit shipments were up high 30s % QoQ, but ASP still ticked lower. Kioxia is guiding Q3 to record sales of ¥500–550B and higher profit, yet its 9 month outlook still has revenue 1% to 5% lower YoY and it passed on full year guidance, which is why the market read the print as underwhelming.
STX we are getting a small dip because people see insider selling. do not forget those insider sales are actually very small amounts. they also need money to pay taxes and live. if they really believed the stock isnt going up anymore theh would be selling alot more then this
STX every dip is a buying oppurtunity. this stock is far from done. $450 is the highest price target and price targets get hiked alot with stocks like this.
STX 🧭 Watch-points / How I’d monitor it • Next quarter’s guidance vs actual: Does the company continue to beat and raise? • Margin trends: Are gross margin and operating margin continuing to expand? • Market share: Is Seagate winning vs competitors (e.g., SSDs, alternative storage solutions)? • Demand signals: Large cloud/AI customers — is Seagate getting contracts / higher capacity drive orders? • Valuation reset / revision: If analysts move targets higher due to better visibility, that’s a positive. If they start trimming targets because growth slows, caution. • Balance sheet/cash flow: Free cash flow growth and debt management remain important.