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Seagate Shares Drop 7% Over Slow Factory Plans

5/19/2026

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Story summary
  • Seagate Technology shares fell about 7% on Monday after CEO Dave Mosley said building new factories would take too long, raising AI-demand concerns.
  • Mosley made the remarks at the JPMorgan Global Technology, Media and Communications Conference on Monday.
  • Shares of Micron Technology, SanDisk and Western Digital each dropped roughly 5% in the same session.
  • Evercore raised its Seagate price target to $1,000 from $750 and kept an “Outperform” rating.