Here’s the Best-Performing S&P 500 Stock of 2025 So Far

Seagate Technology has emerged as 2025’s top-performing stock in the S&P 500, outpacing many of its high-profile tech peers as the AI revolution fuels demand for large-scale data storage.
The California-based data storage firm has seen its stock skyrocket by more than 76% year-to-date, closing at $151.94 on Wednesday after logging gains for eight straight sessions. This rally reflects investor enthusiasm for companies poised to benefit from AI-driven infrastructure growth.
The outlook on Seagate remains upbeat. Among 16 analysts tracking the stock, 11 rate it a “Buy” and none have issued a “Sell.” Price targets span a wide range, from $85 to as high as $200, with the average target of $127.67 still trailing its current price.
All eyes are now on the company’s upcoming earnings report on July 22. Wall Street expects Seagate to post earnings of $2.17 per share for fiscal Q4 — nearly 150% higher than the same period last year.
Seagate’s rise began in April after the company outperformed Q3 expectations, posting $1.90 in earnings and $2.2 billion in revenue. Since then, continued growth in enterprise storage needs — driven by AI training, mass capacity devices, and the Windows 11 upgrade cycle — has added fuel to the rally.
With a market cap just over $30 billion, Seagate has cemented its place at the center of one of tech’s most important infrastructure shifts.