Added to YB: 2026-01-19
Pitch date: 2026-01-16
PSTG [bullish]
Pure Storage, Inc.
Author Info
The Small Cap Strategist We specialize in unearthing undervalued companies largely overlooked by mainstream analysts. Our focus is on finding true bargains: businesses with strong fundamentals, limited downside, and significant upside potential. Sign up for the newsletter.
Company Info
Pure Storage, Inc. provides data storage and management technologies, products, and services in the United States and internationally.
Market Cap
$23.3B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
79.51
P/E
185.82
EV/Sales
6.31
Sector
Technology Hardware, Storage and Peripherals
Category
growth
$PSTG, 70% Gross Margins, $1.8B ARR, and a No-Middleman Flash Architecture - Pure Storage
PSTG: AI infrastructure bottleneck is storage, not compute. DirectFlash bypasses SSD controllers for faster data delivery to GPU clusters. Meta deal validates hyperscaler adoption. Q3 rev $964M (+16% YoY), ARR $1.8B (+17%). Trading 32x fwd PE but positioned at critical AI chokepoint where legacy vendors can't compete.
Read full article (3 min)