Added to YB: 2026-03-02
Pitch date: 2026-02-26
PSTG [neutral]
Everpure, Inc.
+7.4%
current return
Author Info
No bio for this author
Company Info
Everpure, Inc. provides data storage and management technologies, products, and services in the United States and internationally.
Market Cap
$20.9B
Pitch Price
$63.13
Price Target
N/A
Dividend
N/A
EV/EBITDA
58.57
P/E
115.00
EV/Sales
5.34
Sector
Technology Hardware, Storage and Peripherals
Category
growth
Everpure (Pure Storage) 4QFY26 Earnings: The Intelligence Layer Monetizes
PSTG (earnings): Q4 rev $1.06B (+20% YoY) beat $1.03B est; Q1 guide $1B vs $921M est. Enterprise RPO +40% to $3.67B (no hyperscaler), deals >$5M +80%. Hyperscaler ramp in H2 at 75-85% GM (selling intelligence layer, customers buy NAND direct). Q1 product margins trough 65-70% on NAND inflation but widens competitive gap. Bull: 2nd hyperscaler win, ARM-like model scales. Bear: NAND persists, Meta stays sole customer.
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