Added to YB: 2026-08-31
Pitch date: 2026-08-28
P [bullish]
Everpure, Inc.
Author Info
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Company Info
Everpure, Inc. provides data storage and management technologies, products, and services in the United States and internationally.
Market Cap
$33.0B
Pitch Price
N/A
Price Target
138.40 (+39%)
Dividend
N/A
EV/EBITDA
70.25
P/E
136.84
EV/Sales
7.56
Sector
Technology Hardware, Storage and Peripherals
Category
growth
Everpure: 1Y 40% upside from today, play analyst day (Sept 26’) and Jana catalysts
P: Everpure’s post-Q2 selloff looks overdone: revenue grew 38% to $1.2B, operating profit rose 77%, and FY27 revenue and operating-profit guidance increased to $5.03B–$5.07B and $940M–$960M. A 70% price increase should offset NAND inflation, while late-September analyst-day detail on hyperscaler wins could drive a rerating toward the $138.40 target. Sell-side concerns include price-driven demand destruction, while Q2’s $238M free-cash-flow outflow is expected to normalize.
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