Added to YB: 2026-01-19
Pitch date: 2026-01-15
PSTG [bullish]
Pure Storage, Inc.
+0.29%
current return
Author Info
No bio for this author
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
$72.69
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
Pure Storage: The Direct Flash Divergence
PSTG: Meta's 2EB deal validates Pure's all-flash architecture superiority over legacy disk-optimized systems. Transitioning from hardware vendor to software licensing model - subscription ARR $1.7B growing 21%, 117% net retention, 90%+ software margins vs competitors' 70% hardware margins. Trading 32x forward PE as hardware co, should value as infrastructure platform if hyperscaler adoption scales.
Read full article (7 min)