Added to YB: 2026-03-02
Pitch date: 2026-02-26
PSTG [neutral]
Pure Storage, Inc.
+1.73%
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
$23.0B
Pitch Price
$63.13
Price Target
N/A
Dividend
N/A
EV/EBITDA
78.43
P/E
183.42
EV/Sales
6.23
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.
Read full article (8 min)