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Pure Storage Community
NYSE:PSTG Community
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Pure Storage
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
Enterprise Data Cloud Adoption Will Unlock New Opportunities
Key Takeaways Accelerating adoption of Pure's data cloud and subscription offerings positions the company for long-term growth, improved revenue predictability, and higher gross margins. Strategic hyperscaler partnerships and success in high-performance hardware enhance premium pricing power, create new revenue streams, and drive share gains in demanding enterprise segments.
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US$78.5
FV
10.9% overvalued
intrinsic discount
15.18%
Revenue growth p.a.
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95
users have followed this narrative
8 days ago
author updated this narrative
Pure Storage
AN
AnalystHighTarget
Consensus Narrative from 18 Analysts
AI Data Growth And Hyperscaler Wins Will Drive Cloud Expansion
Key Takeaways Expansion into hyperscaler partnerships and subscription services is expected to accelerate recurring revenue and drive long-term operating leverage and margin improvement. Innovations in energy-efficient, flash-based storage and unified management position the company to capitalize on AI-driven data growth and stricter ESG requirements, enhancing market share.
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US$89.34
FV
2.6% undervalued
intrinsic discount
14.93%
Revenue growth p.a.
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5
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22 days ago
author updated this narrative
Pure Storage
AN
AnalystLowTarget
Consensus Narrative from 18 Analysts
Fusion V2 And DirectFlash Will Transform Data Storage
Key Takeaways Integration of Fusion v2 and collaborations expand market reach, promising long-term earnings growth and improved margins through technological enhancements. New product launches and AI collaborations boost attractiveness, potentially increasing revenue and client base by offering innovative, high-capacity solutions.
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US$51.88
FV
67.8% overvalued
intrinsic discount
10.02%
Revenue growth p.a.
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0
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22 days ago
author updated this narrative