Everpure バランスシートの健全性
財務の健全性 基準チェック /66
Everpureの総株主資本は$1.4B 、総負債は$0.0で、負債比率は0%となります。総資産と総負債はそれぞれ$4.7Bと$3.3Bです。 Everpureの EBIT は$165.1Mで、利息カバレッジ比率-2.8です。現金および短期投資は$1.5Bです。
主要情報
0%
負債資本比率
US$0
負債
| インタレスト・カバレッジ・レシオ | -2.8x |
| 現金 | US$1.50b |
| エクイティ | US$1.44b |
| 負債合計 | US$3.31b |
| 総資産 | US$4.75b |
財務の健全性に関する最新情報
Recent updates
ナラティブの更新 • Jun 02
P: Execution Risk On Revenue Mix And Margins Will Pressure Future Multiple
Analysts have raised Everpure's price target to $74.90 from $70.81, citing updated assumptions that reflect a different mix of expected revenue growth, profitability, and future P/E levels. Analyst Commentary Recent Street research paints a mixed picture for Everpure, with the latest price target change sitting alongside earlier, more cautious adjustments that highlight execution and growth risks.ナラティブの更新 • May 16
P: Memory Cost And Margin Pressure Will Constrain Future Multiple Expansion
Everpure's analyst price target has been cut by $25 as analysts factor in higher discount rates, modestly adjusted long term revenue growth and profit margin assumptions, and lower future P/E expectations in light of recent sector wide revisions tied to memory cost pressures and mixed hardware demand commentary. Analyst Commentary Recent Street research around Everpure and its storage peers highlights a more cautious tone, with several firms trimming targets and flagging execution risks tied to memory costs, hardware spending trends, and margin pressure.
新しいナラティブ • May 14
Everpure's AI Infrastructure Transition Will Boost Future Valuation
I conducted the following experiment with Gemini. I asked him to verify if DEGEN_GCR's narrative was plausible and to compare it with his own data and sources.Seeking Alpha • May 12
Everpure Q1 Earnings Preview: Further Price Increases And Hyperscale Capex Boost
Summary Everpure, Inc. benefits from surging AI-driven datacenter demand, with hyperscalers boosting capex and absorbing significant price increases. Despite a ~20% YTD rally and another 30% since February, P trades at reasonable multiples, supporting a continued 'buy' rating. Recent price hikes—up to 40% for most products and 10% for Evergreen//One—are expected to drive further earnings growth. Hyperscaler customers have already factored higher prices into capex, minimizing demand risk ahead of P's upcoming Q1 earnings. Read the full article on Seeking Alpha
新しいナラティブ • May 10
Second order memory play likely to double in a year
Everpure (NYSE: P) The AI Infrastructure Re-Rating Current price: ~$78 | My fair value estimate: ~$$150 | Timeframe: 12+ months The market is pricing Everpure as an enterprise storage company. That is the wrong category.ナラティブの更新 • Apr 29
P: Large AI Deal Momentum Will Offset Memory Cost And Margin Risks
Everpure's analyst price target has been trimmed by $0.79 as analysts factor in a slightly higher discount rate and lower future P/E expectations, while still reflecting supporting assumptions for revenue growth and profit margins. Analyst Commentary Recent Street research around Everpure and its storage peers points to a more cautious tone, even where ratings remain supportive.
ナラティブの更新 • Apr 14
PSTG: AI Storage Demand And Bookings Momentum Will Support Future Premium P/E
Everpure's analyst price target remains steady at $105, as analysts balance slightly higher modeled revenue growth and profit margin with updated views on future P/E and sector level memory cost and margin pressures reflected in recent Pure Storage research. Analyst Commentary Recent Street research on Pure Storage offers useful context for how investors may think about Everpure, especially around valuation, execution and sensitivity to memory costs.ナラティブの更新 • Mar 31
PSTG: Accelerating Bookings And AI Demand Will Support Future Premium P/E
Narrative Update Everpure's analyst fair value estimate has been revised from $120.00 to $105.00. Analysts are balancing stronger bookings trends and guidance with tighter assumptions on revenue growth, margins, and future P/E multiples observed in recent Pure Storage research.ナラティブの更新 • Mar 17
PSTG: Accelerating Large Deal Bookings Will Support AI And Hyperscaler Demand
Everpure's analyst price target has been nudged higher to $71.60 from $70.60 as analysts weigh faster big deal bookings and solid FY27 guidance against softer revenue growth, slimmer margins, and a higher assumed future P/E multiple tied to recent Pure Storage research updates. Analyst Commentary Recent Street research on Pure Storage, a key peer for Everpure, provides helpful context for how investors are thinking about large deal momentum, margins, and FY27 guidance.
ナラティブの更新 • Mar 03
PSTG: AI Storage Demand And Buybacks Will Support Future Upside
Our analyst fair value estimate for Everpure has been adjusted down from $95.16 to $91.00 as analysts incorporate slightly lower revenue growth, softer profit margins, and a marginally reduced future P/E, in line with the broader series of trimmed price targets across the storage peer group. Analyst Commentary Street research around Everpure's closest storage peer, Pure Storage, helps frame how analysts are thinking about Everpure's risk and reward.ナラティブの更新 • Feb 17
PSTG: AI And Hyperscaler Demand Will Meet Mixed Outlook With Balanced Risks
Analysts have modestly raised their fair value estimate for Pure Storage to about $70.60. This reflects updated views on revenue growth, profitability, and future P/E assumptions in the context of recent Street research, including a revised $90 price target at Citi and a Positive Catalyst Watch designation at JPMorgan.ナラティブの更新 • Feb 03
PSTG: AI Workloads And Buybacks Will Support Future Premium P E
Pure Storage’s updated analyst price targets, including JPMorgan’s move to $110 and Morgan Stanley’s to $90, reflect analysts’ view that AI-related demand and ongoing share gains can support the current premium P/E. At the same time, they are watching for broader customer adoption and reassessing growth and margin assumptions.ナラティブの更新 • Jan 20
PSTG: AI Storage Demand And Cisco Partnership Will Support Future Upside
Analysts have modestly lifted their price targets on Pure Storage, with recent moves such as JPMorgan shifting to a Positive Catalyst Watch and raising its target to US$110, alongside Morgan Stanley moving to US$90. These changes are largely tied to expectations that AI related demand can support near term revenue and earnings while the stock continues to trade on a premium P/E multiple.ナラティブの更新 • Jan 06
PSTG: AI Workload Demand And Buybacks Will Support Higher Market Confidence
Analysts have lifted their fair value estimate for Pure Storage from US$89.34 to US$120.00, reflecting updated expectations for revenue growth, profit margins and future P/E, supported by recent price target increases and commentary around AI related demand. Analyst Commentary Recent research on Pure Storage highlights a mix of optimism around AI related demand and some caution around valuation and customer mix.ナラティブの更新 • Dec 21
PSTG Flash Demand From AI And Hyperscalers Will Drive Balanced Risk Reward
Analysts have lifted their fair value estimate for Pure Storage from $51.88 to $69.05, citing rising price targets driven by confidence in AI related storage demand, expanding enterprise and hyperscaler opportunities, and the company's differentiated flash technology. Analyst Commentary Recent Street research reflects a generally constructive but increasingly selective stance toward Pure Storage, with multiple firms lifting price targets following product events and AI focused updates.ナラティブの更新 • Dec 06
PSTG: AI Storage Demand And Hyperscale Wins Will Drive Future Upside
The analyst price target for Pure Storage has increased to approximately $95 from about $92, as analysts point to accelerating AI driven storage demand, ongoing enterprise share gains, and expanding opportunities with hyperscale customers as key drivers of faster revenue growth despite a richer valuation and slightly lower long term margin assumptions. Analyst Commentary Bullish analysts highlight that Pure Storage continues to gain share in the enterprise storage market while positioning itself as a key beneficiary of accelerating AI driven data workloads.ナラティブの更新 • Nov 22
PSTG: Upcoming Cloud Expansion Will Drive Demand Amid Hyperscale Uncertainty
Pure Storage's fair value estimate has been raised to $92.21 from $89.39. Analysts cite broad-based price target increases driven by stronger-than-expected revenue growth, expanding enterprise demand, and positive momentum from AI and technology partnerships.ナラティブの更新 • Nov 07
PSTG: Revenue Outlook Will Reflect Cloud Expansion Amid Enterprise Momentum And Hyperscale Uncertainty
Analysts have raised their price targets for Pure Storage by as much as $15 to $22 per share, supported by recent product innovations, strong positioning in enterprise and hyperscale markets, and growing demand for AI-driven data storage solutions. Analyst Commentary Recent research and price target revisions underscore growing confidence in Pure Storage’s strategic positioning and financial outlook.ナラティブの更新 • Oct 24
Expanding Data Cloud Solutions Will Strengthen Market Presence Amid Rising Demand
The analyst price target for Pure Storage has increased from about $84.94 to $89.39. This change reflects growing confidence among analysts in the company's expanding enterprise data capabilities, robust technology integrations, and strengthening position in both enterprise and hyperscaler storage markets.ナラティブの更新 • Oct 10
Enterprise Data Cloud Adoption Will Unlock New Opportunities
The analyst price target for Pure Storage has increased moderately, rising from approximately $80 to $85 per share. Analysts cite expanding enterprise cloud capabilities, differentiated technology, and strong positioning in both enterprise and hyperscale storage markets as key drivers of the improved outlook.ナラティブの更新 • Sep 26
Enterprise Data Cloud Adoption Will Unlock New Opportunities
Pure Storage’s analyst price target was raised to $80.22, reflecting increased confidence in sustained revenue growth, enterprise demand, and successful new product traction—particularly in AI and flash storage—despite some margin and competitive concerns. Analyst Commentary Bullish analysts cite Pure Storage’s strong Q2 results, including broad-based outperformance across the product portfolio, repeated revenue acceleration, and consensus-beating revenue/earnings that drove raised FY26 guidance.ナラティブの更新 • Aug 29
Securing A Design Win With A Top 4 Hyperscaler Will Expand Deployments And Market Penetration
Pure Storage’s consensus price target has been notably raised to $77.94, reflecting stronger-than-expected Q2 results, upward revisions to revenue and EPS estimates amid accelerating product and subscription demand, and improved forward guidance, though some analysts remain cautious on competitive risks. Analyst Commentary Stronger-than-expected Q2 results, with broad-based outperformance across the product portfolio, driving revenue and earnings beats and supporting guidance raises for FY26.分析記事 • Jul 03
Is Pure Storage (NYSE:PSTG) Using Too Much Debt?
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Seeking Alpha • Apr 29
Pure Storage: Pricing Pressure Pushes To Sidelines
Summary Pure Storage faces gross margin pressure due to rising NAND prices and potential tariffs, causing investor concerns and a 25% stock decline. Despite strong revenue growth and leadership in the data storage market, near-term volatility and macro uncertainties suggest staying on the sidelines. PSTG's subscription revenue is growing faster than product revenue, but product gross margins are under pressure, impacting overall profitability. Long-term prospects remain attractive, but clarity on tariffs and macro conditions is needed before considering investment. Read the full article on Seeking AlphaSeeking Alpha • Mar 05
Seizing Opportunities: Why Pure Storage Is An Intelligent Buy For 2025 And Beyond
Summary Pure Storage has significant upside potential as hyperscalers transition from hard disks to solid-state devices, validated by a recent design win with a major cloud provider. Its DirectFlash technology enables consistent architecture across multiple performance tiers, enhancing Pure Storage customers' storage performance, reliability, and lifetime. The company's weak fourth quarter gross margin and disappointing guidance caused the stock to drop after earnings. PSTG stock remains a buy. Read the full article on Seeking AlphaSeeking Alpha • Jan 18
Pure Storage: Seeing Upside Into Fiscal 2026 Guidance
Summary Pure Storage's strong quarterly results and hyperscaler win signal potential for significant revenue growth, particularly from its rapidly expanding Subscription revenue stream. Subscription revenue, expected to surpass 50% of total revenue next year, will accelerate overall growth and improve gross margins, despite slower Product revenue growth. The hyperscaler win, while financially impactful starting FY27, establishes Pure Storage as a key player in the hyperscale market, driving future revenue and margin expansion. Read the full article on Seeking AlphaSeeking Alpha • Jan 10
Pure Storage: Well Positioned To Win Deals In An Expanded TAM
Summary I maintain a buy rating for Pure Storage due to its strong growth potential and recent design win with a top-four hyperscaler. PSTG's landmark deal validates its competitive edge and strengthens its supply-chain relationships, ensuring no capacity constraints amid massive demand from hyperscalers. The transition to flash-based storage and AI infrastructure investments present significant growth opportunities, with PSTG's products offering superior power efficiency and performance. Read the full article on Seeking AlphaSeeking Alpha • Dec 15
Flash Forward: Investing In Pure Storage After Its Strategic Hyperscaler Breakthrough
Summary Pure Storage secured a significant design win with a top hyperscaler, marking a shift towards flash storage and away from traditional hard disk drives. The company's transition to a subscription-based model is yielding stable revenue streams. Despite short-term margin impacts from promoting cost-effective solutions, Pure Storage's strategic focus on customer satisfaction and market share should benefit long-term growth. Economic uncertainty and AI-related doubts have affected smaller contract subscriptions, but the company anticipates a rebound. Read the full article on Seeking Alpha財務状況分析
短期負債: Pの 短期資産 ( $3.0B ) が 短期負債 ( $1.9B ) を超えています。
長期負債: Pの短期資産 ( $3.0B ) が 長期負債 ( $1.4B ) を上回っています。
デット・ツー・エクイティの歴史と分析
負債レベル: Pは負債がありません。
負債の削減: P負債比率が106.7%であった 5 年前と比べて負債がありません。
債務返済能力: Pには負債がないため、営業キャッシュフロー でカバーする必要はありません。
インタレストカバレッジ: Pには負債がないため、利息支払い の負担は問題になりません。
貸借対照表
健全な企業の発掘
企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/06/05 18:00 |
| 終値 | 2026/06/05 00:00 |
| 収益 | 2026/05/03 |
| 年間収益 | 2026/02/01 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
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| アナリストのコンセンサス予想 | +プラス3年 |
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| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
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* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Everpure, Inc. 19 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。37
| アナリスト | 機関 |
|---|---|
| Jayson Noland | Baird |
| Timothy Long | Barclays |
| Timothy Long | BMO Capital Markets Equity Research |