Everpure, Inc.

NYSE:P 株式レポート

時価総額：US$24.0b

Everpure 過去の業績

過去 基準チェック /56

Everpureは、平均年間72.1%の収益成長を遂げていますが、 Tech業界の収益は、年間 成長しています。収益は、平均年間5.5% 13%収益成長率で 成長しています。 Everpureの自己資本利益率は15.7%であり、純利益率は5.7%です。

主要情報

72.07%

収益成長率

72.79%

EPS成長率

Tech 業界の成長14.32%
収益成長率12.98%
株主資本利益率15.69%
ネット・マージン5.75%
次回の業績アップデート26 Aug 2026

最近の業績更新

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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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

収支内訳

Everpure の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。

収益と収入の歴史

NYSE:P 収益、費用、利益 ( )USD Millions
日付収益収益G+A経費研究開発費
03 May 263,9372261,5991,001
01 Feb 263,6631881,500963
02 Nov 253,4841301,427935
03 Aug 253,3501391,363879
04 May 253,2531281,325832
02 Feb 253,1681071,307804
03 Nov 243,0781301,278776
04 Aug 243,0101361,251758
05 May 242,935941,225745
04 Feb 242,831611,197737
05 Nov 232,851701,201735
06 Aug 232,764-11,182733
07 May 232,722171,152717
05 Feb 232,753731,122693
06 Nov 222,652141,094670
07 Aug 222,538-141,062637
08 May 222,389-711,032612
06 Feb 222,181-143989582
31 Oct 211,975-210955550
01 Aug 211,823-256929525
02 May 211,730-276911499
31 Jan 211,684-282898480
01 Nov 201,673-234883465
02 Aug 201,691-190887449
03 May 201,684-191897441
02 Feb 201,643-201891434
31 Oct 191,574-222866415
31 Jul 191,518-220830400
30 Apr 191,431-214781377
31 Jan 191,360-178722350
31 Oct 181,277-168678329
31 Jul 181,182-169635307
30 Apr 181,098-167597292
31 Jan 181,025-160559279
31 Oct 17913-188513276
31 Jul 17832-237484269
30 Apr 17771-238452258
31 Jan 17739-222432246
31 Oct 16650-246413227
31 Jul 16585-224380208
30 Apr 16506-228348188
31 Jan 16440-214304167
31 Oct 15356-217270142
31 Jul 15274-201234122

質の高い収益: Pは 高品質の収益 を持っています。

利益率の向上: Pの現在の純利益率 (5.7%)は、昨年(3.9%)よりも高くなっています。

フリー・キャッシュフローと収益の比較

過去の収益成長分析

収益動向: P過去 5 年間で収益を上げており、収益は年間72.1%増加しています。

成長の加速: Pの過去 1 年間の収益成長率 ( 77.4% ) は、5 年間の平均 ( 年間72.1%を上回っています。

収益対業界: Pの過去 1 年間の収益成長率 ( 77.4% ) はTech業界8.4%を上回りました。

株主資本利益率

高いROE: Pの 自己資本利益率 ( 15.7% ) は 低い とみなされます。

総資産利益率

使用総資本利益率

過去の好業績企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/06/14 05:46
終値2026/06/12 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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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 NolandBaird
Timothy LongBarclays
Timothy LongBMO Capital Markets Equity Research