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Everpure, Inc.

NYSE:P Stock Report

Market Cap: US$33.7b

  • Company Overview
  • Valuation
  • Future Growth
  • Past Performance
  • Financial Health
  • Dividend
  • Management
  • Ownership
  • Other Information
  • Stock Community

Everpure Management

Management criteria checks 3/4

Everpure's CEO is Charlie Giancarlo, appointed in Aug 2017, has a tenure of 9.08 years. total yearly compensation is $18.43M, comprised of 4.6% salary and 95.4% bonuses, including company stock and options. directly owns 0.59% of the company’s shares, worth $200.35M. The average tenure of the management team and the board of directors is 5.7 years and 7.8 years respectively.

Key information

Charlie Giancarlo

Chief executive officer

US$18.4m

Total compensation

CEO salary percentage4.61%
CEO tenure9.1yrs
CEO ownership0.6%
Management average tenure5.7yrs
Board average tenure7.8yrs

Recent management updates

Recent updates

User avatar
Narrative Update • Sep 08

P: Hyperscaler Wins And Sustainability Efforts Will Offset Margin Execution Risks

Analysts have raised their price target for Everpure from $74.90 to $92.15, reflecting updated assumptions around revenue growth, profit margins and the future P/E multiple. What’s in the News for Everpure Everpure announced a design win and supply agreement with a second top five hyperscaler, reinforcing its DirectFlash technology position in hyperscale workloads and AI infrastructure.
Seeking Alpha • Aug 27

Everpure: Unprecedented Demand And Hyperscaler Wins (Rating Upgrade)

Summary Everpure is upgraded to a buy as robust Q2 results and a substantial guidance lift underscore accelerating AI-driven demand and hyperscaler wins. P benefits from strong recurring revenue growth, premium pricing power, and ~70% software-driven gross margins, supporting a premium valuation. Guidance for FY27 revenue was raised to $5.03–$5.07B (37–38% y/y growth), with operating income expected to grow ~50% to $940–$960M. With market share gains, hyperscaler contracts ramping, and Rule of 60 metrics, I see further upside and recommend staying long. Read the full article on Seeking Alpha
User avatar
Narrative Update • Aug 25

P: AI Data Leadership And Hyperscaler Wins Will Support Future Premium P/E

Analysts have lifted their fair value estimate for Everpure from $118.52 to $158.01, citing slightly higher assumptions for revenue growth, profit margins and future P/E as key drivers of the updated price target. What’s in the News for Everpure Everpure was named a Leader in the 2026 Gartner Magic Quadrant for Enterprise Storage Platforms for the second year in a row, with recognition for both execution and vision.
User avatar
Narrative Update • Aug 11

P: AI Data Capabilities And Alliances Will Support Future Premium P/E

Analysts now set a refreshed price target for Everpure at about $118.52, compared with the prior fair value estimate of roughly $112.35. This reflects updated assumptions around revenue growth, profit margins and future P/E expectations.
User avatar
Narrative Update • Jul 01

P: AI Data Platforms And Alliance Expansion Will Support Future Premium P/E

Analysts have adjusted their view on Everpure, lifting the price target from $105.00 to about $112.35. They are factoring in updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E, while also reflecting recent Street research that included a $25 price target reduction from one firm.
Analysis Article • Jun 18

Everpure (P) Stock Could Be 58.6% Undervalued After Its AI Infrastructure Push

Everpure stock (P) is in focus after the company used its Pure Accelerate 2026 event to roll out Everpure Data Stream and Everpure Data Intelligence, along with deeper partnerships with NVIDIA and Veeam around enterprise AI infrastructure. See our latest analysis for Everpure. Everpure stock has been volatile around these AI announcements, with a 1-day share price return of 2.67% and 7-day share price return of 7.60%. The 1-year total shareholder return of 41.12% and 5-year total shareholder...
User avatar
Narrative Update • Jun 17

P: AI Storage Demand And 1touch Deal Will Support Future Upside

Everpure's analyst price target has been adjusted to $93.74 from $91.00, with analysts citing updated views on fair value, discount rates, revenue growth, profit margins, and future P/E assumptions following recent research items such as the JPMorgan report. What’s in the News for Everpure Everpure reported Q1 fiscal 2027 revenue of over $1b with a 35% year-over-year increase and net income of $24 million after a prior loss, and raised full-year 2027 revenue and operating profit guidance, according to recent earnings coverage.
User avatar
Narrative Update • 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.
User avatar
Narrative Update • 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.
User avatar
New Narrative • 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.
User avatar
New Narrative • 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.
User avatar
Narrative Update • 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.
User avatar
Narrative Update • 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.
User avatar
Narrative Update • 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.
User avatar
Narrative Update • 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.
User avatar
Narrative Update • 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.
User avatar
Narrative Update • 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.
User avatar
Narrative Update • 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.
User avatar
Narrative Update • 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.
User avatar
Narrative Update • 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.
User avatar
Narrative Update • 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.
User avatar
Narrative Update • 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.
User avatar
Narrative Update • 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.
User avatar
Narrative Update • 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.
User avatar
Narrative Update • 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.
User avatar
Narrative Update • 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.
User avatar
Narrative Update • 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.
User avatar
Narrative Update • 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.

CEO Compensation Analysis

How has Charlie Giancarlo's remuneration changed compared to Everpure's earnings?
DateTotal CompensationSalaryCompany Earnings
Aug 02 2026n/an/a

US$253m

May 03 2026n/an/a

US$226m

Feb 01 2026US$18mUS$850k

US$188m

Nov 02 2025n/an/a

US$130m

Aug 03 2025n/an/a

US$139m

May 04 2025n/an/a

US$128m

Feb 02 2025US$14mUS$842k

US$107m

Nov 03 2024n/an/a

US$130m

Aug 04 2024n/an/a

US$136m

May 05 2024n/an/a

US$94m

Feb 04 2024US$37mUS$800k

US$61m

Nov 05 2023n/an/a

US$70m

Aug 06 2023n/an/a

-US$832k

May 07 2023n/an/a

US$17m

Feb 05 2023US$11mUS$792k

US$73m

Nov 06 2022n/an/a

US$14m

Aug 07 2022n/an/a

-US$14m

May 08 2022n/an/a

-US$71m

Feb 06 2022US$10mUS$696k

-US$143m

Oct 31 2021n/an/a

-US$210m

Aug 01 2021n/an/a

-US$256m

May 02 2021n/an/a

-US$276m

Jan 31 2021US$8mUS$644k

-US$282m

Nov 01 2020n/an/a

-US$234m

Aug 02 2020n/an/a

-US$190m

May 03 2020n/an/a

-US$191m

Feb 02 2020US$9mUS$518k

-US$201m

Compensation vs Market: Charlie's total compensation ($USD18.43M) is about average for companies of similar size in the US market ($USD14.74M).

Compensation vs Earnings: Charlie's compensation has increased by more than 20% in the past year.


CEO

Charlie Giancarlo (68 yo)

9.1yrs
Tenure
US$18,434,966
Compensation

Mr. Charles H. Giancarlo, also known as Charlie, has been Chief Executive Officer and Director of Everpure (formerly known as Pure Storage, Inc.) since August 22, 2017 and is also its Chairman since Septem...


Leadership Team

NamePositionTenureCompensationOwnership
Charles Giancarlo
Chairman & CEO9.1yrsUS$18.43m0.59%
$ 200.4m
John Colgrove
Founder16.9yrsUS$11.06m3.39%
$ 1.1b
Tarek Robbiati
Chief Financial Officer1.3yrsUS$23.47m0.0087%
$ 2.9m
Ajay Singh
Chief Product Officer5.7yrsUS$6.74m0.067%
$ 22.5m
Patrick Finn
Chief Revenue Officerless than a yearUS$16.83m0.00032%
$ 107.8k
John Hayes
Founder & Advisor9.5yrsno datano data
Robert Lee
VP, CTO & Chief Growth Officer5.1yrsno datano data
Nicole Armstrong
Chief Administrative & Legal Officer and Corporate Secretary5yrsno datano data
Paul Ziots
Vice President of Investor Relationsno datano datano data
Lynn Lucas
Chief Marketing Officer2.6yrsno datano data
Alex McMullan
Chief Technology Officer of International & EMEA12.2yrsno datano data
Joseph Pinto
Chief Customer Experience Officer7.7yrsno datano data
5.7yrs
Average Tenure
62.5yo
Average Age

Experienced Management: P's management team is seasoned and experienced (5.7 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
Charles Giancarlo
Chairman & CEO9.1yrsUS$18.43m0.59%
$ 200.4m
John Colgrove
Founder16.9yrsUS$11.06m3.39%
$ 1.1b
Jeffrey Rothschild
Independent Director8.4yrsUS$325.14k0.031%
$ 10.4m
Gregory Tomb
Independent Director6.6yrsUS$327.14k0.0079%
$ 2.7m
Scott Dietzen
Independent Vice Chairman15.9yrsUS$330.14k0.26%
$ 86.9m
John Murphy
Independent Director4.8yrsUS$350.14k0.0033%
$ 1.1m
Roxanne Taylor
Independent Director7.6yrsUS$340.14k0.0035%
$ 1.2m
Andrew Brown
Independent Director7yrsUS$355.14k0.0077%
$ 2.6m
Mallun Yen
Independent Director5yrsUS$320.14k0.012%
$ 4.0m
Susan Jannifer Taylor
Independent Director7.9yrsUS$337.14k0.027%
$ 9.2m
7.8yrs
Average Tenure
62.5yo
Average Age

Experienced Board: P's board of directors are considered experienced (7.8 years average tenure).


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/09/09 04:09
End of Day Share Price 2026/09/09 00:00
Earnings2026/08/02
Annual Earnings2026/02/01

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
  • SEC Form 10-K
  • SEC Form 10-Q
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
  • Analyst Research Reports
  • Blue Matrix
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
  • ICE Market Data
  • SEC Form S-1
Ownership10 years
  • Top shareholders
  • Insider trading
  • SEC Form 4
  • SEC Form 13D
Management10 years
  • Leadership team
  • Board of directors
  • SEC Form 10-K
  • SEC Form DEF 14A
Key Developments10 years
  • Company announcements
  • SEC Form 8-K

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Everpure, Inc. is covered by 37 analysts. 19 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Jayson NolandBaird
Timothy LongBarclays
Timothy LongBMO Capital Markets Equity Research

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