Everpure, Inc.

NYSE:P Aktierapport

Börsvärde: US$29.3b

Everpure Förvaltning

Förvaltning kriterier kontrolleras 3/4

Everpure VD är Charlie Giancarlo, utsedd i Aug 2017, har en mandatperiod på 8.75 år. totala årliga ersättningen är $ 18.43M, bestående av 4.6% lön 95.4% bonusar, inklusive företagsaktier och optioner. äger direkt 0.43% av företagets aktier, värda $ 126.30M. Den genomsnittliga mandatperioden för ledningsgruppen och styrelsen är 5.3 år respektive 7.4 år.

Viktig information

Charlie Giancarlo

Verkställande direktör

US$18.4m

Total ersättning

VD-lön i procent4.61%
Anställning som VD8.8yrs
Ägande av VD0.4%
Ledningens genomsnittliga anställningstid5.3yrs
Styrelsens genomsnittliga mandatperiod7.4yrs

Senaste uppdateringar av ledningen

Recent updates

Ny berättelse May 16

P: Securing the Scarcity Infrastructure Inflection Point through Molecular Purification and the Drive for Domestic Resource Sovereignty

Everpure Holdings, the premier architect of ultra-high-purity water and chemical filtration systems, is navigating an extraordinary structural expansion in 2026. The organization has successfully evolved from a specialized industrial supplier into the essential utility substrate for the global semiconductor and biotechnology manufacturing sectors.
Uppdatering av berättelse 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.
Ny berättelse 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
Ny berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Analysartikel 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

Analys av ersättningar till VD

Hur har Charlie Giancarlo:s ersättning förändrats jämfört med Everpure:s resultat?
DatumTotal ersättningLönFöretagets resultat
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

Ersättning vs marknad: Charlie s total kompensation ($USD 18.43M ) är ungefär genomsnittet för företag av liknande storlek på US marknaden ($USD 14.81M ).

Ersättning vs inkomst: Ersättningen för Charlie har ökat med mer än 20 % det senaste året.


VD OCH KONCERNCHEF

Charlie Giancarlo (67 yo)

8.8yrs
Anställning
US$18,434,966
Kompensation

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...


Ledningsgrupp

NamnPositionAnställningKompensationÄgarskap
Charles Giancarlo
Chairman & CEO8.8yrsUS$18.43m0.43%
$ 126.3m
John Colgrove
Founder16.6yrsUS$11.06m3.67%
$ 1.1b
Tarek Robbiati
Chief Financial Officerless than a yearUS$23.47m0.0070%
$ 2.0m
Ajay Singh
Chief Product Officer5.3yrsUS$6.74m0.065%
$ 19.0m
Patrick Finn
Chief Revenue Officerless than a yearUS$16.83m0.00032%
$ 93.9k
John Hayes
Founder & Advisor9.2yrsinga uppgifteringa uppgifter
Robert Lee
VP, CTO & Chief Growth Officer4.8yrsinga uppgifteringa uppgifter
Nicole Armstrong
Chief Administrative & Legal Officer and Corporate Secretary4.7yrsinga uppgifteringa uppgifter
Paul Ziots
Vice President of Investor Relationsno datainga uppgifteringa uppgifter
Lynn Lucas
Chief Marketing Officer2.3yrsinga uppgifteringa uppgifter
Alex McMullan
Chief Technology Officer of International & EMEA11.8yrsinga uppgifteringa uppgifter
Joseph Pinto
Chief Customer Experience Officer7.3yrsinga uppgifteringa uppgifter
5.3yrs
Genomsnittlig anställningstid
61.5yo
Genomsnittlig ålder

Erfaren ledning: P s ledningsgrupp är erfaren och erfaren ( 5.3 års genomsnittlig anställning).


Styrelseledamöter

NamnPositionAnställningKompensationÄgarskap
Charles Giancarlo
Chairman & CEO8.8yrsUS$18.43m0.43%
$ 126.3m
John Colgrove
Founder16.6yrsUS$11.06m3.67%
$ 1.1b
Jeffrey Rothschild
Independent Director8.1yrsUS$325.14k0.031%
$ 9.1m
Gregory Tomb
Independent Director6.3yrsUS$327.14k0.0080%
$ 2.3m
Scott Dietzen
Independent Vice Chairman15.6yrsUS$330.14k0.26%
$ 75.9m
John Murphy
Independent Director4.4yrsUS$350.14k0.0033%
$ 965.5k
Roxanne Taylor
Independent Director7.3yrsUS$340.14k0.0035%
$ 1.0m
Andrew Brown
Independent Director6.7yrsUS$355.14k0.0077%
$ 2.3m
Mallun Yen
Independent Director4.7yrsUS$320.14k0.012%
$ 3.5m
Susan Jannifer Taylor
Independent Director7.6yrsUS$337.14k0.029%
$ 8.4m
7.4yrs
Genomsnittlig anställningstid
61.5yo
Genomsnittlig ålder

Erfaren styrelse: P s styrelse anses vara erfaren ( 7.4 års genomsnittlig mandatperiod).


Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/27 04:58
Aktiekurs vid dagens slut2026/05/27 00:00
Intäkter2026/02/01
Årlig intjäning2026/02/01

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Everpure, Inc. bevakas av 38 analytiker. 19 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Jayson NolandBaird
Timothy LongBarclays
Timothy LongBMO Capital Markets Equity Research