PSTG Pure Storage, Inc. Loading... : Bullish and Bearish Analyst Opinions
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23:34
Aug 04
Aug 04
Research note summarizing Astera's earnings call read-throughs across memory, server OEMs.
Research note summarizing Astera's earnings call read-throughs across memory, server OEMs, and custom silicon; all tickers are watchlist context, not positions.
07:31
Jul 25
Jul 25
Watch PSTG on potential AI-driven demand for high-performance storage; moderate positive impact.
MED
21:30
May 28
May 28
NetApp's AI wins are increasingly from non-incumbent accounts with large data sets, indicating share gains against competitors like Dell and Pure Storage in AI-focused workloads. — This signals a potential shift in the competitive landscape for AI storage, with NetApp demonstrating success in displacing incumbents.
MED
21:30
Feb 26
Feb 26
Dell is winning new enterprise storage customers ('nearly 30 percent are new to dell buying storage'), indicating that the AI buildout is opening up new greenfield opportunities for storage, directly challenging established players like NetApp. — Dell's momentum in storage, particularly in high-growth areas like unstructured data for AI, signals a competitive threat and potential market share erosion for its rivals.
MED
17:00
Oct 29
Oct 29
Pure Storage is a reference customer for ServiceNow's AI-powered CRM, signaling adoption in the storage space.
HIGH
About PSTG Analyst Coverage
Buzzberg tracks PSTG (Pure Storage, Inc.) across 2 sources. 0 bullish vs 0 bearish calls from 4 analysts. Sentiment: evenly split. 5 total trade ideas tracked. Past 7 days: 1 watch. Latest voices: TheValueist, George Kurian, Jeff Clark.