P Everpure, Inc. Загрузка... : Бычьи и медвежьи мнения аналитиков
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Лучшие сигналы
Лента
16:44
20 авг
20 авг
Author highlights a broad focus list of 12 names showing strength across under-owned themes.
Author highlights a broad focus list of 12 names showing strength across under-owned themes like fintech, crypto, and healthcare, but provides no explicit position language, so all are watch.
Низ.
14:52
18 авг
18 авг
"Focus list includes six strong names"
"Speaker lists six names as objectively strong focus-list candidates; no position language, catalyst, or per-name reasoning provided."
Сред.
11:32
18 авг
18 авг
JPMorgan, TD Cowen, Citigroup, Jefferies, and other firms raised price targets on twelve stocks.
JPMorgan, TD Cowen, Citigroup, Jefferies, and other firms raised price targets on twelve stocks while cutting targets on six others and initiating or resuming coverage on six additional names.
12:04
17 авг
17 авг
The author highlights a broad basket of interesting names across Physical AI, NAND.
The author highlights a broad basket of interesting names across Physical AI, NAND, and other sectors without stating any explicit positions or directional calls, so all tickers are indexed as watch.
Низ.
00:18
14 авг
14 авг
Summarizes multiple analyst upgrades and drivers
Summarizes multiple analyst upgrades citing SSD demand, enterprise server purchases, and AI inference drivers, no directional view.
Сред.
22:43
11 авг
11 авг
Everpure watch: Meta confirmed, Oracle likely
Watch Everpure ($P) after research confirms Meta as first hyperscaler design win and identifies Oracle as likely second. The storage-technology catalyst is real but no author position is disclosed.
Сред.
19:40
11 авг
11 авг
New long position citing strong growth
Author discloses a new long position, highlighting the company's enterprise data infrastructure role, strong free cash flow, and high-teens growth guidance.
Выс.
12:07
11 авг
11 авг
Premarket movers report shows Mag 7 stocks mixed while ACVA, BW, CAH, P, FRMI, PLUG, RPD.
Premarket movers report shows Mag 7 stocks mixed while ACVA, BW, CAH, P, FRMI, PLUG, RPD, and RIOT rise on earnings or deal news, with HIMS and ONON falling on weak forecasts.
21:09
10 авг
10 авг
Watch Everpure after second hyperscaler design win
Pasted Bloomberg/Everpure design-win news with no author position or actionable bullish call; should be watch, not long.
Сред.
13:51
10 авг
10 авг
Author remains long amid strong revenue growth
Author remains in a long position, highlighting the company's strong fundamentals including its first $1B revenue quarter and $600M+ free cash flow.
Сред.
19:39
30 июн
30 июн
Watch $P as activist Jana Partners built a position.
Watch $P as activist Jana Partners built a position, but author expresses no personal directional view.
Сред.
23:32
24 июн
24 июн
Следите за Pure Storage, поскольку архитектура all-flash увеличивает свою долю в средах ИИ.
Следите за Pure Storage, поскольку архитектура all-flash увеличивает свою долю в средах ИИ, хотя высокие цены на NAND могут оказать давление на валовую прибыль, если перенос затрат на потребителя будет запаздывать.
Сред.
14:54
05 июн
05 июн
The author describes a market rotation where AI leaders sold off while cooling and storage.
The author describes a market rotation where AI leaders sold off while cooling and storage names gained, advising trimming parabolic moves and redeploying into oversold sectors without taking a personal position.
Низ.
15:20
03 июн
03 июн
The author exited P for a gain but lacks strong conviction.
The author exited P for a gain but lacks strong conviction, added KOPN and LMND shares with cautious enthusiasm, and holds cash, indicating a mixed but not strongly directional stance.
Низ.
22:53
01 июн
01 июн
Watch PSTG as part of the AI storage TAM expansion.
Watch PSTG as part of the AI storage TAM expansion, but with competitive headwinds from HPE's MP storage growth; mixed read-through.
Сред.
20:23
01 июн
01 июн
The author discloses a heavily concentrated long position in RKLB as 75-80% of their portfolio.
The author discloses a heavily concentrated long position in RKLB as 75-80% of their portfolio and is holding through volatility, while noting smaller positions in P and ONDS showed strength on a net bad day.
Низ.
01:00
01 июн
01 июн
The tweet contains only a ticker and an eye emoji.
The tweet contains only a ticker and an eye emoji, providing no explicit directional view or position disclosure.
Низ.
11:35
29 мая
29 мая
Watch PSTG for AI storage demand tailwinds, but offset by NetApp's competitive displacement.
Watch PSTG for AI storage demand tailwinds, but offset by NetApp's competitive displacement risk; net category exposure.
Сред.
12:08
28 мая
28 мая
Post-earnings analyst PT increases from both Morgan Stanley ($84→$87.
Post-earnings analyst PT increases from both Morgan Stanley ($84→$87, Equalweight) and Wedbush ($100→$105, Outperform); sell-side constructive but split on conviction level.
Сред.
03:06
28 мая
28 мая
Buy Pure Storage as author holds a new long position; thesis rests on first $1B revenue quarter.
Buy Pure Storage as author holds a new long position; thesis rests on first $1B revenue quarter, 40% RPO growth, $600M+ FCF, and hyperscaler-driven AI/HPC data infrastructure demand, with management deliberately trading near-term NAND margins for long-term customer relationships and market share.
Сред.
01:35
28 мая
28 мая
Author believes long-term thesis strengthened despite near-term margin pressure from NAND cost spikes; revenue and guidance raised.
Выс.
21:02
27 мая
27 мая
Watch Pure Storage (P) around earnings. Author provides detailed research noting strong AI data.
Watch Pure Storage (P) around earnings. Author provides detailed research noting strong AI data infrastructure transition, record RPO of $3.7B, and beat-and-raise results, but flags margin compression risk and valuation premium as constraints. No explicit position disclosed.
Сред.
20:38
27 мая
27 мая
Buy $P into post-earnings weakness; revenue beat ($1.053B vs $1.004B est.) and raised FY27.
Buy $P into post-earnings weakness; revenue beat ($1.053B vs $1.004B est.) and raised FY27 guidance ($4.35B→$4.46B) make the ~8% selloff on a $0.01 EPS miss an overreaction, suggesting a near-term mean-reversion opportunity.
Сред.
19:32
27 мая
27 мая
Long P into earnings on continued software/subscription revenue growth.
Long P into earnings on continued software/subscription revenue growth, with a meaningful medium-term catalyst in META-related project revenues expected to materialize in 2H 2026; hardware exposure to flash memory shortage is a near-term risk to monitor.
Сред.
11:58
21 мая
21 мая
P earnings solid; pricing power, software growth
Buy P ahead of earnings; track record of solid results, pricing power offsetting flash memory supply constraints, and upcoming software/subscription update validates the company's rebrand beyond hardware.
Сред.
14:57
18 мая
18 мая
Notes new product release specifications
Highlights new product release specifications including massive boosts in vCPU cores and storage limits, no directional view.
Сред.
17:37
15 мая
15 мая
Author holds $P in current portfolio
Author discloses $P as a current portfolio holding, expressing overall satisfaction with the mix, indicating an ongoing long position.
Сред.
14:52
14 мая
14 мая
P addresses AI data center bottlenecks.
Notes P's products address memory and power bottlenecks for AI data centers, no explicit directional view stated.
Низ.
23:26
12 мая
12 мая
Overlooked data center memory play, 5x capacity
Buy $P as an under-the-radar data center memory storage play; author cites 5x capacity improvement and 50-80% power consumption reduction as key differentiators driving potential re-rating.
Сред.
Об аналитическом покрытии P
Buzzberg отслеживает P (Everpure, Inc.) в 12 источниках. Бычьих сигналов: 27, медвежьих: 0, от 12 аналитиков. Сентимент преимущественно бычий (48%). Всего отслеживается 56 торговых идей. За последние 7 дней: наблюдение: 1. Последние спикеры: thematictrader, DeItaone, crux_capital_.