P Everpure, Inc. Loading... : Bullish and Bearish Analyst Opinions
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19:39
Jun 30
Jun 30
Watch $P as activist Jana Partners built a position, but author expresses no personal directional view.
MED
15:20
Jun 03
Jun 03
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.
LOW
20:23
Jun 01
Jun 01
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.
LOW
01:00
Jun 01
Jun 01
The tweet contains only a ticker and an eye emoji, providing no explicit directional view or position disclosure.
LOW
12:08
May 28
May 28
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.
MED
03:06
May 28
May 28
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.
MED
01:35
May 28
May 28
Author believes long-term thesis strengthened despite near-term margin pressure from NAND cost spikes; revenue and guidance raised.
HIGH
21:02
May 27
May 27
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.
MED
20:38
May 27
May 27
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.
MED
19:32
May 27
May 27
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.
MED
15:27
May 11
May 11
Long $P — phase 2 memory cycle (CXL memory pooling, Flash storage, NAND controllers); among names moving.
MED
01:04
May 11
May 11
Long $P — on the move; one of speaker's top picks from early February; slow mover finally waking up.
HIGH
20:05
May 09
May 09
Long Everpure (P) on its transition to AI data infrastructure, supported by strong RPO and Meta partnership, but wait for margin recovery to validate the premium valuation.
MED
13:10
May 08
May 08
Long $P — one of speaker's newest positions; turns NAND into enterprise-grade data infrastructure for AI/HPC, gives hyperscalers a dense flash architecture layer.
HIGH
About P Analyst Coverage
Buzzberg tracks P (Everpure, Inc.) across 6 sources. 8 bullish vs 0 bearish calls from 7 analysts. Sentiment: predominantly bullish (53%). 15 total trade ideas tracked. Latest voices: TheValueist, itschrisray, @itschrisray.