Pure Storage Stock Jumps As Newly Renamed Everpure Posts Q4 Beat | Investor's Business DailyBREAKING: [Dow Futures Rise After Strong Nvidia Earnings]---Pure Storage (PSTG) stock jumped in Thursday trades after the enterprise data storage provider's fiscal Q4 results topped expectations. The earnings report comes the same week the company announced a rebrand to the name Everpure. Everpure on Wednesday reported adjusted earnings of 69 cents per share for the Feb. 1-ended quarter, up 53% from a year earlier. T ...

在英伟达最新的销售指引未能令投资者满意、以及在美伊即将展开高风险核谈判之际交易员纷纷降低仓 位的背景下，周四全球股市涨势开始停滞。 截至发稿，道指期货涨0.12%，标普500指数期货涨0.08%，纳指期货涨0.02%。 市场恐低估美伊会谈 投资者还将聚焦在日内于日内瓦举行的美伊会谈。布伦特原油突破每桶71美元，接近自7月以来的最高 水平，因为美国准备在日内瓦审查伊朗最新提案，以推动达成协议。美国总统唐纳德·特朗普此前给德 黑兰设定了3月1日至6日的达成协议期限，并威胁若对方未能遵守，将采取军事打击。 杰富瑞欧洲首席策略师Mohit Kumar写道："市场对短期风险过于掉以轻心。不能排除有限打击以及短期 紧张升级的可能性。我们在周末前降低了风险敞口。我们的中期观点仍然看多。" 欧洲股市企稳，市场消化密集的财报信息。泛欧STOXX 600指数基本持平，报633.34点，徘徊在纪录高 位附近。劳斯莱斯股价跳升至历史新高；而Syensqo SA因业绩不及预期而大跌。 德国DAX跌0.2%，医疗保健板块走弱，拜耳跌2.1%。意大利富时MIB在公用事业股上涨与金融股下跌 相互抵消下基本持平。西班牙IBEX跌0.3%，公用 ...

| PSTG Pure Storage | | | | --- | --- | --- | | 73 560 + +5.840 +8.62% | | 收盘价 02/25 16:00 美东 | | 76.340 1 2.780 +3.78% | | 盘前价 02/26 04:22 美东 | | 三 7 24 华 5 8 月 ♥ 白选 | | ● 快捷交易 | | 最高价 74.280 开盘价 68.750 | 成交量 661.96万 | | | 最低价 68.750 昨收价 67.720 | 成交额 4.87亿 | | | 平均价 73.564 | 市盈率TM 133.74 总市值 242.87亿 (--) | | | 振 幅 8.17% | 市盈率(静) 133.74 总股本 3.3亿 | | | 换手率 2.11% 市净率 16.798 | 流通值 230.32亿 | | | 52周最高 100.590 委 比 -33.33% | 流通股 3.13亿 | | | 52周景低 34.510 量 比 1.96 | 每 手 1股 | | | 历史最高 100.590 股息ITM -- | | | | 历史最低 7 ...

Nutanix (NasdaqGS:NTNX) Q2 2026 Earnings call February 25, 2026 04:30 PM ET Company ParticipantsRajiv Ramaswami - CEORich Valera - VP of Investor RelationsRukmini Sivaraman - CFOConference Call ParticipantsBen Bollin - Partner and Senior Equity Research AnalystBrandon Nispel - Director and Equity Research AnalystDan Bergstrom - Equity AnalystJames Fish - Managing Director and Senior Research AnalystMatthew Martino - VP and Software Equity Research AnalystMike Cikos - VP and Senior Equity Research AnalystNeh ...

Ac t i o n | 17 Feb 2026 04:30:04 ET │ 40 pages North America Hardware & Storage C4Q'25 Previews: Mixed Indicators on Hardware Demand As OEMs Navigate Component Headwinds CITI'S TAKE Hardware OEMs are expected to report later this month. End demand commentary continues to be mixed on component headwinds impacting PC demand, and Citi's 4Q CIO Survey suggesting momentum in IT HW spend as AI Capex continues to ramp, meanwhile Gen-AI impacts on HW budgets appear to be moderating qq. We earlier lowered CY26 PC u ...

Group 1 - The core viewpoint of the article highlights a decline in the U.S. stock market for storage concept stocks, with Seagate Technology dropping by 4% and Western Digital falling over 3% [1] - Samsung Electronics is reportedly negotiating prices for the new generation HBM4 chips, with quotes up to 30% higher than the previous generation, reaching approximately $700 [1] Group 2 - Seagate Technology (STX) experienced a decline of 4.03%, with a total market capitalization of $88.861 billion and a year-to-date increase of 47.80% [2] - Western Digital (WDC) saw a decrease of 3.40%, with a market cap of $97.211 billion and a year-to-date increase of 66.30% [2] - Silicon Motion (SIMO) fell by 1.73%, with a market cap of $4.434 billion and a year-to-date increase of 41.27% [2] - Micron Technology (MU) decreased by 1.02%, with a market cap of $468.921 billion and a year-to-date increase of 45.98% [2] - Rambus (RMBS) had a slight decline of 0.23%, with a market cap of $11.221 billion and a year-to-date increase of 13.29% [2] - Pure Storage (PSTG) saw a minor decrease of 0.14%, with a market cap of $23.937 billion and a year-to-date increase of 8.19% [2] - SanDisk (SNDK) was the only stock to rise, increasing by 1.75%, with a market cap of $90.258 billion and a year-to-date increase of 157.34% [2]

Core Insights - The demand for data storage and management solutions is driven by the explosion of data from AI, cloud computing, and digital transformation [1] - Pure Storage (PSTG) and NetApp (NTAP) are two key players in the data infrastructure sector, each with distinct strategic positioning and financial profiles [1][2] Summary of Pure Storage (PSTG) - PSTG's main products include FlashArray and FlashBlade, with an increasing emphasis on its Evergreen subscription model [3] - In the last quarter, PSTG reported a 16% revenue increase to $964.5 million, fueled by growth in Evergreen//One and virtualization offerings [4] - The company has exceeded its fiscal year target for hyperscale shipments, with expectations for continued momentum [5] - PSTG raised its fiscal 2026 revenue outlook to $3.63-$3.64 billion and projected non-GAAP operating income of $629-$639 million [6] - The company plans to invest more in R&D and go-to-market strategies, supported by strong cash flow and a $400 million share repurchase authorization [7] - Management anticipates challenges from rising commodity costs and supply chain pressures, which could impact margins and lead times [8] Summary of NetApp (NTAP) - NTAP focuses on intelligent data infrastructure, with a strong performance in its all-flash array business [9] - The company reported a modest 3% revenue growth to $1.71 billion, with a notable 9% increase in All-Flash Array revenues to $1 billion [10][11] - NTAP's Public Cloud services grew 32%, bolstered by partnerships with major hyperscalers like Amazon and Microsoft [12] - Despite growth in certain segments, NTAP faces challenges with revenue growth and competition from PSTG [13][14] - The company anticipates a third-quarter revenue guidance of $1.69 billion, indicating no expected reacceleration in growth [15] Price Performances & Valuations - Over the past month, PSTG stock has increased by 0.1%, while NTAP shares have decreased by 2.7% [18] - PSTG has a forward 12-month price/earnings ratio of 30.83X, significantly higher than NTAP's 11.95X [19] - Analysts have revised NTAP's earnings estimates downwards, while there is a marginal upward revision for PSTG [21][22] Investment Outlook - PSTG holds a Zacks Rank of 3 (Hold), while NTAP has a Zacks Rank of 4 (Sell), indicating that PSTG is currently viewed as the better investment option [24]

Core Insights - Western Digital Corporation (WDC) has expanded its buyback authorization by an additional $4 billion, supported by strong business momentum and cash generation [1] - The company generated $3.02 billion in revenues for the fiscal second quarter, reflecting a 7% sequential increase and a 25% year-over-year growth, primarily driven by data center demand and high-capacity hard disk drives [2] - Non-GAAP earnings per share reached $2.13, exceeding the Zacks Consensus Estimate of $1.95 and representing a 78% year-over-year increase [2] - Gross margin improved to 46.1%, a 770 basis point increase from the previous year, due to a favorable product mix and cost control measures [3] - Free cash flow for the quarter was $653 million, allowing the company to return over 100% of its free cash flow to shareholders through share repurchases and dividends [6] - WDC shipped over 3.5 million latest-generation ePMR drives, indicating strong customer adoption, and delivered a total of 215 exabytes to customers, marking a 22% year-over-year increase [5] Financial Performance - Non-GAAP operating income totaled $1.02 billion, up 72% year over year, with margins expanding more than 930 basis points to 33.8% [3] - The company has returned a total of $1.4 billion to shareholders through dividends and buybacks since launching its capital return program [6] - WDC carries $4.7 billion in long-term debt, which includes the current portion [7] Market Dynamics - The demand for higher-density storage is rising due to accelerated AI and cloud adoption, with WDC collaborating closely with hyperscale customers to meet this demand [4] - The company is advancing its technology roadmaps, including HAMR and ePMR, to drive the adoption of higher-capacity drives [4] - The storage industry remains cyclical, with potential sharp shifts in pricing and demand [7] Competitive Landscape - Seagate Technology has resumed share repurchases, indicating a shift in capital allocation strategy [9] - Pure Storage has announced its largest-ever share repurchase authorization of $400 million, reflecting confidence in business momentum and balance sheet strength [12] - WDC's shares have gained 27.1% over the past month, outperforming the Zacks Computer-Storage Devices industry, which increased by 25% [14] Valuation and Estimates - WDC's shares are currently trading at a forward price/earnings ratio of 21.83X, compared to the industry's 19.32X [15] - The Zacks Consensus Estimate for WDC's earnings for fiscal 2026 has been revised up by 17.4% to $8.96 over the past 60 days [16]

Core Insights - The report by Global Info Research focuses on the global NVMe-oF storage area network systems market, providing comprehensive analysis and insights into market size, key regions, major manufacturers, and industry trends [1][4] - The global NVMe-oF storage area network systems revenue is projected to reach approximately $9,775 million by 2025 and is expected to grow to $54,273 million by 2032, with a compound annual growth rate (CAGR) of 27.6% from 2026 to 2032 [1][3] Market Size and Growth Potential - The report aims to determine the total market size of NVMe-oF storage area network systems globally and in key countries/regions [3] - It assesses the growth potential of the NVMe-oF storage area network systems market and forecasts future growth for various products and end markets [3] Competitive Landscape - The report analyzes major participants in the NVMe-oF storage area network systems market based on parameters such as company profile, sales volume, revenue, pricing, gross margin, product portfolio, geographic distribution, and key developments [3] - Key companies covered in the report include Dell Technologies, Hewlett Packard Enterprise, Netapp, IBM, Huawei, Hitachi Vantara, Pure Storage, Inspur, Lenovo, Fujitsu, Oracle, Broadcom, Marvell, Micron Technology, Samsung Electronics, Western Digital, Kioxia, Vast Data, Weka, and Lightbits Labs [3][4] Market Drivers and Challenges - The report provides insights into the driving factors, constraints, opportunities, and key developments such as new product launches or approvals affecting the NVMe-oF storage area network systems market [4]

Core Insights - Western Digital Corporation's (WDC) shares have surged 305.2% over the past year, significantly outperforming the Zacks Computer-Storage Devices industry growth of 134.3% and the S&P 500's growth of 15.7% [1][8] - The primary driver of this growth is the increasing demand for data storage driven by AI and cloud workloads [1][8] Company Performance - WDC has outperformed its main competitor, Seagate Technology Holdings plc (STX), which rose 301.3%, and Pure Storage (PSTG), which increased by 12.6% during the same period [2] - The company reported $3.02 billion in revenue for the fiscal second quarter, marking a 25% year-over-year increase, primarily due to strong data center demand [11] - WDC's non-GAAP gross margin improved to 46.1%, up 770 basis points year over year, attributed to a transition to higher-capacity drives and effective cost management [11] Strategic Developments - At its Innovation Day 2026, WDC emphasized the reinvention of hard drives as essential for AI infrastructure, introducing a new financial model and branding [5] - The company is pursuing a dual-path strategy with its HDD technologies, focusing on both ePMR and HAMR to meet growing storage demands [6] - WDC plans to introduce a 40TB UltraSMR ePMR HDD in the second half of 2026 and a 100TB HAMR HDD by 2029, showcasing its commitment to innovation [6][10] Capital Return and Financial Health - WDC has returned $1.4 billion to shareholders through buybacks and dividends since launching its capital return program in 2025 [12][13] - The company declared a quarterly dividend of 12.5 cents per share and returned over 100% of free cash flow to shareholders in the fiscal second quarter [12] - As of January 2, 2026, WDC had cash and cash equivalents of $2 billion and long-term debt of $4.7 billion, indicating a need for careful financial management [14] Market Outlook - The Zacks Consensus Estimate for WDC's earnings for fiscal 2026 has been revised up by 17.4% to $8.96, while the estimate for fiscal 2027 has increased by 54.3% to $15.19 [17] - The ongoing demand for AI-generated data is expected to drive significant growth in storage needs, positioning WDC favorably for the future [19]