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 ...

| 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 ...

Everpure (NYSE:PSTG) Q4 2026 Earnings call February 25, 2026 05:00 PM ET Company ParticipantsAmit Daryanani - Senior Managing Director of Equity ResearchCharlie Giancarlo - Chairman and CEOMax Michaelis - Equity Research AssociatePaul Ziots - VP of Investor RelationsRob Lee - CTO and Growth OfficerTarek Robbiati - CFOConference Call ParticipantsAaron Rakers - Managing Director and Senior Equity AnalystAsiya Merchant - Director and Equity Research AnalystErik Woodring - Head of U.S. IT Hardware Research and ...

Everpure (NYSE:PSTG) Q4 2026 Earnings call February 25, 2026 05:00 PM ET Company ParticipantsAmit Daryanani - Senior Managing Director of Equity ResearchCharlie Giancarlo - Chairman and CEOMax Michaelis - Equity Research AssociatePaul Ziots - VP of Investor RelationsRob Lee - Chief Technology and Growth OfficerTarek Robbiati - CFOConference Call ParticipantsAaron Rakers - Managing Director and Senior Equity AnalystAsiya Merchant - Director, Equity Research AnalystErik Woodring - Head of U.S. IT Hardware Res ...

Everpure (NYSE:PSTG) Q4 2026 Earnings call February 25, 2026 05:00 PM ET Speaker9Good day. Welcome to Everpure's fourth quarter fiscal 2026 financial results conference call. Today's conference is being recorded. All lines will be muted during the presentation portion of the call, with an opportunity for questions and answers at the end. If you would like to ask a question, please press star one on your telephone keypad. At this time, I'd like to turn the call over to Paul Ziots, Vice President of Investor ...

Fiscal Q4 & Full Year 2026 Financial Results February 25, 2026 1 2 3 4 5 6 7 8 9 10 11 12 © 2026 Everpure Forward Looking Statements and Non-GAAP Information This presentation contains forward-looking statements regarding our products, business and operations, including but not limited to our views relating to our future period financial and business results, our ability to manage potential disruptions to our supply chain, our ability to procure a sufficient supply of flash and other components, the impact ...

Seagate Technology FY Conference Summary Company Overview - **Company**: Seagate Technology (NasdaqGS: STX) - **Date of Conference**: February 25, 2026 Industry Insights - **Market Dynamics**: The hard disk drive (HDD) market is experiencing growth, with Seagate agreeing with competitor Western Digital's forecast of mid-20s exabyte growth in nearline HDDs over the next three to five years [3][4]. - **Pricing Trends**: HDD pricing has remained stable, with slight increases year-on-year. Seagate expects average prices per terabyte to remain flat to slightly up, consistent with their pricing strategy established three years ago [5][8][14]. Key Points Growth and Demand - **Exabyte Production**: Seagate anticipates a 25% compound annual growth rate (CAGR) in exabyte production over the next three to four years, despite challenges in areal density improvements [25][33]. - **Demand vs. Supply**: Demand for HDDs is currently exceeding supply, with all produced units being sold. The company does not foresee a shift to NAND for large-scale data storage, as their infrastructure remains reliant on HDDs [17][23]. Pricing Strategy - **Contract Negotiations**: Seagate's pricing strategy involves consistent price increases during contract renewals, aiming to encourage customers to adopt newer, higher-capacity products [6][10]. - **Long-term Contracts**: The company is discussing pricing and volume agreements for 2026 and beyond, with a focus on maintaining stability in pricing [114][120]. Technology and Production - **HAMR Technology**: Seagate is advancing its Heat-Assisted Magnetic Recording (HAMR) technology, which is expected to improve areal density significantly. However, the current yield rates for HAMR products are not yet at the level of traditional Perpendicular Magnetic Recording (PMR) products [44][47]. - **Production Capacity**: Seagate's factories are currently operating at full capacity, and there are no immediate plans to increase unit production. The focus is on optimizing existing production to meet demand [37][43]. Financial Performance - **Gross Margins**: The company has seen consistent improvements in gross margins over the past 11 quarters, driven by stable pricing and cost reductions associated with higher-capacity drives [73][92]. - **Free Cash Flow**: Seagate plans to return over 75% of free cash flow to shareholders, with a focus on reducing debt, which has decreased from over $6 billion to below $4 billion [92][93]. Competitive Landscape - **Comparison with Western Digital**: Despite Seagate's advancements in HAMR technology, Western Digital currently maintains a slightly higher gross margin. This is attributed to differences in production optimization and product mix [77][82]. - **Market Positioning**: Seagate emphasizes that customers prioritize exabyte capacity and cost efficiency over the specific technology used in HDDs, indicating a strong market demand for larger capacity drives [150][152]. Additional Insights - **AI and Data Storage**: The rise of AI applications is driving demand for data storage, particularly in video AI and autonomous driving, which require significant data retention [125][130]. - **Total Cost of Ownership (TCO)**: The increasing NAND prices are widening the cost gap between HDDs and SSDs, but this is not significantly impacting Seagate's core business, which remains focused on data centers [95][96]. Conclusion Seagate Technology is positioned strongly within the HDD market, with a clear strategy focused on maintaining pricing stability, optimizing production, and leveraging technological advancements to meet growing demand. The company is navigating competitive pressures while ensuring robust returns to shareholders through effective cash flow management.

Western Digital Corporation (NASDAQ:WDC) is one of the Best Stocks to Buy and Hold For the Next 3 Years. On February 19, Western Digital Corporation (NASDAQ:WDC) announced that it is relaunching its G-DRIVE brand as a single umbrella for all its high-end external storage drives aimed at content creators. Management noted that the relaunch will result in the former SanDisk logo being replaced by “G.” This move follows the company’s split in 2025 to become a pure play HDD company. The initial product line- ...

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Core Insights - The global data storage market is projected to grow significantly, reaching $984.6 billion by 2034 at a CAGR of 16% [2] - Seagate Technology Holdings plc (STX) focuses on hardware drives, while NetApp, Inc. (NTAP) specializes in data management and hybrid cloud storage [1] Seagate Technology Holdings plc (STX) - Seagate specializes in HDDs and enterprise nearline storage, benefiting from rising demand driven by AI and cloud workloads [4][8] - Fiscal Q2 revenue reached $2.83 billion, a 22% year-over-year increase, supported by strong nearline cloud demand [4][7] - Non-GAAP gross margin exceeded 42%, aided by pricing strategies and high-capacity drive adoption [5] - The company is advancing HAMR technology, aiming for 10 terabytes per disk by early next decade [5] - Seagate's strong cash flow supports innovation, acquisitions, and shareholder returns, with $154 million returned to shareholders in the December quarter [9] - The company maintains capital discipline with fiscal 2026 capital spending expected to be 4-6% of revenue [10] - However, Seagate faces challenges from forex fluctuations, competition, and a high debt load of $4.5 billion against $1.05 billion in cash [11] NetApp, Inc. (NTAP) - NetApp provides enterprise storage and data management solutions, with growth driven by all-flash storage and AI solutions [12] - All-flash revenue grew 9% to $1 billion, with Keystone sales increasing 76% year-over-year [7][15] - The company emphasizes cybersecurity, enhancing its ransomware resilience capabilities [14] - Keystone storage-as-a-service is gaining traction, with revenues up 76% year-over-year [15] - NetApp returned $353 million to shareholders in fiscal Q2, supported by solid free cash flow [16] - The company remains cautious on spending due to macroeconomic uncertainties, projecting fiscal 2026 revenue between $6.625 billion and $6.875 billion [17] Price Performance and Valuation - Over the past year, STX shares surged 294.9%, while NTAP shares declined 19.8% [20] - STX trades at a price/earnings ratio of 24.82, compared to NTAP's 14.49 [21] - The Zacks Consensus Estimate for STX's fiscal 2026 earnings has been revised up 11.8% to $12.63, while NTAP's estimate has been revised down to $7.91 [25][27] Investment Considerations - STX benefits from strong demand for mass-capacity HDDs and margin expansion, but is exposed to hyperscaler capex cycles and earnings volatility [28] - NTAP is gaining from hybrid-cloud adoption and recurring revenue, but faces intense competition and slower growth compared to peers [28]