FINWIRES · TerminalLIVE
FINWIRES

$P

9 stories mentioning P

Every FINWIRES story that references P, newest first.

Insider Trading

Everpure Insider Sold Shares Worth $7,103,769, According to a Recent SEC Filing

John Colgrove, Director, Chief Visionary Officer, on June 10, 2026, sold 100,000 shares in Everpure (P) for $7,103,769. Following the Form 4 filing with the SEC, Colgrove has control over a total of 9,697,635 Class A common shares of the company, with 6,614,941 shares held directly and 3,082,694 controlled indirectly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1474432/000147443226000076/xslF345X05/wk-form4_1781297623.xml

$P
Research

Research Alert: CFRA Lowers Opinion On Shares Of Everpure, Inc. To Sell From Hold

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We cut our price target by $11 to $59, 22x our FY 28 (Jan.) EPS view, below PSTG's three-year average (~27x) on significant memory cost volatility that is creating margin/demand uncertainty. We lift our FY 27 EPS view by $0.10 to $2.38 and lower FY 28's by $0.09 to $2.69. Q1 FY 27 results continue to show strength on paper, with Product Revenue (55% of total) up 55% Y/Y (vs. 25% growth last quarter), Subscription revenue (45%) growing by 17% (vs. 16%) and RPO growing by 41% (vs. 40%). Still, PSTG's pricing strategy (emphasizing stability for customers) should inherently bring margin pressure if memory prices continue to rise as we expect, with price increases (70% on average year-to-date through late April) unable to keep up. We think this dynamic presents downside risk to 2H FY 27 forecasts as higher prices raise eyebrows and demand destruction starts to emerge in certain pockets. Hyperscaler customers offer more resilience, but so far Meta (revenues set to scale in 2H) remains the only confirmed customer.

$P
Wire

Everpure's Solid Demand, Share Gains to Support Upside Amid Prudent Guidance, Morgan Stanley Says

Everpure (P) is seeing solid demand and share gains that will likely drive upside into 2027, even amid guidance that was "conservatively framed" given H2 uncertainty, Morgan Stanley said in a note Thursday.About one-third of Everpure's fiscal Q1 revenue growth was from pricing/pull-in, but the other two-thirds were "driven by volume strength and share gains across enterprise and commercial segments," the note said.However, the company's increased 2027 guidance "still embeds prudence" as it does not have any "incremental pull-forward assumed" and there is also limited H2 visibility despite the solid demand, the investment firm said.Guidance for H2 is still "uncertain as demand elasticity to elevated NAND pricing and timing of any demand normalization remain unclear," the note said.The investment firm said it sees Everpure's Sept. 23 financial analyst event as an "emerging catalyst that could provide greater clarity on hyperscaler traction and longer-term growth drivers."Morgan Stanley lifted Everpure's price target to $87 from $84, while keeping the company's equalweight rating.Price: $72.00, Change: $-13.74, Percent Change: -16.03%

$P
Wire

UBS Adjusts Price Target on Everpure to $70 From $63, Maintains Sell Rating

Everpure, Inc. Class A (P) has an average rating of overweight and mean price target of $93, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $70.31, Change: $-15.43, Percent Change: -18.00%

$P
Research

Research Alert: Everpure: Strong Q1 Results, But Presence Of Pull-ins Questions Sustainability

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Everpure reported Q1 FY 27 results above expectations with revenue of $1.05B (+35% Y/Y) vs consensus ~$1.00B and non-GAAP EPS of $0.47 (+62% Y/Y) vs consensus $0.40, accelerating from Q4's 20% growth pace. Non-GAAP operating margin expanded 450 bps Y/Y to 15.1%, while product revenue grew 55% Y/Y and subscription ARR reached $2B (+19% Y/Y). We view the results as concerning given management's estimate that pull-ins and price increases drove roughly 1/3 of Q1's Y/Y revenue growth, with limited visibility beyond this fiscal year. FY 27 guidance beat expectations with revenue midpoint of $4.46B (+22% Y/Y), up 300 bps from prior 19% outlook, though management noted it's too early to call for further upside. We expect further demand destruction and HDD share gains at flash memory's expense throughout FY 27 and FY 28 as pricing discrepancies widen, though results are being inflated in the interim by component cost pressures and customer pull-ins.

$P
Wire

IT Hardware Stocks May Not Fully Reflect Macro, Earnings Risks, Morgan Stanley Says

IT hardware stocks may not fully reflect growing macro and earnings risks despite strong recent gains and elevated valuations, Morgan Stanley said Thursday in a report.Hardware stocks have outperformed over the past three months as spending has remained stronger than expected, supported by enterprise customers pulling forward demand and optimism around the "CPU Renaissance" theme, the report said.Earnings revisions are near 15-year highs, while the next 12-month price-to-earnings ratio is about four times the prior peak, the report said. The market is underestimating risks tied to the memory supercycle, supply-chain shortages, and a more volatile macroeconomic backdrop, Morgan Stanley said."However, our concerns won't necessarily materialize in a broad-based cautionary off-cycle earnings period, as the near-term resilience in spend is creating a more H2-loaded catalyst path," the report said.Over the next two weeks, earnings are expected to be mixed, with Dell Technologies (DELL) likely to report the strongest results, followed by Hewlett Packard Enterprise (HPE) and Everpure (P), while HP (HPQ) and NetApp (NTAP) face a higher risk of weaker margins and EPS guidance, the report said.Morgan Stanley boosted its price target on Dell to $170 from $110, raised Hewlett Packard Enterprise to $33 from $25, and lifted HP to $17 from $16.Price: $247.29, Change: $+4.35, Percent Change: +1.79%

$DELL$HPE$HPQ$NTAP$P
Research

Citigroup Downgrades Everpure to Neutral From Buy, Price Target is $90

Everpure (P) has an average rating of overweight and mean price target of $89.89, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)

$P
Insider Trading

Everpure Insider Sold Shares Worth $2,025,739, According to a Recent SEC Filing

John Colgrove, Director, Chief Visionary Officer, on April 24, 2026, sold 28,935 shares in Everpure (P) for $2,025,739. Following the Form 4 filing with the SEC, Colgrove has control over a total of 12,757,180 Class A common shares of the company, with 6,725,221 shares held directly and 6,031,959 controlled indirectly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1474432/000165190226000007/xslF345X05/wk-form4_1777407844.xml

$P
Insider Trading

Everpure Insider Sold Shares Worth $12,021,057, According to a Recent SEC Filing

John Colgrove, Director, Chief Visionary Officer, on April 21, 2026, sold 171,065 shares in Everpure (P) for $12,021,057. Following the Form 4 filing with the SEC, Colgrove has control over a total of 7,356,115 Class A common shares of the company, with 6,725,221 shares held directly and 630,894 controlled indirectly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1474432/000147443226000031/xslF345X05/wk-form4_1776983970.xml

$P