Our research suggests that these changes in estimates have a direct relationship with upcoming stock price performance. We developed the Zacks Rank to capitalize on this phenomenon. Our system takes these estimate changes into account and delivers a clear, actionable rating model. The Zacks Rank system, which varies between #1 (Strong Buy) and #5 (Strong Sell), carries an impressive track record of exceeding expectations, confirmed by external audits, with stocks at #1 delivering an average annual return of ...

My previous investment thought on Pure Storage (NYSE: PSTG ) (published in April 2024) was a buy rating because I believed it is well positioned to continue growing as the demand for storageI focus on long-term investments while incorporating short-term shorts to uncover alpha opportunities. My investment approach revolves around bottom-up analysis, delving into the fundamental strengths and weaknesses of individual companies. My investment duration is the medium to long-term. Ultimately, I aim to identify ...

SANTA CLARA, Calif., Jan. 7, 2025 /PRNewswire/ -- Pure Storage® (NYSE: PSTG), the IT pioneer that delivers the world's most advanced data storage technology and services, today announced the expansion of its strategic collaboration with Micron Technology, Inc. (NASDAQ: MU), a global leader in memory and storage solutions. This strategic collaboration enables the high-capacity and energy-efficient solutions that hyperscalers require using Micron G9 QLC NAND for future DirectFlash® Module products. The joint ...

Since I recommended Pure Storage (NYSE: NYSE: PSTG ) in my last article on the company, the stock has been up 24% compared to the S&P 500's ( SPX ) 5.6% rise as of DecemberI have been a Merchant Seaman that has traveled the world for over 30 years. Within the last 15 years, I developed a very intense interest in investing. I learned a lot of what I know about investing from The MF. Also because I have a engineering background, I often tend to gravitate to Tech stocksAnalyst’s Disclosure: I/we have no stock, ...

收入与增长 - 公司总收入在2025财年第三季度为8.31亿美元，同比增长9%[186] - 订阅服务收入在2025财年第三季度为3.76亿美元，同比增长22%[186] - 美国市场总收入在2025财年第三季度为5.62亿美元，同比增长5%[188] - 全球其他市场总收入在2025财年第三季度为2.69亿美元，同比增长18%[188] - 订阅年度经常性收入（ARR）在2025财年第三季度末为15.74亿美元，同比增长22%[191] - 剩余履约义务（RPO）在2025财年第三季度末为24亿美元，其中47%预计在未来12个月内确认[192] 产品与服务 - 公司在2025财年第三季度推出了Pure Fusion v2.0，作为现有Pure块存储阵列的无中断免费升级[168] - 公司在2025财年第三季度与CoreWeave达成战略合作伙伴关系，加速大规模AI云服务创新[168] - 公司在2025财年第三季度推出了Pure Storage Cloud for Microsoft Azure VMware Solution，提供完全托管的可扩展块存储即服务[170] - 公司在2025财年第三季度宣布与NVIDIA合作，认证FlashBlade//S500与NVIDIA DGX SuperPOD架构，加速企业AI部署[168] 成本与毛利率 - 产品成本收入在2025财年第三季度为151,754千美元，同比增长21%[195] - 订阅服务成本收入在2025财年第三季度为93,180千美元，同比增长12%[195] - 总成本收入在2025财年第三季度为248,150千美元，同比增长18%[195] - 产品毛利率在2025财年第三季度为66%，同比下降6个百分点[197] - 订阅服务毛利率在2025财年第三季度为75%，同比增长2个百分点[198] - 总毛利率在2025财年第三季度为70%，同比下降2个百分点[195] 费用与支出 - 研发费用在2025财年第三季度为150,859千美元，同比增长9%[202] - 销售和市场费用在2025财年第三季度为231,437千美元，同比增长9%[206] - 一般和管理费用在2025财年第三季度为50,883千美元，同比增长6%[209] - 2025财年第一三季度的重组和减值费用为15.9百万美元[211] 财务状况 - 第三季度和前三季度财年2025的其他收入（费用）净额分别为5,184千美元和50,684千美元，较财年2024分别增加11,972千美元和27,065千美元，主要由于现金、现金等价物和可交易证券余额增加以及利率上升带来的利息收入增加[213] - 第三季度和前三季度财年2025的所得税准备金分别为13,204千美元和29,171千美元，较财年2024分别增加4,198千美元（47%）和5,256千美元（22%），主要由于外国所得税增加[215] - 截至第三季度财年2025，公司拥有现金、现金等价物和可交易证券共计16亿美元，主要由银行存款、货币市场账户以及高评级债务工具组成[216] - 公司预计现有现金、现金等价物、可交易证券和循环信贷额度足以满足未来12个月的运营和资本需求[217] - 2024年8月，公司签订了5年期、3亿美元的循环信贷协议，用于一般公司用途和营运资金[218] - 2024年4月，公司从循环信贷额度中借款1亿美元，第三季度和前三季度财年2025的加权平均年利率分别为6.62%和6.76%[219] - 截至第三季度财年2025，公司已回购并注销约360万股普通股，平均回购价格为每股50.53美元，总回购金额为1.82亿美元，剩余回购授权金额为2.134亿美元[224] - 前三季度财年2025的经营活动产生的净现金为5.4509亿美元，较财年2024增加1.118亿美元，主要由于产品和服务销售的增加以及收款时间的改善[225][226] - 前三季度财年2025的投资活动使用的净现金为9,350.5万美元，主要由于1.706亿美元的资本支出，部分被8,450万美元的可交易证券净收益抵消[227] - 前三季度财年2025的融资活动使用的净现金为2.56381亿美元，主要由于1.82亿美元的股份回购和1.416亿美元的股权奖励税款，部分被5,170万美元的员工股票购买计划和2,120万美元的股票期权行使所抵消[230] 内部控制与法律事项 - 公司管理层在2025财年第三季度评估了披露控制和程序的有效性，结论是这些控制和程序在合理保证水平上设计和运行有效[245] - 在2025财年第三季度，公司没有发生任何对内部财务报告控制有重大影响或可能产生重大影响的变更[246] - 公司管理层认识到，任何控制和程序，无论设计得多好，只能提供实现控制目标的合理保证[247] - 公司目前不是任何可能对业务产生重大不利影响的法律诉讼的当事人[249]

Pure Storage, Inc’s (PSTG) shares have been performing well on the trading front, with a gain of 69.5% year to date (YTD). Headquartered in Mountain View, CA, Pure Storage provides software-defined all-flash solutions that are uniquely fast and cloud-capable for its customers.The stock has outperformed its sub-industry, the Zacks Computer and Technology sector and the S&P 500 composite’s growth of 45%, 32.4% and 27.4%, respectively.YTD Price PerformanceImage Source: Zacks Investment ResearchClosing at $60.2 ...

核心观点 - Pure Storage的订阅收入增长22%，推动了业绩提升，股价大幅上涨 [1] 财务表现 - Pure Storage第三季度调整后每股收益(EPS)为$0.50，营收同比增长9%至$831.1 million，均超出分析师预期 [1] - 订阅服务收入增长22%至$376.3 million，订阅年度经常性收入(ARR)也增长22%至$1.6 billion [1] 市场反应 - Pure Storage股价在公布业绩后上涨超过20% [1] - 今年以来，Pure Storage股价已上涨80% [2] 公司展望 - Pure Storage上调全年营收指引至$3.15 billion，此前预期为$3.10 billion [2] - CFO Kevan Krysler表示，季度业绩超出预期，展示了公司业务模式的持续强劲 [2]

Tired of losing money? Our Tech Contrarians team of Wall Street analysts sifts through the noise in the tech industry and captures outperformers through a coveted research process. We let the work speak for itself here .Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (othe ...

2024 is nearing its end, and with stock markets continuing to hover around all-time highs, I continue to be incredibly cautious about what I choose to invest in and retain in my portfolio. Active portfolio management, in my view, will be keyWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has been a regular c ...

Pure Storage's recent quarterly report arrived with plenty for investors to be excited about.Pure Storage (PSTG 24.50%) stock is making big gains in Wednesday's trading. The company's share price was up 23.9% as of 10:30 a.m. ET.Pure Storage published its third-quarter earnings results after the market closed yesterday and posted sales and earnings that beat the market's expectations. In addition to top- and bottom-line beats in Q3, the company also issued encouraging forward guidance and detailed contract ...