Everpure (P)
Market Price (8/27/2026): $111.8 | Market Cap: $37.0 BilSector: Information Technology | Industry: Technology Hardware, Storage & Peripherals
Everpure (P)
Market Price (8/27/2026): $111.8Market Cap: $37.0 BilSector: Information TechnologyIndustry: Technology Hardware, Storage & Peripherals
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 20%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 13% Megatrend and thematic driversMegatrends include Water Infrastructure. Themes include Water Treatment & Delivery, and Wastewater Management. | Weak multi-year price returns3Y Excs Rtn is -12% | Expensive valuation multiplesP/EBITPrice/EBIT or Price/(Operating Income) ratio is 139x, P/EPrice/Earnings or Price/(Net Income) is 159x Significant share based compensationSBC/Rev LTMShare Based Compensation / Revenue (Sales), Last Twelve Months (LTM) is 13% Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -3.7% |
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 20%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 13% |
| Megatrend and thematic driversMegatrends include Water Infrastructure. Themes include Water Treatment & Delivery, and Wastewater Management. |
| Weak multi-year price returns3Y Excs Rtn is -12% |
| Expensive valuation multiplesP/EBITPrice/EBIT or Price/(Operating Income) ratio is 139x, P/EPrice/Earnings or Price/(Net Income) is 159x |
| Significant share based compensationSBC/Rev LTMShare Based Compensation / Revenue (Sales), Last Twelve Months (LTM) is 13% |
| Yield minus risk free rate is negativeERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -3.7% |
Qualitative Assessment
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Updated on 8/26/2026
Everpure (P) stock has gained about 50% since 4/30/2026 because of the following key factors:
1. Strong Financial Performance Exceeding Market Expectations.
Everpure reported robust financial results for both fiscal Q1 2027 and fiscal Q2 2027, significantly surpassing analyst estimates. For fiscal Q1 2027, which ended May 3, 2026, the company announced revenue of $1.1 billion, a 35% year-over-year increase, beating consensus estimates of $997.88 million. Earnings per share (EPS) of $0.47 also exceeded the consensus of $0.40 by 17.5%. This strong performance was accompanied by increased guidance for fiscal year 2027 revenue and operating profit. Subsequently, for fiscal Q2 2027, which ended July 2026, Everpure again beat expectations, reporting revenue of $1.19 billion, an 8.33% surprise over the Zacks Consensus Estimate, and an earnings surprise of +18.64%. The company's consistent revenue growth, marking its eighth consecutive quarter of growth, underscored successful strategic initiatives and its pivotal role in the technology hardware sector.
2. Strategic Expansion and Innovation in AI and Hyperscale Data Management.
Everpure's focused expansion into artificial intelligence (AI) and hyperscale data management solutions has significantly fueled investor confidence. The company launched FlashBlade//EXA for AI and high-performance computing in fiscal year 2026 and introduced new offerings like Data Stream and Data-Primacy Architecture in June 2026 to enhance AI-ready data capabilities. Everpure's Enterprise Data Cloud vision, including the integration of 1touch, positions it to help businesses activate their data for the AI era. The company has seen "unprecedented AI-powered demand" and secured new hyperscaler wins, indicating a strong market position and future revenue potential in these high-growth areas.
Show more
Everpure (P) stock has gained about 50% since 4/30/2026 because of the following key factors:
1. Strong Financial Performance Exceeding Market Expectations.
Everpure reported robust financial results for both fiscal Q1 2027 and fiscal Q2 2027, significantly surpassing analyst estimates. For fiscal Q1 2027, which ended May 3, 2026, the company announced revenue of $1.1 billion, a 35% year-over-year increase, beating consensus estimates of $997.88 million. Earnings per share (EPS) of $0.47 also exceeded the consensus of $0.40 by 17.5%. This strong performance was accompanied by increased guidance for fiscal year 2027 revenue and operating profit. Subsequently, for fiscal Q2 2027, which ended July 2026, Everpure again beat expectations, reporting revenue of $1.19 billion, an 8.33% surprise over the Zacks Consensus Estimate, and an earnings surprise of +18.64%. The company's consistent revenue growth, marking its eighth consecutive quarter of growth, underscored successful strategic initiatives and its pivotal role in the technology hardware sector.
2. Strategic Expansion and Innovation in AI and Hyperscale Data Management.
Everpure's focused expansion into artificial intelligence (AI) and hyperscale data management solutions has significantly fueled investor confidence. The company launched FlashBlade//EXA for AI and high-performance computing in fiscal year 2026 and introduced new offerings like Data Stream and Data-Primacy Architecture in June 2026 to enhance AI-ready data capabilities. Everpure's Enterprise Data Cloud vision, including the integration of 1touch, positions it to help businesses activate their data for the AI era. The company has seen "unprecedented AI-powered demand" and secured new hyperscaler wins, indicating a strong market position and future revenue potential in these high-growth areas.
Show more
Updated on 8/26/2026
Everpure (P) stock has gained about 50% since 4/30/2026 because of the following key factors:
1. Strong Financial Performance Exceeding Market Expectations.
Everpure reported robust financial results for both fiscal Q1 2027 and fiscal Q2 2027, significantly surpassing analyst estimates. For fiscal Q1 2027, which ended May 3, 2026, the company announced revenue of $1.1 billion, a 35% year-over-year increase, beating consensus estimates of $997.88 million. Earnings per share (EPS) of $0.47 also exceeded the consensus of $0.40 by 17.5%. This strong performance was accompanied by increased guidance for fiscal year 2027 revenue and operating profit. Subsequently, for fiscal Q2 2027, which ended July 2026, Everpure again beat expectations, reporting revenue of $1.19 billion, an 8.33% surprise over the Zacks Consensus Estimate, and an earnings surprise of +18.64%. The company's consistent revenue growth, marking its eighth consecutive quarter of growth, underscored successful strategic initiatives and its pivotal role in the technology hardware sector.
2. Strategic Expansion and Innovation in AI and Hyperscale Data Management.
Everpure's focused expansion into artificial intelligence (AI) and hyperscale data management solutions has significantly fueled investor confidence. The company launched FlashBlade//EXA for AI and high-performance computing in fiscal year 2026 and introduced new offerings like Data Stream and Data-Primacy Architecture in June 2026 to enhance AI-ready data capabilities. Everpure's Enterprise Data Cloud vision, including the integration of 1touch, positions it to help businesses activate their data for the AI era. The company has seen "unprecedented AI-powered demand" and secured new hyperscaler wins, indicating a strong market position and future revenue potential in these high-growth areas.
3. Positive Analyst Sentiment and Upgraded Price Targets.
Throughout the period, numerous equity research analysts reiterated "Buy" or "Overweight" ratings and substantially raised their price targets for Everpure's stock. For example, in May 2026, Guggenheim increased its target from $105.00 to $115.00, and JPMorgan Chase & Co. raised its target from $80.00 to $92.00. This positive sentiment continued into August 2026, with Morgan Stanley lifting its target from $87.00 to $108.00 and Wedbush increasing its price objective from $105.00 to $127.00. More recently, Oppenheimer raised its target to $140 from $100, and TD Cowen increased its target to $170 from $100. These upward revisions reflect strong analyst conviction in Everpure's growth trajectory and market leadership.
Show less
Everpure (P) stock has gained about 50% since 4/30/2026 because of the following key factors:
1. Strong Financial Performance Exceeding Market Expectations.
Everpure reported robust financial results for both fiscal Q1 2027 and fiscal Q2 2027, significantly surpassing analyst estimates. For fiscal Q1 2027, which ended May 3, 2026, the company announced revenue of $1.1 billion, a 35% year-over-year increase, beating consensus estimates of $997.88 million. Earnings per share (EPS) of $0.47 also exceeded the consensus of $0.40 by 17.5%. This strong performance was accompanied by increased guidance for fiscal year 2027 revenue and operating profit. Subsequently, for fiscal Q2 2027, which ended July 2026, Everpure again beat expectations, reporting revenue of $1.19 billion, an 8.33% surprise over the Zacks Consensus Estimate, and an earnings surprise of +18.64%. The company's consistent revenue growth, marking its eighth consecutive quarter of growth, underscored successful strategic initiatives and its pivotal role in the technology hardware sector.
2. Strategic Expansion and Innovation in AI and Hyperscale Data Management.
Everpure's focused expansion into artificial intelligence (AI) and hyperscale data management solutions has significantly fueled investor confidence. The company launched FlashBlade//EXA for AI and high-performance computing in fiscal year 2026 and introduced new offerings like Data Stream and Data-Primacy Architecture in June 2026 to enhance AI-ready data capabilities. Everpure's Enterprise Data Cloud vision, including the integration of 1touch, positions it to help businesses activate their data for the AI era. The company has seen "unprecedented AI-powered demand" and secured new hyperscaler wins, indicating a strong market position and future revenue potential in these high-growth areas.
3. Positive Analyst Sentiment and Upgraded Price Targets.
Throughout the period, numerous equity research analysts reiterated "Buy" or "Overweight" ratings and substantially raised their price targets for Everpure's stock. For example, in May 2026, Guggenheim increased its target from $105.00 to $115.00, and JPMorgan Chase & Co. raised its target from $80.00 to $92.00. This positive sentiment continued into August 2026, with Morgan Stanley lifting its target from $87.00 to $108.00 and Wedbush increasing its price objective from $105.00 to $127.00. More recently, Oppenheimer raised its target to $140 from $100, and TD Cowen increased its target to $170 from $100. These upward revisions reflect strong analyst conviction in Everpure's growth trajectory and market leadership.
Show less
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Stock Movement Drivers
Fundamental Drivers
The 52.4% change in P stock from 4/30/2026 to 8/26/2026 was primarily driven by a 27.0% change in the company's P/E Multiple.| (LTM values as of) | 4302026 | 8262026 | Change |
|---|---|---|---|
| Stock Price ($) | 71.45 | 108.90 | 52.4% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 3,663 | 3,937 | 7.5% |
| Net Income Margin (%) | 5.1% | 5.7% | 11.9% |
| P/E Multiple | 125.5 | 159.4 | 27.0% |
| Shares Outstanding (Mil) | 330 | 331 | -0.2% |
| Cumulative Contribution | 52.4% |
Market Drivers
4/30/2026 to 8/26/2026| Return | Correlation | |
|---|---|---|
| P | 52.4% | |
| Market (SPY) | 6.6% | 46.3% |
| Sector (XLK) | 14.6% | 60.3% |
Fundamental Drivers
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Market Drivers
1/31/2026 to 8/26/2026| Return | Correlation | |
|---|---|---|
| P | ||
| Market (SPY) | 11.0% | 45.6% |
| Sector (XLK) | 27.2% | 59.6% |
Fundamental Drivers
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Market Drivers
7/31/2025 to 8/26/2026| Return | Correlation | |
|---|---|---|
| P | ||
| Market (SPY) | 22.2% | 45.6% |
| Sector (XLK) | 39.7% | 59.6% |
Fundamental Drivers
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Market Drivers
7/31/2023 to 8/26/2026| Return | Correlation | |
|---|---|---|
| P | ||
| Market (SPY) | 73.3% | 45.6% |
| Sector (XLK) | 108.9% | 59.6% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| P Return | - | - | - | - | - | 54% | 54% |
| Peers Return | 30% | -13% | 52% | 37% | 9% | 95% | 400% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 12% | 104% |
Monthly Win Rates [3] | |||||||
| P Win Rate | - | - | - | - | - | 60% | |
| Peers Win Rate | 62% | 43% | 65% | 60% | 50% | 65% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 50% | |
Max Drawdowns [4] | |||||||
| P Max Drawdown | - | - | - | - | - | - | |
| Peers Max Drawdown | -19% | -37% | -16% | -29% | -39% | -27% | |
| S&P 500 Max Drawdown | -5% | -25% | -10% | -8% | -19% | -9% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: DELL, HPE, NTAP, IBM, NTNX.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 8/26/2026 (YTD)
How Low Can It Go
P has limited trading history. Below is the Information Technology sector ETF (XLK) in its place.
| Event | XLK | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -25.7% | -18.8% |
| % Gain to Breakeven | 34.5% | 23.1% |
| Time to Breakeven | 65 days | 79 days |
| 2024 Yen Carry Trade Unwind | ||
| % Loss | -17.0% | -7.8% |
| % Gain to Breakeven | 20.4% | 8.5% |
| Time to Breakeven | 92 days | 18 days |
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -10.0% | -9.5% |
| % Gain to Breakeven | 11.2% | 10.5% |
| Time to Breakeven | 15 days | 24 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -33.1% | -24.5% |
| % Gain to Breakeven | 49.5% | 32.4% |
| Time to Breakeven | 246 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -31.2% | -33.7% |
| % Gain to Breakeven | 45.2% | 50.9% |
| Time to Breakeven | 78 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -23.8% | -19.2% |
| % Gain to Breakeven | 31.2% | 23.8% |
| Time to Breakeven | 100 days | 105 days |
In The Past
State Street Technology Select Sector SPDR ETF's stock fell -25.7% during the 2025 US Tariff Shock. Such a loss loss requires a 34.5% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
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P has limited trading history. Below is the Information Technology sector ETF (XLK) in its place.
| Event | XLK | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -25.7% | -18.8% |
| % Gain to Breakeven | 34.5% | 23.1% |
| Time to Breakeven | 65 days | 79 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -33.1% | -24.5% |
| % Gain to Breakeven | 49.5% | 32.4% |
| Time to Breakeven | 246 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -31.2% | -33.7% |
| % Gain to Breakeven | 45.2% | 50.9% |
| Time to Breakeven | 78 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -23.8% | -19.2% |
| % Gain to Breakeven | 31.2% | 23.8% |
| Time to Breakeven | 100 days | 105 days |
| 2008-2009 Global Financial Crisis | ||
| % Loss | -51.5% | -53.4% |
| % Gain to Breakeven | 106.2% | 114.4% |
| Time to Breakeven | 797 days | 1085 days |
In The Past
State Street Technology Select Sector SPDR ETF's stock fell -25.7% during the 2025 US Tariff Shock. Such a loss loss requires a 34.5% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
About Everpure (P)
Pandora Media, Inc. provides Internet music platform services in North America. The company allows its listeners to create personalized stations to access music and comedy catalogs, as well as personalized playlist generating system; and offers Pandora Plus and Pandora Premium, a paid subscription service to listeners. Pandora Media, Inc. also sells audio, display, and video advertising to advertisers for delivery on computer, mobile, and other connected device platforms. In addition, the company offers ticketing and marketing software and services for venues and event promoters to promote their events, as well as allow fans to find and purchase tickets for events. Pandora Media, Inc. was founded in 2000 and is headquartered in Oakland, California.
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Here are 1-3 brief analogies for Pandora Media, Inc. (symbol: P):
- Spotify for personalized radio stations.
- YouTube for audio, specializing in personalized music and comedy.
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Pandora Media, Inc. (P) primarily serves individuals as the end-users of its core music and comedy streaming platform, while also catering to businesses through its advertising and event services. Its major customer categories include:
- Individual Listeners and Subscribers: These are the core users who access Pandora's personalized music and comedy content. This category includes both users of the free, ad-supported service and subscribers to paid tiers such as Pandora Plus and Pandora Premium.
- Advertisers: Businesses and organizations that purchase audio, display, and video advertising space on Pandora's platform to reach its diverse audience across various connected devices.
- Entertainment Industry Businesses: This category encompasses venues and event promoters who utilize Pandora's specialized ticketing and marketing software and services to promote their events and facilitate ticket sales.
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- Universal Music Group (UMG.AS)
- Sony Corporation (SONY)
- Warner Music Group Corp. (WMG)
- Amazon.com, Inc. (AMZN)
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1. Dominance of comprehensive on-demand music streaming platforms: The emergence and rapid growth of services like Spotify and Apple Music, which offered vast on-demand music libraries alongside advanced personalization features, directly threatened Pandora's core internet radio model. These platforms shifted consumer expectations toward greater control over music selection and a more expansive listening experience, putting pressure on Pandora to adapt its offerings.
2. Deep integration of music services within technology ecosystems: Major technology companies such as Apple, Amazon, and Google leveraged their dominant hardware and software ecosystems (e.g., iPhones, Android devices, smart speakers) to integrate and promote their own music streaming services. This created a significant competitive disadvantage for standalone platforms like Pandora, making it harder to acquire and retain users who increasingly defaulted to pre-installed or seamlessly integrated services within their chosen device ecosystems.
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Peer Outperformance in Technology Hardware, Storage & Peripherals
nullShare of Technology Hardware, Storage & Peripherals constituents that P has outperformed, by holding period. Peers without a full price history over a given window are excluded from that window.
1Y
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insufficient peer history
3Y
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insufficient peer history
5Y
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insufficient peer history
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Median price return by industry across the Information Technology sector, ranked by 5Y. Technology Hardware, Storage & Peripherals is P's own industry. Use this to see which corners of the sector have carried the returns.
| Industry | Names | 1Y med | 3Y med | 5Y med | Top 3 by 5Y |
|---|---|---|---|---|---|
| Electronic Manufacturing Services | 9 | 60.9% | 202.9% | 332.0% | TTMI 762% · FLEX 713% · JBL 409% |
| Semiconductor Materials & Equipment | 27 | 140.9% | 76.3% | 102.3% | AEHR 1112% · AXTI 599% · KLAC 463% |
| Technology Distributors | 9 | 26.7% | 58.8% | 68.8% | CLMB 327% · AVT 149% · SNX 111% |
| Electronic Components | 26 | 54.7% | 60.2% | 51.9% | CLS 3128% · BELFA 1299% · LPTH 491% |
| Communications Equipment | 35 | 30.2% | 85.7% | 37.3% | AAOI 1458% · LITE 980% · ANET 768% |
| Semiconductors | 54 | 29.9% | 31.4% | 26.6% | POET 1884% · MU 1200% · NVDA 829% |
| Technology Hardware, Storage & Peripherals ← | 22 | 35.0% | 85.7% | 21.8% | STX 1038% · SMCI 946% · DELL 945% |
| Internet Services & Infrastructure | 6 | 17.8% | 39.3% | 12.6% | DOCN 92% · VRSN 39% · GDDY 29% |
| Electronic Equipment & Instruments | 27 | -7.3% | 10.9% | -5.4% | PI 166% · ACFN 144% · OSIS 114% |
| IT Consulting & Other Services | 28 | -26.0% | -6.4% | -21.0% | CHRN 556479% · APLD 988% · TSSI 674% |
| Application Software | 123 | -19.8% | -12.0% | -45.7% | VIDA 263900% · INLX 5061% · PLTR 590% |
| Systems Software | 69 | -9.2% | 11.7% | -55.4% | QNC 713% · PAYS 425% · PANW 341% |
Median of constituents with a full price history over each window. Top names are unfiltered by size in this render.
Latest Trefis Analyses
| Title | Date | |
|---|---|---|
| DASHBOARDS | ||
| Everpure Stock Rockets 41% With 7-Day Winning Streak | 08/15/2026 | |
| Everpure Stock 6-Day Winning Spree: Stock Climbs 40% | 08/14/2026 | |
| Everpure Stock On Fire: Up 33% With 5-Day Winning Streak | 08/13/2026 | |
| ARTICLES | ||
| 7 Green Days In A Row: Everpure Stock Is Up 41% | 08/17/2026 | |
| 6 Green Days In A Row: Everpure Stock Is Up 40% | 08/14/2026 | |
| 5 Green Days In A Row: Everpure Stock Is Up 33% | 08/13/2026 | |
| Mid Cap Stocks Trading At 52-Week High | 05/08/2026 | |
| Can Pandora End The Year On A Strong Note After Solid Q3? | 11/12/2018 |
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 151.38 |
| Mkt Cap | 56.2 |
| Rev LTM | 22,860 |
| Op Inc LTM | 1,972 |
| FCF LTM | 2,929 |
| FCF 3Y Avg | 1,966 |
| CFO LTM | 4,212 |
| CFO 3Y Avg | 3,246 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 18.4% |
| Rev Chg 3Y Avg | 11.5% |
| Rev Chg Q | 23.9% |
| QoQ Delta Rev Chg LTM | 5.4% |
| Op Inc Chg LTM | 41.0% |
| Op Inc Chg 3Y Avg | 21.4% |
| Op Mgn LTM | 8.0% |
| Op Mgn 3Y Avg | 7.0% |
| QoQ Delta Op Mgn LTM | 0.9% |
| CFO/Rev LTM | 20.6% |
| CFO/Rev 3Y Avg | 22.3% |
| FCF/Rev LTM | 16.1% |
| FCF/Rev 3Y Avg | 17.5% |
Price Behavior
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P Betas & Captures as of 7/31/2026
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 3.19 | 3.13 | 2.83 | -0.94 | -0.45 | -0.07 |
| Up Beta | 7.55 | 4.17 | 2.39 | 2.49 | -1.31 | 0.54 |
| Down Beta | 0.58 | 2.44 | 2.01 | 0.05 | -0.56 | 0.07 |
| Up Capture | 266% | 363% | 398% | 191% | 85% | 8% |
| Bmk +ve Days | 11 | 22 | 35 | 67 | 138 | 427 |
| Stock +ve Days | 11 | 21 | 33 | 40 | 40 | 40 |
| Down Capture | 270% | 260% | 270% | 142% | 94% | 53% |
| Bmk -ve Days | 11 | 21 | 28 | 59 | 114 | 326 |
| Stock -ve Days | 11 | 22 | 30 | 32 | 32 | 32 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with P | |
|---|---|---|---|---|
| P | 62.9% | 72.3% | 2.18 | - |
| Sector ETF (XLK) | 40.4% | 26.0% | 1.27 | 59.6% |
| Equity (SPY) | 20.3% | 12.8% | 1.18 | 45.6% |
| Gold (GLD) | 36.2% | 28.8% | 1.06 | 14.9% |
| Commodities (DBC) | 37.6% | 20.3% | 1.46 | 5.8% |
| Real Estate (VNQ) | 11.8% | 13.6% | 0.57 | -34.5% |
| Bitcoin (BTCUSD) | -28.6% | 43.6% | -0.65 | 13.1% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with P | |
|---|---|---|---|---|
| P | 10.2% | 72.3% | 2.18 | - |
| Sector ETF (XLK) | 20.0% | 25.9% | 0.69 | 59.6% |
| Equity (SPY) | 13.2% | 17.2% | 0.59 | 45.6% |
| Gold (GLD) | 20.3% | 18.7% | 0.89 | 14.9% |
| Commodities (DBC) | 10.4% | 19.6% | 0.41 | 5.8% |
| Real Estate (VNQ) | 2.5% | 18.9% | 0.03 | -34.5% |
| Bitcoin (BTCUSD) | 12.0% | 52.7% | 0.41 | 13.1% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with P | |
|---|---|---|---|---|
| P | 5.0% | 72.3% | 2.18 | - |
| Sector ETF (XLK) | 24.1% | 25.0% | 0.88 | 59.6% |
| Equity (SPY) | 15.2% | 17.9% | 0.72 | 45.6% |
| Gold (GLD) | 12.6% | 16.3% | 0.64 | 14.9% |
| Commodities (DBC) | 7.4% | 18.0% | 0.33 | 5.8% |
| Real Estate (VNQ) | 5.1% | 20.7% | 0.21 | -34.5% |
| Bitcoin (BTCUSD) | 63.5% | 66.1% | 1.03 | 13.1% |
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Earnings Returns History
Updated 8/26/2026| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 5/27/2026 | -14.8% | -5.7% | -19.3% |
| SUMMARY STATS | |||
| # Positive | 0 | 0 | 0 |
| # Negative | 1 | 1 | 1 |
| Median Positive | |||
| Median Negative | -14.8% | -5.7% | -19.3% |
| Max Positive | |||
| Max Negative | -14.8% | -5.7% | -19.3% |
| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 5/27/2026 | -14.8% | -5.7% | -19.3% |
| SUMMARY STATS | |||
| # Positive | 0 | 0 | 0 |
| # Negative | 1 | 1 | 1 |
| Median Positive | |||
| Median Negative | -14.8% | -5.7% | -19.3% |
| Max Positive | |||
| Max Negative | -14.8% | -5.7% | -19.3% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 04/30/2026 | 06/05/2026 | 10-Q |
| 01/31/2026 | 03/25/2026 | 10-K |
| 10/31/2025 | 12/10/2025 | 10-Q |
| 07/31/2025 | 09/10/2025 | 10-Q |
| 04/30/2025 | 06/11/2025 | 10-Q |
| 01/31/2025 | 03/27/2025 | 10-K |
| 10/31/2024 | 12/12/2024 | 10-Q |
| 07/31/2024 | 09/11/2024 | 10-Q |
| 04/30/2024 | 06/13/2024 | 10-Q |
| 01/31/2024 | 04/01/2024 | 10-K |
| 10/31/2023 | 12/15/2023 | 10-Q |
| 07/31/2023 | 09/14/2023 | 10-Q |
| 04/30/2023 | 06/16/2023 | 10-Q |
| 01/31/2023 | 04/03/2023 | 10-K |
| 10/31/2022 | 12/15/2022 | 10-Q |
| 07/31/2022 | 09/15/2022 | 10-Q |
| Report Date | Filing Date | Filing |
|---|---|---|
| 04/30/2026 | 06/05/2026 | 10-Q |
| 01/31/2026 | 03/25/2026 | 10-K |
| 10/31/2025 | 12/10/2025 | 10-Q |
| 07/31/2025 | 09/10/2025 | 10-Q |
| 04/30/2025 | 06/11/2025 | 10-Q |
| 01/31/2025 | 03/27/2025 | 10-K |
| 10/31/2024 | 12/12/2024 | 10-Q |
| 07/31/2024 | 09/11/2024 | 10-Q |
| 04/30/2024 | 06/13/2024 | 10-Q |
| 01/31/2024 | 04/01/2024 | 10-K |
| 10/31/2023 | 12/15/2023 | 10-Q |
| 07/31/2023 | 09/14/2023 | 10-Q |
| 04/30/2023 | 06/16/2023 | 10-Q |
| 01/31/2023 | 04/03/2023 | 10-K |
| 10/31/2022 | 12/15/2022 | 10-Q |
| 07/31/2022 | 09/15/2022 | 10-Q |
| 04/30/2022 | 06/16/2022 | 10-Q |
| 01/31/2022 | 04/07/2022 | 10-K |
| 10/31/2021 | 12/07/2021 | 10-Q |
| 07/31/2021 | 09/08/2021 | 10-Q |
| 04/30/2021 | 06/08/2021 | 10-Q |
| 01/31/2021 | 03/25/2021 | 10-K |
| 10/31/2020 | 12/09/2020 | 10-Q |
| 07/31/2020 | 09/11/2020 | 10-Q |
| 04/30/2020 | 06/11/2020 | 10-Q |
| 01/31/2020 | 03/27/2020 | 10-K |
| 10/31/2019 | 12/09/2019 | 10-Q |
| 07/31/2019 | 08/30/2019 | 10-Q |
Recent Forward Guidance
Updated 8/26/2026Latest: Q2 2027 Earnings Reported 8/26/2026
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| Q3 2027 Revenue | 1.32 Bil | 1.33 Bil | 1.33 Bil | ||||
| Q3 2027 Revenue YoY Growth Rate | 37.0% | 37.5% | 38.0% | ||||
| Q3 2027 Non-GAAP Operating Income | 265.00 Mil | 270.00 Mil | 275.00 Mil | ||||
| Q3 2027 Non-GAAP Operating Income YoY Growth Rate | 35.0% | 37.5% | 40.0% | ||||
| 2027 Revenue | 5.03 Bil | 5.05 Bil | 5.07 Bil | 13.2% | Raised | Guidance: 4.46 Bil for 2027 | |
| 2027 Revenue YoY Growth Rate | 37.0% | 37.5% | 38.0% | 16.0% | Raised | Guidance: 21.5% for 2027 | |
| 2027 Non-GAAP Operating Income | 940.00 Mil | 950.00 Mil | 960.00 Mil | 13.1% | Raised | Guidance: 840.00 Mil for 2027 | |
| 2027 Non-GAAP Operating Income YoY Growth Rate | 48.0% | 49.5% | 51.0% | 17.0% | Raised | Guidance: 32.5% for 2027 | |
Prior: Q1 2027 Earnings Reported 5/27/2026
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| Q2 2027 Revenue | 1.09 Bil | 1.10 Bil | 1.10 Bil | ||||
| Q2 2027 Revenue YoY Growth Rate | 27.0% | 27.5% | 28.0% | ||||
| Q2 2027 Non-GAAP Operating Income | 195.00 Mil | 200.00 Mil | 205.00 Mil | ||||
| Q2 2027 Non-GAAP Operating Income YoY Growth Rate | 50.0% | 54.0% | 58.0% | ||||
| 2027 Revenue | 4.41 Bil | 4.46 Bil | 4.51 Bil | 2.5% | Raised | Guidance: 4.35 Bil for 2027 | |
| 2027 Revenue YoY Growth Rate | 20.0% | 21.5% | 23.0% | 3.0% | Raised | Guidance: 18.5% for 2027 | |
| 2027 Non-GAAP Operating Income | 820.00 Mil | 840.00 Mil | 860.00 Mil | 5.0% | Raised | Guidance: 800.00 Mil for 2027 | |
| 2027 Non-GAAP Operating Income YoY Growth Rate | 29.0% | 32.5% | 36.0% | 6.5% | Raised | Guidance: 26.0% for 2027 | |
Q4 2026 Earnings Reported 2/25/2026
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| Q1 2027 Revenue | 990.00 Mil | 1.00 Bil | 1.01 Bil | -2.9% | Lower New | Actual: 1.03 Bil for Q4 2026 | |
| Q1 2027 Revenue YoY Growth Rate | 27.0% | 28.5% | 30.0% | 11.4% | Higher New | Actual: 17.05% for Q4 2026 | |
| Q1 2027 Non-GAAP Operating Income | 125.00 Mil | 130.00 Mil | 135.00 Mil | -42.2% | Lower New | Actual: 225.00 Mil for Q4 2026 | |
| Q1 2027 Non-GAAP Operating Income YoY Growth Rate | 51.0% | 57.0% | 63.0% | 10.0% | Higher New | Actual: 46.95% for Q4 2026 | |
| 2027 Revenue | 4.30 Bil | 4.35 Bil | 4.40 Bil | 19.7% | Higher New | Actual: 3.63 Bil for 2026 | |
| 2027 Revenue YoY Growth Rate | 17.0% | 18.5% | 20.0% | 3.8% | Higher New | Actual: 14.7% for 2026 | |
| 2027 Non-GAAP Operating Income | 780.00 Mil | 800.00 Mil | 820.00 Mil | 26.2% | Higher New | Actual: 634.00 Mil for 2026 | |
| 2027 Non-GAAP Operating Income YoY Growth Rate | 23.0% | 26.0% | 29.0% | 12.7% | Higher New | Actual: 13.3% for 2026 | |
Q3 2026 Earnings Reported 12/2/2025
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| Q4 2026 Revenue | 1.02 Bil | 1.03 Bil | 1.04 Bil | ||||
| Q4 2026 Revenue Growth | 16.5% | 17.05% | 17.6% | ||||
| Q4 2026 Operating Income | 220.00 Mil | 225.00 Mil | 230.00 Mil | ||||
| Q4 2026 Non-GAAP Operating Income Growth | 43.7% | 46.95% | 50.2% | ||||
| 2026 Revenue | 3.63 Bil | 3.63 Bil | 3.64 Bil | 0.6% | Raised | Guidance: 3.62 Bil for 2026 | |
| 2026 Revenue Growth | 14.5% | 14.7% | 14.9% | 0.7% | Raised | Guidance: 14.0% for 2026 | |
| 2026 Operating Income | 629.00 Mil | 634.00 Mil | 639.00 Mil | 3.1% | Raised | Guidance: 615.00 Mil for 2026 | |
| 2026 Non-GAAP Operating Income Growth | 12.4% | 13.3% | 14.2% | 3.4% | Raised | Guidance: 9.95% for 2026 | |
Insider Activity
Updated 8/13/2026| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Colgrove, John | Chief Visionary Officer | CRT | Sell | 8132026 | 111.47 | 100,000 | Form | ||
| 2 | Colgrove, John | Chief Visionary Officer | CRT | Sell | 8132026 | 104.39 | 100,000 | Form | ||
| 3 | Giancarlo, Charles H | CEO | Direct | Sell | 8122026 | 98.94 | 70,000 | 6,925,759 | 159,252,579 | Form |
| 4 | Colgrove, John | Chief Visionary Officer | CRT | Sell | 8112026 | 95.26 | 100,000 | Form | ||
| 5 | Colgrove, John | Chief Visionary Officer | Trust | Sell | 8112026 | 98.70 | 100,000 | 9,870,254 | 248,236,876 | Form |
| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Colgrove, John | Chief Visionary Officer | CRT | Sell | 8132026 | 111.47 | 100,000 | Form | ||
| 2 | Colgrove, John | Chief Visionary Officer | CRT | Sell | 8132026 | 104.39 | 100,000 | Form | ||
| 3 | Giancarlo, Charles H | CEO | Direct | Sell | 8122026 | 98.94 | 70,000 | 6,925,759 | 159,252,579 | Form |
| 4 | Colgrove, John | Chief Visionary Officer | CRT | Sell | 8112026 | 95.26 | 100,000 | Form | ||
| 5 | Colgrove, John | Chief Visionary Officer | Trust | Sell | 8112026 | 98.70 | 100,000 | 9,870,254 | 248,236,876 | Form |
| 6 | Colgrove, John | Chief Visionary Officer | CRT | Sell | 8112026 | 90.01 | 35,185 | Form | ||
| 7 | Colgrove, John | Chief Visionary Officer | CRT | Sell | 8062026 | 85.66 | 89,720 | Form | ||
| 8 | Colgrove, John | Chief Visionary Officer | Trust | Sell | 7142026 | 79.82 | 100,000 | 7,982,329 | 204,746,739 | Form |
| 9 | Giancarlo, Charles H | CEO | Direct | Sell | 7132026 | 80.68 | 70,000 | 5,647,773 | 135,514,044 | Form |
| 10 | Giancarlo, Charles H | CEO | Direct | Sell | 7132026 | 80.05 | 65,800 | 5,267,290 | 140,055,240 | Form |
| 11 | Taylor, Susan JS | Direct | Sell | 7132026 | 81.74 | 8,543 | 698,305 | 7,733,258 | Form | |
| 12 | Singh, Ajay | Chief Product Officer | Direct | Sell | 7102026 | 78.12 | 9,787 | 764,560 | 26,634,155 | Form |
| 13 | Giancarlo, Charles H | CEO | Direct | Sell | 7022026 | 80.01 | 4,200 | 336,042 | 145,249,914 | Form |
| 14 | Brown, Andrew William Fraser | Direct | Sell | 6292026 | 72.57 | 4,735 | 343,619 | 2,008,955 | Form | |
| 15 | Yen, Mallun | Direct | Sell | 6242026 | 76.90 | 4,735 | 364,122 | 3,328,309 | Form | |
| 16 | Colgrove, John | Chief Visionary Officer | Trust | Sell | 6122026 | 71.04 | 99,900 | 7,096,769 | 185,766,288 | Form |
| 17 | Colgrove, John | Chief Visionary Officer | Trust | Sell | 6122026 | 70.00 | 100 | 7,000 | 186,543,000 | Form |
| 18 | Colgrove, John | Chief Visionary Officer | CRT | Sell | 6042026 | 85.32 | 10,280 | Form | ||
| 19 | Colgrove, John | Chief Visionary Officer | CRT | Sell | 5132026 | 84.04 | 100,000 | Form | ||
| 20 | Colgrove, John | Chief Visionary Officer | Trust | Sell | 5132026 | 87.82 | 100,000 | 8,781,933 | 234,038,511 | Form |
| 21 | Giancarlo, Charles H | CEO | Direct | Sell | 5132026 | 87.66 | 580,000 | 50,845,327 | 162,146,889 | Form |
| 22 | Colgrove, John | Chief Visionary Officer | Trust | Sell | 5072026 | 75.31 | 29,108 | 2,192,123 | 35,222,035 | Form |
| 23 | Colgrove, John | Chief Visionary Officer | Trust | Sell | 5072026 | 75.01 | 27,578 | 2,068,626 | 37,265,118 | Form |
| 24 | Colgrove, John | Chief Visionary Officer | Trust | Sell | 5072026 | 75.12 | 77,579 | 5,827,734 | 39,391,426 | Form |
| 25 | Colgrove, John | Chief Visionary Officer | Trust | Sell | 4282026 | 70.01 | 28,935 | Form | ||
| 26 | Colgrove, John | Chief Visionary Officer | Trust | Sell | 4232026 | 70.06 | 71,959 | 5,041,367 | 2,027,154 | Form |
| 27 | Colgrove, John | Chief Visionary Officer | Trust | Sell | 4232026 | 70.50 | 82,266 | 5,799,879 | 4,718,456 | Form |
| 28 | Colgrove, John | Chief Visionary Officer | Trust | Sell | 4232026 | 70.06 | 16,840 | 1,179,810 | 6,613,033 | Form |
| 29 | Murphy, John Francis | Direct | Sell | 1062026 | 68.89 | 4,038 | 278,178 | 1,079,369 | Form | |
| 30 | Singh, Ajay | Chief Product Officer | Direct | Sell | 12232025 | 67.14 | 7,178 | 481,931 | 14,441,210 | Form |
| 31 | Colgrove, John | Chief Visionary Officer | CRT | Sell | 12092025 | 71.31 | 100,000 | Form | ||
| 32 | Colgrove, John | Chief Visionary Officer | CRT | Sell | 11122025 | 91.59 | 100,000 | 9,158,935 | 9,158,935 | Form |
| 33 | Colgrove, John | Chief Visionary Officer | CRT | Sell | 10162025 | 92.49 | 100,000 | 9,248,931 | 18,497,863 | Form |
| 34 | Chu, Mona | Chief Accounting Officer | Direct | Sell | 10012025 | 84.91 | 9,091 | 771,917 | 9,115,343 | Form |
| 35 | Singh, Ajay | Chief Product Officer | Direct | Sell | 9262025 | 85.85 | 7,014 | 602,152 | 19,686,006 | Form |
| 36 | Chu, Mona | Chief Accounting Officer | Direct | Sell | 9232025 | 88.08 | 5,155 | 454,052 | 10,256,388 | Form |
| 37 | Fitzsimons, Dan | Chief Revenue Officer | Direct | Sell | 9232025 | 87.42 | 6,051 | 528,978 | 5,486,392 | Form |
| 38 | Colgrove, John | Chief Visionary Officer | CRT | Sell | 9222025 | 87.33 | 100,000 | 8,733,094 | 26,199,282 | Form |
| 39 | Chu, Mona | Chief Accounting Officer | Direct | Sell | 9172025 | 84.39 | 12,299 | 1,037,913 | 10,683,774 | Form |
| 40 | Singh, Ajay | Chief Product Officer | Direct | Sell | 9122025 | 82.38 | 18,280 | 1,505,906 | 20,033,580 | Form |
| 41 | Taylor, Roxanne | Direct | Sell | 9052025 | 76.93 | 3,000 | 230,790 | 1,257,267 | Form | |
| 42 | Chu, Mona | Chief Accounting Officer | Direct | Sell | 9042025 | 76.51 | 17,500 | 1,338,925 | 10,627,162 | Form |
| 43 | Colgrove, John | Chief Visionary Officer | CRT | Sell | 8282025 | 60.08 | 95,300 | 5,725,624 | 24,032,000 | Form |
| 44 | Colgrove, John | Chief Visionary Officer | CRT | Sell | 8282025 | 60.01 | 4,700 | 282,047 | 29,722,953 | Form |
| 45 | Colgrove, John | Chief Visionary Officer | Trust | Sell | 7312025 | 60.32 | 34,824 | 2,100,581 | 42,342,106 | Form |
| 46 | Colgrove, John | Chief Visionary Officer | CRT | Sell | 7312025 | 60.32 | 163,925 | 9,887,942 | 30,159,957 | Form |
| 47 | Colgrove, John | Chief Visionary Officer | Trust | Sell | 7312025 | 60.02 | 60,672 | 3,641,533 | 44,221,716 | Form |
| 48 | Colgrove, John | Chief Visionary Officer | CRT | Sell | 7312025 | 60.02 | 127,068 | 7,626,621 | 39,848,778 | Form |
| 49 | Colgrove, John | Chief Visionary Officer | Trust | Sell | 7312025 | 60.09 | 4,504 | 270,645 | 47,919,071 | Form |
| 50 | Colgrove, John | Chief Visionary Officer | CRT | Sell | 7312025 | 60.09 | 9,007 | 541,231 | 47,530,769 | Form |
Investor Activity (13F)
Updated Aug 27, 202613F holdings as of Mar 31, 2026 (Q1 2026)
Active managers (13F portfolio over $250M, at least 3 holdings) with a position over $5M that is either over 10% of their portfolio or held in a concentrated book of 50 or fewer total positions. Index/ETF, sovereign, bank, community-bank and charitable/donor-advised filers are excluded.
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Core Cache Last Updated: 8/26/2026