Everpure (PSTG)
Market Price (5/8/2026): $76.45 | Market Cap: $25.3 BilSector: Information Technology | Industry: Technology Hardware, Storage & Peripherals
Everpure (PSTG)
Market Price (5/8/2026): $76.45Market Cap: $25.3 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 24%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 17% Megatrend and thematic driversMegatrends include Artificial Intelligence, and Cloud Computing. Themes include Data Centers & Infrastructure, Infrastructure as a Service (IaaS), Show more. | Weak multi-year price returns2Y Excs Rtn is -13% | Expensive valuation multiplesP/EBITPrice/EBIT or Price/(Operating Income) ratio is 98x, P/EPrice/Earnings or Price/(Net Income) is 119x 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 -3.3% Key risksPSTG key risks include [1] declining operating margins as rising R&D and sales expenses outpace revenue growth, Show more. |
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 24%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 17% |
| Megatrend and thematic driversMegatrends include Artificial Intelligence, and Cloud Computing. Themes include Data Centers & Infrastructure, Infrastructure as a Service (IaaS), Show more. |
| Weak multi-year price returns2Y Excs Rtn is -13% |
| Expensive valuation multiplesP/EBITPrice/EBIT or Price/(Operating Income) ratio is 98x, P/EPrice/Earnings or Price/(Net Income) is 119x |
| 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 -3.3% |
| Key risksPSTG key risks include [1] declining operating margins as rising R&D and sales expenses outpace revenue growth, Show more. |
Qualitative Assessment
AI Analysis | Feedback
1. Downward Revisions in Analyst Price Targets and Cautious Outlooks. Despite Everpure (PSTG) reporting strong fiscal Q4 2026 earnings on February 25, 2026, beating revenue estimates by 2.5% with $1.06 billion and non-GAAP EPS by 7% with $0.69, some analyst sentiment shifted negatively, contributing to the stock's decline. For example, Trefis issued an "Unattractive" opinion on March 11, 2026, suggesting a potential fall to $44 after the stock had already dropped 19.7% in less than a month, from $76.05 on February 11, 2026, to $61.04. JPMorgan Chase & Co. also cut its price target for Everpure from $105.00 to $80.00 on April 16, 2026. Overall, the average price target from analysts was revised downward by 4.13% in the three months leading up to April 16, 2026.
2. Significant Insider Selling Activity by a Key Executive. A notable factor contributing to the stock's downward trend was substantial insider selling by John Colgrove, Chief Visionary Officer. Between April 21 and April 24, 2026, Colgrove engaged in multiple transactions totaling approximately $14.05 million in proceeds from selling PSTG shares. Specific transactions included selling 71,959 shares for over $5.04 million on April 23, 2026, and 82,266 shares for nearly $5.80 million on April 22, 2026. Such significant sales by a high-ranking insider can be interpreted negatively by the market, signaling potential concerns about future company performance.
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Stock Movement Drivers
Fundamental Drivers
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Market Drivers
1/31/2026 to 5/7/2026| Return | Correlation | |
|---|---|---|
| PSTG | -2.5% | |
| Market (SPY) | 3.6% | 62.0% |
| Sector (XLK) | 18.1% | 74.2% |
Fundamental Drivers
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Market Drivers
10/31/2025 to 5/7/2026| Return | Correlation | |
|---|---|---|
| PSTG | -31.3% | |
| Market (SPY) | 5.5% | 47.8% |
| Sector (XLK) | 13.2% | 58.3% |
Fundamental Drivers
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Market Drivers
4/30/2025 to 5/7/2026| Return | Correlation | |
|---|---|---|
| PSTG | 49.5% | |
| Market (SPY) | 30.4% | 46.1% |
| Sector (XLK) | 62.6% | 55.4% |
Fundamental Drivers
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Market Drivers
4/30/2023 to 5/7/2026| Return | Correlation | |
|---|---|---|
| PSTG | 197.0% | |
| Market (SPY) | 78.7% | 52.0% |
| Sector (XLK) | 129.7% | 60.3% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| PSTG Return | 44% | -18% | 33% | 72% | 9% | 1% | 200% |
| Peers Return | 33% | -19% | 49% | 34% | 69% | 56% | 467% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 8% | 96% |
Monthly Win Rates [3] | |||||||
| PSTG Win Rate | 58% | 42% | 42% | 50% | 67% | 50% | |
| Peers Win Rate | 63% | 42% | 62% | 63% | 60% | 68% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 60% | |
Max Drawdowns [4] | |||||||
| PSTG Max Drawdown | -25% | -31% | -17% | -2% | -39% | -15% | |
| Peers Max Drawdown | -6% | -32% | -7% | -5% | -29% | -13% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | -7% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: NTAP, DELL, HPE, IBM, WDC. See PSTG Returns vs. Peers.
[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 5/7/2026 (YTD)
How Low Can It Go
| Event | PSTG | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -45.2% | -18.8% |
| % Gain to Breakeven | 82.6% | 23.1% |
| Time to Breakeven | 146 days | 79 days |
| 2024 Yen Carry Trade Unwind | ||
| % Loss | -22.1% | -7.8% |
| % Gain to Breakeven | 28.4% | 8.5% |
| Time to Breakeven | 167 days | 18 days |
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -17.9% | -9.5% |
| % Gain to Breakeven | 21.8% | 10.5% |
| Time to Breakeven | 43 days | 24 days |
| 2023 SVB Regional Banking Crisis | ||
| % Loss | -27.9% | -6.7% |
| % Gain to Breakeven | 38.7% | 7.1% |
| Time to Breakeven | 28 days | 31 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -30.2% | -24.5% |
| % Gain to Breakeven | 43.3% | 32.4% |
| Time to Breakeven | 373 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -53.2% | -33.7% |
| % Gain to Breakeven | 113.5% | 50.9% |
| Time to Breakeven | 246 days | 140 days |
In The Past
Everpure's stock fell -45.2% during the 2025 US Tariff Shock. Such a loss loss requires a 82.6% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
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| Event | PSTG | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -45.2% | -18.8% |
| % Gain to Breakeven | 82.6% | 23.1% |
| Time to Breakeven | 146 days | 79 days |
| 2024 Yen Carry Trade Unwind | ||
| % Loss | -22.1% | -7.8% |
| % Gain to Breakeven | 28.4% | 8.5% |
| Time to Breakeven | 167 days | 18 days |
| 2023 SVB Regional Banking Crisis | ||
| % Loss | -27.9% | -6.7% |
| % Gain to Breakeven | 38.7% | 7.1% |
| Time to Breakeven | 28 days | 31 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -30.2% | -24.5% |
| % Gain to Breakeven | 43.3% | 32.4% |
| Time to Breakeven | 373 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -53.2% | -33.7% |
| % Gain to Breakeven | 113.5% | 50.9% |
| Time to Breakeven | 246 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -42.5% | -19.2% |
| % Gain to Breakeven | 74.0% | 23.7% |
| Time to Breakeven | 772 days | 105 days |
| 2016-2017 Trump Reflation Bond Selloff | ||
| % Loss | -31.4% | -3.7% |
| % Gain to Breakeven | 45.7% | 3.9% |
| Time to Breakeven | 130 days | 6 days |
| 2015-2016 China Devaluation / Global Growth Scare | ||
| % Loss | -27.3% | -12.2% |
| % Gain to Breakeven | 37.5% | 13.9% |
| Time to Breakeven | 594 days | 62 days |
| 2014-2016 Oil Price Collapse | ||
| % Loss | -27.3% | -6.8% |
| % Gain to Breakeven | 37.5% | 7.3% |
| Time to Breakeven | 594 days | 15 days |
In The Past
Everpure's stock fell -45.2% during the 2025 US Tariff Shock. Such a loss loss requires a 82.6% 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 (PSTG)
AI Analysis | Feedback
1. Pure Storage is like Dell EMC for modern, all-flash data infrastructure.
2. Pure Storage is like NetApp, but focused on cloud-native data management and high-performance flash storage.
AI Analysis | Feedback
* FlashArray: Provides block-oriented storage for traditional workloads like databases and virtual machines, including high-performance (XL) and cost-optimized (C) variants. * FlashBlade: A unified fast file and object storage platform designed for unstructured data workloads. * FlashStack: A converged infrastructure solution that combines compute, network, and storage components. * FlashRecover: An all-flash data protection solution for modern recovery needs. * AIRI: A full-stack, AI-ready infrastructure solution optimized for artificial intelligence workloads. * Portworx: A cloud-native Kubernetes data management solution for containerized applications. * Purity Software: The core software providing enterprise data services like data reduction, protection, and encryption across Pure Storage products. * Evergreen Storage Subscription: A subscription model offering non-disruptive upgrades and continuous innovation for storage ownership. * Pure as-a-Service: A comprehensive, consumption-based storage-as-a-service offering. * Cloud Block Store: Delivers enterprise-grade block storage for applications running in public cloud environments. * Professional Services: Encompasses technical, professional, training, education, and certification services to support customers.AI Analysis | Feedback
Pure Storage, Inc. (PSTG) sells its data storage technologies, products, and services primarily to other companies (a business-to-business model).
The company's offerings, such as FlashArray, FlashBlade, FlashStack, and Portworx, are designed for enterprise-class data services. They serve the data storage and management needs of businesses across various industries for workloads including databases, applications, virtual machines, unstructured data, and AI-ready infrastructure.
The provided background information does not list the names of specific major customer companies.
AI Analysis | Feedback
Charles Giancarlo, Chairman and Chief Executive Officer
Charles Giancarlo has served as the Chairman and Chief Executive Officer of Pure Storage since August 2017. He is an American entrepreneur and investor with four decades of experience in the technology industry. Prior to Pure Storage, he was a Managing Director and Head of Value Creation at Silver Lake Partners from 2008 to 2013, where he co-led the acquisition of Skype from eBay and served as Executive Chairman during its eventual sale to Microsoft. He also served as interim CEO of Avaya. Before Silver Lake, Giancarlo spent 15 years at Cisco Systems, culminating in his role as Executive Vice President, CTO, and Chief Development Officer, where he led product development and product management activities. He co-founded Telecom Systems in 1984 and Adaptive Corporation in 1988. He currently serves on the boards of Arista Networks and Zscaler.
Tarek Robbiati, Chief Financial Officer
Tarek Robbiati was appointed Chief Financial Officer of Pure Storage, effective June 24, 2025. He brings over 25 years of financial and leadership experience in the global technology sector. Prior to joining Pure Storage, he served as CEO of RingCentral from August 2023 to December 2023. From September 2018 to August 2023, Robbiati was the CFO of Hewlett Packard Enterprise Company (HPE), where he focused on improving gross margins, operating profit margins, and free cash flow, and transitioning the company into an "everything-as-a-service" business. Before HPE, he served as CFO at Sprint Corporation from August 2015 to February 2018, leading turnaround efforts. His career also includes leadership positions at Telstra Corporation, Orange Plc, Atradius, Lehman Brothers, and Andersen Consulting (now Accenture).
John "Coz" Colgrove, Founder and Chief Visionary Officer
John "Coz" Colgrove co-founded Pure Storage in October 2009 and currently serves as the Chief Visionary Officer. Before co-founding Pure Storage, he was a top engineer at Veritas Software.
Ajay Singh, Chief Product Officer
Ajay Singh is the Chief Product Officer at Pure Storage, responsible for overseeing the company's product strategy and development. He has held leadership roles at other prominent technology companies, including VMware, Hewlett-Packard, and BMC Software, bringing extensive expertise in engineering and business management.
Patrick Finn, Chief Revenue Officer
Patrick Finn was appointed Chief Revenue Officer for Pure Storage, effective November 4, 2025, where he leads global sales and channels. He has over three decades of sales and leadership experience in both private and public sectors, having most recently served as Vice President of Americas sales at Cloudflare. His previous senior sales leadership positions include roles at Fortune 500 companies such as Cisco, Pepsi-Cola, and IBM.
AI Analysis | Feedback
The key risks to Pure Storage, Inc.'s business (PSTG) include:
- Intense Competition: Pure Storage operates in a highly competitive market against established players such as Dell EMC, Hewlett Packard Enterprise, IBM, and NetApp, as well as emerging competitors and cloud hyperscalers. These rivals often possess greater financial resources and existing customer relationships, which can lead to aggressive pricing strategies and bundled offerings, potentially hindering Pure Storage's market share and growth prospects.
- Rapidly Evolving Technology and Market Shifts: The data storage industry is characterized by continuous technological advancements, including the integration of AI, cloud-native features, and advanced data services. Pure Storage faces the risk of needing to constantly innovate and adapt its product portfolio to meet these evolving demands, particularly in the areas of cloud and AI infrastructure spend. Failure to keep pace or effectively capitalize on these shifts, or an inability to successfully transition to new consumption models like storage-as-a-service, could negatively impact its competitive position and revenue.
- Supply Chain and Geopolitical Risks: Pure Storage relies on a limited number of contract manufacturers for product assembly, which exposes the company to risks related to quality control, supply chain disruptions, and cost fluctuations. Furthermore, geopolitical tensions and changes in trade policies or tariffs could exacerbate these vulnerabilities, potentially disrupting supply chains, increasing operational costs, and impacting the company's ability to meet customer demand.
AI Analysis | Feedback
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Here are the addressable market sizes for Pure Storage's main products and services:All-Flash Array Market
The global all-flash array market was estimated at USD 23.38 billion in 2025 and is projected to grow to USD 65.09 billion by 2031, at a Compound Annual Growth Rate (CAGR) of 18.62%. Another estimate places the global market at USD 31.6 billion in 2025, with a projection to reach USD 132.2 billion by 2035, exhibiting a CAGR of 15.4%. In 2023, the market was valued at USD 14.59 billion and is expected to reach USD 74.62 billion by 2032, growing at a CAGR of 19.93%. In terms of regional share, North America commanded 38.24% of the all-flash array market revenue in 2025. The U.S. all-flash array market alone was valued at USD 4.18 billion in 2023 and is expanding at a 19.6% CAGR. Pure Storage holds approximately 12% market share in the global all-flash array market and is a top-five vendor. The company is also recognized as the number two vendor of all-flash systems in the enterprise market, with a 21.1% market share in Q1 2024.Storage-as-a-Service (STaaS) Market
The global storage as a service market was estimated at USD 40.34 billion in 2024 and is projected to reach USD 186.48 billion by 2033, growing at a CAGR of 18.6% from 2025 to 2033. Other estimates indicate the market size was USD 79.84 billion in 2024, with a projection to grow to USD 480.48 billion by 2035, at a CAGR of 17.72%. Another report valued the global market at USD 55.94 billion in 2024, poised to increase to USD 549.56 billion by 2033, at a CAGR of 28.9%. North America dominated the storage as a service market with the largest revenue share of 38.2% in 2024. It is considered the largest market, holding approximately 45% of the global market share.AI Analysis | Feedback
Here are 3-5 expected drivers of future revenue growth for Everpure (PSTG) over the next 2-3 years:
- Growth in Subscription Services: Pure Storage continues to see strong momentum in its subscription services, including Evergreen//One and Pure as-a-Service, which are transitioning the company to a recurring revenue model. Annual Recurring Revenue (ARR) has shown consistent growth, and remaining performance obligations (RPO) are surging, providing strong visibility into future revenue streams.
- Expansion into the Hyperscaler Market: The company has secured a significant "design win with a top 4 hyperscaler" and anticipates substantial revenue contributions from these initiatives by fiscal year 2027. Early field trials are expected in fiscal year 2026, with large-scale production deployments projected for calendar year 2026 (corresponding to fiscal year 2027).
- Increasing Demand for AI-Ready Storage Solutions: Pure Storage is well-positioned to capitalize on the booming demand for AI-ready storage infrastructure. Its FlashBlade platform, designed for unstructured data and AI workloads, is central to this strategy. New offerings like FlashBlade//EXA for AI and HPC workloads, along with increased demand for its Portworx solution in containerized applications driven by AI analytics, are expected to fuel growth.
- New Product Innovations and Portfolio Expansion: The introduction of advanced products and technologies, such as the 150-terabyte and upcoming 300-terabyte DirectFlash modules, and the launch of Fusion v2, are expected to revolutionize enterprise data management. Strong sales performance across existing offerings, particularly FlashArray//E and FlashArray//C, also continues to contribute to revenue growth.
AI Analysis | Feedback
Share Repurchases
- In December 2025, Pure Storage's board of directors authorized an incremental share repurchase of up to an additional $400 million, bringing the total remaining authorization to approximately $420 million, including about $20 million left from a prior program announced in February 2025.
- A $250 million share repurchase program was announced in February 2025.
- Pure Storage completed a US$390 million share buyback in August 2025.
Outbound Investments
- In November 2024, Pure Storage made a strategic investment in CoreWeave to accelerate AI cloud services innovation, coupled with a strategic partnership to integrate the Pure Storage platform into CoreWeave Cloud.
- Pure Storage announced its intent to acquire 1touch.io, a data intelligence platform for sensitive data discovery and management, in February 2026.
Capital Expenditures
- Pure Storage's capital expenditures were $195.2 million in fiscal year 2024 and are projected to be $226.7 million for fiscal year 2025.
- Forecasted capital expenditures for upcoming years include $266.5 million for fiscal year 2026, $303.1 million for 2027, and $338.9 million for 2028.
- The company's investments are focused on technology innovation, research and development, and expanding into AI-related storage solutions, hyperscaler opportunities, and the Enterprise Data Cloud approach.
Latest Trefis Analyses
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| ARTICLES |
Trade Ideas
Select ideas related to PSTG.
| Date | Ticker | Company | Category | Trade Strategy | 6M Fwd Rtn | 12M Fwd Rtn | 12M Max DD |
|---|---|---|---|---|---|---|---|
| 04302026 | PLTR | Palantir Technologies | Monopoly | MY | Getting CheaperMonopoly-Like with P/S DeclineLarge cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple | 0.0% | 0.0% | 0.0% |
| 04102026 | ADSK | Autodesk | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | 8.5% | 8.5% | 0.0% |
| 04102026 | BSY | Bentley Systems | Dip Buy | DB | FCFY OPMDip Buy with High FCF Yield and High MarginBuying dips for companies with high FCF yield and meaningfully high operating margin | 4.2% | 4.2% | 0.0% |
| 04102026 | ENPH | Enphase Energy | Dip Buy | DB | P/E OPMDip Buy with Low PE and High MarginBuying dips for companies with tame PE and meaningfully high operating margin | 5.7% | 5.7% | 0.0% |
| 04102026 | BL | BlackLine | Dip Buy | DB | CFO/Rev | Low D/EDip Buy with High Cash Flow MarginsBuying dips for companies with significant cash flows from operations and reasonable debt / market cap | 3.2% | 3.2% | -3.0% |
| 03312025 | PSTG | Everpure | Monopoly | MY | Getting CheaperMonopoly-Like with P/S DeclineLarge cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple | 87.3% | 33.4% | -16.0% |
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 229.62 |
| Mkt Cap | 95.8 |
| Rev LTM | 23,760 |
| Op Inc LTM | 2,696 |
| FCF LTM | 2,530 |
| FCF 3Y Avg | 1,744 |
| CFO LTM | 3,886 |
| CFO 3Y Avg | 3,040 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 15.0% |
| Rev Chg 3Y Avg | 5.8% |
| Rev Chg Q | 19.4% |
| QoQ Delta Rev Chg LTM | 4.7% |
| Op Inc Chg LTM | 19.7% |
| Op Inc Chg 3Y Avg | 11.2% |
| Op Mgn LTM | 13.0% |
| Op Mgn 3Y Avg | 9.8% |
| QoQ Delta Op Mgn LTM | 0.5% |
| CFO/Rev LTM | 22.2% |
| CFO/Rev 3Y Avg | 18.2% |
| FCF/Rev LTM | 17.3% |
| FCF/Rev 3Y Avg | 11.9% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 95.8 |
| P/S | 3.2 |
| P/Op Inc | 20.7 |
| P/EBIT | 19.6 |
| P/E | 22.3 |
| P/CFO | 14.5 |
| Total Yield | 4.5% |
| Dividend Yield | 1.4% |
| FCF Yield 3Y Avg | 6.2% |
| D/E | 0.2 |
| Net D/E | 0.1 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | 18.2% |
| 3M Rtn | 22.8% |
| 6M Rtn | 14.4% |
| 12M Rtn | 63.1% |
| 3Y Rtn | 162.6% |
| 1M Excs Rtn | 8.1% |
| 3M Excs Rtn | 14.9% |
| 6M Excs Rtn | 5.8% |
| 12M Excs Rtn | 32.7% |
| 3Y Excs Rtn | 85.7% |
Comparison Analyses
Price Behavior
| Market Price | $67.80 | |
| Market Cap ($ Bil) | 22.4 | |
| First Trading Date | 10/07/2015 | |
| Distance from 52W High | -31.3% | |
| 50 Days | 200 Days | |
| DMA Price | $65.28 | $72.12 |
| DMA Trend | up | down |
| Distance from DMA | 3.9% | -6.0% |
| 3M | 1YR | |
| Volatility | 61.7% | 64.7% |
| Downside Capture | 278.02 | 269.75 |
| Upside Capture | 256.07 | 236.60 |
| Correlation (SPY) | 59.2% | 45.4% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 0.57 | 1.36 | 2.23 | 2.30 | 2.29 | 1.91 |
| Up Beta | 0.42 | 0.41 | 1.08 | 1.57 | 1.69 | 1.53 |
| Down Beta | 1.67 | 2.36 | 2.77 | 2.88 | 2.66 | 1.95 |
| Up Capture | 119% | 157% | 258% | 205% | 430% | 2143% |
| Bmk +ve Days | 15 | 22 | 31 | 66 | 141 | 428 |
| Stock +ve Days | 10 | 21 | 29 | 59 | 129 | 406 |
| Down Capture | -96% | 152% | 245% | 213% | 174% | 112% |
| Bmk -ve Days | 4 | 18 | 30 | 56 | 108 | 321 |
| Stock -ve Days | 2 | 12 | 25 | 56 | 111 | 335 |
[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 PSTG | |
|---|---|---|---|---|
| PSTG | 42.4% | 64.7% | 0.84 | - |
| Sector ETF (XLK) | 60.0% | 20.6% | 2.18 | 55.3% |
| Equity (SPY) | 29.6% | 12.5% | 1.86 | 46.1% |
| Gold (GLD) | 37.0% | 27.1% | 1.14 | 6.9% |
| Commodities (DBC) | 48.7% | 18.0% | 2.12 | 4.0% |
| Real Estate (VNQ) | 12.9% | 13.5% | 0.65 | 4.9% |
| Bitcoin (BTCUSD) | -16.3% | 42.1% | -0.31 | 31.1% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with PSTG | |
|---|---|---|---|---|
| PSTG | 27.3% | 51.5% | 0.66 | - |
| Sector ETF (XLK) | 20.4% | 24.8% | 0.73 | 58.6% |
| Equity (SPY) | 12.8% | 17.1% | 0.59 | 52.0% |
| Gold (GLD) | 21.1% | 17.9% | 0.96 | 8.6% |
| Commodities (DBC) | 14.1% | 19.1% | 0.60 | 12.3% |
| Real Estate (VNQ) | 3.3% | 18.8% | 0.08 | 27.3% |
| Bitcoin (BTCUSD) | 7.0% | 56.0% | 0.34 | 23.1% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with PSTG | |
|---|---|---|---|---|
| PSTG | 16.8% | 50.7% | 0.51 | - |
| Sector ETF (XLK) | 24.4% | 24.4% | 0.91 | 57.6% |
| Equity (SPY) | 15.0% | 17.9% | 0.72 | 53.5% |
| Gold (GLD) | 13.5% | 16.0% | 0.70 | 6.4% |
| Commodities (DBC) | 9.4% | 17.8% | 0.44 | 17.4% |
| Real Estate (VNQ) | 5.7% | 20.7% | 0.24 | 33.1% |
| Bitcoin (BTCUSD) | 68.2% | 66.9% | 1.07 | 15.8% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Returns Analyses
Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 2/25/2026 | -10.3% | -16.6% | -15.7% |
| 12/2/2025 | -27.3% | -25.9% | -26.5% |
| 8/27/2025 | 32.3% | 29.4% | 35.4% |
| 5/28/2025 | -2.7% | -0.8% | 0.5% |
| 2/26/2025 | -14.8% | -16.4% | -22.4% |
| 12/3/2024 | 22.1% | 12.6% | 20.0% |
| 8/28/2024 | -15.8% | -21.5% | -17.3% |
| 5/29/2024 | 0.4% | 0.8% | 1.9% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 13 | 13 | 13 |
| # Negative | 11 | 11 | 11 |
| Median Positive | 12.8% | 12.6% | 20.0% |
| Median Negative | -10.3% | -15.0% | -14.0% |
| Max Positive | 32.3% | 35.2% | 35.4% |
| Max Negative | -27.3% | -25.9% | -26.5% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 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 |
Insider Activity
Expand for More| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Murphy, John Francis | Direct | Sell | 1062026 | 68.89 | 4,038 | 278,178 | 1,079,369 | Form | |
| 2 | Singh, Ajay | Chief Product Officer | Direct | Sell | 12232025 | 67.14 | 7,178 | 481,931 | 14,441,210 | Form |
| 3 | Colgrove, John | Chief Visionary Officer | CRT | Sell | 12092025 | 71.31 | 100,000 | Form | ||
| 4 | Colgrove, John | Chief Visionary Officer | CRT | Sell | 11122025 | 91.59 | 100,000 | 9,158,935 | 9,158,935 | Form |
| 5 | Colgrove, John | Chief Visionary Officer | CRT | Sell | 10162025 | 92.49 | 100,000 | 9,248,931 | 18,497,863 | Form |
Industry Resources
| Technology Hardware, Storage & Peripherals Resources |
| The Verge |
| TechRadar |
| Tom’s Hardware |
| PCMag |
| CNET |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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