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PP

Everpure, Inc.

$P·$26B·Industrial - Machinery·Industrials
$69.35+1.4%YTD+1.3%1Y+21.1%
Mentions · last 7 days
2026-07-11: 6 posts2026-07-12: 10 posts2026-07-13: 19 posts2026-07-14: 48 posts2026-07-15: 44 posts2026-07-16: 13 posts2026-07-17: 16 posts156+35%
Price updated 4h ago·X counts updated 4h ago
PP
$PEverpure, Inc.
$69.35+1.43%156 posts+35%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $P, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Driven by hypeCooling offAI verdict · as of 2026-07-17

Catching its breath after a run — could pick back up or fade from here.

Pure Storage insiders sold $21M into strength — the data-storage cycle is real but the CEO/CTO exit timing is the specific check.

Pure Storage is the enterprise-storage vendor whose all-flash arrays are being repositioned as an AI-storage backbone. The stock has been quiet on price but the insider signal is loud — CEO Charles Giancarlo and CTO John Colgrove sold $21M in the last week.

Where both sides land:

  • Fundamentals reflect an SaaS-quality storage mix: 26% return on invested capital and 70% gross margin at 3.1% operating margin — the specific numbers that let Pure Storage earn a premium multiple among storage peers.
  • The AI-storage tailwind is real and specific: the community's data-storage-momentum framing plus a 2x bull ETF launch is the specific evidence that institutional flow is looking for storage-adjacent AI plays.
  • The insider signal is the specific check: $21.2M of officer sales in the last week — $12.7M by CEO Giancarlo and $7.8M by CTO Colgrove — is concentrated executive distribution into a specific price level, saying leadership thinks the current multiple fully captures the AI-storage tailwind.
  • The tape reflects the cool-off: sitting 11% below the 50-day and 9% below the 200-day at 32% of the 52-week range — a compressed setup where the insider selling has been driving specific downside pressure.

Aug 26 earnings is the trigger. A number confirming AI-storage revenue conversion plus specific hyperscaler-customer commentary extends the leg; a soft AI-storage print with muted commentary is the specific setup that would validate the CEO's timing.

Differs from X sentimentX is bullish on the data-storage-momentum framing and the 2x bull ETF, and the AI-storage tailwind is real. But $21M of concentrated CEO-and-CTO sales in a single week is the specific data point the corpus is dismissing — that's not a check to size, it's a warning to sit through the earnings window.

What to watch: The Aug 26 print — AI-storage revenue conversion, hyperscaler customer commentary, and any FY guide change. Above-consensus AI-storage revenue extends the leg; a soft AI-storage print validates the CEO's timing.

On the calendar: 2026-08-26 — Q2 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment⚠7 posts analyzed · as of 2026-07-13 · top-engagement diverged

Pandora Music is described as breaking inside the week upside on extreme market-pullback strength, coming out of a big daily base with data-storage momentum as a tailwind. Traders cite a Ripster 5/12 curl setup and framing the move as coincident with a 2x bull ETF launch, though a parallel P memecoin (280k ATH) narrative dominates crypto-side commentary.

Read the AI verdict + X sentiment for $P

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Data storage and digital services company; early-stage with limited disclosed operating details beyond storage infrastructure positioning.

Industry overviewAI analysisGenerated by AI from underlying data

Where Industrial - Machinery sits in its cycle right now — and what that implies for $P.

Industrial - Machinery · Industrials

No material change from last week — electrical infrastructure for AI power density and robotic warehouse/manufacturing automation are pulling order books in different directions.

What this means for $P

Neutral — Data storage and digital services company; early-stage with limited disclosed operating details beyond storage infrastructure positioning; end markets and revenue mix have limited overlap with the AI power density capex and robotic warehouse automation demand.

Industry benchmark

24-name peer basket
+27.7%YTD
+60.9%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
125.2How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
25.9%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
3.1%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
1.4%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
6.5Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
18.1%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
70.4%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 27, 2026$0.47$0.40+18.2%
Q4 2025Feb 25, 2026$0.69$0.65+7.0%
Q3 2025Dec 2, 2025$0.58$0.580.0%
Q2 2025Aug 27, 2025$0.43$0.39+10.8%
Next earningsWed, Aug 26·consensus EPS $0.59

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY27$778.5M0.0%68.9%-4.0%$-0.04$283.9M
Q4 FY26$1.1B+20.4%69.9%8.2%$0.30$201.4M
Q3 FY26$964.5M+16.0%72.3%5.6%$0.17$-307.1M
Q2 FY26$861.0M+12.7%70.2%0.6%$0.14$150.1M

Forward consensus

6-year forecast · up to 15 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$4.4B$4.3B – $4.5B$2.30$2.13 – $2.5015
FY27$4.5B$4.5B – $4.5B$2.43$2.33 – $2.5415
FY28$5.2B$4.9B – $5.4B$3.01$2.73 – $3.4915
FY29$5.7B$5.7B – $5.8B$3.60$3.43 – $3.736
FY30$6.8B$6.5B – $7.0B$3.91$3.73 – $4.055
FY31$7.8B$7.5B – $8.0B$4.88$4.65 – $5.062

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.9×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.32%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-11.0%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-9.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 314.3M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.9% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.455-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJul 10John ColgroveChief Visionary Officer98.1K sh$7.8MSellJul 10Charles H GiancarloCEO70.0K sh$5.6MSellJul 9Taylor Susan J.s.Director8.5K sh$698KSellJul 9Charles H GiancarloCEO65.8K sh$5.3MSellJul 8Ajay SinghChief Product Officer9.8K sh$765KSellJun 30Charles H GiancarloCEO4.2K sh$336KSellJun 25Brown Andrew William FraserDirector4.7K sh$344KSellJun 22Mallun YenDirector4.7K sh$364KSellJun 12John ColgroveChief Visionary Officer67.1K sh$4.8MSellJun 10John ColgroveChief Visionary Officer100 sh$7K
1–10 of 20
+ 21 other (12 awards · 5 inkinds · 2 gifts · 1 other · 1 exempt) in window

See when $P insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KShareholder voteJun 128-K — Item 5.07: Shareholder vote
AI summary

Everpure, Inc. (P) held its annual stockholder meeting on June 10, 2026, electing all three Class II director nominees to serve through 2029: Andrew Brown (242.8M for, 19.4M withheld), John Colgrove (252.0M for, 10.2M withheld), and Roxanne Taylor (143.0M for, 119.2M withheld). Deloitte & Touche LLP was ratified as independent auditor for FY ending January 31, 2027 (301.2M for, 2.2M against), and named executive officer compensation was approved on an advisory basis. Roxanne Taylor received a notably high withhold vote (~45% of for/withhold votes cast), signaling meaningful shareholder dissent regarding one director, though all proposals passed.

8-KCharter amendmentFeb 238-K — Item 5.03: Charter amendment
+ 12 other (3 proxys · 3 13Gs · 2 earnings 8-Ks · 1 10-Q) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Artisan Mid Cap Fund Q2 2026 Performance Reviewseekingalpha.com·3d agoBillionaire Israel Englander Sells Sandisk Stock and Buys Another AI Memory Stock (Hint: Not Micron)fool.com·8d ago3 Investment Ideas With Room to Runinvestorplace.com·8d agoJPMorgan Just Challenged the Cloud-Only AI Thesisinvestorplace.com·10d agoGraniteShares Launches BBUL and PUL, 2x Long ETFs on BlackBerry and Everpureglobenewswire.com·11d ago

In themes

Explore the broader themes this ticker is being talked about under.

AI Infrastructure

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Voices on X · top 1 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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