Everpure, Inc. · P · FY2027 Q2 · Calendar Q3 2026

Everpure raises outlook as subscriptions and hyperscale demand accelerate

The supplied analysis supports a constructive operating thesis: demand, subscription adoption, pricing, and hyperscaler design wins are strengthening Everpure’s growth trajectory. The main qualification is that part of the future ramp remains dependent on hyperscaler timing, component costs, and enterprise spending.

Reported After market closeNYSETechnology $34.54B market cap
100quality score

Earnings scorecard

Reported versus consensus
Reported EPS $0.70 Consensus $0.58
EPS surprise +20.7% Reported versus consensus
Reported revenue $1.19B Consensus $1.10B
Revenue surprise +8.0% Reported versus consensus

Market reaction

event-close to next-session close
Stock move -8.9% Event window
SPY move +0.7% Same window
Abnormal move -9.5% Stock minus SPY
Volume 2.3× Versus trailing sessions
Subsequent drift +4.9% Up to 20 sessions
PSPY benchmark

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Transcript intelligence

What changed

Relative to the prior-quarter analysis, the current quarter adds a second top-five hyperscaler design and supply agreement, reports Evergreen//One TCV above a $1 billion annualized run-rate for FY27, and emphasizes new Data Intelligence and Data Stream adoption. Management’s guidance remained raised, while the key watch items shifted toward hyperscaler timing, margin progression, and visibility beyond two quarters.

Guidance delta

Management raised full-year guidance; the supplied analysis does not provide the revised absolute guidance range.

Key takeaways

  • Q2 FY2027 analysis describes 38% year-over-year revenue growth and a 77% rise in operating profit.
  • Evergreen//One total contract value reached an annualized run-rate above $1 billion for FY27.
  • Everpure secured a second top-five hyperscaler design and supply agreement.
  • AI and data-intelligence workloads, international expansion, and pricing supported momentum.

Management priorities

  • Ramp DirectFlash hyperscale shipments into FY28 and beyond.
  • Expand Evergreen//One and Evergreen//Forever subscription services.
  • Continue rolling out Data Intelligence and Data Stream offerings.
  • Use international Accelerate conferences and the September 23 Financial Analyst Meeting to showcase capabilities.

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Earnings History

Estimate Beat Miss Match
P REVENUE earnings history estimate and actual scatter chart 5 reported fiscal quarters and 4 future estimate-only quarters. Q2 '26 estimate $846M Q2 '26 actual $861M, beat Q3 '26 estimate $956M Q3 '26 actual $964M, beat Q4 '26 estimate $1B Q4 '26 actual $1B, beat Q1 '27 estimate $1B Q1 '27 actual $1B, beat Q2 '27 estimate $1B Q2 '27 actual $1B, beat Q3 '27 estimate $1B Q4 '27 estimate $1B Q1 '28 estimate $1B Q2 '28 estimate $1B

Analyst Consensus ?

ConsensusBuy45 ratings
Bullish3782.2%
Neutral715.6%
Bearish12.2%

Analyst 52W Price Targets

$104.14Previous close
$34Low
$93.47Average
$150High

Latest persisted target per named analyst; persisted previous close from FN2's market snapshot as of Sep 21, 2026. Not an FN2 forecast.

Firm-level rating actions

FMP grade actions identify the grading firm, not a named analyst.

FirmRatingPrior ratingActionDate
Needham Buy BuyMaintainSep 17, 2026
Northland Capital Markets Outperform OutperformMaintainAug 28, 2026
Barclays Equal Weight Equal WeightMaintainAug 28, 2026
Wells Fargo Overweight OverweightMaintainAug 27, 2026
Wedbush Outperform OutperformMaintainAug 27, 2026
Show 40 more rating actions

Named analyst price targets

Upside is calculated against the persisted previous close $104.14. FMP does not supply a rating on these named-analyst rows.

FirmAnalyst52W targetPrice when postedUpsideDate
Northland SecuritiesAnalyst unavailable$128$95.03 +22.9%Aug 28, 2026
BarclaysAnalyst unavailable$110$99.23 +5.6%Aug 28, 2026
Lake StreetAnalyst unavailable$120$98.51 +15.2%Aug 27, 2026
SusquehannaMehdi Hosseini$145$96.53 +39.2%Aug 27, 2026
Raymond JamesAnalyst unavailable$122$98.12 +17.1%Aug 27, 2026
See 71 more

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Company context

Snapshot as of publication

Everpure, Inc. offers cutting-edge data storage solutions and services, empowering clients to extract maximum value from their information. The firm is committed to revolutionizing data storage and management, aiming to simplify how individuals access and engage with data. John M. Hayes and John Colgrove founded the company in October 2009, which is headquartered in Santa Clara, CA.

Technology peers this season

Latest reports in the same sector
CompanyQuarterEPS surpriseMarket moveHeadline
ADBE Adobe Inc. FY2026 Q3 · Calendar Q3 2026 +0.8% +1.4% Adobe raises FY26 outlook as AI strategy broadens
ORCL Oracle Corporation FY2027 Q1 · Calendar Q3 2026 +10.3% -1.7% Oracle raises FY27 outlook as AI demand accelerates cloud growth
SAIL SailPoint, Inc. FY2027 Q2 · Calendar Q3 2026 +13.8% -1.2% SailPoint pairs 25% ARR growth with accelerating AI-driven adoption
CIEN Ciena Corporation FY2026 Q3 · Calendar Q3 2026 +22.0% -10.4% Ciena raises outlook as AI networking demand lifts backlog
DOCU DocuSign, Inc. FY2027 Q2 · Calendar Q3 2026 +6.4% +3.7% DocuSign Q2 FY27: IAM momentum supports a raised outlook
IOT Samsara Inc. FY2027 Q2 · Calendar Q3 2026 +25.0% +3.7% Samsara: AI adoption expands as FY27 guidance holds

Latest beats and misses

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Sources

  1. Earnings call transcript and parsed analysis · 2026-08-27T13:20:47.810765+00:00
  2. FN2 earnings calendar · 2026-09-21T01:23:13.071796+00:00
  3. Polygon adjusted daily market bars · 2026-09-21T07:20:49.228229+00:00
  4. Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-09-21T07:20:49.225265+00:00

Methodology

Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.

Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.

Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.