Pure Storage, Inc. (PSTG): A Bull Case Theory
We came across a bullish thesis on Pure Storage, Inc. on High Growth Investing’s Substack by Stefan Waldhauser. In this article, we will summarize the bull’s thesis on PSTG.
Pure Storage Inc. (PSTG)
Market is closed
Sector: Computer Storage Devices
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Renaissance Technologies Jim Simons | 3,843,112 | $221,286,389 | +2% | 0.29% |
| 2. | Atreides Management Gavin Baker | 3,552,486 | $204,552,144 | 5.68% | |
| 3. | AQR Capital Management Cliff Asness | 1,938,125 | $110,473,119 | +159% | 0.09% |
| 4. | Polar Capital Brian Ashford-Russell And Tim Woolley | 1,485,934 | $85,560,080 | -43% | 0.45% |
| 5. | Turiya Advisors Davide Erro | 772,317 | $44,470,013 | 18.42% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $9.46 | 52,400 | $495,766.88 | 52,400 | 2017-03-03 | Filing | |
| $0.00 | 150,548 | $0.00 | 673,474 | 2019-03-20 | Filing | |
| $10.23 | 24,375 | $249,334.31 | 24,375 | 2017-03-15 | Filing | |
| $10.12 | 50,000 | $505,945.00 | 50,000 | 2016-06-16 | Filing | |
| $10.12 | 4,200 | $42,499.38 | 4,200 | 2016-06-16 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $61.27 | 6,609 | $404,933.43 | 500,000 | 2025-07-31 | Filing | |
| $60.28 | 157,316 | $9,483,008.48 | 506,609 | 2025-07-31 | Filing | |
| $60.02 | 127,068 | $7,626,621.36 | 663,925 | 2025-07-30 | Filing | |
| $60.09 | 9,007 | $541,230.63 | 790,993 | 2025-07-29 | Filing | |
| $61.27 | 1,404 | $86,023.08 | 701,959 | 2025-07-31 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 49,071,407 | $2,825,531,621 | 0.16% | |
| 2. | 36,859,341 | $2,122,360,848 | 0.04% | |
| 3. | 33,268,006 | $1,915,571,785 | 0.03% | |
| 4. | 10,665,087 | $614,095,709 | 0.02% | |
| 5. | 7,273,696 | $417,830,437 | 0.03% |
News See All
Piper Sandler Raises Pure Storage (PSTG) PT, Keeps Overweight Rating
James Fish from Piper Sandler made the price target upgrade on PSTG after reviewing the company’s progress and its contract with Meta Platforms.
Evercore ISI Reaffirms Confidence in Pure Storage Amid Strong Growth
On May 29, 2025, Evercore ISI reaffirmed its Outperform rating for Pure Storage, Inc. (NYSE:PSTG), and maintained the price target at $70.
BofA Lifts Pure Storage (PSTG) Target Price After Q1 FY26 Results
Wamsi Mohan of BofA Securities revised his rating outlook on Pure Storage, Inc. (NYSE:PSTG) on May 29, raising the price target from $73 to $76 while keeping a Neutral rating on PSTG shares.
Pure Storage, Inc. (NYSE:PSTG) Q1 2026 Earnings Call Transcript
Operator: Good day, and welcome to the Pure Storage First Quarter Fiscal 2026 Financial Results Conference Call. Today's conference is being recorded.
Pure Storage Partners with SK Hynix to Deliver Energy-Efficient Storage Products for Hyperscale Data Centers
Pure Storage, Inc. (NYSE:PSTG) announced today a strategic collaboration with SK hynix to develop high-capacity, energy-efficient flash storage tailored for hyperscale data centers.
Did Jim Cramer Get These 10 Predictions Right or Wrong?
During the most recent episode of Mad Money, which aired on Monday, the 12th of May, Jim Cramer discussed the recent market rally and encouraged his viewers to stay invested.
10 Best Hardware Stocks to Buy Now
The computer hardware industry comprises personal computers, PC peripherals, storage devices, and servers for the high-growth data center industry.
Should You be Confident in the Growth Trajectory of Pure Storage (PSTG)?
Artisan Partners, an investment management company, released its “Artisan Global Discovery Fund” fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.
11 Best Data Storage Stocks to Invest in According to Analysts
Data storage is defined as the organized preservation of digital information, which is vital for today's computing and businesses.
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