--- title: "Brokerage Piper Sandler reiterated its \"overweight\" rating on Pure Storage stock" description: "Brokerage Piper Sandler reiterated its \"Overweight\" rating on Pure Storage stock and raised the target price from $66 to $78. Analyst James Fish pointed out that performance commitments exceeded expec" type: "news" locale: "en" url: "https://longbridge.com/en/news/255048167.md" published_at: "2025-08-28T15:00:30.000Z" --- # Brokerage Piper Sandler reiterated its "overweight" rating on Pure Storage stock > Brokerage Piper Sandler reiterated its "Overweight" rating on Pure Storage stock and raised the target price from $66 to $78. Analyst James Fish pointed out that performance commitments exceeded expectations, with product gross margins improving by 4% quarter-over-quarter, and the guidance for fiscal year 2026 significantly raised. Fish emphasized that ongoing cloud collaborations with companies like Meta Platforms are key drivers for future growth Brokerage Piper Sandler reiterated its "overweight" rating on Pure Storage stock and raised the target price from $66 to $78. Analyst James Fish pointed out that performance commitments exceeded expectations, product gross margins improved by 4% quarter-over-quarter, and guidance for fiscal year 2026 was significantly raised. Fish emphasized that ongoing cloud collaboration with companies like Meta Platforms is a key driver for future growth ### Related Stocks - [PSTG.US - Pure Storage](https://longbridge.com/en/quote/PSTG.US.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | 黄金一度跌超 4%、白银暴跌 11%,美股大跌引爆算法交易贵金属卖盘? | 周四,现货黄金一度下跌 4.1%,白银暴跌 11%。在外界再次担忧巨额 AI 投资能否真正大规模落地之际,美国科技股大跌。分析称,金属价格在疑似算法交易抛售下突然下跌,一些投资者不得不退出包括金银在内的大宗商品仓位,以获取流动性。 | [Link](https://longbridge.com/en/news/275815052.md) | | 华尔街怎么看 1 月非农就业?首次降息延至 7 月,“新美联储通讯社” 预计降息暂停期更久 | 1 月非农就业报告可能强化美联储的观望态度,使联储官员难以找到劳动力市场疲软的理由推动进一步降息,为担忧通胀的 “鹰派” 提供更多弹药。强劲的就业数据降低了美联储在年中前降息的必要性,但并未完全排除今年降息的可能。多家机构仍预计今年将有两次 | [Link](https://longbridge.com/en/news/275655607.md) | | AI 恐慌压垮了软件——但市场真的错了吗? | AI 颠覆软件的恐慌导致板块遭无差别抛售,但机构指出软件正被 AI 增强而非取代。市场已过度反应:软件市盈率从 51 倍骤降至 27 倍,低于汽车、半导体等板块。数据印证分化:AI 采用者盈利修正幅度比受干扰者高出 102%。积极整合 AI | [Link](https://longbridge.com/en/news/275909538.md) | | 软件股遭遇 2010 年来最大做空潮,高盛惊呼:市场 “无处可藏”! | 十年最猛烈做空潮席卷美国软件股,摩根士丹利数据显示空头规模创 2010 年以来新高,市场陷入 “先卖后问” 的恐慌。AI 取代白领的担忧引发行业震荡,防御性板块加速跑赢,科技七巨头(Mag 7)亦显颓势。高盛交易主管 Callahan 表示 | [Link](https://longbridge.com/en/news/275859482.md) | | 能源、必选消费和美债领涨 2026!华尔街的 “AI 交易” 被 “AI 颠覆” 了 | “AI 颠覆” 冲击软件、金融和物流等行业,而极端仓位和杠杆进一步放大市场波动。投资者开始调整策略增加对冲,看跌期权偏斜度处于历史高位。但高盛 Chris Hussey 表示,AI 颠覆论与经济韧性数据形成冲突,市场最终方向仍需时间验证。 | [Link](https://longbridge.com/en/news/275959249.md) | --- > **Disclaimer**: This article is for reference only and does not constitute any investment advice.