美股周四早盘，数据存储和管理技术提供商Pure Storage（PSTG）飙升逾30%，此前该公司公布的二季度业绩超预期，并上调全年业绩指引。华尔街分析师普遍作出积极回应，指出其增长动能加速和利润率扩张。
券商Piper Sandler重申对Pure Storage股票的“超配”评级，并将目标价从66美元上调至78美元。分析师詹姆斯·菲什（James Fish）指出业绩承诺超预期，产品毛利率环比改善4%，以及2026财年指引大幅提升。菲什强调与Meta Platforms（META）等企业的持续云合作是未来上涨关键动力。
富国银行维持对Pure Storage股票的“超配”评级及80美元目标价，指出Pure在全闪存存储领域的软件驱动优势及不断强化的超大规模合作机遇。
摩根士丹利维持对Pure Storage股票的“持平权重”评级，但将目标价上调至72美元，表示营收增长和营业利润指引在财报公布后均提升5%。
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