Everpure: AI Storage Uncertainty Overshadows Breakneck Growth

Everpure reported strong Q1 FY2027 results with $1.05B revenue (+35% YOY) and 47 cents EPS (+62% YOY), beating expectations and raising full-year guidance. However, the stock fell 14.8% post-earnings due to concerns about sustainability. Growth is being driven partly by NAND flash supply shortages causing price increases and customer pull-in, which could reverse if prices normalize. Despite market pessimism, analysts remain bullish with a consensus price target of $96, implying 40% upside.