Penguin Solutions, Inc. (PENG)
Summary
Missed Out On Micron and Sandisk? Make Sure You Don't Miss Out On This Memory Stock.
Penguin Solutions' memory segment more than doubled year over year, and six new customers suggest that the growth can continue. The company's CXL products address the memory wall, AI's next big bottleneck.
Wall Street Analysts Predict a 26.69% Upside in Penguin Solutions, Inc. (PENG): Here's What You Should Know
The consensus price target hints at a 26.7% upside potential for Penguin Solutions, Inc. (PENG). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.
Penguin Solutions: A Sell On Memory Cycle Peak And Cash Flow Uncertainty
Penguin Solutions beat Q4 expectations, but cash flows were weak, and the memory cycle may be topping. PENG's core advanced computing and LED divisions declined in FY'26, while memory sales—highly cyclical and low-margin—drove recent results. Cash flow sharply deteriorated in Q4, with $163M burn and mounting inventories, raising risk if AI demand slows.
Penguin Solutions, Inc. Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Curtis Ellergodt Rothschild Investment LLC | 58 | $1,233.23 | $3,920.22 | $2,686.99 | 217.88% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 33,516 | $2.28M | $2.27M | -$11,730.6 | -0.52% |
| BG Bart Gancher Intech Investment Management LLC | 22,802 | $1.06M | $1.41M | $350,702.2 | 33.09% |
| KM Kristin Mariani Janus Henderson Group PLC | 24,238 | $637,096 | $1.38M | $746,893.8 | 117.23% |
| RAS Robert A. Saperstein Guggenheim Capital LLC | 23,780 | $550,626.68 | $1.36M | $807,211.32 | 146.6% |
Penguin Solutions, Inc. Analysts
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TO Tom O'Malley Barclays | -757.69 | $41,103.16 | $44,629.71 | -$3,526.55 | -8.58% |
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Penguin Solutions, Inc. Profile
| Automobile Components Industry | Consumer Discretionary Sector | Kash Shaikh CEO | NASDAQ (NGS) Exchange | 706915105 CUSIP |
| US Country | 2,900 Employees | - Last Dividend | 2 Feb 2022 Last Split | - IPO Date |
Overview
Penguin Solutions, Inc. is a comprehensive provider of enterprise solutions with a global footprint, specializing in advanced computing, integrated memory solutions, and optimized LED technologies. Founded in 1988 and headquartered in Grand Cayman, Cayman Islands, the company has evolved from its original identity as SMART Global Holdings, Inc. to its current brand name in October 2024. Penguin Solutions operates through three primary segments: Advanced Computing, Integrated Memory, and Optimized LED, catering to a diverse range of industries including networking and telecommunications, data analytics, artificial intelligence, machine learning applications, and more. The company prides itself on its ability to offer supply chain services, including procurement, logistics, and inventory management, alongside its proprietary hardware and software services. Through a direct sales force, e-commerce, and a network of distributors and resellers, Penguin Solutions delivers its products and services to OEMs, enterprise customers, and governmental entities worldwide.
Products and Services
- Advanced Computing
- Integrated Memory
- Optimized LED
- Penguin Edge
- Stratus
- Supply Chain Services
The Advanced Computing segment by Penguin Solutions encompasses Penguin Computing, which is dedicated to technical computing for core and cloud environments. It provides high-performance computing and artificial intelligence solutions, catering to the demands of computational science, engineering, and AI research fields.
In the Integrated Memory segment, the company offers a wide array of memory solutions including dynamic random access memory modules, solid-state and flash storage. These products are designed to support advanced applications in networking and telecom, data analytics, and AI machine learning, alongside offering supply chain services like programming, kitting, and packaging.
This segment includes LED chip products under the Cree LED brand, focusing on blue and green LED chips based on gallium nitride and other related materials. The products are available under the Cree LED XLamp and J Series brands, targeting applications in various sectors.
Penguin Edge offers edge computing solutions for embedded and wireless applications, delivering high-performance computing products for sectors such as government, healthcare, manufacturing, and telecommunications.
Stratus by Penguin Solutions provides simplified, protected, and autonomous fault-tolerant computing solutions. It encompasses both hardware and software services designed for data center and edge computing needs, ensuring reliability and uptime for critical applications.
The company extends its expertise to supply chain management, offering end-to-end services including procurement, logistics, inventory management, temporary warehousing, and more. This comprehensive service ensures efficient and timely delivery of Penguin Solutions' products and services to its customers.
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