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Penguin Solutions Inc

PENG

時価総額 $29.3億

57.10 USD

-4.76

7.69%

終値時点更新済み 10月16日 16:00 EDT

プレマーケット

時間外取引

56.80

-0.30

0.53%

1日

-7.69%

5日間

-24.57%

1か月

18.37%

3か月

-13.45%

6か月

118.86%

年初来

181.56%

1年

153.89%

5年間

124.01%

10年間

748.44%

概要： Penguin Solutions Inc is an end-to-end technology company engaged in Intelligent Platform Solutions, Integrated Memory, and Optimized LED business. Its product include Servers, software, OCP HPC & AI system, Racks and Edge. Servers include AMD-based Serves, Intel-based Servers, etc. Software products include Scyld ClusterWare, Scyld Cloud Central, etc. OCP HPC & AI Systems includes OCP Servers & Storage and etc.

従業員数： 2,900

情報技術 ITサービス

ニュース

ポジティブ

ニュートラル

ネガティブ

センチメント 3か月間

ポジティブ 48.1%

ニュートラル 46.2%

ネガティブ 5.8%

ニュートラル

The Motley Fool

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.

Missed Out On Micron and Sandisk? Make Sure You Don't Miss Out On This Memory Stock.

ポジティブ

Zacks Investment Research

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.

Wall Street Analysts Predict a 26.69% Upside in Penguin Solutions, Inc. (PENG): Here's What You Should Know

ニュートラル

Jim Cramer Skips IREN: ‘The Only One That I Trust' Is a Different Neocloud

On CNBC's “Mad Money Lightning Round,” Jim Cramer recommended holding on to Element Solutions Inc (NYSE:ESI).

Jim Cramer Skips IREN: ‘The Only One That I Trust' Is a Different Neocloud

ネガティブ

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: A Sell On Memory Cycle Peak And Cash Flow Uncertainty

ポジティブ

24/7 Wall Street

The Memory Bottleneck Made Investors Rich For 3 Years, Now CXL Looks like The Next Play

DRAM prices have surged nearly fivefold in some markets, and Micron's CEO expects conditions to get even tighter through 2028.

The Memory Bottleneck Made Investors Rich For 3 Years, Now CXL Looks like The Next Play

ニュートラル

Penguin Solutions Reports Inducement Grants Under Nasdaq Listing Rule 5635(c)(4)

FREMONT, Calif.--(BUSINESS WIRE)---- $PENG #AI--Penguin Solutions announced the grant of inducement equity awards to SVP & CFO, Stephen Cumming, with his employment with the Company on Oct 6, 2026.

Penguin Solutions Reports Inducement Grants Under Nasdaq Listing Rule 5635(c)(4)

ポジティブ

Zacks Investment Research

Surging Earnings Estimates Signal Upside for Penguin Solutions, Inc. (PENG) Stock

Penguin Solutions, Inc. (PENG) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

Surging Earnings Estimates Signal Upside for Penguin Solutions, Inc. (PENG) Stock

ポジティブ

Penguin Solutions: Explosive AI Growth At A Surprisingly Low Valuation

Penguin Solutions is rated Buy, driven by strong AI data center and memory segment growth, with a forward P/E of 15.9x for FY2027. FY2026 revenue rose 68% to $567M in Q4 and 26% for the year, but growth is heavily reliant on cyclical memory activities. Advanced Computing and software initiatives like ClusterWareAI are expanding, with long-term contracts and new AI infrastructure customers supporting future growth.

Penguin Solutions: Explosive AI Growth At A Surprisingly Low Valuation

ポジティブ

Penguin Solutions: Why I'm Bullish After A Blowout Q4

Penguin Solutions is rated a buy, driven by robust FY2026 results, upgraded FY2027 guidance, and accelerating AI infrastructure demand. PENG's Integrated Memory revenue nearly doubled, while its AI Factory Platform is securing large, multiyear contracts with neocloud and enterprise customers. Operating leverage is improving, with non-GAAP operating margin expanding to 15.8% and GAAP operating margin to 12.3% in Q4 FY2026.

Penguin Solutions: Why I'm Bullish After A Blowout Q4

ポジティブ

Proactive Investors

Penguin Solutions initiated with a Buy from Bank of America on AI memory demand

Bank of America (BofA) has initiated coverage of Penguin Solutions (NASDAQ: PENG), a memory and AI infrastructure supplier, with a 'Buy' rating and a $100 price objective. The target equals 18 times the bank's forecast 2028 earnings per share of $5.43.

Penguin Solutions initiated with a Buy from Bank of America on AI memory demand

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