Added to YB: 2026-10-13
Pitch date: 2026-10-10
PENG [bullish]
Penguin Solutions, Inc.
-18.28%
current return
Author Info
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Company Info
Penguin Solutions, Inc. designs, builds, deploys and manages enterprise solutions worldwide. The company operates through three segments: Advanced Computing, Integrated Memory, and Optimized LED.
Market Cap
$3.9B
Pitch Price
$75.70
Price Target
N/A
Dividend
N/A
EV/EBITDA
17.88
P/E
29.34
EV/Sales
2.50
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Weekly #24: Most Interesting D-Sheets from the Past Week (Oct 3 – Oct 9, 2026) - Penguin Solutions, Inc.
PENG (earnings): Penguin Solutions delivered a strong Q4: revenue rose 68% to $566.69M, Integrated Memory grew 158%, and adjusted EPS increased to $1.00 from $0.43. FY2027 guidance calls for ~40% revenue growth to $2.43B and 55% adjusted-EPS growth to $4.45 on only ~3% opex growth. Memory backlog provides visibility, but negative operating cash flow, memory pricing and unquantified project economics remain risks.
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