Penguin Solutions, Inc. (PENG)
| Market Cap | 3.54B +194.1% |
| Revenue (ttm) | 1.73B +26.5% |
| Net Income | 151.09M +611.3% |
| EPS | 2.60 +828.6% |
| Shares Out | 60.24M |
| PE Ratio | 22.61 |
| Forward PE | 12.90 |
| Dividend | n/a |
| Ex-Dividend Date | n/a |
| Volume | 1,618,315 |
| Open | 58.64 |
| Previous Close | 60.80 |
| Day's Range | 57.81 - 60.02 |
| 52-Week Range | 16.04 - 89.86 |
| Beta | 2.86 |
| Analysts | Buy |
| Price Target | 85.63 (+45.65%) |
| Earnings Date | Oct 6, 2026 |
About PENG
Penguin Solutions, Inc. designs, builds, deploys and manages data centers for enterprises, sovereign AI initiatives, and neocloud providers worldwide. The company operates through three segments: Advanced Computing, Integrated Memory, and Optimized LED. It offers AI infrastructure design, system integration, deployment, cluster validation, performance optimization, and ongoing infrastructure management services; continuous availability of customers critical data and applications in data centers and edge locations under the Stratus brand product... [Read more]
Financial Performance
In fiscal year 2026, Penguin Solutions's revenue was $1.73 billion, an increase of 26.50% compared to the previous year's $1.37 billion. Earnings were $151.09 million, an increase of 877.22%.
Financial StatementsAnalyst Summary
According to 8 analysts, the average rating for PENG stock is "Buy." The 12-month stock price target is $85.63, which is an increase of 45.65% from the latest price.
News
Penguin Solutions takeover rumor highlighted in Betaville blog
A rumor regarding Penguin Solutions (PENG) was highlighted in Ben Harrington’s M&A-focused Betaville blog, contacts tell The Fly.
Axe Compute signs Penguin Solutions as strategic partner for AI infrastructure
Axe Compute (AGPU) announced a strategic partnership with Penguin Solutions (PENG), adding Penguin’s deep technical expertise, technology, and services to Axe Compute’s partner network, accelerating A...
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 initiated with a Buy at BofA amid AI tailwinds
As previously reported, BofA initiated coverage of Penguin Solutions (PENG) with a Buy rating and $100 price target AI-driven businesses already comprise 78% of sales and grew 141% year-over-year last...
Penguin Solutions initiated with a Buy at BofA
BofA analyst Wamsi Mohan initiated coverage of Penguin Solutions (PENG) with a Buy rating and $100 price target
Penguin Solutions rises 14.8%
Penguin Solutions (PENG) is up 14.8%, or $9.51 to $73.72.
Penguin Solutions rises 16.2%
Penguin Solutions (PENG) is up 16.2%, or $10.43 to $74.64.
Penguin Solutions price target raised to $85 from $75 at Goldman Sachs
Goldman Sachs raised the firm’s price target on Penguin Solutions (PENG) to $85 from $75 and keeps a Buy rating on the shares. Penguin Solutions delivered a strong Q4 beat…
Penguin Solutions price target raised to $100 from $80 at Rosenblatt
Rosenblatt analyst Sajal Dogra raised the firm’s price target on Penguin Solutions (PENG) to $100 from $80 and keeps a Buy rating on the shares. The firm expected a beat-and-raise…
Penguin Solutions price target raised to $85 from $80 at Needham
Needham raised the firm’s price target on Penguin Solutions (PENG) to $85 from $80 and keeps a Buy rating on the shares after the company’s better-than-expected Q4 results and raised…
Penguin Solutions price target raised to $85 from $75 at Stifel
Stifel raised the firm’s price target on Penguin Solutions (PENG) to $85 from $75 and keeps a Buy rating on the shares. Fiscal Q4 results “meaningfully exceeded” the firm’s and…
Penguin Solutions price target raised to $60 from $40 at Barclays
Barclays analyst Tom O’Malley raised the firm’s price target on Penguin Solutions (PENG) to $60 from $40 and keeps an Underweight rating on the shares. The firm says the company’s…
Penguin Solutions profit jumps 888% on AI demand: can PENG justify a 228% rally?
Penguin Solutions delivered the kind of quarter needed to defend a 228% stock rally, but the valuation question has not disappeared. The AI infrastructure company reported an 888% jump in quarterly ne...
Penguin Solutions Earnings Call Transcript: Q4 2026
Q4 sales rose 68% YoY, with AI-driven businesses growing 141%; FY26 delivered record operating income and adjusted EBITDA. FY27 sales and EPS outlook increased on strong backlog, memory demand, and AI infrastructure momentum.
Penguin Solutions Earnings release: Q4 2026
Penguin Solutions released its Q4 2026 earnings on October 6, 2026, summarizing the period's financial results.
Penguin Solutions Slides: Q4 2026
Penguin Solutions has posted slides in relation to its Q4 2026 quarterly earnings report, which was published on October 6, 2026.
Penguin Solutions Annual report: Q4 2026
Penguin Solutions has published its Q4 2026 annual report on October 6, 2026.
Penguin Solutions up 4% at $66.53 after Q4 earnings beat, guidance raise
16:12 EDT Penguin Solutions (PENG) up 4% at $66.53 after Q4 earnings beat, guidance raise
Penguin Solutions reports Q4 EPS $1.00, consensus 77c
Reports Q4 revenue $567M, consensus $521.0M. “Our company performance accelerated significantly in the second half of fiscal 2026 following the launch of our AI Factory Platform and increased focus on...
Penguin Solutions sees FY27 EPS at $4.45, consensus $3.38
Sees FY27 revenue $2.43B, consensus $2.21B. The company states: “Penguin Solutions (PENG) is providing an updated financial outlook for full-year fiscal 2027 that exceeds the preliminary view provided...
Penguin Solutions Appoints Stephen Cumming as Senior Vice President and Chief Financial Officer to Support Accelerated Growth
FREMONT, Calif.--(BUSINESS WIRE)---- $PENG #AI--Penguin Solutions, Inc today announced the appointment of Stephen Cumming as Senior Vice President and Chief Financial Officer, effective immediately.
Penguin Solutions Announces Fourth-Quarter and Full-Year Fiscal 2026 Results
FREMONT, Calif.--(BUSINESS WIRE)---- $PENG #AI--Penguin Solutions, Inc announced Q4 & full FY26 results reporting record results reflecting AI-driven data center demand and raised full year outlook.
Penguin Solutions Sets Conference Call for Fourth Quarter and Fiscal 2026 Results
FREMONT, Calif.--(BUSINESS WIRE)---- $PENG #AI--Penguin Solutions will host a conference call on Tues, Oct 6 at 1:30 p.m. PDT/4:30 p.m. EDT to discuss its financial results for Q4 and full FY2026.
Penguin Solutions Transcript: Goldman Sachs Communacopia + Technology Conference 2026
Penguin Solutions has rapidly transformed into an AI-focused business, achieving record sales and projecting strong growth through 2027. Its AI Factory Platform, memory innovations, and hardware-agnostic approach drive differentiation, while robust demand and operational efficiencies support long-term value creation.
Penguin Solutions Full-Stack AI Factory Platform Enables Lektra's Distributed AI Data Centers
FREMONT, Calif.--(BUSINESS WIRE)---- $PENG #AI--Penguin Solutions today announced it was selected by Lektra to deploy and optimize their AI micro data centers providing design, compute and services.