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Penguin Solutions, Inc. PENG · Stock Open Penguin Solutions, Inc. in new tab

53.85 USD
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P/E
42.07
EPS
1.28
P/B
6.28
ROE
16.19
Beta
2.83
Target Price
74.29 USD
Penguin Solutions, Inc. logo

Penguin Solutions, Inc.

🧾 Earnings Recap – Q3 2026

Penguin Solutions’ stock surged 15.9% following a quarter that beat expectations on multiple fronts, led by exceptional growth in its AI-driven businesses and an optimistic raised full-year outlook.

  • Net sales and EPS reached record levels, driving strong investor confidence.
  • AI-driven businesses accounted for 74% of total net sales and grew 104% year-over-year, significantly outpacing overall company growth.
  • Backlog expanded as AI demand accelerated, especially in production scale inference and agentic AI workloads.
  • All business units contributed positively, underpinning the raised full-year guidance for both net sales and EPS.
  • Leadership transition in the CFO role was announced but management emphasized continuity in execution and financial discipline.
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1M 6M YTD 1Y 2Y 5Y Max
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Key Metrics
Earnings dateOct. 6, 2026
P/E42.07
EPS1.28
Book Value8.57
Price to Book6.28
Debt/Equity77.50
% Insiders3.240%
Growth
Revenue Growth0.48%
Earnings Growth15.79%
Estimates
Forward P/E16.10
Forward EPS3.34
Target Mean Price74.29

DCF Valuation

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Penguin Solutions, Inc. Logo Penguin Solutions, Inc. Analysis (PENG)

Official Website Stock

Is Penguin Solutions, Inc. a good investment? Penguin Solutions, Inc. (PENG) is currently trading at 53.85 USD. Market analysts have a consensus price target of 74.29 USD. This suggests a potential upside from current levels.

In terms of valuation, the stock trades at a P/E ratio of 42.07. This high multiple suggests investors have priced in significant future growth expectations.

Earnings Schedule: Penguin Solutions, Inc. is expected to release its next earnings report on Oct. 6, 2026. The market consensus estimate for Forward EPS is 3.34.

Investor FAQ

Does Penguin Solutions, Inc. pay a dividend?

No, it does not currently pay a dividend.

What asset class is Penguin Solutions, Inc.?

Penguin Solutions, Inc. is classified as a Stock.

When is the next earnings date?

The next earnings date is projected to be Oct. 6, 2026. The company currently has a trailing EPS of 1.28.

Company Profile

Penguin Solutions, Inc. designs, builds, deploys and manages enterprise solutions worldwide. The company operates through three segments: Advanced Computing, Integrated Memory, and Optimized LED. It offers hardware, software, and services focusing on technical computing for core and cloud environments through computing and AI solutions. The company also provides Penguin Solutions OriginAI, an AI infrastructure solution for customers deploying GPUs at scale; continuous availability of customers critical data and applications in data centers and edge locations under the Stratus brand products; and dynamic random-access memory, modules, solid-state/flash storage, and integrated memory solutions to networking and telecom, data analytics, AI, and ML under the SMART Modular Technologies brand. In addition, it provides Zefr, a memory module; Altus and AMD EPYC based servers for expansive memory for AI workloads; flash memory products comprising solid-state drives, Serial Advanced Technology Attachment, and PCIe NVMe products in 2.5 enclosures, M.2, EDSFF, and other form factors; and multimediacard and embedded and removable USB products, SD and microSD Card configurations, and firmware development. Further, the company offers procurement, logistics, inventory management, temporary warehousing, programming, kitting, and packaging supply chain services; and LEDs under the Cree LED brand; Cree LED XLamp and J Series packaged LED components. It serves OEMs, enterprises, government, and other customers through direct and third-party channels. The company has a strategic collaboration with Deepgram, Dell Technologies, and ZulaFly to offer healthcare, location-based workflow, and safety solutions. The company was formerly known as SMART Global Holdings, Inc. and changed its name to Penguin Solutions, Inc. in October 2024. Penguin Solutions, Inc. was founded in 1988 and is headquartered in Fremont, California.

Trades
Dividend History paid per year (USD)
No dividend history available.
Stock Splits
Split Date Split Ratio to 1
Feb. 2, 2022 2.000000
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