Penguin Solutions, Inc. designs, builds, deploys and manages enterprise solutions worldwide.
What's happening?
PENG is outpacing Technology this month: +17.3% against +11.9% for the average Technology stock.
Above its 200-day average since 2 Apr · 86 of 103 Technology stocks are trending up.
- 1D
- -1.06%
- 7D
- +10.42%
- 1M
- +17.29%
- 3M
- -10.34%
- 6M
- +199.51%
- YTD
- +210.38%
What is the market expecting?
StratDeckPriced below the Technology median on forward earnings; analysts' mean target sits 22.4% above the price.
Value score vs Technology peers
65- Fwd P/E18.073
- P/B7.155
- P/E43.461
- Rev growth+47.6%75
Not scored on Yield. The rest were reweighted to make up the difference.
Is the business delivering?
Revenue growing faster than the Technology median: +47.6% against +26.1%; met or beat the estimate in 4 of the last 4 quarters.
Earnings by quarter
Latest quarter 44.7M · +7.24M on the quarter before · +42.0M on a year earlier
- -24.5MOct24-30.2M
- 5.22MJan25+29.8M
- 8.08MApr25+2.87M
- 2.66MJul25-5.42M
- 9.43MOct25+6.77M
- 5.27MJan26-4.16M
- 37.5MApr26+32.2M
- 44.7MJul26+7.24M
Net income from the income statement, in USD, by the month it was reported.
How does it compare?
Nearest in Technology on valueStratDeckPENG ranks #28 of 87 on value in Technology; nearest to it are ON, CSCO and VSH.
What happens next?
StratDeckReports next on 6 Oct, tomorrow.
Servers catalysts
- 12–15 OctconferenceOCP Global Summit (San Jose)Hyperscalers and their vendors show next-generation rack, power and cooling designs, the clearest read on where the AI build-out's spend goes next.Servers · Networking · Data-centre infrastructure · Power · Hyperscalers
Recent filings
- 17 Jul8-K1.012.033.028.019.01Penguin Solutions Announces Proposed Private Offering of Convertible Notes and Refinancing to Enhance Capital Structure
FREMONT, Calif., July 13, 2026 (BUSINESS WIRE) — Penguin Solutions, Inc. (“Penguin,” “we” or the “Company”) (Nasdaq: PENG) today announced it intends to offer $650.0 million in aggregate principal amount of convertible senior notes due 2031 (the “Notes”) to qualified institutional buyers as defined in Rule 144A under the Securities Act of 1933, as amended (the “Securities Act”), subject to…
- 7 Jul8-K2.029.01EarningsDelivers Record Quarterly Results and Raises Full-Year Outlook for Both Net Sales and EPS, Reflecting AI-Driven Demand
Fremont, Calif. – July 7, 2026 – Penguin Solutions, Inc. (“Penguin Solutions,” “we,” “us,” or the “Company”) (Nasdaq: PENG) today reported financial results for the third quarter of fiscal 2026.
Fundamentals
On the shortlist
StratDeck- ValueTop Matches—Stronger than peersBuy7Board
AI Infrastructure · Servers
The AI Infra tradeStratDeckAI and HPC cluster systems.
In the briefing
Briefing for 5 OctThe briefing has not named PENG.
Shortlist history
PENG has not made the shortlist since the ledger opened.
Keep researching
Where next from PENG
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