PENGPenguin Solutions, Inc.
Price
+177%1YEnd-of-day closes, not the intraday tick.
A mixed picture: the questions disagree
Quality mixed, nothing alarming, price roughly fair, growth steady, the market undecided.
With over two decades of experience as trusted advisors, Penguin Solutions is an end-to-end technology company solving complex challenges in computing, memory and LED solutions. Penguin Solutions designs, builds, deploys and manages high-performance, high-availability enterprise solutions, allowing customers to achieve their breakthrough innovations. We do this in partnership with our customers—customizing solutions while facilitating rapid time to value, optimized long-term performance, high availability, and greater return on investment.
In the company’s own words · 10-K filed Oct 21, 2025 · SEC EDGAR
Charts
As reported to the SEC, without any scoring.
Penguin Solutions, Inc. (PENG) reported revenue of $479M in Q3 2026 (quarter ended May 29, 2026), up 48% from the same quarter a year earlier. That came with a gross margin of 28% and net income of $45M (9.3% of revenue). For the full year FY2025, revenue was $1.37B (+17% year on year) and net income $25M. Its largest segment in Q3 2026 was Integrated Memory at $275M, 57% of the disclosed total, well ahead of Advanced Computing at 29%. The next results filing is expected around Jan 5, 2027, the same week as a year ago.
What the company said
The company's own words from its current reports to the SEC, newest first
- Oct 6, 2026Penguin Solutions Announces.Earnings release · press release
- Oct 6, 2026On October 6, 2026, the Company announced that its board of directors (the “Board”) had appointed Stephen Cumming to serve as the Company’s Senior Vice President and Chief Financial Officer (“CFO”), effective immediately.Earnings release · Form 8-K
- Jul 17, 2026Indenture and Convertible Senior Notes On July 17, 2026, Penguin Solutions, Inc. (the “Company”) issued $750.0 million aggregate principal amount of the Company’s 0.00% Convertible Senior Notes due 2031 (the “Notes”) pursuant to an indenture, dated July 17, 2026 (the “Indenture”), between the Company and U.S. Bank …Material agreement entered · Form 8-K
Quoted from SEC EDGAR filings. A current report is filed within four business days of the event it describes.
Business segments
Q3 2026 · $478.7MThe company’s own SEC segment disclosure.
- Integrated Memory$275.1M57%
- Advanced Computing$137.6M29%
- Optimized LED$66.1M14%
Why these answers
Each answer with the checks it was read from. Open one for the numbers.
Conflicts between checks are named, never averaged, and thin data says so.
Information Technology Services
Ranks #20 of 31 by RyuScore