PENG

Penguin Solutions Inc. (PENG) | Rumor.io

Penguin Solutions

PENG

Attention (50-day avg)0.01%

Attention rank (50-day avg)#434

Bullish sentiment (50-day avg)85%

Price to earnings ratio40.4

Market capitalization2.8B

Earnings per share1.39

Dividend yield (TTM)—

Revenue (annual)1.4B

Net income (annual)28.8M

Social

What share of all stock conversation is about PENG?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% 0	0.01% 0	0.01% 0	0.02% +0.01

Aug 17

70% of enterprise IT leaders expect to operate scaled AI Factories by 2028, which could be a positive indicator for Penguin Solutions, Inc. ($PENG).
SK Telecom is transferring its entire $200M stake in $PENG to a subsidiary of SK hynix, a move that could be seen as bullish for the company.
The ecosystem surrounding $PENG is strong, with partnerships with NVIDIA, Dell Technologies, and SK hynix, a leading HBM supplier powering the AI accelerator boom.

Generated by AI

Sentiment

Of the messages about PENG that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	100% 0	97.71% -0.75	96.98% +19.84	92.98% -3.97
Bearish	0% 0	2.29% +0.75	3.02% -19.84	7.02% +3.97

Bullish· Jul 20

$PENG has the potential for significant growth, with a market cap that could reach next year's projected revenue.
The company's strong business prospects, including a $750 million investment from institutional investors, are driving the stock's upward momentum.
With a potential upside of 72% ROI and a clear buy zone, $PENG's share price could continue to rise, making it an attractive long-term investment opportunity.

Bearish· Jul 20

The stock's price has fallen by 42% from $90 to $52, and the author warns that buying at $90 was not investing, but rather FOMO.
The stock has been down 31% since the author told everyone to "run away", and the author advises to "protect your capital".
The stock's price drop is attributed to a Barclays downgrade from Equal Weight to Underweight, despite the firm maintaining its $40 price target.

Generated by AI

Topics

Of the messages about PENG that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Announcements	0%	73.01%	70.22%	36.53%
Technical Analysis	0%	3.11%	5.33%	7.44%
Macro	0%	0%	0.44%	21.19%
Earnings	0%	23.18%	23.56%	13.97%
Analysts	100%	0.69%	0.44%	20.87%
Controversies	0%	0%	0%	0%

Earnings· Jul 7

Penguin Solutions reported Q3 FY26 earnings with revenue of $479M, a 48% year-over-year increase, and non-GAAP EPS of $0.84, a 79% increase.
The company beat estimates on both revenue and EPS, with revenue exceeding the expected $400.7M and EPS surpassing the expected $0.54.
Penguin Solutions raised its full-year guidance on both sales and EPS, with revenue expected to grow 22% year-over-year and EPS expected to be $2.60, surpassing the previous estimate of $2.28.

Announcements· Jul 7

Penguin Solutions reported record Q3 FY2026 earnings, with revenue of $478.7M, a 48% year-over-year increase, and adjusted EPS of $0.84, a 79% increase.
The company's Integrated Memory segment more than doubled year-over-year, reaching $275.1M, driven by massive AI demand and the shift of AI workloads to memory-intensive applications.
Penguin Solutions raised its full-year guidance for FY2026 on both revenue and EPS, with revenue growth now seen at 22% and non-GAAP EPS at $2.60, up from previous estimates.

Generated by AI

Community

Of the messages about PENG, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	0%	52.76%	69.14%	10.42%
Newcomers	100%	47.24%	30.86%	89.58%

Regulars· Jul 20

*Penguin Solutions' recent earnings surge is being driven by its growing business in memory, which benefits from higher pricing, and the company's durable growth moat beyond 2027 serving Enterprise & Sovereign customers.
The stock's decline is being driven by the Barclays analyst downgrade to Underweight, which the regulars believe is likely a paid report, and not based on any fundamental changes in the company's thesis.
The regulars are modeling well above the preliminary guide and expect the stock to reach $100 or more, with some even seeing a potential 90% or more upside, driven by the company's strong growth and market momentum.

Newcomers· Jul 29

Newcomers to $PENG are focused on its recent price drop, with some expecting it to hit $20 before the end of August.
Some newcomers believe that the stock's price will continue to fall, with one user thinking Oracle's impact on the stock will make things "uglier".
Others are holding onto their shares, with one user thinking $45 is the bottom and buying shares at $46 or higher for a long-term investment.

Generated by AI

News

Penguin Solutions stock may move 15% on Oct. 6 earnings report

19h agoInvesting.com

AMD, Intel, Western Digital, Vishay Intertechnology, and Penguin Solutions Stocks Trade Down, What You Need To Know

Detailed price information for Adv Micro Devices (AMD-Q) from The Globe and Mail including charting and trades.

1d agoThe Globe and Mail

Penguin Solutions and onsemi Shares Skyrocket, What You Need To Know

A number of stocks jumped in the afternoon session after investors extended a multi-day rally driven by rising compute demand for agentic artificial intelligence following the rollout of Meta Platforms' Muse agent.

4d agoYahoo Finance

Lam Research, Marvell Technology, Western Digital, FormFactor, and Penguin Solutions Shares Are Falling, What You Need To Know

5d agofinance.yahoo.com

Western Digital, FormFactor, Penguin Solutions, Himax, and Power Integrations Shares Are Falling, What You Need To Know

A number of stocks fell in the morning session after benchmark 10-year U.S. Treasury yields rose above 5.1%, renewing pressure on high-multiple technology valuations. The pullback follows a six-session climb that had lifted the Philadelphia Semiconductor Index by 14% since the start of the week, according to Nasdaq index data.

5d agofinance.yahoo.com

Penguin Solutions Is Heating Up, But It's Still Down 30% From Its All-Time High. Here's What Investors Should Know Before It Reports Earnings in Early October.

Ahead of Penguin Solutions' Oct. 6 earnings report, its stock has started to rally back from its late-summer slump.

6d agofinance.yahoo.com

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Penguin Solutions Inc.

Technology
Information Technology Services

Penguin Solutions Inc. is an information technology company that designs, builds, deploys, and manages enterprise solutions for data-intensive computing environments. Its business is organized around Advanced Computing, Integrated Memory, and Optimized LED, giving it a broad presence across AI infrastructure, high-performance computing, memory systems, and lighting technologies. Through brands such as Penguin Computing, Stratus, Penguin Edge, SMART Modular Technologies, and Cree LED, the company provides hardware, software, and services for core, cloud, and edge applications. Penguin Solutions serves industries that rely on technical computing, resilient data center operations, embedded systems, and specialized LED components, including enterprise IT, telecommunications, healthcare, manufacturing, energy, government, and financial services. The company plays a role in supporting modern digital infrastructure by combining computing platforms, memory products, and application-optimized LEDs within a single technology portfolio.

Website

Location

190 Elgin Avenue

Grand Cayman, CA, KY1-9008

Cayman Islands

Social

What share of all stock conversation is about PENG?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% 0	0.01% 0	0.01% 0	0.02% +0.01

Aug 17

70% of enterprise IT leaders expect to operate scaled AI Factories by 2028, which could be a positive indicator for Penguin Solutions, Inc. ($PENG).
SK Telecom is transferring its entire $200M stake in $PENG to a subsidiary of SK hynix, a move that could be seen as bullish for the company.
The ecosystem surrounding $PENG is strong, with partnerships with NVIDIA, Dell Technologies, and SK hynix, a leading HBM supplier powering the AI accelerator boom.

Generated by AI

Sentiment

Of the messages about PENG that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	100% 0	97.71% -0.75	96.98% +19.84	92.98% -3.97
Bearish	0% 0	2.29% +0.75	3.02% -19.84	7.02% +3.97

Bullish· Jul 20

$PENG has the potential for significant growth, with a market cap that could reach next year's projected revenue.
The company's strong business prospects, including a $750 million investment from institutional investors, are driving the stock's upward momentum.
With a potential upside of 72% ROI and a clear buy zone, $PENG's share price could continue to rise, making it an attractive long-term investment opportunity.

Bearish· Jul 20

The stock's price has fallen by 42% from $90 to $52, and the author warns that buying at $90 was not investing, but rather FOMO.
The stock has been down 31% since the author told everyone to "run away", and the author advises to "protect your capital".
The stock's price drop is attributed to a Barclays downgrade from Equal Weight to Underweight, despite the firm maintaining its $40 price target.

Generated by AI

Topics

Of the messages about PENG that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Announcements	0%	73.01%	70.22%	36.53%
Technical Analysis	0%	3.11%	5.33%	7.44%
Macro	0%	0%	0.44%	21.19%
Earnings	0%	23.18%	23.56%	13.97%
Analysts	100%	0.69%	0.44%	20.87%
Controversies	0%	0%	0%	0%

Earnings· Jul 7

Penguin Solutions reported Q3 FY26 earnings with revenue of $479M, a 48% year-over-year increase, and non-GAAP EPS of $0.84, a 79% increase.
The company beat estimates on both revenue and EPS, with revenue exceeding the expected $400.7M and EPS surpassing the expected $0.54.
Penguin Solutions raised its full-year guidance on both sales and EPS, with revenue expected to grow 22% year-over-year and EPS expected to be $2.60, surpassing the previous estimate of $2.28.

Announcements· Jul 7

Penguin Solutions reported record Q3 FY2026 earnings, with revenue of $478.7M, a 48% year-over-year increase, and adjusted EPS of $0.84, a 79% increase.
The company's Integrated Memory segment more than doubled year-over-year, reaching $275.1M, driven by massive AI demand and the shift of AI workloads to memory-intensive applications.
Penguin Solutions raised its full-year guidance for FY2026 on both revenue and EPS, with revenue growth now seen at 22% and non-GAAP EPS at $2.60, up from previous estimates.

Generated by AI

Community

Of the messages about PENG, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	0%	52.76%	69.14%	10.42%
Newcomers	100%	47.24%	30.86%	89.58%

Regulars· Jul 20

*Penguin Solutions' recent earnings surge is being driven by its growing business in memory, which benefits from higher pricing, and the company's durable growth moat beyond 2027 serving Enterprise & Sovereign customers.
The stock's decline is being driven by the Barclays analyst downgrade to Underweight, which the regulars believe is likely a paid report, and not based on any fundamental changes in the company's thesis.
The regulars are modeling well above the preliminary guide and expect the stock to reach $100 or more, with some even seeing a potential 90% or more upside, driven by the company's strong growth and market momentum.

Newcomers· Jul 29

Newcomers to $PENG are focused on its recent price drop, with some expecting it to hit $20 before the end of August.
Some newcomers believe that the stock's price will continue to fall, with one user thinking Oracle's impact on the stock will make things "uglier".
Others are holding onto their shares, with one user thinking $45 is the bottom and buying shares at $46 or higher for a long-term investment.

Generated by AI

Penguin Solutions

Social

Aug 17

Bullish· Jul 20

Bearish· Jul 20

Earnings· Jul 7

Announcements· Jul 7

Regulars· Jul 20

Newcomers· Jul 29

Penguin Solutions stock may move 15% on Oct. 6 earnings report

AMD, Intel, Western Digital, Vishay Intertechnology, and Penguin Solutions Stocks Trade Down, What You Need To Know

Penguin Solutions and onsemi Shares Skyrocket, What You Need To Know

Lam Research, Marvell Technology, Western Digital, FormFactor, and Penguin Solutions Shares Are Falling, What You Need To Know

Western Digital, FormFactor, Penguin Solutions, Himax, and Power Integrations Shares Are Falling, What You Need To Know

Penguin Solutions Is Heating Up, But It's Still Down 30% From Its All-Time High. Here's What Investors Should Know Before It Reports Earnings in Early October.

Also Discussed

Penguin Solutions Inc.

Company Information

Location

Penguin Solutions stock may move 15% on Oct. 6 earnings report

AMD, Intel, Western Digital, Vishay Intertechnology, and Penguin Solutions Stocks Trade Down, What You Need To Know

Penguin Solutions and onsemi Shares Skyrocket, What You Need To Know

Lam Research, Marvell Technology, Western Digital, FormFactor, and Penguin Solutions Shares Are Falling, What You Need To Know

Western Digital, FormFactor, Penguin Solutions, Himax, and Power Integrations Shares Are Falling, What You Need To Know

Penguin Solutions Is Heating Up, But It's Still Down 30% From Its All-Time High. Here's What Investors Should Know Before It Reports Earnings in Early October.

Also Discussed

Social

Aug 17

Bullish· Jul 20

Bearish· Jul 20

Earnings· Jul 7

Announcements· Jul 7

Regulars· Jul 20

Newcomers· Jul 29