Penguin Solutions, Inc. (NASDAQ:PENG)
| Market Cap | 3.14B+123.5% |
| Revenue (ttm) | 1.50B+12.0% |
| Net Income | 96.61M+1225.1% |
| EPS | 1.40+598.8% |
| Shares Out | 51.24M |
| PE Ratio | 41.80 |
| Forward PE | 15.35 |
| Dividend | n/a |
| Ex-Dividend Date | n/a |
| Volume | 3,339,481 |
| Open | 57.22 |
| Previous Close | 54.98 |
| Day's Range | 56.84 - 62.32 |
| 52-Week Range | 16.04 - 89.86 |
| Beta | 2.85 |
| Analysts | Buy |
| Price Target | 65.00(+5.93%) |
| Earnings Date | Oct 6, 2026 |
Penguin Solutions, Inc. has a live Insider Score.
Scored on 0 qualifying trades from 0 insiders in the last 90 days.
About PENG
Penguin Solutions, Inc. is a global technology company focused on designing and delivering advanced enterprise solutions. Its business operations are segmented into three primary divisions: Advanced Computing, Integrated Memory, and Optimized LED. Within its Integrated Memory segment, the company supplies sophisticated memory solutions, including dynamic random access memory (DRAM) modules, solid-state drives (SSDs), and flash storage. These offerings cater to demanding applications in networking, telecommunications, data analytics, and artificial intelligence/machine learning. This segment also provides comprehensive supply chain management services, encompassing procurement, logistics, inventory control, temporary warehousing, programming, kitting, and packaging. The Advanced Computing division features several key product lines. Penguin Computing delivers specialized technical computing for core data centers and cloud environments, focusing on high-performance computing (HPC) and AI solutions. Penguin Edge offers robust edge computing tailored for embedded and wireless applications, serving critical sectors such as government, healthcare, manufacturing, and telecommunications. Moreover, the Stratus brand provides inherently fault-tolerant computing solutions—combining hardware and software—that are simplified, protected, and autonomous for both data center and edge deployments, supporting industries like education, energy, financial services, government, hyperscale, and manufacturing. The Optimized LED segment produces advanced LED components under the Cree LED brand, including blue and green gallium nitride-based LED chips and associated materials. It also manufactures surface mount devices (SMDs) under the Cree LED XLamp and J Series brands. Penguin Solutions reaches its diverse clientele, which includes original equipment manufacturers (OEMs), enterprise clients, government entities, and other end-users, through a multi-channel sales approach. This includes a direct sales force, e-commerce platforms, customer service teams, on-site field application engineers, independent sales representatives, distributors, integrators, and resellers. Founded in 1988 and headquartered in Grand Cayman, Cayman Islands, the company will officially adopt the name Penguin Solutions, Inc. in October 2024, having previously operated as SMART Global Holdings, Inc.
What Are Insiders Doing?
View the trades behind this meter — each links to its SEC Form 4 →
Open-market Form 4 purchases (code P) vs sales (code S) on file for this company. Grants, option exercises and tax withholdings are excluded. Informational only.
$PENG stock is featured in our Insider Score Rankings, and Insider Trades datasets.
→ All Stock ListsRecently reported changes in PENG holdings by institutional investors
Latest 0 13F filings · Source: SEC EDGAR
View all institutional owners →Insider Trading
Quarterly net insider trading by PENG's directors and management
Source: SEC EDGAR (Form 4)
Corporate Lobbying
PENG Estimated quarterly lobbying spending
Source: U.S. Senate LDA
PENG Revenue by Segment or Geography
| Segment | Revenue | % of All |
|---|---|---|
| Integrated Memory | $275.07M | 57.46% |
| Advanced Computing | $137.58M | 28.74% |
| Optimized LED | $66.06M | 13.80% |
As of: Q2 2026 (May 29, 2026) · Source: SEC EDGAR (10-Q)
U.S. Patents
New PENG patent grants
Source: USPTO Open Data Portal
Government Contracts
Estimated quarterly amount awarded to PENG from public contracts
Source: USAspending.gov
Top ETF Holders
ETFs with the largest estimated holdings in PENG
| ETF | Est. Holding Size |
|---|---|
| VTIVanguard Morningstar Total Stock Market ETF | $75.35M |
| IWMiShares Russell 2000 ETF | $72.45M |
| XSDState Street SPDR S&P Semiconductor ETF | $70.32M |
| VGTVanguard Information Technology ETF | $58.50M |
| AFTYPacer CSOP FTSE China A50 ETF | $38.51M |
| VXFVanguard Extended Market ETF | $26.30M |
Estimated from each fund’s disclosed top holdings × AUM
PENG Insider Score
Our composite score: insider buying, sector, volume, tone & dilution
Bull Case vs Bear Case
AI-generated from PENG’s recent data — informational, not investment advice
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