PENGPenguin Solutions, Inc.
Price
+137%1YEnd-of-day closes, not the intraday tick.
Accounting is the story here: start there
Quality mixed, hard red flags, undemanding price, growing in the filings, the market undecided.
Penguin Solutions is the AI Factory Platform Company. We design, build, deploy, and manage next-generation data centers for enterprises, sovereign AI initiatives, and neocloud providers. With deep design expertise at the intersection of data center AI infrastructure and memory solutions, our Full-Stack AI Factory Platform combines differentiated infrastructure software, advanced memory, compute systems, end-to-end services, and industry-leading partner technologies to help customers accelerate deployment, optimize token economics, and maximize the return on their AI investments.
In the company’s own words · 10-K filed Oct 20, 2026 · SEC EDGAR
Charts
As reported to the SEC, without any scoring.
Penguin Solutions, Inc. (PENG) reported revenue of $567M in Q4 2026 (quarter ended Aug 28, 2026), up 68% from the same quarter a year earlier. That came with a gross margin of 28% and net income of $93M (16% of revenue). For the full year FY2026, revenue was $1.73B (+26% year on year) and net income $181M. Its largest segment in Q3 2026 (quarter ended May 29, 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 #18 of 30 by RyuScore