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Penguin Solutions Earnings Are Imminent; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call

Penguin Solutions, Inc. PENG will release earnings results for the third quarter, after the closing bell on Tuesday, July 8.

07/01/2025

Penguin Solutions Completes Redomiciliation to the United States

MILPITAS, Calif.--(BUSINESS WIRE)---- $PENG #DelawareCorporatation--Penguin Solutions completes the redomiciliation process to change the parent company of its group from a Cayman Islands co to a Delaware corporation.

06/30/2025

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The price of (PENG) is 23.38 and it was updated on 2025-07-09 13:00:15.

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Penguin Solutions: A Quiet Contender In The AI Infrastructure Race Penguin Solutions is rapidly evolving into a vertically integrated AI infrastructure provider, showing strong revenue growth, rising margins, and robust cash flow. Strategic partnerships with Dell and SK Telecom, plus vertical integration, position Penguin for scalable enterprise AI deployments and recurring, high-margin software revenue. The company trades at a steep discount to peers, with a clear path to multiple expansion if current growth and execution trends continue. Fri, Jun. 20, 2025
Penguin Solutions Announces Third Quarter Fiscal 2025 Financial Conference Call MILPITAS, Calif.--(BUSINESS WIRE)---- $PENG #AI--Penguin Solutions, Inc. announced its financial webcast & conf call for Q3FY2025 earnings after market close on Tues, July 8 at 1:30 pm PT/4:30 pm ET. Wed, Jun. 18, 2025
Penguin Solutions Announces Second Generation Stratus ztC Endurance Fault Tolerant Computing Platforms MILPITAS, Calif.--(BUSINESS WIRE)---- $PENG #5thGenIntelXeonProcessors--Penguin Solutions announces the next gen Stratus ztC Endurance platform, its flagship fault tolerant computing platform with seven nines availability. Tue, Jun. 17, 2025
Penguin Solutions Signs Agreement with CDW Expanding Customer Reach for AI Infrastructure Offerings MILPITAS, Calif.--(BUSINESS WIRE)---- $PENG #AI--Penguin Solutions announced an agreement with CDW making its AI infrastructure available to CDW's customer base enabling more companies to deploy AI. Tue, May. 06, 2025
Wall Street Analysts See a 48.2% Upside in Penguin Solutions, Inc. (PENG): Can the Stock Really Move This High? The consensus price target hints at a 48.2% upside potential for Penguin Solutions, Inc. (PENG). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term. Fri, May. 02, 2025

Transcripts

Transcipts Data
(PENG) on Q2 2025 Results - Earnings Call Transcript SA Transcripts Wed, Apr. 02, 2025
(PENG) on Q1 2025 Results - Earnings Call Transcript SA Transcripts Wed, Jan. 08, 2025
(PENG) on Q4 2024 Results - Earnings Call Transcript SA Transcripts Tue, Oct. 15, 2024
(PENG) on Q3 2024 Results - Earnings Call Transcript SA Transcripts Tue, Jul. 09, 2024
(PENG) on Q2 2024 Results - Earnings Call Transcript SA Transcripts Tue, Apr. 09, 2024
(PENG) on Q1 2024 Results - Earnings Call Transcript SA Transcripts Tue, Jan. 09, 2024

Press Releases

StockPrice Release
Penguin solutions reports q3 fiscal 2025 financial results 07/08/2025
Penguin solutions completes redomiciliation to the united states 06/30/2025
Penguin solutions announces third quarter fiscal 2025 financial conference call 06/18/2025
Penguin solutions announces second generation stratus ztc endurance fault tolerant computing platforms 06/17/2025
Penguin solutions signs agreement with cdw expanding customer reach for ai infrastructure offerings 05/06/2025
Smart modular expands cxl offerings with addition of e3.s 2t 128gb cmm to cxl consortium's integrator list 04/15/2025
Penguin solutions reports q2 fiscal 2025 financial results 04/02/2025
Smart modular technologies introduces its non-volatile cxl e3.s memory module 03/25/2025
Penguin solutions, inc. announces proposed redomiciliation to the united states 03/24/2025
Penguin solutions announces second quarter fiscal 2025 financial conference call 03/12/2025
Penguin solutions expands its ai infrastructure management software platform and introduces robust ai optimization service 03/04/2025
Smart modular add-in cards now listed on cxl consortium integrators' list 01/21/2025
Penguin solutions signs ai data center collaboration agreement with sk telecom and sk hynix 01/09/2025
Penguin solutions reports q1 fiscal 2025 financial results 01/08/2025
Creeled inc. files patent infringement lawsuit against adj products, llc 12/19/2024
Cree led and daktronics enter licensing agreement for led display technology 12/17/2024
Penguin solutions announces first quarter fiscal 2025 financial conference call 12/16/2024
Stratus to showcase secure, zero-touch computing and edge-to-cloud smart manufacturing at automation fair 2024 11/19/2024
Penguin solutions originai infrastructure now available with additional gpus and enhanced cluster management capabilities 11/19/2024
Penguin solutions accelerates time to value for ai factories 11/18/2024
Penguin solutions end-to-end ai infrastructure solutions on display at sc24 11/13/2024
Smart modular introduces ruggedized, high-speed, high capacity, high security t6en ssds for aerospace, defense and industrial applications 11/04/2024
Penguin solutions releases 2023 environmental, social, and governance report 10/31/2024
Penguin solutions reports fourth quarter and full year fiscal 2024 financial results 10/15/2024

More Headlines

News
SMART Modular Expands CXL Offerings with Addition of E3.S 2T 128GB CMM to CXL Consortium's Integrator List NEWARK, Calif.--(BUSINESS WIRE)---- $PENG #AI--SMART Modular Technologies today announced that its E3.S 2T 128GB CMM memory module has been officially added to the CXL Consortium's Integrator List. 04/15/2025
Down -12.6% in 4 Weeks, Here's Why You Should You Buy the Dip in Penguin Solutions, Inc. (PENG) The heavy selling pressure might have exhausted for Penguin Solutions, Inc. (PENG) as it is technically in oversold territory now. In addition to this technical measure, strong agreement among Wall Street analysts in revising earnings estimates higher indicates that the stock is ripe for a trend reversal. 04/09/2025
Penguin Solutions, Inc. (PENG) Upgraded to Buy: Here's What You Should Know Penguin Solutions, Inc. (PENG) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy). 04/07/2025
Penguin Solutions: Growth Momentum Still On Track I maintain a bullish rating on Penguin Solutions due to strong AI-related demand and solid financial performance, validated by 2Q25 results. PENG reported $366 million in revenue, up 28% y/y, with significant growth in Advanced Computing and Integrated Memory segments, and improved gross margins. Management's positive pipeline commentary and strong demand from hyperscalers suggest continued revenue growth and successful AI implementations into FY '26. 04/05/2025
Penguin Solutions Earnings: Tariff Risks, But A Stronger Balance Sheet Penguin Solutions, Inc. reported earnings amid market uncertainty due to new tariffs, impacting investor sentiment negatively despite a revised revenue growth outlook for fiscal 2025. My previous positive call on PENG was incorrect; the company has struggled with its turnaround, but it remains positioned for AI infrastructure growth. Despite challenges, Penguin Solutions improved its balance sheet and raised fiscal 2025 revenue growth expectations from 15% to 17%, driven by strong cash generation. 04/04/2025
Penguin Solutions: A Cheap Stock With Real Growth And Real Risk Penguin Solutions is strategically pivoting towards AI infrastructure and next-gen memory, positioning itself as a full-stack solutions provider across key industries. The company shows strong financial performance with 28.33% growth, significant revenue upside, and expanding margins, driven by advanced computing and strategic customer expansion. Despite undervaluation, risks include demand variability, hardware margin constraints, and leadership transitions, which could impact near-term performance and cash flow predictability. 04/04/2025
Penguin Solutions Delivers Strong Q2 Results, Analysts Say 2025 Is Tracking 'Above Expectations' Shares of Penguin Solutions Inc PENG tanked in early trading on Thursday, even after the company posted better-than-expected results for its second quarter on Wednesday. 04/03/2025
Penguin Solutions, Inc. (PENG) Q2 2025 Earnings Call Transcript Penguin Solutions, Inc. (NASDAQ:PENG ) Q2 2025 Earnings Conference Call April 2, 2025 4:30 PM ET Company Participants Suzanne Schmidt - Investor Relations Mark Adams - Chief Executive Officer Nate Olmstead - Chief Financial Officer Conference Call Participants Denis Pyatchanin - Stifel Samik Chatterjee - JPMorgan Alek Valero - Loop Capital Kevin Garrigan - Rosenblatt Securities Nick Doyle - Needham & Company Operator Good afternoon. Thank you for attending today's Penguin Solutions Q2 Fiscal 2025 Earnings Call. 04/02/2025
Penguin Solutions, Inc. (PENG) Q2 Earnings and Revenues Beat Estimates Penguin Solutions, Inc. (PENG) came out with quarterly earnings of $0.52 per share, beating the Zacks Consensus Estimate of $0.35 per share. This compares to earnings of $0.27 per share a year ago. 04/02/2025
Penguin Solutions Reports Q2 Fiscal 2025 Financial Results MILPITAS, Calif.--(BUSINESS WIRE)---- $PENG #AI--Penguin Solutions today reported financial results for Q2 fiscal 2025 and the planned retirement of COO & President of Integrated Memory Jack Pacheco. 04/02/2025
SMART Modular Technologies Introduces its Non-Volatile CXL E3.S Memory Module NEWARK, Calif.--(BUSINESS WIRE)---- $PENG #AI--SMART Modular announced that it is now sampling its redefined Non-Volatile CXL Memory Module (NV-CMM) to Tier 1 OEMs based on the CXL® 2.0 standard. 03/25/2025
Penguin Solutions, Inc. Announces Proposed Redomiciliation to the United States MILIPITAS, Calif.--(BUSINESS WIRE)---- $PENG #AI--Penguin Solutions announced that its BoD has approved a plan to redomicile the parent co of Penguin Solutions group of co's from Cayman Islands to US. 03/24/2025
Penguin Solutions Announces Second Quarter Fiscal 2025 Financial Conference Call MILPITAS, Calif.--(BUSINESS WIRE)---- $PENG #AI--Penguin Solutions announced that it will host its Q2 FY2025 earnings financial webcast & conf call after market close on Wed, April 2 at 4:30 pm ET. 03/12/2025
Penguin Solutions Expands Its AI Infrastructure Management Software Platform and Introduces Robust AI Optimization Service MILPITAS, Calif.--(BUSINESS WIRE)---- $PENG #AI--Penguin Solutions announced its ICE ClusterWare software platform with multi-tenancy support, streamlined workflows, and enhanced controls for AI. 03/04/2025
SMART Modular Add-In Cards Now Listed on CXL Consortium Integrators' List NEWARK, Calif.--(BUSINESS WIRE)---- $PENG #AICs--SMART Modular today announced that its 4-DIMM and 8-DIMM CXL memory Add-in Cards/AICs are now officially on the CXL Consortium's Integrators' List. 01/21/2025
Penguin Solutions offering multiple catalysts, says Loop Capital Penguin Solutions +1.52 (+7.95%) SK Telecom -0.34 (-1.60%) 01/13/2025
Penguin Solution: Strong Growth Outlook With Strategic AI Partnerships I am positive on Penguin Solution due to its strong position in the growing AI infrastructure market, supported by strategic partnerships and robust revenue growth. PENG reported a 24% y/y revenue increase to $341 million, driven by a 49% y/y growth in the Advanced Computing segment, and strong adj EPS growth of 108% y/y. PENG's strategic partnerships with SK Telecom and Dell Technologies enhance its competitive edge and distribution, positioning it to capture more enterprise AI deployments. 01/12/2025
Penguin Solutions Signs AI Data Center Collaboration Agreement with SK Telecom and SK hynix LAS VEGAS--(BUSINESS WIRE)---- $PENG #AI--Penguin Solutions announced it has entered into a strategic collaboration agreement with SK Telecom and SK hynix to pursue AI data center solutions. 01/09/2025
Penguin Solutions price target raised to $23 from $22 at Barclays Barclays analyst Tom O'Malley raised the firm's price target on Penguin Solutions (PENG) to $23 from $22 and keeps an Overweight rating on the shares post the Q1 report. The resurgence of the company's major hyperscale customer, which is like Meta Planforms (META), for a third generation system "quells fears" about Penguin's path to continued growth for advanced computing, the analyst tells investors in a research note. However, the firm says that despite the near-term strength, the company's reaffirmed guidance points to a "lumpier" second half of the year. Nonetheless, Penguin's qualitative indicators are all tracking "materially more positive," creating a stronger setup for a stock, contends Barclays. 01/09/2025
Penguin Solutions Earnings: Upgrading To Buy After Fiscal Q1 Surprise Penguin Solutions, formerly SMART Global, delivered strong Q1 2025 earnings, boosting its stock by over 15% and proving skeptics wrong. The company focuses on AI infrastructure and large-scale data center clusters, positioning itself well for future AI adoption. Despite expected revenue growth moderation in H2 2025, the company is likely to exceed Q2 2025 revenue estimates, supporting a 15x EPS valuation. 01/09/2025
Penguin Solutions, Inc. (PENG) Q1 2025 Earnings Call Transcript Penguin Solutions, Inc. (NASDAQ:PENG ) Q1 2025 Earnings Conference Call January 8, 2025 4:30 PM ET Company Participants Suzanne Schmidt - IR Mark Adams - CEO Nate Olmstead - CFO Conference Call Participants Michael Ng - Goldman Sachs Brian Chin - Stifel Nick Doyle - Needham Alek Valero - Loop Capital Rustam Kanga - Citizens JMP Madison DePaola - Rosenblatt Securities Operator Good afternoon. Thank you for attending today's Penguin Solutions First Quarter Fiscal 2025 Earnings Call. 01/08/2025
Penguin Solutions, Inc. (PENG) Q1 Earnings and Revenues Surpass Estimates Penguin Solutions, Inc. (PENG) came out with quarterly earnings of $0.49 per share, beating the Zacks Consensus Estimate of $0.40 per share. This compares to earnings of $0.24 per share a year ago. 01/08/2025
Penguin Solutions Reports Q1 Fiscal 2025 Financial Results MILPITAS, Calif.--(BUSINESS WIRE)---- $PENG #AI--Penguin Solutions today reported financial results for Q1FY25 with revenue up by 24% vs Q1 FY24, highlighted by 49% growth in Advanced Computing. 01/08/2025
CreeLED Inc. Files Patent Infringement Lawsuit Against ADJ Products, LLC DURHAM, N.C.--(BUSINESS WIRE)---- $PENG #ADJProductsLLC--Cree LED announced it has filed a patent infringement lawsuit in the U.S. District Court for the Northern District of Calif against ADJ Products, LLC. 12/19/2024
Cree LED and Daktronics Enter Licensing Agreement for LED Display Technology DURHAM, N.C.--(BUSINESS WIRE)---- $PENG #CreeLED--Cree LED and Daktronics announced a multi-year, global patent license agreement effective Dec 2024 to Daktronics for Cree LED's patented technology. 12/17/2024
Penguin Solutions Announces First Quarter Fiscal 2025 Financial Conference Call MILPITAS, Calif.--(BUSINESS WIRE)---- $PENG #AI--Penguin Solutions today announced it will host its financial webcast & conf call for Q1FY2025 earnings after market close on Jan 8, 2025 at 4:30 pm ET. 12/16/2024
Why Penguin Solutions Could Be the AI Sleeper Stock of 2025 With semiconductor stocks, there is a particular desire to find the next big thing. This comes from the incredible success of stocks like NVIDIA NASDAQ: NVDA and Taiwan Semiconductor Manufacturing NYSE: TSM. 12/05/2024
Stratus to Showcase Secure, Zero-Touch Computing and Edge-to-Cloud Smart Manufacturing at Automation Fair 2024 MAYNARD, Mass.--(BUSINESS WIRE)---- $PENG #AutomationFair--Stratus announced its participation at Rockwell Automation Fair, Nov 18-21 in Anaheim, to showcase its fault tolerant, zero-touch computing platforms. 11/19/2024
Penguin Solutions OriginAI Infrastructure Now Available with Additional GPUs and Enhanced Cluster Management Capabilities FREMONT, Calif.--(BUSINESS WIRE)---- $PENG #AI--Penguin Solutions announced the latest NVIDIA and AMD GPUs as well as Dell Technologies AI-optimized hardware to its OriginAI infrastructure solution. 11/19/2024
Penguin Solutions Unlocks ROI With AI Investment Wave, Says Bullish Analyst Shares of enterprise AI solutions innovator Penguin Solutions Inc PENG have shed almost 20% in the past six months. 11/18/2024
Penguin Solutions Accelerates Time to Value for AI Factories FREMONT, Calif.--(BUSINESS WIRE)---- $PENG #AI--Penguin Solutions announced at SC24 its collaboration with Dell Technologies to deliver complete AI solutions that accelerate customers time to value. 11/18/2024
Penguin Solutions End-to-End AI Infrastructure Solutions on Display at SC24 FREMONT, Calif.--(BUSINESS WIRE)---- $PENG #AI--Penguin Solutions announced its participation at SC24 which will include product demonstrations, speaking engagements, and presence on the show floor. 11/13/2024
SMART Modular Introduces Ruggedized, High-Speed, High Capacity, High Security T6EN SSDs for Aerospace, Defense and Industrial Applications NEWARK, Calif.--(BUSINESS WIRE)---- $PENG #DRAM--SMART Modular today announced its new family of ruggedized T6EN PCIe/NVMe SSD flash drives for aerospace, defense, and industrial applications. 11/04/2024
Penguin Solutions Releases 2023 Environmental, Social, and Governance Report MILPITAS, Calif.--(BUSINESS WIRE)---- $PENG #CorporateResponsibility--Penguin Solutions released the 2023 Environmental, Social and Governance Report, the fourth annual record of the company's progress on its ESG goals. 10/31/2024
Penguin Solutions: A Name Change Won't Help Penguin Solutions' name change reflects a focus on AI infrastructure, but underlying fundamentals remain weak with inconsistent revenue growth and significant debt. Despite a projected 15% revenue growth in fiscal 2025, the business's cyclical nature and competitive market raise concerns about sustainable growth. Valuation at 9x forward non-GAAP EPS appears cheap, but negative free cash flow and high net debt make it a risky investment. 10/16/2024
Penguin Solutions, Inc. (PENG) Q4 2024 Earnings Call Transcript Penguin Solutions, Inc. (NASDAQ:PENG ) Q4 2024 Results Conference Call October 15, 2024 4:30 PM ET Company Participants Suzanne Schmidt - Investor Relations Mark Adams - Chief Executive Officer Jack Pacheco - Chief Operating Officer Nate Olmstead - Chief Financial Officer Conference Call Participants Nick Doyle - Needham Brian Chin - Stifel Kevin Cassidy - Rosenblatt Securities Ananda Baruah - Loop Capital Operator Welcome to the Penguin Solutions Fourth Quarter and Full Year Fiscal 2024 Earnings Conference Call. I would now like to pass the conference over to our host, Suzanne Schmidt of Investor Relations. 10/15/2024
Penguin Solutions Reports Fourth Quarter and Full Year Fiscal 2024 Financial Results MILPITAS, Calif.--(BUSINESS WIRE)---- $PENG #AI--Penguin Solutions, Inc. (NASDAQ: PENG) today announced its new company name and reported financial results for Q4 and full year fiscal 2024. 10/15/2024

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SMART Modular Expands CXL Offerings with Addition of E3.S 2T 128GB CMM to CXL Consortium's Integrator List

Down -12.6% in 4 Weeks, Here's Why You Should You Buy the Dip in Penguin Solutions, Inc. (PENG)

Penguin Solutions, Inc. (PENG) Upgraded to Buy: Here's What You Should Know

Penguin Solutions: Growth Momentum Still On Track

Penguin Solutions Earnings: Tariff Risks, But A Stronger Balance Sheet

Penguin Solutions: A Cheap Stock With Real Growth And Real Risk

Penguin Solutions Delivers Strong Q2 Results, Analysts Say 2025 Is Tracking 'Above Expectations'

Penguin Solutions, Inc. (PENG) Q2 2025 Earnings Call Transcript

Penguin Solutions, Inc. (PENG) Q2 Earnings and Revenues Beat Estimates

Penguin Solutions Reports Q2 Fiscal 2025 Financial Results

SMART Modular Technologies Introduces its Non-Volatile CXL E3.S Memory Module

Penguin Solutions, Inc. Announces Proposed Redomiciliation to the United States

Penguin Solutions Announces Second Quarter Fiscal 2025 Financial Conference Call

Penguin Solutions Expands Its AI Infrastructure Management Software Platform and Introduces Robust AI Optimization Service

SMART Modular Add-In Cards Now Listed on CXL Consortium Integrators' List

Penguin Solutions offering multiple catalysts, says Loop Capital

Penguin Solution: Strong Growth Outlook With Strategic AI Partnerships

Penguin Solutions Signs AI Data Center Collaboration Agreement with SK Telecom and SK hynix

Penguin Solutions price target raised to $23 from $22 at Barclays

Penguin Solutions Earnings: Upgrading To Buy After Fiscal Q1 Surprise

Penguin Solutions, Inc. (PENG) Q1 2025 Earnings Call Transcript

Penguin Solutions, Inc. (PENG) Q1 Earnings and Revenues Surpass Estimates

Penguin Solutions Reports Q1 Fiscal 2025 Financial Results

CreeLED Inc. Files Patent Infringement Lawsuit Against ADJ Products, LLC

Cree LED and Daktronics Enter Licensing Agreement for LED Display Technology

Penguin Solutions Announces First Quarter Fiscal 2025 Financial Conference Call

Why Penguin Solutions Could Be the AI Sleeper Stock of 2025

Stratus to Showcase Secure, Zero-Touch Computing and Edge-to-Cloud Smart Manufacturing at Automation Fair 2024

Penguin Solutions OriginAI Infrastructure Now Available with Additional GPUs and Enhanced Cluster Management Capabilities

Penguin Solutions Unlocks ROI With AI Investment Wave, Says Bullish Analyst

Penguin Solutions Accelerates Time to Value for AI Factories

Penguin Solutions End-to-End AI Infrastructure Solutions on Display at SC24

SMART Modular Introduces Ruggedized, High-Speed, High Capacity, High Security T6EN SSDs for Aerospace, Defense and Industrial Applications

Penguin Solutions Releases 2023 Environmental, Social, and Governance Report

Penguin Solutions: A Name Change Won't Help

Penguin Solutions, Inc. (PENG) Q4 2024 Earnings Call Transcript

Penguin Solutions Reports Fourth Quarter and Full Year Fiscal 2024 Financial Results

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