US · Technology · Information Technology Services
EPS came in at 0.91 against a street estimate of 0.61 — a beat of 49.2%.
Analysts rate Penguin Solutions, Inc. a buy (6 buy, 0 hold, 1 sell out of 7) with an average price target of $85.62.
CONFIDENT Penguin finished FY26 strongly, with AI infrastructure and integrated memory accelerating. Management raised FY27 expectations to approximately $2.43 billion revenue and $4.45 EPS at the midpoint, above street estimates. Q4 FY26 No regional revenue breakdown was provided. Analysts focused on the raised computing outlook, operating leverage, backlog conversion and timing of neo-cloud deployments. Management attributed the outlook to stronger bookings, record backlog and accelerating AI demand, but did not quantify backlog coverage or project timing in the provided exchange. 2026-10-06…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 14.93% |
| FMR Inc | 12.03% |
| Amvescap Plc. | 8.89% |
| State Street Corp | 6.11% |
| Vanguard Portfolio Management, LLC | 5.83% |
| Dimensional Fund Advisors, Inc. | 4.67% |
| Vanguard Capital Management, LLC | 4.12% |
| Barrow Hanley Mewhinney & Strauss LLC | 3.86% |
| Document | Date |
|---|---|
| Results announced · Q1 FY2027 HEADLINE NUMBERS • Penguin Solutions appointed Stephen Cumming as Senior Vice President and Chief Financial Officer, effective October 6, 2026. • Cu | 2026-10-06 |
| Results announced · Q1 FY2027 HEADLINE NUMBERS • Q4 fiscal 2026 net sales reached a record $566.685 million, up 68% year over year. • Q4 GAAP operating income was $69.462 million | 2026-10-06 |
| Material agreement · Q4 FY2026 PENGUIN SOLUTIONS, INC. – 8-K SUMMARY HEADLINE NUMBERS • Company issued $750.0 million aggregate principal amount of 0.00% Convertible Senior Notes | 2026-07-17 |
| Quarterly report · Q3 FY2026 PENGUIN SOLUTIONS, INC. - Q3 FY2026 10-Q SUMMARY HEADLINE NUMBERS • Total net sales (9 months ended May 29, 2026): $1,164,783 thousand, up from $1,0 | 2026-07-07 |
| Results announced · Q4 FY2026 PENGUIN SOLUTIONS Q3 FISCAL 2026 FINANCIAL RESULTS SUMMARY HEADLINE NUMBERS • Q3 Net Sales: $478.7 million, up 48% year-over-year (Q3-25: $324.3 mil | 2026-07-07 |
| Board / officer change · Q3 FY2026 PENGUIN SOLUTIONS, INC. – 8-K SUMMARY HEADLINE NUMBERS • CFO Nate Olmstead resigning effective July 8, 2026 • Aaron Johnson appointed as interim CFO | 2026-06-01 |
| Board / officer change · Q3 FY2026 PENGUIN SOLUTIONS, INC. – FORM 8-K SUMMARY HEADLINE NUMBERS • Board size increased from seven to eight members • New director appointment effective | 2026-05-18 |
| Quarterly report · Q2 FY2026 PENGUIN SOLUTIONS, INC. – Q2 FY2026 10-Q SUMMARY HEADLINE NUMBERS • Cash Position: $489.2 million as of February 27, 2026, up $35.4 million from $45 | 2026-04-01 |
Readable in the app.
| Announcement | Date |
|---|---|
| Stock Transfer Agreement entered into by subsidiary Penguin Solutions announced on December 29, 2025, that its subsidiary SMART Modular Technologies (LX) S.à r.l. signed an agreement to sell its remaining 19% stake in Zilia Technologies to Le | 2025-12-30 |
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Open in the appGoogle PlayApp StoreData updated 2026-10-19.