Professional
Added to YB: 2025-10-31
Pitch date: 2025-09-30
PENG [neutral]
Penguin Solutions, Inc.
-23.21%
current return
Author Info
No bio for this author
Company Info
Penguin Solutions, Inc. designs, builds, deploys and manages enterprise solutions worldwide. The company operates through three segments: Advanced Computing, Integrated Memory, and Optimized LED.
Market Cap
$1.2B
Pitch Price
$26.28
Price Target
N/A
Dividend
N/A
EV/EBITDA
9.93
P/E
81.64
EV/Sales
1.10
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Meridian Contrarian Fund Portfolio Holding: Penguin Solutions, Inc.
PENG (trimmed position): Diversified tech co designing computing, memory & LED solutions. Strong Q4 performance driven by AI datacenter demand in high-performance computing & memory segments. Position trimmed into strength but maintaining large holding due to growth prospects, strong balance sheet, high ROIC & reasonable valuation.
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