Professional
Added to YB: 2025-10-31
Pitch date: 2025-09-30
PENG [neutral]
SMART Global Holdings, Inc.
-22.87%
current return
Author Info
No bio for this author
Company Info
SMART Global Holdings, Inc., a memory-focused company, engages in the designing and development of enterprise solutions in the United States, China, Europe, and internationally.
Market Cap
$1.1B
Pitch Price
$26.28
Price Target
N/A
Dividend
N/A
EV/EBITDA
11.03
P/E
23.49
EV/Sales
1.15
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.
Read full article (1 min)