Added to YB: 2026-06-11
Pitch date: 2026-06-08
PENG [neutral]
Penguin Solutions, Inc.
-10.82%
current return
Author Info
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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
$3.1B
Pitch Price
$65.62
Price Target
N/A
Dividend
N/A
EV/EBITDA
21.72
P/E
88.29
EV/Sales
2.50
Sector
Semiconductors and Semiconductor Equipment
Category
turnaround
Penguin Solutions, Inc. - $PENG
PENG (overview): Three-business AI/HPC integrator (47%), specialty memory (34%), LED drag (19%). Transformation via SKT $200M anchor + SK Hynix CXL partnership, new CEO. Non-hyperscale AI HPC +50% H1FY26. Stock +300% off lows, ~2x rev, prices in execution. Base case modest returns; bull compelling, bear severe. Thesis real, price not yet supported.
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