Penguin Solutions, Inc. Ordinary Shares PENG

Penguin Solutions, Inc. is an end-to-end technology company. The Company’s Advanced Computing segment, under its Penguin Computing and Stratus brands, offers specialized platform solutions and services for artificial intelligence, high-performance computing, machine learning, advanced modeling and the Internet of things that span the continuum of edge, core and cloud. Its Integrated Memory segment, under its SMART Modular Technologies brand, provides high-performance and reliable integrated memory solutions through the design, development and advanced packaging of leading-edge to extended lifecycle products. Its Optimized LED segment, under its Cree LED brand, offers a broad portfolio of application-optimized LEDs focused on improving lumen density, intensity, efficacy, optical control and/or reliability. The Company’s LED products enable its customers to develop and market LED-based products for general lighting, video displays and specialty lighting applications.

• Zacks Investment Research 1 oct

  Penguin Solutions' AI Backlog Grows: Is Future Sales Taking Shape?

  Penguin Solutions (PENG) enters Q4 FY26 with strong AI-driven backlog as customer demand outpaces sales. Integrated Memory revenues surged 111% YoY to $275M, and the company raised FY26 net sales growth outlook to 22%. However, PENG faces intensifying competition from Super Micro Computer and Dell Technologies, both building substantial AI revenue visibility with record backlogs.

  

• Zacks Investment Research 9 sept

  Oddity Tech (ODD) Beats Q2 Earnings and Revenue Estimates

  Oddity Tech reported Q2 2026 earnings of $0.2 per share, beating consensus estimates of $0.12, with a 66.67% earnings surprise. However, revenues declined year-over-year to $180.52 million from $241.14 million. The stock has underperformed significantly, down 67.6% year-to-date versus the S&P 500's 12.1% gain. Zacks assigned the stock a Rank #3 (Hold) rating, suggesting near-term performance in line with the market.

  

• Zacks Investment Research 8 sept

  Braze, Inc. (BRZE) Surpasses Q2 Earnings and Revenue Estimates

  Braze (BRZE) reported Q2 2026 earnings of $0.19 per share, beating consensus estimates of $0.16, with revenues of $227.23 million exceeding expectations by 3.19%. However, the stock has underperformed the S&P 500 by 19.6% year-to-date and carries a Zacks Rank #3 (Hold) rating with mixed estimate revisions. Meanwhile, Penguin Solutions (PENG) is expected to report quarterly earnings of $0.75 per share, representing 74.4% year-over-year growth, with revenues projected at $512.5 million, up 51.7% from the prior year.

  

• Investing.com 9 jul

  Why Penguin Solutions May Be the Smartest AI Infrastructure Stock

  Penguin Solutions is positioned as a lower-risk AI infrastructure play compared to competitors like Nebius, Iren, and Applied Digital. The company reported Q3 fiscal 2026 revenue growth of 48% to $479 million, beating consensus by $55 million, with strong margin expansion and record operating income. Guidance was raised significantly with full-year revenue growth now expected at 22%. Strong institutional ownership (97%) and bullish analyst sentiment support the stock, though valuation at 35x earnings is elevated.

  

• The Motley Fool 8 jul

  Why Penguin Stock Popped Today

  Penguin Solutions stock surged 25.13% after the AI infrastructure provider raised its full-year growth forecast. The company reported 48% year-over-year net sales growth to $479 million in Q3 fiscal 2026, driven by strong demand for memory infrastructure supporting agentic AI and inference workloads. With memory demand outpacing supply, Penguin is benefiting from strong pricing power and margin expansion.