Penguin Solutions Management
Management Kriterienprüfungen 2/4
Wir verfügen derzeit nicht über ausreichende Informationen über den CEO.
Wichtige Informationen
Kash Shaikh
Geschäftsführender
n/a
Gesamtvergütung
| Prozentsatz des Geschäftsführergehalts | n/a |
| Amtszeit als Geschäftsführer | less than a year |
| Eigentum des Geschäftsführers | n/a |
| Durchschnittliche Amtszeit des Managements | 2yrs |
| Durchschnittliche Amtszeit der Vorstandsmitglieder | 3.3yrs |
Jüngste Management Updates
Recent updates
Narrativ-Update • May 25
PENG: AI Guidance And Execution Risks Will Restrain Future Upside
The analyst price target for Penguin Solutions has moved by about $9.60, with analysts pointing to updated fair value estimates, a slightly adjusted discount rate, modest tweaks to revenue growth and profit margin assumptions, and a higher future P/E multiple to justify the change. Analyst Commentary Recent Street research on Penguin Solutions has been mixed, with some analysts lifting price targets and others trimming them or lowering ratings.
Narrativ-Update • May 04
PENG: Higher Multiple And Mixed Guidance Will Challenge Bullish Expectations
Analysts have lifted the fair value estimate for Penguin Solutions by $1 to $24, reflecting updated assumptions on growth, profitability and future P/E after a mix of recent price target increases and cuts across the Street. Analyst Commentary Street research on Penguin Solutions has been mixed, with some firms adjusting price targets upward while others have taken a more cautious stance and reduced their targets.Narrativ-Update • Apr 20
PENG: Updated Guidance And AI Partnerships Will Shape Balanced Risk Profile
Penguin Solutions' analyst price target has moved modestly higher to approximately $28.71 from about $28.25, as analysts update their models around new revenue growth, margin, discount rate, and forward P/E assumptions following mixed target changes from firms raising and lowering their views. Analyst Commentary Street research around Penguin Solutions reflects a mix of optimism and caution, with some analysts lifting their targets by about $2 and others trimming by around $3.Seeking Alpha • Apr 04
Penguin Solutions: I'm Not Buying Into The Q2 Earnings Rally
Summary Penguin Solutions trades at a fairly low valuation. But its growth is currently driven by memory sales, which can be notoriously volatile. Q2 FY'26 results were mixed: EPS beat expectations, but revenues fell year-over-year and margins weren't particularly impressive. The company delivered much better guidance for the remainder of 2026, however. I want to see better results from Penguin's advanced computing division before buying the stock. Read the full article on Seeking AlphaAnalyseartikel • Oct 18
Solid Earnings Reflect Penguin Solutions' (NASDAQ:PENG) Strength As A Business
Even though Penguin Solutions, Inc. ( NASDAQ:PENG ) posted strong earnings, investors appeared to be underwhelmed. We...Narrativ-Update • Oct 03
AI And Digital Transformation Will Drive Global Data Center Success
Peguin Solutions’ fair value price target has been raised from $27.13 to $28.25 per share. Analysts cite stronger memory demand, improved pricing, and early momentum in commercial and sovereign AI opportunities as key drivers behind their more optimistic outlook.Analyseartikel • Jul 09
Why Investors Shouldn't Be Surprised By Penguin Solutions, Inc.'s (NASDAQ:PENG) Low P/S
With a price-to-sales (or "P/S") ratio of 0.8x Penguin Solutions, Inc. ( NASDAQ:PENG ) may be sending very bullish...Analyseartikel • Jun 12
Is There An Opportunity With Penguin Solutions, Inc.'s (NASDAQ:PENG) 31% Undervaluation?
Key Insights Penguin Solutions' estimated fair value is US$29.64 based on 2 Stage Free Cash Flow to Equity Penguin...Analyseartikel • May 22
Is Now An Opportune Moment To Examine Penguin Solutions, Inc. (NASDAQ:PENG)?
Penguin Solutions, Inc. ( NASDAQ:PENG ), might not be a large cap stock, but it received a lot of attention from a...
Neues Narrativ • May 02
Channel Partnerships And AI Deployments Will Open New Opportunities
Expanding channel partnerships and AI infrastructure focus positions Penguin Solutions well for future revenue growth and market capitalization.Analyseartikel • Mar 28
Penguin Solutions, Inc.'s (NASDAQ:PENG) Prospects Need A Boost To Lift Shares
With a price-to-sales (or "P/S") ratio of 0.8x Penguin Solutions, Inc. ( NASDAQ:PENG ) may be sending very bullish...Seeking Alpha • Jan 09
Penguin Solutions Earnings: Upgrading To Buy After Fiscal Q1 Surprise
Summary Penguin Solutions, formerly SMART Global, delivered strong Q1 2025 earnings, boosting its stock by over 15% and proving skeptics wrong. The company focuses on AI infrastructure and large-scale data center clusters, positioning itself well for future AI adoption. Despite expected revenue growth moderation in H2 2025, the company is likely to exceed Q2 2025 revenue estimates, supporting a 15x EPS valuation. With $270 million in net debt and lowered EPS guidance, PENG stock still has some risks worth keeping in mind. Read the full article on Seeking AlphaAnalyseartikel • Dec 16
Penguin Solutions (NASDAQ:PENG) Has A Somewhat Strained Balance Sheet
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Analyseartikel • Sep 04
Is SMART Global Holdings, Inc. (NASDAQ:SGH) Trading At A 31% Discount?
Key Insights Using the 2 Stage Free Cash Flow to Equity, SMART Global Holdings fair value estimate is US$27.65 Current...Analyseartikel • Jul 16
We Think SMART Global Holdings' (NASDAQ:SGH) Robust Earnings Are Conservative
When companies post strong earnings, the stock generally performs well, just like SMART Global Holdings, Inc.'s...Analyseartikel • Jul 11
Improved Revenues Required Before SMART Global Holdings, Inc. (NASDAQ:SGH) Stock's 34% Jump Looks Justified
SMART Global Holdings, Inc. ( NASDAQ:SGH ) shares have continued their recent momentum with a 34% gain in the last...Geschäftsführer
Kash Shaikh
less than a year
Amtszeit
Mr. Kash Shaikh is CEO, President & Director of Penguin Solutions, Inc. from February 2, 2026. Mr. Shaikh was President, Chief Executive Officer and Director of Securonix, Inc. from July 30, 2024 until Feb...
Führungsteam
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| Senior VP & CFO | 1.9yrs | US$2.30m | 0.050% $ 1.3m | |
| Senior VP | 5.1yrs | US$2.42m | 0.16% $ 4.2m | |
| Senior VP & President of Optimized LED | 3.7yrs | US$1.83m | 0.15% $ 4.1m | |
| Senior VP & Chief Revenue Officer | less than a year | US$3.33m | 0% $ 0 | |
| CEO, President & Director | less than a year | keine Daten | keine Daten | |
| Chief Technology Officer | 2.1yrs | keine Daten | keine Daten | |
| Senior VP & Chief Information Officer | less than a year | keine Daten | keine Daten | |
| Head of Investor Relation | no data | keine Daten | keine Daten | |
| Senior Vice President of Global Marketing | 2.1yrs | keine Daten | keine Daten | |
| Senior Vice President of Strategy & Corporate Development | less than a year | keine Daten | keine Daten | |
| Chief Human Resources Officer | 3.1yrs | keine Daten | keine Daten | |
| Senior VP & General Manager of Integrated Memory | no data | keine Daten | keine Daten |
2.0yrs
Durchschnittliche Betriebszugehörigkeit
53yo
Durchschnittliches Alter
Erfahrenes Management: PENGDas Führungsteam des Unternehmens gilt als erfahren (2 Jahre durchschnittliche Betriebszugehörigkeit).
Vorstandsmitglieder
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| CEO, President & Director | less than a year | keine Daten | keine Daten | |
| Independent Director | 2.8yrs | US$251.91k | 0.030% $ 817.6k | |
| Independent Director | no data | keine Daten | keine Daten | |
| Independent Director | 11.7yrs | US$264.41k | 0.030% $ 818.5k | |
| Independent Chair | 4.7yrs | US$289.41k | 0.044% $ 1.2m | |
| Independent Director | 7.1yrs | US$264.41k | 0.089% $ 2.4m | |
| Independent Director | 3.8yrs | US$256.91k | 0.049% $ 1.3m | |
| Director | 1.4yrs | keine Daten | keine Daten |
3.3yrs
Durchschnittliche Betriebszugehörigkeit
63yo
Durchschnittliches Alter
Erfahrener Vorstand: PENGDie Vorstandsmitglieder gelten als erfahren (3.3 Jahre durchschnittliche Amtszeit).
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/05/26 08:16 |
| Aktienkurs zum Tagesende | 2026/05/26 00:00 |
| Gewinne | 2026/02/27 |
| Jährliche Einnahmen | 2025/08/29 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
|
| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
|
* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
Penguin Solutions, Inc. wird von 14 Analysten beobachtet. 6 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Thomas O'Malley | Barclays |
| Rustam Kanga | Citizens JMP Securities, LLC |
| Shek Ho | Deutsche Bank |