Penguin Solutions Crecimiento futuro
Future controles de criterios 4/6
Se prevé un crecimiento anual de los beneficios y los ingresos de Penguin Solutions de 61.2% y 16.1% respectivamente, mientras que el BPA crecerá en un 59.1% al año.
Información clave
61.2%
Tasa de crecimiento de los beneficios
59.13%
Tasa de crecimiento del BPA
| Crecimiento de los beneficios de Semiconductor | 26.3% |
| Tasa de crecimiento de los ingresos | 16.1% |
| Rentabilidad financiera futura | n/a |
| Cobertura de analistas | Good |
| Última actualización | 29 Apr 2026 |
Actualizaciones recientes sobre el crecimiento futuro
Recent updates
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.
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.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 AlphaSolid 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...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.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...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...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...
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.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...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 AlphaPenguin 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...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...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...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...SMART Global Holdings: Upcoming Results Could Shine Light On AI Play
Summary SGH is scheduled to release its next quarterly report on July 9 and the stock price has rallied in apparent anticipation of good news. Shorts seem to believe SGH will come up short like it did the last time it reported, and are upping their bets in anticipation of an encore on July 9. Both the bulls and the bears seem to be confident they are right, but there is an X factor that could decide who comes out on top. All signs suggest the stock will make a big move, which could go against the bulls, or, alternatively, against the bears. Read the full article on Seeking AlphaPrevisiones de crecimiento de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Flujo de caja libre | Flujo de caja operativo | Núm. de analistas medio |
|---|---|---|---|---|---|
| 8/31/2028 | 2,018 | N/A | 132 | 145 | 2 |
| 8/31/2027 | 1,785 | 97 | 122 | 133 | 6 |
| 8/31/2026 | 1,537 | 57 | 102 | 111 | 6 |
| 2/27/2026 | 1,348 | 38 | 99 | 108 | N/A |
| 11/28/2025 | 1,371 | 12 | 116 | 126 | N/A |
| 8/29/2025 | 1,369 | 15 | 100 | 109 | N/A |
| 5/30/2025 | 1,342 | -15 | 155 | 167 | N/A |
| 2/28/2025 | 1,318 | -9 | 141 | 154 | N/A |
| 11/29/2024 | 1,238 | -27 | 43 | 60 | N/A |
| 8/30/2024 | 1,171 | -44 | 58 | 77 | N/A |
| 5/31/2024 | 1,176 | 45 | 105 | 126 | N/A |
| 3/1/2024 | 1,220 | 20 | 58 | 87 | N/A |
| 12/1/2023 | 1,324 | 0 | 174 | 210 | N/A |
| 8/25/2023 | 1,441 | 8 | 65 | 104 | N/A |
| 5/26/2023 | 1,139 | -81 | 66 | 88 | N/A |
| 2/24/2023 | 1,257 | -37 | 64 | 84 | N/A |
| 11/25/2022 | 1,318 | -2 | 0 | 16 | N/A |
| 8/26/2022 | 1,396 | 22 | 85 | 105 | N/A |
| 5/27/2022 | 1,849 | 67 | 95 | 132 | N/A |
| 2/25/2022 | 1,825 | 36 | 112 | 145 | N/A |
| 11/26/2021 | 1,679 | 39 | 87 | 133 | N/A |
| 8/27/2021 | 1,056 | -43 | 137 | 153 | N/A |
| 5/28/2021 | 1,330 | 8 | 75 | 130 | N/A |
| 2/26/2021 | 1,174 | 16 | 37 | 95 | N/A |
| 11/27/2020 | 1,142 | 1 | 56 | 98 | N/A |
| 8/28/2020 | 1,122 | -1 | 55 | 87 | N/A |
| 5/29/2020 | 1,104 | -3 | 91 | 111 | N/A |
| 2/28/2020 | 1,058 | -2 | 121 | 144 | N/A |
| 11/29/2019 | 1,090 | 21 | N/A | 160 | N/A |
| 8/30/2019 | 1,212 | 51 | N/A | 170 | N/A |
| 5/31/2019 | 1,308 | 75 | N/A | 111 | N/A |
| 3/1/2019 | 1,407 | 105 | N/A | 93 | N/A |
| 11/30/2018 | 1,417 | 129 | N/A | 89 | N/A |
| 8/31/2018 | 1,289 | 119 | N/A | 68 | N/A |
| 5/25/2018 | 1,138 | 80 | N/A | 83 | N/A |
| 2/23/2018 | 1,009 | 56 | N/A | 64 | N/A |
| 11/24/2017 | 867 | 16 | N/A | 30 | N/A |
| 8/25/2017 | 761 | -8 | N/A | -1 | N/A |
| 5/26/2017 | 684 | 1 | N/A | -12 | N/A |
| 2/24/2017 | 627 | -8 | N/A | -27 | N/A |
| 11/25/2016 | 572 | -12 | N/A | 0 | N/A |
| 8/26/2016 | 534 | -20 | N/A | 15 | N/A |
| 2/26/2016 | 529 | -49 | N/A | 83 | N/A |
| 11/27/2015 | 580 | -49 | N/A | 30 | N/A |
| 8/28/2015 | 643 | -46 | N/A | 41 | N/A |
Previsiones de crecimiento futuro de los analistas
Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (61.2% al año) de PENG es superior a la tasa de ahorro (3.5%).
Beneficios vs. Mercado: Se prevé que los beneficios (61.2% al año) de PENG crezcan más rápidamente que el mercado US (16.4% al año).
Beneficios de alto crecimiento: Se espera que los beneficios de PENG crezcan significativamente en los próximos 3 años.
Ingresos vs. Mercado: Se prevé que los ingresos (16.1% al año) de PENG crezcan más rápidamente que los del mercado US (11.4% al año).
Ingresos de alto crecimiento: Se prevé que los ingresos 16.1% al año) de PENG crezcan más despacio que 20% al año.
Previsiones de crecimiento de los beneficios por acción
Rentabilidad financiera futura
ROE futura: Datos insuficientes para determinar si la rentabilidad financiera de PENG se prevé que sea elevada dentro de 3 años.
Descubre empresas en crecimiento
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/06 21:41 |
| Precio de las acciones al final del día | 2026/05/06 00:00 |
| Beneficios | 2026/02/27 |
| Ingresos anuales | 2025/08/29 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
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| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
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* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Penguin Solutions, Inc. está cubierta por 13 analistas. 6 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Thomas O'Malley | Barclays |
| Rustam Kanga | Citizens JMP Securities, LLC |
| Shek Ho | Deutsche Bank |