Penguin Solutions Dirección
Dirección controles de criterios 2/4
Actualmente no disponemos de información suficiente sobre el CEO.
Información clave
Kash Shaikh
Chief Executive Officer (CEO)
n/a
Compensación total
| Porcentaje del salario del CEO | n/a |
| Permanencia del CEO | less than a year |
| Participación del CEO | n/a |
| Permanencia media de la dirección | 2.3yrs |
| Promedio de permanencia en la Junta Directiva | 3.6yrs |
Actualizaciones recientes de la dirección
Recent updates
Seeking Alpha • Sep 01
Penguin Solutions: Strong AI Momentum With A Reasonable Valuation
Summary Penguin Solutions offers attractive upside driven by rapid AI infrastructure and integrated memory segment growth, with Q3 revenue up 48% year-over-year. PENG raised its 2026 revenue growth forecast to 22% and expects adjusted EPS around $2.60, while trading at a discounted 18.95x forward P/E versus sector median. Despite strong top-line growth, shrinking gross margins (to 28.5%) and negative operating cash flow highlight risks from working-capital expansion and a hardware-heavy sales mix. Valuation reflects both rapid AI-driven expansion and risks from margin compression, cash flow pressure, and supply chain delays as PENG pivots away from large cloud providers. Read the full article on Seeking Alpha
Actualización de narrativa • Aug 18
PENG: Margin Pressures Will Challenge Elevated AI And Memory Expectations
The analyst price target for Penguin Solutions has shifted from $27 to $45.29, with analysts pointing to stronger AI and memory demand expectations, ongoing pressure on profit margins, and a higher assumed future P/E multiple. Analyst Commentary Recent research on Penguin Solutions shows a wide range of views on the stock, with some analysts highlighting strong AI and memory exposure and others flagging ongoing profit margin pressures and valuation risks.
Actualización de narrativa • Aug 04
PENG: AI Demand And Memory Mix Will Drive Future Upside
The analyst fair value estimate for Penguin Solutions has been revised higher from $38.29 to $74.29 as analysts factor in stronger AI driven revenue expectations, firmer profit margins, and higher future P/E assumptions highlighted in recent price target increases from several firms. Analyst Commentary Recent research on Penguin Solutions reflects a mix of enthusiasm around AI driven growth and memory exposure, alongside caution on margins and valuation.
Actualización de narrativa • Jul 21
PENG: AI Infrastructure And Memory Shift Will Drive Future Business Mix
Penguin Solutions' analyst fair value estimate has moved from $75 to $85 as analysts factor in higher modeled revenue growth, a richer future P/E multiple, and weaker profit margins based on recent research, including higher price targets from several firms and a more cautious view on gross margin pressure from others. Analyst Commentary Recent research on Penguin Solutions shows a wide range of views, with some analysts highlighting margin pressure and others focusing on growing exposure to AI infrastructure and memory.Actualización de narrativa • Jul 07
PENG: FY26 AI Infrastructure And Integrated Memory Momentum Support Balanced Outlook
The analyst fair value estimate for Penguin Solutions moves to $75 from $66, as analysts point to raised Street price targets, higher FY26 guidance, and momentum across integrated memory and AI infrastructure as key supports for the updated outlook. Analyst Commentary Recent research on Penguin Solutions highlights steadily improving sentiment around the stock, with several bullish analysts lifting price targets and pointing to product momentum and updated guidance as key supports for valuation.Actualización de narrativa • Jun 23
PENG: FY26 Guidance And AI Infrastructure Focus Will Shape Balanced Outlook
Penguin Solutions' analyst price target has moved from about $34 to $66, with analysts pointing to updated FY26 guidance and stronger expectations around integrated memory and AI infrastructure demand as key drivers behind the higher valuation assumptions. Analyst Commentary Recent Street research on Penguin Solutions points to a cluster of bullish reactions around the company’s updated FY26 guidance and its positioning in integrated memory and AI infrastructure.Artículo de análisis • Jun 21
Penguin Solutions (PENG) Stock Could Be 75% Overvalued Despite AI Infrastructure Momentum
Penguin Solutions (PENG) has drawn investor attention after rebranding from SMART Global Holdings. The company has shifted its identity while continuing to operate across advanced computing, integrated memory, and LED segments that collectively generated revenue of about US$1.35b. See our latest analysis for Penguin Solutions. The recent rebrand has been accompanied by sharp share price momentum, with a 1-day share price return of 12.52% and a 30-day share price return of 26.20%. Over longer...Actualización de narrativa • Jun 08
PENG: Raised Guidance And CFO Transition Will Pressure Overextended AI Hype
The analyst price target for Penguin Solutions has been raised by $3, with analysts pointing to updated longer term guidance and their expectations for stronger AI infrastructure and integrated memory demand as key supports for higher fair value, higher revenue growth, and a higher profit margin in their models. Analyst Commentary Recent research highlights a mix of optimism around Penguin Solutions' AI infrastructure and integrated memory businesses, alongside more cautious views that focus on execution and valuation risk.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Artículo de análisis • 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...Actualización de narrativa • 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.Artículo de análisis • 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...Artículo de análisis • 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...Artículo de análisis • 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...
Nueva narrativa • 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.CEO
Kash Shaikh
less than a year
Permanencia
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...
Equipo directivo
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| Senior VP & Chief Legal Officer | 5.4yrs | US$2.42m | 0.13% $ 3.5m | |
| Senior VP & President of Optimized LED | 4yrs | US$1.83m | 0.12% $ 3.2m | |
| Senior VP & Chief Revenue Officer | 1.1yrs | US$3.33m | 0% $ 0 | |
| CEO, President & Director | less than a year | sin datos | sin datos | |
| VP of Finance & Accounting | 2.3yrs | sin datos | 0.062% $ 1.6m | |
| Chief Technology Officer | 2.4yrs | sin datos | sin datos | |
| Senior VP & Chief Information Officer | less than a year | sin datos | sin datos | |
| Head of Investor Relation | no data | sin datos | sin datos | |
| Senior Vice President of Global Marketing | 2.4yrs | sin datos | sin datos | |
| Senior Vice President of Strategy & Corporate Development | 1.1yrs | sin datos | sin datos | |
| Chief Human Resources Officer | 3.4yrs | sin datos | sin datos | |
| Senior VP & General Manager of Integrated Memory | no data | sin datos | sin datos |
2.3yrs
Permanencia media
51yo
Promedio de edad
Equipo directivo experimentado: El equipo directivo de PENG se considera experimentado (2.3 años antigüedad media).
Miembros de la Junta
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| CEO, President & Director | less than a year | sin datos | sin datos | |
| Independent Director | 3.2yrs | US$251.91k | 0.030% $ 784.4k | |
| Independent Director | less than a year | sin datos | sin datos | |
| Independent Director | 12yrs | US$264.41k | 0.030% $ 785.5k | |
| Independent Chair | 5yrs | US$289.41k | 0.043% $ 1.1m | |
| Independent Director | 7.4yrs | US$264.41k | 0.082% $ 2.1m | |
| Independent Director | 4.1yrs | US$256.91k | 0.048% $ 1.3m | |
| Director | 1.8yrs | sin datos | sin datos |
3.6yrs
Permanencia media
64yo
Promedio de edad
Junta con experiencia: La junta directiva de PENG se considera experimentada (3.6 años de antigüedad promedio).
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/09/10 08:23 |
| Precio de las acciones al final del día | 2026/09/10 00:00 |
| Beneficios | 2026/05/29 |
| 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 |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* 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 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 14 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 |