View ValuationThis company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest EventsPenguin Solutions 将来の成長Future 基準チェック /46Penguin Solutions利益と収益がそれぞれ年間157.5%と9.8%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に16.1% 155.9%なると予測されています。主要情報157.5%収益成長率155.87%EPS成長率Semiconductor 収益成長30.4%収益成長率9.8%将来の株主資本利益率16.07%アナリストカバレッジGood最終更新日17 Apr 2025今後の成長に関する最新情報お知らせ • Jan 09Penguin Solutions, Inc. Provides Earning Guidance for the Fiscal Year 2025Penguin Solutions, Inc. provided earning guidance for the fiscal year 2025. For the year, the company expected net sales of 15% year over year growth +/- 5% and Diluted earnings per share of $0.10 +/- $0.20.お知らせ • Dec 17Penguin Solutions, Inc. Revises Earning Guidance for the Fiscal Year 2025Penguin Solutions, Inc. revised earning guidance for the fiscal year 2025. For the period, the company expects diluted earnings per share of $0.10 +/- $0.20 against prior guidance of $0.30 +/- $0.20. To reflect the accounting impact of the Investment, the Company is updating its diluted earnings per share outlook for fiscal year 2025, which was previously provided on October 15, 2024. The updated diluted earnings per share outlook for fiscal year 2025 incorporates the non-cash effect of the CPS issued at Closing, the estimated future payments to holders of the CPS equal to six (6)% per annum, and the estimated interest income from the proceeds. The Company’s update to its diluted earnings per share outlook for fiscal year 2025 is solely a result of the Closing.お知らせ • Oct 18Penguin Solutions, Inc. Provides Earning Guidance for the Fiscal Year 2025Penguin Solutions, Inc. provided earning guidance for the fiscal year 2025. For the period, the company expects net sales of 15% YoY Growth +/- 5% and diluted earnings per share of $0.30 +/- $0.20.お知らせ • Jul 10SMART Global Holdings, Inc. Provides Earnings Guidance for the Fourth Quarter of Fiscal 2024SMART Global Holdings, Inc. provided earnings guidance for the fourth quarter of fiscal 2024. For the quarter, the company expects Net sales of $325 million +/- $25 million, and Diluted earnings (loss) per share of $0.03 +/- $0.15.お知らせ • Jan 10+ 1 more updateSMART Global Holdings, Inc. Provides Earnings Guidance for the Second Quarter of Fiscal Year 2024SMART Global Holdings, Inc. provided earnings guidance for the second quarter of fiscal year 2024. For the quarter, the company expects Net sales in the range of $285 million +/- $25 million and Diluted loss per share in the range of $0.15 +/- $0.10.お知らせ • Oct 13SMART Global Holdings, Inc. Provides Earnings Guidance for the First Quarter of Fiscal 2024SMART Global Holdings, Inc. provided earnings guidance for the first quarter of fiscal 2024. As of October 12, 2023, the company provided the financial outlook for its continuing operations for the first quarter of fiscal 2024. The company expects to report net sales to be $275 million, increase/decrease $25 million. Diluted loss per share expected to be $0.16, increase/decrease $0.15.すべての更新を表示Recent updatesお知らせ • Jul 02Penguin Solutions, Inc. Files Form 15Penguin Solutions, Inc. has announced that it has filed a Form 15 with the Securities and Exchange Commission to voluntarily deregister its Ordinary Shares under the Securities Exchange Act of 1934, as amended.お知らせ • Jun 19Penguin Solutions, Inc. to Report Q3, 2025 Results on Jul 08, 2025Penguin Solutions, Inc. announced that they will report Q3, 2025 results on Jul 08, 2025お知らせ • Jun 18Penguin Solutions Announces Second Generation Stratus ztC Endurance Fault Tolerant Computing PlatformsPenguin Solutions announced the second generation of its Stratus ztC Endurance®? platform, its fault tolerant computing platform with seven nines (99.99999%) availability. This new Stratus ztC Endurance family of platforms enables IT teams to ensure the uptime of critical applications and data while consolidating workloads within a highly reliable, manage, and serviceable IT footprint. This second-generation introduces an ultra-high-performance model--the Stratus ztC Endurance 9110--with a 46% performance improvement compared to the 7100, and a dense 64-core count to deliver highly reliable, high volume transaction processing within a single platform. The new Stratus ztC endurance 7110 model provides 18% improvement compared to the 7100. This generation also adds Linux (RHEL 9.4) support in addition to bare metal or virtualized versions of Windows Server and VMware vSphere. This unique combination of high-end performance and Linux support is well suited for industries such as financial services, retail, and manufacturing. The Stratus ztC endurance 9110 and 7110 platforms' processing power also makes them well suited for AI inferencing workloads at the edge, delivering high throughput and low latency required by applications such as AI image classification. The release includes four new models of the Stratus ztC Endurance platform--powered by fifth generation Intel®?Xeon®? processors--and offer an optional 100Gb Ethernet network card to support data- and storage-intensive applications. Stratus ztC Endurance Model 9110: This ultra-high performance model features two Intel Xeon Gold 6548N processors with 32 cores per CPU, 64 cores per compute module, and 5200 Mbps DDR5 memory. Stratus ztC endurance Model 7110: This high-performance model features two 5520 processors with 28 cores per CPU, and 56 cores per compute module with 4800 Mbps DDR5 memory. Strata ztC Endurance Model 5110: This mid-range model features two Intel Xeon Silver 4510 processors with 12 cores per CPU, 12 cores per compute module, and the same 4400 Mbps memory as the 5110. For more information on this newest generation product family, visit the Stratus ztC endurance page on the Penguin Solutions website.お知らせ • Apr 03+ 1 more updatePenguin Solutions, Inc Announces Retirement of Jack Pacheco as Executive Vice President, Chief Operating Officer and President of Integrated Memory, Effective December 31, 2025On April 1, 2025, Jack Pacheco, the Penguin Solutions, Inc.'s Executive Vice President, Chief Operating Officer and President of Integrated Memory, informed the company of his decision to retire on December 31, 2025. Mr. Pacheco’s decision to retire was not the result of any disagreement between Mr. Pacheco and the Company. Mr. Pacheco has agreed to provide transition services to ensure an orderly transition of his responsibilities, while the Company engages in a succession planning process.お知らせ • Mar 13Penguin Solutions, Inc. to Report Q2, 2025 Results on Apr 02, 2025Penguin Solutions, Inc. announced that they will report Q2, 2025 results at 4:00 PM, US Eastern Standard Time on Apr 02, 2025お知らせ • Mar 04Penguin Solutions, Inc. Expands Its AI Infrastructure Management Software Platform and Introduces Robust AI Optimization ServicePenguin Solutions, Inc. announced the expansion of its ICE ClusterWare™? software platform, (formerly Scyld ClusterWare®?) with multi-tenancy support, streamlined workflows, and enhanced controls to help enterprises build fully optimized AI ecosystems that scale seamlessly--known as Intelligent Compute Environments. Additionally, Penguin Solutions unveiled its ICE ClusterWare AIM™? service, an advanced optimization service designed to maximize performance, availability, and operational efficiency of AI infrastructure through predictive automation. The ICE ClusterWare software platform is a hardware-agnostic, intelligent software platform for managing, scaling, and optimizing AI, HPC, and data infrastructure. It combines open-source, industry-standard, and third-party tools with Penguin Solutions' innovative software to create the foundation of an Intelligent Compute Environment, enabling IT leaders to confidently deploy and scale complex infrastructure that meets the specific business needs of their organizations. With the latest updates, the ICE ClusterWare software platform now includes: Multi-tenancy Foundational Support - Enables secure, logical resource isolation and dynamic workload partnering for multiple users and departments from which further multi-tenancy capabilities will be added. Enhanced Orchestration Controls - Introduces a unified control plane for managing sub-clusters and associated infrastructure. Streamlined Workflows - Simplifies AI infrastructure deployment and scaling through automated policy enforcement and intelligent job scheduling. The new ICE ClusterWare AIM service applies Penguin Solutions' patent-pending software, automation, and operational intelligence, derived from managing more than two billion hours of GPU runtime. Designed for IT and data center operations teams managing large-scale AI and HPC clusters, ICE ClusterWare AIM service delivers: Automated Remediation - Detects and resolves system inefficiencies before they impact performance. Prescriptive Maintenance - Uses patent pending technology to identify and mitigate failures before they occur, reducing downtime. Operational Efficiency at Scale - Working with common scheduling software, optimizes workload distribution to maximize GPU utilization and improve ROI on AI infrastructure investments.Reported Earnings • Jan 09First quarter 2025 earnings released: EPS: US$0.098 (vs US$0.23 loss in 1Q 2024)First quarter 2025 results: EPS: US$0.098 (up from US$0.23 loss in 1Q 2024). Revenue: US$341.1m (up 24% from 1Q 2024). Net income: US$5.22m (up US$17.0m from 1Q 2024). Profit margin: 1.5% (up from net loss in 1Q 2024). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings.お知らせ • Jan 09Penguin Solutions, Inc. Provides Earning Guidance for the Fiscal Year 2025Penguin Solutions, Inc. provided earning guidance for the fiscal year 2025. For the year, the company expected net sales of 15% year over year growth +/- 5% and Diluted earnings per share of $0.10 +/- $0.20.お知らせ • Dec 23Penguin Solutions, Inc., Annual General Meeting, Feb 07, 2025Penguin Solutions, Inc., Annual General Meeting, Feb 07, 2025.お知らせ • Dec 17Penguin Solutions, Inc. Revises Earning Guidance for the Fiscal Year 2025Penguin Solutions, Inc. revised earning guidance for the fiscal year 2025. For the period, the company expects diluted earnings per share of $0.10 +/- $0.20 against prior guidance of $0.30 +/- $0.20. To reflect the accounting impact of the Investment, the Company is updating its diluted earnings per share outlook for fiscal year 2025, which was previously provided on October 15, 2024. The updated diluted earnings per share outlook for fiscal year 2025 incorporates the non-cash effect of the CPS issued at Closing, the estimated future payments to holders of the CPS equal to six (6)% per annum, and the estimated interest income from the proceeds. The Company’s update to its diluted earnings per share outlook for fiscal year 2025 is solely a result of the Closing.お知らせ • Dec 16+ 1 more updatePenguin Solutions, Inc. to Report Q1, 2025 Results on Jan 08, 2025Penguin Solutions, Inc. announced that they will report Q1, 2025 results After-Market on Jan 08, 2025お知らせ • Nov 20+ 1 more updatePenguin Solutions OriginAI Infrastructure Now Available with Additional GPUs and Enhanced Cluster Management CapabilitiesPenguin Solutions™, Inc. announced the addition of the latest NVIDIA and AMD GPUs as well as Dell Technologies AI-optimized hardware to its OriginAI® infrastructure solution. This validated, pre-defined set of AI infrastructure architectures matches best-in-class GPU servers, networking, and storage options with Penguin Solutions’ intuitive, intelligent cluster management software and world-class design, build, deploy and manage services. Using the OriginAI solution, organizations can rapidly deploy AI infrastructure at scale and achieve faster access to the ROI and competitive benefits that AI technology can deliver. With support for NVIDIA H200 and AMD Instinct MI300X GPU-powered Penguin Relion®, Penguin Altus®, and now Dell PowerEdge XE9680 servers, Penguin Solutions’ OriginAI solution delivers a broad set of architecture options. Penguin will also enable NVIDIA Blackwell B200 and AMD Instinct MI325X within OriginAI solutions in early 2025. The availability of AMD and NVIDIA GPUs, as well as the addition of Dell PowerEdge servers, PowerSwitch data center switches and PowerScale storage creates a significantly expanded portfolio of fully validated and supported AI infrastructure options for organizations with interest in specific technology components. Included in the OriginAI solution are updates to Penguin Solutions’ Scyld ClusterWare® software platform for seamlessly managing AI and HPC infrastructure and monitoring cluster health. Enhanced infrastructure security and encrypted communications; expanded node management to include support for NVIDIA Cumulus Linux and Edge-core’s SONiC switches; improved node status polling; and increased support for Ubuntu within the ClusterWare platform allow organizations to drive higher cluster performance with confidence and ease in diverse computing environments. Visit Penguin Solutions at SC24 Supercomputingbooth #1523 at the Georgia World Congress Center in Atlanta on November 18-22, 2024 to learn more about the OriginAI solution, ClusterWare software platform, and Penguin’s collaboration with NVIDIA, AMD, Dell and other partners.Reported Earnings • Oct 26Full year 2024 earnings released: US$0.84 loss per share (vs US$0.16 profit in FY 2023)Full year 2024 results: US$0.84 loss per share (down from US$0.16 profit in FY 2023). Revenue: US$1.17b (down 19% from FY 2023). Net loss: US$44.3m (down US$52.2m from profit in FY 2023). Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 7.7% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.New Risk • Oct 25New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.6% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.7x net interest cover). Shares are highly illiquid. Minor Risk Shareholders have been diluted in the past year (2.6% increase in shares outstanding).お知らせ • Oct 18Penguin Solutions, Inc. Provides Earning Guidance for the Fiscal Year 2025Penguin Solutions, Inc. provided earning guidance for the fiscal year 2025. For the period, the company expects net sales of 15% YoY Growth +/- 5% and diluted earnings per share of $0.30 +/- $0.20.お知らせ • Oct 15Penguin Solutions, Inc.(NasdaqGS:PENG) dropped from NASDAQ Composite IndexSMART Global Holdings, Inc. has been dropped from the NASDAQ Composite Index.お知らせ • Sep 25SMART Global Holdings, Inc. to Report Q4, 2024 Results on Oct 15, 2024SMART Global Holdings, Inc. announced that they will report Q4, 2024 results on Oct 15, 2024お知らせ • Jul 17SMART Global Holdings, Inc. Announces to Become Penguin SolutionsSMART Global Holdings, Inc. announced its intention to become Penguin Solutions, Inc. This rebranding is a continuation of the company's transformation over the past several years and reflects its focus on delivering solutions that solve the complexity of AI. The new Penguin Solutions is uniquely positioned as an expert in end-to-end AI infrastructure solutions. With more than 25 years of high-performance computing experience and more than 75,000 GPUs deployed and managed to date, Penguin Solutions has long been a trusted strategic partner for enterprises looking to harness the power of AI. SGH's decision to adopt the Penguin Solutions name across its brands builds on this reputation and marks the start of a new era for the firm. SGH is expected to complete its transition to Penguin Solutions later this year subject to shareholder approval. The Cree LED brand, also a business unit of SGH, will remain unchanged and will continue to do business as Cree LED.Valuation Update With 7 Day Price Move • Jul 16Investor sentiment improves as stock rises 20%After last week's 20% share price gain to €23.20, the stock trades at a forward P/E ratio of 59x. Average forward P/E is 16x in the Semiconductor industry in Germany. Total returns to shareholders of 14% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €23.16 per share.Reported Earnings • Jul 10Third quarter 2024 earnings released: EPS: US$0.11 (vs US$0.49 loss in 3Q 2023)Third quarter 2024 results: EPS: US$0.11 (up from US$0.49 loss in 3Q 2023). Revenue: US$300.6m (down 22% from 3Q 2023). Net income: US$5.62m (up US$30.1m from 3Q 2023). Profit margin: 1.9% (up from net loss in 3Q 2023). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has remained flat, which means it is well ahead of earnings.お知らせ • Jul 10SMART Global Holdings, Inc. Provides Earnings Guidance for the Fourth Quarter of Fiscal 2024SMART Global Holdings, Inc. provided earnings guidance for the fourth quarter of fiscal 2024. For the quarter, the company expects Net sales of $325 million +/- $25 million, and Diluted earnings (loss) per share of $0.03 +/- $0.15.お知らせ • Jun 26+ 1 more updateSMART Global Holdings, Inc. Appoints Nate Olmstead as Chief Financial OfficerSMART Global Holdings, Inc. announced that Nate Olmstead has joined the company as chief financial officer (“CFO”), reporting to SGH president and chief executive officer (“CEO”) Mark Adams. As CFO, Mr. Olmstead will lead SGH’s worldwide finance organization, which includes accounting, internal audit, investor relations, financial planning and reporting, tax, and treasury. Mr. Olmstead brings more than 20 years of experience building and leading finance teams at global technology companies, having most recently served as CFO of Logitech, a multinational technology company. He also held a broad range of financial leadership roles during his 16 years at Hewlett Packard Company and Hewlett Packard Enterprise, which included: vice president of finance for global operations at Hewlett Packard Enterprise; vice president of finance, EG Global Supply Chain and Quality; vice president of finance, HP Storage and HP Converged Systems; and director of HP investor relations. Mr. Olmstead holds a Master of Business Administration from Harvard Business School and a Bachelor of Arts in quantitative economics from Stanford University.お知らせ • Jun 18SMART Global Holdings, Inc. to Report Q3, 2024 Results on Jul 09, 2024SMART Global Holdings, Inc. announced that they will report Q3, 2024 results After-Market on Jul 09, 2024お知らせ • May 15+ 2 more updatesSMART Global Holdings, Inc. Announces Chief Financial Officer Changes, Effective June 30, 2024SMART Global Holdings, Inc. announced on May 8, 2024, Ken Rizvi notified the company that after over three years as the company’s chief financial officer (CFO), he intends to resign to pursue another opportunity. His resignation will be effective June 30, 2024 and is not the result of any dispute or disagreement with the company. Effective upon Mr. Rizvi’s departure, Jack Pacheco, the company’s former CFO and current chief operating officer and president of Memory Solutions, will assume the role of interim CFO and serve as the company’s principal financial and accounting officer on an interim basis until the Company appoints a permanent successor.お知らせ • Apr 10+ 1 more updateSMART Global Holdings, Inc. Announces Executive ChangesSMART Global Holdings, Inc. announced the appointment of Pete Manca as the Company’s President, Intelligent Platform Solutions (“IPS”). Mr. Manca succeeds David Laurello, who ceased serving as the Company’s Senior Vice President and President, IPS, effective as of April 8, 2024. Mr. Manca brings extensive experience building businesses that deliver high-performance solutions to enterprise customers. Prior to joining SGH, Mr. Manca served as a Senior Vice President and General Manager at Dell Technologies from 2018 to 2023, managing several large businesses, including Converged Solutions, OEM Solutions, and APEX, Dell’s end-to-end portfolio of cloud offerings, ranging from storage to high-performance computing to AI services and solutions.お知らせ • Mar 20SMART Global Holdings, Inc. to Report Q2, 2024 Results on Apr 09, 2024SMART Global Holdings, Inc. announced that they will report Q2, 2024 results After-Market on Apr 09, 2024お知らせ • Jan 10+ 1 more updateSMART Global Holdings, Inc. Provides Earnings Guidance for the Second Quarter of Fiscal Year 2024SMART Global Holdings, Inc. provided earnings guidance for the second quarter of fiscal year 2024. For the quarter, the company expects Net sales in the range of $285 million +/- $25 million and Diluted loss per share in the range of $0.15 +/- $0.10.お知らせ • Dec 20SMART Global Holdings, Inc. to Report Q1, 2024 Results on Jan 09, 2024SMART Global Holdings, Inc. announced that they will report Q1, 2024 results After-Market on Jan 09, 2024お知らせ • Nov 02Stratus Unveils Evolutionary Fault Tolerance with ztC Endurance Family of Intelligent, Predictive Computing PlatformsStratus Technologies, Inc. announced the launch of its Stratus ztC Endurance™ platform, a new family of fault-tolerant computing platforms for next-generation sustainable operations. The platform introduces intelligent, predictive fault tolerance that delivers seven nines (99.99999%) availability, and performance gains through latest generation technology components including 4th generation Intel Xeon® Scalable processors. The ztC Endurance platform builds on Stratus’ unique combination of built-in software and hardware, proactive health monitoring, and serviceability to run mission-critical applications without downtime or data loss. Stratus’ ztC Endurance portfolio furthers Stratus’ proven approach for eliminating system downtime and data loss (including in-flight data) through built-in fault tolerance that is transparent to standard operating systems and hosted applications. It does not require additional scripting or modification, and provides proactive health monitoring. This powerful combination enables OT and IT teams to run mission-critical applications and complex software stacks without needing to be server experts. The new Stratus ztC Endurance platforms deliver innovation in five key areas of performance, including: Predictive – The ztC Endurance platform introduces intelligent, predictive fault tolerance through the Stratus Automated Uptime Layer with Smart Exchange™ process which tracks and targets a wider range of failure points than other standalone hyperconverged solutions and automatically takes corrective actions to address and resolve issues before they impact operations. Protected – The platform ensures data integrity and protects against loss of in-flight application data with 99.99999% application system availability and embedded hardware and software security features, along with the ability to run third-party cybersecurity applications to protect IT and OT assets. Manageable – As an open system, the platform simplifies manageability with remote monitoring capabilities and management APIs that are interoperable with existing IT tools and systems familiar to IT teams. Additionally, the ztC Endurance platform and its fault tolerant architecture support standard, off-the-shelf operating systems without requiring modifications. Serviceable – ztC Endurance architecture is redundant, modular, and features four pairs of customer replaceable units (CRUs) – compute, I/O, power supply unit, and storage – that are hot-swappable by OT or IT without specialized expertise or tools to continuously deliver uptime and efficient operation. Performance – This release incorporates the latest technology, notably 4th generation Intel Xeon Scalable “Sapphire Rapids” processors, high speed NVMe, and resilient, high-performance DDR5 memory. This results in new levels of performance matched with fault tolerance required to consolidate mission-critical applications as well as run complex software stacks and advanced applications. Stratus ztC Endurance Models Stratus’ ztC Endurance Platform is available in three models to meet customer needs, from shop floors and remote offices to regional and large data centers and plants: ztC Endurance Model 7100: designed for large data centers and larger plants ztC Endurance Model 5100: designed for remote offices and medium plants ztC Endurance Model 3100: designed for shop floor locations and smaller plants.New Risk • Oct 14New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 3.0% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.8x net interest cover). Shares are highly illiquid. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.5% net profit margin). Shareholders have been diluted in the past year (3.0% increase in shares outstanding). Significant insider selling over the past 3 months (€234k sold).Reported Earnings • Oct 14Full year 2023 earnings released: EPS: US$0.16 (vs US$1.35 in FY 2022)Full year 2023 results: EPS: US$0.16 (down from US$1.35 in FY 2022). Revenue: US$1.44b (down 21% from FY 2022). Net income: US$7.86m (down 88% from FY 2022). Profit margin: 0.5% (down from 3.7% in FY 2022). Revenue is forecast to grow 1.6% p.a. on average during the next 2 years, compared to a 7.5% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.お知らせ • Oct 14An unknown buyer entered into an agreement to acquire SMART Brazil operations from SMART Global Holdings, Inc.An unknown buyer entered into an agreement to acquire SMART Brazil operations from SMART Global Holdings, Inc. on June 13, 2023. The transaction is subject to required regulatory approvals and satisfaction of customary closing conditions. The transaction is expected to close at the end of calendar 2023 or early 2024.お知らせ • Oct 13SMART Global Holdings, Inc. Provides Earnings Guidance for the First Quarter of Fiscal 2024SMART Global Holdings, Inc. provided earnings guidance for the first quarter of fiscal 2024. As of October 12, 2023, the company provided the financial outlook for its continuing operations for the first quarter of fiscal 2024. The company expects to report net sales to be $275 million, increase/decrease $25 million. Diluted loss per share expected to be $0.16, increase/decrease $0.15.お知らせ • Sep 30SMART Global Holdings, Inc., Annual General Meeting, Feb 09, 2024SMART Global Holdings, Inc., Annual General Meeting, Feb 09, 2024, at 10:00 Pacific Standard Time.お知らせ • Sep 22SMART Global Holdings, Inc. to Report Q4, 2023 Results on Oct 12, 2023SMART Global Holdings, Inc. announced that they will report Q4, 2023 results After-Market on Oct 12, 2023お知らせ • Jul 22SMART Global Holdings, Inc. Appoints Mary G. Puma as Independent Member of Board of Directors and as a Member of the Audit Committee of the Board and the Compensation Committee of the BoardOn July 15, 2023, the Board of Directors of SMART Global Holdings, Inc. appointed Mary G. Puma to its board of directors and as a member of the Audit Committee of the Board and the Compensation Committee of the Board, effective July 15, 2023. Ms. Puma will serve as a Class I director, with an initial term expiring at the 2024 annual general meeting of shareholders and until her successor has been elected and qualified or until her earlier death, resignation, disqualification, retirement or removal. Prior to becoming CEO of Axcelis in January 2002, Puma served as its president and COO from July 2000. In 1998, she was named general manager and vice president of the company’s predecessor, the Implant Systems Division of Eaton Corporation, after having joined in 1996 as general manager of Eaton’s Commercial Controls Division. Prior to Eaton, Puma spent 15 years in various marketing and general management positions at General Electric. Puma has served as executive chairperson of the board at Axcelis since May 2023, and previously served as chairperson of the board from 2005 to 2015. She is also a director of Nordson Corporation, and since December 2022, she has been chairperson of the board of SEMI, a global industry association serving the manufacturing supply chain for the micro- and nano-electronics industries. Puma holds a Bachelor of Arts degree in Economics from Tufts University and a Master of Science degree from the MIT Sloan School of Management.お知らせ • Jun 30+ 1 more updateSMART Global Holdings, Inc. Provides Earnings Guidance for the Fourth Quarter of 2023SMART Global Holdings, Inc. provided earnings guidance for the fourth quarter of 2023. For the quarter, the company expects net sales of $375 million +/- $25 million and diluted earnings per share of $0.02 +/- $0.15.お知らせ • Jun 14Shenzhen Longsys Electronics's Unit Plans to Buy 81% Stake in Smart BrazilShenzhen Longsys Electronics Co., Ltd. (SZSE:301308) Said its subsidiary Lexar Europe B.V. Plans to buy 81% stake in brazil's Smart Modular Technologies and unit. Says the seller is an indirectly-owned unit of SMART Global Holdings, Inc.お知らせ • Jun 06SMART Global Holdings, Inc. to Report Q3, 2023 Results on Jun 29, 2023SMART Global Holdings, Inc. announced that they will report Q3, 2023 results on Jun 29, 2023Reported Earnings • Apr 07Second quarter 2023 earnings released: US$0.55 loss per share (vs US$0.05 profit in 2Q 2022)Second quarter 2023 results: US$0.55 loss per share (down from US$0.05 profit in 2Q 2022). Revenue: US$429.2m (down 4.5% from 2Q 2022). Net loss: US$27.2m (down US$29.7m from profit in 2Q 2022). Revenue is expected to decline by 5.3% p.a. on average during the next 3 years, while revenues in the Semiconductor industry in Germany are expected to grow by 8.7%. Over the last 3 years on average, earnings per share has increased by 82% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 04SMART Global Holdings, Inc. Provides Earnings Guidance for the Second Quarter of Fiscal 2023SMART Global Holdings, Inc. provided earnings guidance for the second quarter of fiscal 2023. For the period, the company expects Net sales of $410 million to $460 million and Diluted earnings per share of $0.13 plus or minus $0.15.お知らせ • Dec 14SMART Global Holdings, Inc. to Report Q1, 2023 Results on Jan 03, 2023SMART Global Holdings, Inc. announced that they will report Q1, 2023 results on Jan 03, 2023お知らせ • Oct 01SMART Global Holdings, Inc., Annual General Meeting, Feb 10, 2023SMART Global Holdings, Inc., Annual General Meeting, Feb 10, 2023, at 10:00 Pacific Standard Time.業績と収益の成長予測BST:850 - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数8/31/20271,696N/A14617338/31/20261,504321059478/31/20251,3751011914572/28/20251,318-9141154N/A11/29/20241,238-274360N/A8/30/20241,171-445877N/A5/31/20241,17645105126N/A3/1/20241,220205887N/A12/1/20231,3240174210N/A8/25/20231,441865104N/A5/26/20231,139-816688N/A2/24/20231,257-376484N/A11/25/20221,318-2016N/A8/26/20221,3962285105N/A5/27/20221,8496795132N/A2/25/20221,82536112145N/A11/26/20211,6793987133N/A8/27/20211,056-43137153N/A5/28/20211,330875130N/A2/26/20211,174163795N/A11/27/20201,14215698N/A8/28/20201,122-15587N/A5/29/20201,104-391111N/A2/28/20201,058-2121144N/A11/29/20191,09021134160N/A8/30/20191,21251136170N/A5/31/20191,3087574111N/A3/1/20191,4071055893N/A11/30/20181,417129N/A89N/A8/31/20181,289119N/A68N/A5/25/20181,13880N/A83N/A2/23/20181,00956N/A64N/A11/24/201786716N/A30N/A8/25/2017761-8N/A-1N/A5/26/20176841N/A-12N/A2/24/2017627-8N/A-27N/A11/25/2016572-12N/A0N/A8/26/2016534-20N/A15N/A2/26/2016529-49N/A83N/A11/27/2015580-49N/A30N/A8/28/2015643-46N/A41N/A2/27/2015732-26N/A2N/A11/28/2014733-23N/A28N/A8/29/2014722-14N/A41N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 850は今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 1.3% ) よりも高い成長率であると考えられます。収益対市場: 850今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。高成長収益: 850今後 3 年以内に収益を上げることが予想されます。収益対市場: 850の収益 ( 9.8% ) German市場 ( 6.8% ) よりも速いペースで成長すると予測されています。高い収益成長: 850の収益 ( 9.8% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 850の 自己資本利益率 は、3年後には低くなると予測されています ( 16.1 %)。成長企業の発掘7D1Y7D1Y7D1YSemiconductors 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2025/06/15 17:56終値2025/03/18 00:00収益2025/02/28年間収益2024/08/30データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Penguin Solutions, Inc. 7 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。14 アナリスト機関Thomas O'MalleyBarclaysRustam KangaCitizens JMP Securities, LLCShek HoDeutsche Bank11 その他のアナリストを表示
お知らせ • Jan 09Penguin Solutions, Inc. Provides Earning Guidance for the Fiscal Year 2025Penguin Solutions, Inc. provided earning guidance for the fiscal year 2025. For the year, the company expected net sales of 15% year over year growth +/- 5% and Diluted earnings per share of $0.10 +/- $0.20.
お知らせ • Dec 17Penguin Solutions, Inc. Revises Earning Guidance for the Fiscal Year 2025Penguin Solutions, Inc. revised earning guidance for the fiscal year 2025. For the period, the company expects diluted earnings per share of $0.10 +/- $0.20 against prior guidance of $0.30 +/- $0.20. To reflect the accounting impact of the Investment, the Company is updating its diluted earnings per share outlook for fiscal year 2025, which was previously provided on October 15, 2024. The updated diluted earnings per share outlook for fiscal year 2025 incorporates the non-cash effect of the CPS issued at Closing, the estimated future payments to holders of the CPS equal to six (6)% per annum, and the estimated interest income from the proceeds. The Company’s update to its diluted earnings per share outlook for fiscal year 2025 is solely a result of the Closing.
お知らせ • Oct 18Penguin Solutions, Inc. Provides Earning Guidance for the Fiscal Year 2025Penguin Solutions, Inc. provided earning guidance for the fiscal year 2025. For the period, the company expects net sales of 15% YoY Growth +/- 5% and diluted earnings per share of $0.30 +/- $0.20.
お知らせ • Jul 10SMART Global Holdings, Inc. Provides Earnings Guidance for the Fourth Quarter of Fiscal 2024SMART Global Holdings, Inc. provided earnings guidance for the fourth quarter of fiscal 2024. For the quarter, the company expects Net sales of $325 million +/- $25 million, and Diluted earnings (loss) per share of $0.03 +/- $0.15.
お知らせ • Jan 10+ 1 more updateSMART Global Holdings, Inc. Provides Earnings Guidance for the Second Quarter of Fiscal Year 2024SMART Global Holdings, Inc. provided earnings guidance for the second quarter of fiscal year 2024. For the quarter, the company expects Net sales in the range of $285 million +/- $25 million and Diluted loss per share in the range of $0.15 +/- $0.10.
お知らせ • Oct 13SMART Global Holdings, Inc. Provides Earnings Guidance for the First Quarter of Fiscal 2024SMART Global Holdings, Inc. provided earnings guidance for the first quarter of fiscal 2024. As of October 12, 2023, the company provided the financial outlook for its continuing operations for the first quarter of fiscal 2024. The company expects to report net sales to be $275 million, increase/decrease $25 million. Diluted loss per share expected to be $0.16, increase/decrease $0.15.
お知らせ • Jul 02Penguin Solutions, Inc. Files Form 15Penguin Solutions, Inc. has announced that it has filed a Form 15 with the Securities and Exchange Commission to voluntarily deregister its Ordinary Shares under the Securities Exchange Act of 1934, as amended.
お知らせ • Jun 19Penguin Solutions, Inc. to Report Q3, 2025 Results on Jul 08, 2025Penguin Solutions, Inc. announced that they will report Q3, 2025 results on Jul 08, 2025
お知らせ • Jun 18Penguin Solutions Announces Second Generation Stratus ztC Endurance Fault Tolerant Computing PlatformsPenguin Solutions announced the second generation of its Stratus ztC Endurance®? platform, its fault tolerant computing platform with seven nines (99.99999%) availability. This new Stratus ztC Endurance family of platforms enables IT teams to ensure the uptime of critical applications and data while consolidating workloads within a highly reliable, manage, and serviceable IT footprint. This second-generation introduces an ultra-high-performance model--the Stratus ztC Endurance 9110--with a 46% performance improvement compared to the 7100, and a dense 64-core count to deliver highly reliable, high volume transaction processing within a single platform. The new Stratus ztC endurance 7110 model provides 18% improvement compared to the 7100. This generation also adds Linux (RHEL 9.4) support in addition to bare metal or virtualized versions of Windows Server and VMware vSphere. This unique combination of high-end performance and Linux support is well suited for industries such as financial services, retail, and manufacturing. The Stratus ztC endurance 9110 and 7110 platforms' processing power also makes them well suited for AI inferencing workloads at the edge, delivering high throughput and low latency required by applications such as AI image classification. The release includes four new models of the Stratus ztC Endurance platform--powered by fifth generation Intel®?Xeon®? processors--and offer an optional 100Gb Ethernet network card to support data- and storage-intensive applications. Stratus ztC Endurance Model 9110: This ultra-high performance model features two Intel Xeon Gold 6548N processors with 32 cores per CPU, 64 cores per compute module, and 5200 Mbps DDR5 memory. Stratus ztC endurance Model 7110: This high-performance model features two 5520 processors with 28 cores per CPU, and 56 cores per compute module with 4800 Mbps DDR5 memory. Strata ztC Endurance Model 5110: This mid-range model features two Intel Xeon Silver 4510 processors with 12 cores per CPU, 12 cores per compute module, and the same 4400 Mbps memory as the 5110. For more information on this newest generation product family, visit the Stratus ztC endurance page on the Penguin Solutions website.
お知らせ • Apr 03+ 1 more updatePenguin Solutions, Inc Announces Retirement of Jack Pacheco as Executive Vice President, Chief Operating Officer and President of Integrated Memory, Effective December 31, 2025On April 1, 2025, Jack Pacheco, the Penguin Solutions, Inc.'s Executive Vice President, Chief Operating Officer and President of Integrated Memory, informed the company of his decision to retire on December 31, 2025. Mr. Pacheco’s decision to retire was not the result of any disagreement between Mr. Pacheco and the Company. Mr. Pacheco has agreed to provide transition services to ensure an orderly transition of his responsibilities, while the Company engages in a succession planning process.
お知らせ • Mar 13Penguin Solutions, Inc. to Report Q2, 2025 Results on Apr 02, 2025Penguin Solutions, Inc. announced that they will report Q2, 2025 results at 4:00 PM, US Eastern Standard Time on Apr 02, 2025
お知らせ • Mar 04Penguin Solutions, Inc. Expands Its AI Infrastructure Management Software Platform and Introduces Robust AI Optimization ServicePenguin Solutions, Inc. announced the expansion of its ICE ClusterWare™? software platform, (formerly Scyld ClusterWare®?) with multi-tenancy support, streamlined workflows, and enhanced controls to help enterprises build fully optimized AI ecosystems that scale seamlessly--known as Intelligent Compute Environments. Additionally, Penguin Solutions unveiled its ICE ClusterWare AIM™? service, an advanced optimization service designed to maximize performance, availability, and operational efficiency of AI infrastructure through predictive automation. The ICE ClusterWare software platform is a hardware-agnostic, intelligent software platform for managing, scaling, and optimizing AI, HPC, and data infrastructure. It combines open-source, industry-standard, and third-party tools with Penguin Solutions' innovative software to create the foundation of an Intelligent Compute Environment, enabling IT leaders to confidently deploy and scale complex infrastructure that meets the specific business needs of their organizations. With the latest updates, the ICE ClusterWare software platform now includes: Multi-tenancy Foundational Support - Enables secure, logical resource isolation and dynamic workload partnering for multiple users and departments from which further multi-tenancy capabilities will be added. Enhanced Orchestration Controls - Introduces a unified control plane for managing sub-clusters and associated infrastructure. Streamlined Workflows - Simplifies AI infrastructure deployment and scaling through automated policy enforcement and intelligent job scheduling. The new ICE ClusterWare AIM service applies Penguin Solutions' patent-pending software, automation, and operational intelligence, derived from managing more than two billion hours of GPU runtime. Designed for IT and data center operations teams managing large-scale AI and HPC clusters, ICE ClusterWare AIM service delivers: Automated Remediation - Detects and resolves system inefficiencies before they impact performance. Prescriptive Maintenance - Uses patent pending technology to identify and mitigate failures before they occur, reducing downtime. Operational Efficiency at Scale - Working with common scheduling software, optimizes workload distribution to maximize GPU utilization and improve ROI on AI infrastructure investments.
Reported Earnings • Jan 09First quarter 2025 earnings released: EPS: US$0.098 (vs US$0.23 loss in 1Q 2024)First quarter 2025 results: EPS: US$0.098 (up from US$0.23 loss in 1Q 2024). Revenue: US$341.1m (up 24% from 1Q 2024). Net income: US$5.22m (up US$17.0m from 1Q 2024). Profit margin: 1.5% (up from net loss in 1Q 2024). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings.
お知らせ • Jan 09Penguin Solutions, Inc. Provides Earning Guidance for the Fiscal Year 2025Penguin Solutions, Inc. provided earning guidance for the fiscal year 2025. For the year, the company expected net sales of 15% year over year growth +/- 5% and Diluted earnings per share of $0.10 +/- $0.20.
お知らせ • Dec 23Penguin Solutions, Inc., Annual General Meeting, Feb 07, 2025Penguin Solutions, Inc., Annual General Meeting, Feb 07, 2025.
お知らせ • Dec 17Penguin Solutions, Inc. Revises Earning Guidance for the Fiscal Year 2025Penguin Solutions, Inc. revised earning guidance for the fiscal year 2025. For the period, the company expects diluted earnings per share of $0.10 +/- $0.20 against prior guidance of $0.30 +/- $0.20. To reflect the accounting impact of the Investment, the Company is updating its diluted earnings per share outlook for fiscal year 2025, which was previously provided on October 15, 2024. The updated diluted earnings per share outlook for fiscal year 2025 incorporates the non-cash effect of the CPS issued at Closing, the estimated future payments to holders of the CPS equal to six (6)% per annum, and the estimated interest income from the proceeds. The Company’s update to its diluted earnings per share outlook for fiscal year 2025 is solely a result of the Closing.
お知らせ • Dec 16+ 1 more updatePenguin Solutions, Inc. to Report Q1, 2025 Results on Jan 08, 2025Penguin Solutions, Inc. announced that they will report Q1, 2025 results After-Market on Jan 08, 2025
お知らせ • Nov 20+ 1 more updatePenguin Solutions OriginAI Infrastructure Now Available with Additional GPUs and Enhanced Cluster Management CapabilitiesPenguin Solutions™, Inc. announced the addition of the latest NVIDIA and AMD GPUs as well as Dell Technologies AI-optimized hardware to its OriginAI® infrastructure solution. This validated, pre-defined set of AI infrastructure architectures matches best-in-class GPU servers, networking, and storage options with Penguin Solutions’ intuitive, intelligent cluster management software and world-class design, build, deploy and manage services. Using the OriginAI solution, organizations can rapidly deploy AI infrastructure at scale and achieve faster access to the ROI and competitive benefits that AI technology can deliver. With support for NVIDIA H200 and AMD Instinct MI300X GPU-powered Penguin Relion®, Penguin Altus®, and now Dell PowerEdge XE9680 servers, Penguin Solutions’ OriginAI solution delivers a broad set of architecture options. Penguin will also enable NVIDIA Blackwell B200 and AMD Instinct MI325X within OriginAI solutions in early 2025. The availability of AMD and NVIDIA GPUs, as well as the addition of Dell PowerEdge servers, PowerSwitch data center switches and PowerScale storage creates a significantly expanded portfolio of fully validated and supported AI infrastructure options for organizations with interest in specific technology components. Included in the OriginAI solution are updates to Penguin Solutions’ Scyld ClusterWare® software platform for seamlessly managing AI and HPC infrastructure and monitoring cluster health. Enhanced infrastructure security and encrypted communications; expanded node management to include support for NVIDIA Cumulus Linux and Edge-core’s SONiC switches; improved node status polling; and increased support for Ubuntu within the ClusterWare platform allow organizations to drive higher cluster performance with confidence and ease in diverse computing environments. Visit Penguin Solutions at SC24 Supercomputingbooth #1523 at the Georgia World Congress Center in Atlanta on November 18-22, 2024 to learn more about the OriginAI solution, ClusterWare software platform, and Penguin’s collaboration with NVIDIA, AMD, Dell and other partners.
Reported Earnings • Oct 26Full year 2024 earnings released: US$0.84 loss per share (vs US$0.16 profit in FY 2023)Full year 2024 results: US$0.84 loss per share (down from US$0.16 profit in FY 2023). Revenue: US$1.17b (down 19% from FY 2023). Net loss: US$44.3m (down US$52.2m from profit in FY 2023). Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 7.7% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.
New Risk • Oct 25New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.6% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.7x net interest cover). Shares are highly illiquid. Minor Risk Shareholders have been diluted in the past year (2.6% increase in shares outstanding).
お知らせ • Oct 18Penguin Solutions, Inc. Provides Earning Guidance for the Fiscal Year 2025Penguin Solutions, Inc. provided earning guidance for the fiscal year 2025. For the period, the company expects net sales of 15% YoY Growth +/- 5% and diluted earnings per share of $0.30 +/- $0.20.
お知らせ • Oct 15Penguin Solutions, Inc.(NasdaqGS:PENG) dropped from NASDAQ Composite IndexSMART Global Holdings, Inc. has been dropped from the NASDAQ Composite Index.
お知らせ • Sep 25SMART Global Holdings, Inc. to Report Q4, 2024 Results on Oct 15, 2024SMART Global Holdings, Inc. announced that they will report Q4, 2024 results on Oct 15, 2024
お知らせ • Jul 17SMART Global Holdings, Inc. Announces to Become Penguin SolutionsSMART Global Holdings, Inc. announced its intention to become Penguin Solutions, Inc. This rebranding is a continuation of the company's transformation over the past several years and reflects its focus on delivering solutions that solve the complexity of AI. The new Penguin Solutions is uniquely positioned as an expert in end-to-end AI infrastructure solutions. With more than 25 years of high-performance computing experience and more than 75,000 GPUs deployed and managed to date, Penguin Solutions has long been a trusted strategic partner for enterprises looking to harness the power of AI. SGH's decision to adopt the Penguin Solutions name across its brands builds on this reputation and marks the start of a new era for the firm. SGH is expected to complete its transition to Penguin Solutions later this year subject to shareholder approval. The Cree LED brand, also a business unit of SGH, will remain unchanged and will continue to do business as Cree LED.
Valuation Update With 7 Day Price Move • Jul 16Investor sentiment improves as stock rises 20%After last week's 20% share price gain to €23.20, the stock trades at a forward P/E ratio of 59x. Average forward P/E is 16x in the Semiconductor industry in Germany. Total returns to shareholders of 14% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €23.16 per share.
Reported Earnings • Jul 10Third quarter 2024 earnings released: EPS: US$0.11 (vs US$0.49 loss in 3Q 2023)Third quarter 2024 results: EPS: US$0.11 (up from US$0.49 loss in 3Q 2023). Revenue: US$300.6m (down 22% from 3Q 2023). Net income: US$5.62m (up US$30.1m from 3Q 2023). Profit margin: 1.9% (up from net loss in 3Q 2023). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
お知らせ • Jul 10SMART Global Holdings, Inc. Provides Earnings Guidance for the Fourth Quarter of Fiscal 2024SMART Global Holdings, Inc. provided earnings guidance for the fourth quarter of fiscal 2024. For the quarter, the company expects Net sales of $325 million +/- $25 million, and Diluted earnings (loss) per share of $0.03 +/- $0.15.
お知らせ • Jun 26+ 1 more updateSMART Global Holdings, Inc. Appoints Nate Olmstead as Chief Financial OfficerSMART Global Holdings, Inc. announced that Nate Olmstead has joined the company as chief financial officer (“CFO”), reporting to SGH president and chief executive officer (“CEO”) Mark Adams. As CFO, Mr. Olmstead will lead SGH’s worldwide finance organization, which includes accounting, internal audit, investor relations, financial planning and reporting, tax, and treasury. Mr. Olmstead brings more than 20 years of experience building and leading finance teams at global technology companies, having most recently served as CFO of Logitech, a multinational technology company. He also held a broad range of financial leadership roles during his 16 years at Hewlett Packard Company and Hewlett Packard Enterprise, which included: vice president of finance for global operations at Hewlett Packard Enterprise; vice president of finance, EG Global Supply Chain and Quality; vice president of finance, HP Storage and HP Converged Systems; and director of HP investor relations. Mr. Olmstead holds a Master of Business Administration from Harvard Business School and a Bachelor of Arts in quantitative economics from Stanford University.
お知らせ • Jun 18SMART Global Holdings, Inc. to Report Q3, 2024 Results on Jul 09, 2024SMART Global Holdings, Inc. announced that they will report Q3, 2024 results After-Market on Jul 09, 2024
お知らせ • May 15+ 2 more updatesSMART Global Holdings, Inc. Announces Chief Financial Officer Changes, Effective June 30, 2024SMART Global Holdings, Inc. announced on May 8, 2024, Ken Rizvi notified the company that after over three years as the company’s chief financial officer (CFO), he intends to resign to pursue another opportunity. His resignation will be effective June 30, 2024 and is not the result of any dispute or disagreement with the company. Effective upon Mr. Rizvi’s departure, Jack Pacheco, the company’s former CFO and current chief operating officer and president of Memory Solutions, will assume the role of interim CFO and serve as the company’s principal financial and accounting officer on an interim basis until the Company appoints a permanent successor.
お知らせ • Apr 10+ 1 more updateSMART Global Holdings, Inc. Announces Executive ChangesSMART Global Holdings, Inc. announced the appointment of Pete Manca as the Company’s President, Intelligent Platform Solutions (“IPS”). Mr. Manca succeeds David Laurello, who ceased serving as the Company’s Senior Vice President and President, IPS, effective as of April 8, 2024. Mr. Manca brings extensive experience building businesses that deliver high-performance solutions to enterprise customers. Prior to joining SGH, Mr. Manca served as a Senior Vice President and General Manager at Dell Technologies from 2018 to 2023, managing several large businesses, including Converged Solutions, OEM Solutions, and APEX, Dell’s end-to-end portfolio of cloud offerings, ranging from storage to high-performance computing to AI services and solutions.
お知らせ • Mar 20SMART Global Holdings, Inc. to Report Q2, 2024 Results on Apr 09, 2024SMART Global Holdings, Inc. announced that they will report Q2, 2024 results After-Market on Apr 09, 2024
お知らせ • Jan 10+ 1 more updateSMART Global Holdings, Inc. Provides Earnings Guidance for the Second Quarter of Fiscal Year 2024SMART Global Holdings, Inc. provided earnings guidance for the second quarter of fiscal year 2024. For the quarter, the company expects Net sales in the range of $285 million +/- $25 million and Diluted loss per share in the range of $0.15 +/- $0.10.
お知らせ • Dec 20SMART Global Holdings, Inc. to Report Q1, 2024 Results on Jan 09, 2024SMART Global Holdings, Inc. announced that they will report Q1, 2024 results After-Market on Jan 09, 2024
お知らせ • Nov 02Stratus Unveils Evolutionary Fault Tolerance with ztC Endurance Family of Intelligent, Predictive Computing PlatformsStratus Technologies, Inc. announced the launch of its Stratus ztC Endurance™ platform, a new family of fault-tolerant computing platforms for next-generation sustainable operations. The platform introduces intelligent, predictive fault tolerance that delivers seven nines (99.99999%) availability, and performance gains through latest generation technology components including 4th generation Intel Xeon® Scalable processors. The ztC Endurance platform builds on Stratus’ unique combination of built-in software and hardware, proactive health monitoring, and serviceability to run mission-critical applications without downtime or data loss. Stratus’ ztC Endurance portfolio furthers Stratus’ proven approach for eliminating system downtime and data loss (including in-flight data) through built-in fault tolerance that is transparent to standard operating systems and hosted applications. It does not require additional scripting or modification, and provides proactive health monitoring. This powerful combination enables OT and IT teams to run mission-critical applications and complex software stacks without needing to be server experts. The new Stratus ztC Endurance platforms deliver innovation in five key areas of performance, including: Predictive – The ztC Endurance platform introduces intelligent, predictive fault tolerance through the Stratus Automated Uptime Layer with Smart Exchange™ process which tracks and targets a wider range of failure points than other standalone hyperconverged solutions and automatically takes corrective actions to address and resolve issues before they impact operations. Protected – The platform ensures data integrity and protects against loss of in-flight application data with 99.99999% application system availability and embedded hardware and software security features, along with the ability to run third-party cybersecurity applications to protect IT and OT assets. Manageable – As an open system, the platform simplifies manageability with remote monitoring capabilities and management APIs that are interoperable with existing IT tools and systems familiar to IT teams. Additionally, the ztC Endurance platform and its fault tolerant architecture support standard, off-the-shelf operating systems without requiring modifications. Serviceable – ztC Endurance architecture is redundant, modular, and features four pairs of customer replaceable units (CRUs) – compute, I/O, power supply unit, and storage – that are hot-swappable by OT or IT without specialized expertise or tools to continuously deliver uptime and efficient operation. Performance – This release incorporates the latest technology, notably 4th generation Intel Xeon Scalable “Sapphire Rapids” processors, high speed NVMe, and resilient, high-performance DDR5 memory. This results in new levels of performance matched with fault tolerance required to consolidate mission-critical applications as well as run complex software stacks and advanced applications. Stratus ztC Endurance Models Stratus’ ztC Endurance Platform is available in three models to meet customer needs, from shop floors and remote offices to regional and large data centers and plants: ztC Endurance Model 7100: designed for large data centers and larger plants ztC Endurance Model 5100: designed for remote offices and medium plants ztC Endurance Model 3100: designed for shop floor locations and smaller plants.
New Risk • Oct 14New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 3.0% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.8x net interest cover). Shares are highly illiquid. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.5% net profit margin). Shareholders have been diluted in the past year (3.0% increase in shares outstanding). Significant insider selling over the past 3 months (€234k sold).
Reported Earnings • Oct 14Full year 2023 earnings released: EPS: US$0.16 (vs US$1.35 in FY 2022)Full year 2023 results: EPS: US$0.16 (down from US$1.35 in FY 2022). Revenue: US$1.44b (down 21% from FY 2022). Net income: US$7.86m (down 88% from FY 2022). Profit margin: 0.5% (down from 3.7% in FY 2022). Revenue is forecast to grow 1.6% p.a. on average during the next 2 years, compared to a 7.5% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 14An unknown buyer entered into an agreement to acquire SMART Brazil operations from SMART Global Holdings, Inc.An unknown buyer entered into an agreement to acquire SMART Brazil operations from SMART Global Holdings, Inc. on June 13, 2023. The transaction is subject to required regulatory approvals and satisfaction of customary closing conditions. The transaction is expected to close at the end of calendar 2023 or early 2024.
お知らせ • Oct 13SMART Global Holdings, Inc. Provides Earnings Guidance for the First Quarter of Fiscal 2024SMART Global Holdings, Inc. provided earnings guidance for the first quarter of fiscal 2024. As of October 12, 2023, the company provided the financial outlook for its continuing operations for the first quarter of fiscal 2024. The company expects to report net sales to be $275 million, increase/decrease $25 million. Diluted loss per share expected to be $0.16, increase/decrease $0.15.
お知らせ • Sep 30SMART Global Holdings, Inc., Annual General Meeting, Feb 09, 2024SMART Global Holdings, Inc., Annual General Meeting, Feb 09, 2024, at 10:00 Pacific Standard Time.
お知らせ • Sep 22SMART Global Holdings, Inc. to Report Q4, 2023 Results on Oct 12, 2023SMART Global Holdings, Inc. announced that they will report Q4, 2023 results After-Market on Oct 12, 2023
お知らせ • Jul 22SMART Global Holdings, Inc. Appoints Mary G. Puma as Independent Member of Board of Directors and as a Member of the Audit Committee of the Board and the Compensation Committee of the BoardOn July 15, 2023, the Board of Directors of SMART Global Holdings, Inc. appointed Mary G. Puma to its board of directors and as a member of the Audit Committee of the Board and the Compensation Committee of the Board, effective July 15, 2023. Ms. Puma will serve as a Class I director, with an initial term expiring at the 2024 annual general meeting of shareholders and until her successor has been elected and qualified or until her earlier death, resignation, disqualification, retirement or removal. Prior to becoming CEO of Axcelis in January 2002, Puma served as its president and COO from July 2000. In 1998, she was named general manager and vice president of the company’s predecessor, the Implant Systems Division of Eaton Corporation, after having joined in 1996 as general manager of Eaton’s Commercial Controls Division. Prior to Eaton, Puma spent 15 years in various marketing and general management positions at General Electric. Puma has served as executive chairperson of the board at Axcelis since May 2023, and previously served as chairperson of the board from 2005 to 2015. She is also a director of Nordson Corporation, and since December 2022, she has been chairperson of the board of SEMI, a global industry association serving the manufacturing supply chain for the micro- and nano-electronics industries. Puma holds a Bachelor of Arts degree in Economics from Tufts University and a Master of Science degree from the MIT Sloan School of Management.
お知らせ • Jun 30+ 1 more updateSMART Global Holdings, Inc. Provides Earnings Guidance for the Fourth Quarter of 2023SMART Global Holdings, Inc. provided earnings guidance for the fourth quarter of 2023. For the quarter, the company expects net sales of $375 million +/- $25 million and diluted earnings per share of $0.02 +/- $0.15.
お知らせ • Jun 14Shenzhen Longsys Electronics's Unit Plans to Buy 81% Stake in Smart BrazilShenzhen Longsys Electronics Co., Ltd. (SZSE:301308) Said its subsidiary Lexar Europe B.V. Plans to buy 81% stake in brazil's Smart Modular Technologies and unit. Says the seller is an indirectly-owned unit of SMART Global Holdings, Inc.
お知らせ • Jun 06SMART Global Holdings, Inc. to Report Q3, 2023 Results on Jun 29, 2023SMART Global Holdings, Inc. announced that they will report Q3, 2023 results on Jun 29, 2023
Reported Earnings • Apr 07Second quarter 2023 earnings released: US$0.55 loss per share (vs US$0.05 profit in 2Q 2022)Second quarter 2023 results: US$0.55 loss per share (down from US$0.05 profit in 2Q 2022). Revenue: US$429.2m (down 4.5% from 2Q 2022). Net loss: US$27.2m (down US$29.7m from profit in 2Q 2022). Revenue is expected to decline by 5.3% p.a. on average during the next 3 years, while revenues in the Semiconductor industry in Germany are expected to grow by 8.7%. Over the last 3 years on average, earnings per share has increased by 82% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 04SMART Global Holdings, Inc. Provides Earnings Guidance for the Second Quarter of Fiscal 2023SMART Global Holdings, Inc. provided earnings guidance for the second quarter of fiscal 2023. For the period, the company expects Net sales of $410 million to $460 million and Diluted earnings per share of $0.13 plus or minus $0.15.
お知らせ • Dec 14SMART Global Holdings, Inc. to Report Q1, 2023 Results on Jan 03, 2023SMART Global Holdings, Inc. announced that they will report Q1, 2023 results on Jan 03, 2023
お知らせ • Oct 01SMART Global Holdings, Inc., Annual General Meeting, Feb 10, 2023SMART Global Holdings, Inc., Annual General Meeting, Feb 10, 2023, at 10:00 Pacific Standard Time.