View Future GrowthPenguin Solutions 過去の業績過去 基準チェック /26Penguin Solutionsの収益は年間平均-6%の割合で減少していますが、 Semiconductor業界の収益は年間 増加しています。収益は年間5.2% 2%割合で 減少しています。 Penguin Solutionsの自己資本利益率は9.6%であり、純利益率は2.8%です。主要情報-6.03%収益成長率-6.58%EPS成長率Semiconductor 業界の成長30.55%収益成長率-1.95%株主資本利益率9.60%ネット・マージン2.83%次回の業績アップデート07 Jul 2026最近の業績更新お知らせ • Mar 13Penguin Solutions, Inc. to Report Q2, 2026 Results on Apr 01, 2026Penguin Solutions, Inc. announced that they will report Q2, 2026 results at 4:00 PM, US Eastern Standard Time on Apr 01, 2026Reported Earnings • Jan 07First quarter 2026 earnings released: EPS: US$0.042 (vs US$0.098 in 1Q 2025)First quarter 2026 results: EPS: US$0.042 (down from US$0.098 in 1Q 2025). Revenue: US$343.1m (flat on 1Q 2025). Net income: US$2.24m (down 57% from 1Q 2025). Profit margin: 0.7% (down from 1.5% in 1Q 2025). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.お知らせ • Dec 17Penguin Solutions, Inc. to Report Q1, 2026 Results on Jan 06, 2026Penguin Solutions, Inc. announced that they will report Q1, 2026 results at 4:00 PM, US Eastern Standard Time on Jan 06, 2026お知らせ • Oct 08+ 2 more updatesPenguin Solutions, Inc. Reports Impairment Results for the Fourth Quarter Ended August 29, 2025Penguin Solutions, Inc. reported impairment results for the fourth quarter ended August 29, 2025. For the period, the company reported Impairment of goodwill of $4,690,000.お知らせ • Sep 17Penguin Solutions, Inc. to Report Q4, 2025 Results on Oct 07, 2025Penguin Solutions, Inc. announced that they will report Q4, 2025 results After-Market on Oct 07, 2025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すべての更新を表示Recent updatesValuation Update With 7 Day Price Move • 9hInvestor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to €50.54, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 41x in the Semiconductor industry in Germany. Total returns to shareholders of 112% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €31.40 per share.お知らせ • Jun 02+ 3 more updatesPenguin Solutions, Inc. Announces CFO ChangesOn May 26, 2026, Nate Olmstead notified Penguin Solutions, Inc. of his decision to resign as the Company’s Chief Financial Officer, effective as of July 8, 2026, to pursue another opportunity in a different industry. His departure is not the result of any disagreement with the Company on any matter relating to its operating performance, financial reporting, accounting, internal controls, operations, policies, or practices. Mr. Olmstead will not receive any severance benefits in connection with his voluntary departure from the Company. On May 31, 2026, the board of directors of the Company appointed Aaron Johnson, the Company’s Vice President, Finance and Accounting, as interim CFO, succeeding Mr. Olmstead in these positions effective as of July 9, 2026, on an interim basis until the Company appoints a successor. Mr. Johnson, age 47, has served in his current role since joining the Company in June 2024. Prior to joining the Company, Mr. Johnson served at NETGEAR, Inc., a global networking company, as Vice President, Finance from September 2022 to May 2024, and as Senior Director, Assistant Controller from January 2022 to September 2022. Prior to joining NETGEAR, Mr. Johnson served at Power Integrations, Inc., a semiconductor company, from June 2015 to January 2022, most recently as Assistant Corporate Controller from November 2018 to January 2022. Earlier roles included positions at Xilinx, Inc. (acquired by Advanced Micro Devices, Inc.) and PricewaterhouseCoopers. Mr. Johnson is a certified public accountant (inactive) in California and holds a Master of Business Administration from the University of Louisiana at Lafayette and a Bachelor of Science in Business Administration and Accounting from San Jose State University.Recent Insider Transactions • May 20Independent Director recently sold €759k worth of stockOn the 12th of May, Sandeep Nayyar sold around 20k shares on-market at roughly €37.97 per share. This transaction amounted to 57% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €1.5m more than they bought in the last 12 months.お知らせ • May 20Penguin Solutions Appoints David Heard to Board of Directors, Effective May 18, 2026Penguin Solutions, Inc. announced that David Heard, President of Network Infrastructure at Nokia, has been appointed to Penguin Solutions’ board of directors, effective May 18, 2026. Heard is a seasoned technology executive with more than three decades of experience leading large-scale technology and infrastructure organizations through periods of growth and transformation. His track record of operational execution and scaling global businesses is expected to complement the board’s expertise as Penguin Solutions continues to converge its capabilities in memory and AI infrastructure. Heard has served as President of Network Infrastructure at Nokia (NYSE: NOK) since June 2025. He joined Nokia in February 2025 following its acquisition of Infinera Corporation (formerly Nasdaq: INFN), where he served as Chief Executive Officer. Prior to joining Infinera in June 2017, Heard held leadership roles at several technology companies, including JDS Uniphase Corporation, BigBand Networks, Inc., Somera Communications, Inc., Lucent Technologies, and AT&T. Heard also served as a member of the board of directors of Infinera Corporation from November 2020 to February 2025 and currently serves on the Max M. Fisher College of Business Alumni Board. He holds a Master of Science in Management as a Sloan Fellow from the Stanford Graduate School of Business, a Master of Business Administration from the University of Dayton, and a Bachelor of Arts in Production and Operations Management from The Ohio State University.お知らせ • Apr 02Penguin Solutions, Inc. Provides Earning Guidance for the Fiscal Year 2026Penguin Solutions, Inc. provided earning guidance for the fiscal year 2026. For the period, the company expects net sales of 12% Year over year Growth +/-5% compared to previous guidance of 6% Year over year Growth +/-10% and diluted earnings per share of $1.30 +/- $0.15 compared to previous guidance of $0.85 +/- $0.25.お知らせ • Mar 17+ 1 more updatePenguin Solutions’ Originai Factory Platform Delivers Optimized Performance for Ai InferencePenguin Solutions, Inc. announced the expansion of its OriginAI® portfolio to include solutions that address the need for more GPU memory to solve context size and concurrency, and meet low latency demands of enterprise-scale AI inference. Penguin Solutions’ OriginAI inference solutions seamlessly add large memory appliances to NVIDIA RTX PRO 6000 and NVIDIA B300 GPU designs, helping to shorten time to value and mitigate performance limitations of AI inference. Designed to improve key operational metrics such as GPU utilization, deployment velocity, and infrastructure reliability, OriginAI enables organizations to run AI workloads with predictable performance at scale. OriginAI inference solutions are designed leveraging Penguin Solutions 3.3+ billion hours of GPU runtime experience and more than 30 years of expertise delivering advanced memory solutions. OriginAI delivers production-level inference, where memory capacity and availability, not only GPU compute power, affect latency, system throughput, and overall user experience. Penguin Solutions OriginAI solutions also offer the flexibility to incorporate Penguin’s CXL-based MemoryAI KV cache server, designed to support customers’ KV strategies by expanding KV cache capacity, enabling low-latency, high-concurrency inference and extended context lengths for the most demanding applications. Use of Penguin’s MemoryAI KV cache server, which is compatible with the NVIDIA Dynamo framework, provides cost-efficiency and optimal design for the next wave of AI deployment. OriginAI AI factory solutions also include Penguin SolutionsICE ClusterWare™ software, an intelligent management layer that transforms validated hardware into a fully-tuned AI cluster. ICE ClusterWare software delivers health monitoring and auto-remediation, to ensure sustained peak performance at scale. It also enhances data security in multi-tenant environments by isolating workloads and protecting sensitive information. The OriginAI portfolio offers a range of configurations to address diverse customer needs. NVIDIA RTX PRO 6000-based architecture targets enterprise-class copilots, retrieval-augmented generation (RAG) systems, code assistance, and document summarization, delivering a lower acquisition cost, flexible deployment, and power-efficient performance for mid-sized models. NVIDIA B300-based architecture is designed for enterprise-wide AI platforms, long-context assistants, frontier model hosting, and agentic workloads, providing massive memory bandwidth and future-proof scalability for large, shared services. OriginAI inference architectures help provide the flexibility to scale out and avoid overprovisioning by combining expert infrastructure design with meticulous in-factory builds and on-site deployment. This approach enables enterprises as well as cloud service providers (CSPs) and neoclouds to cost-efficiently deploy infrastructure tailored for use case and inference applications at scale. For example: Financial Services: AI-driven applications in financial services, such as fraud detection and algorithmic or high-frequency trading, require ultra-low latency to process transactions in real time, optimize trading opportunities, and ensure security. Healthcare: Precision in AI-powered diagnostics, patient monitoring, voice-enabled applications, and real-time medical translations depends on minimal latency to deliver timely and accurate insights, often in life-critical situations. Retail: AI-driven personalization, inventory management, and agentic decision-making systems enable real-time customer engagement and operational efficiency, helping businesses stay competitive. AI is reshaping how organizations achieve efficiency, accuracy, and innovation. Penguin Solutions has delivered solutions that address customers' inference objectives and KV strategies, helping them meet evolving demands and achieve measurable results.お知らせ • Mar 13Penguin Solutions, Inc. to Report Q2, 2026 Results on Apr 01, 2026Penguin Solutions, Inc. announced that they will report Q2, 2026 results at 4:00 PM, US Eastern Standard Time on Apr 01, 2026お知らせ • Mar 03Penguin Solutions, Inc. Appoints Ian Colle as Senior Vice President and Chief Product OfficerPenguin Solutions, Inc. announced the appointment of Ian Colle as senior vice president and chief product officer. Colle will lead product strategy, roadmap development, and lifecycle execution for Penguin’s AI Factory Platform. Colle brings 25 years of experience to Penguin Solutions, joining from Amazon Web Services (AWS) where he most recently served as general manager of advanced computing and simulation. At AWS, he helped build a global HPC and AI infrastructure business from the ground up and scale it into a multi-billion-dollar portfolio, leading globally distributed teams across product management, engineering, go-to-market, and operations. Prior to AWS, Colle held senior engineering leadership roles at Red Hat and Intel, where he led global teams through periods of rapid growth and acquisition, and at various startups. Colle holds a BA in Economics from the University of Illinois, an MBA from the Massachusetts Institute of Technology, Sloan School of Management, an MS in Telecommunications and Computer Information Systems from the University of Denver and an MA in Philosophy from the Denver Seminary.お知らせ • Feb 03+ 1 more updatePenguin Solutions, Inc. Announces CEO ChangesPenguin Solutions, Inc. announced the retirement of Mark Adams as Chief Executive Officer of the Company. After a thorough search process, the Board has appointed technology veteran Kash Shaikh as Chief Executive Officer of the Company, effective February 2, 2026. To ensure a smooth transition, Adams will remain with the Company as an advisor for nine months. Shaikh brings more than three decades of technology leadership and operational experience to Penguin Solutions, with a proven track record of driving growth, innovation and customer-centric execution across enterprise software, SaaS and AI infrastructure markets. He most recently served as President and Chief Executive Officer of Securonix, where he scaled the business, introduced agentic AI solutions, strengthened customer relationships and led strategic organic and inorganic growth across global markets. Kash Shaikh is a veteran technology executive with over 30 years of operational experience and a distinguished track record of driving growth, innovation and customer-centric execution across enterprise software, SaaS and AI infrastructure markets. Prior to joining Penguin Solutions, Shaikh served as President and Chief Executive Officer of Securonix, a leading cybersecurity SaaS company offering AI-reinforced threat detection, investigation and response solutions. As CEO, he scaled the business, introduced agentic AI solutions, strengthened customer relationships and led strategic organic and inorganic growth across global markets. He is a growth-oriented leader known for his customer obsession, servant leadership and ability to deliver innovative technology solutions that enable strategic market expansion. Earlier in his career, Shaikh held executive leadership roles at Virtana, where he served as President and CEO and led the company to sustained profitability and expanded its market presence, and at Dell Technologies, where he served as General Manager of the Enterprise Solutions Business and drove significant operational expansion and growth. He has also held senior roles at Hewlett Packard Enterprise, Cisco, Ruckus Wireless and Nortel Networks, helping global enterprises adopt innovative technology solutions. Kash has been recognized for his leadership excellence with industry honors, including the Stevie Gold Award for Executive of the Year and multiple Comparably Best CEO awards. He holds a Bachelor of Engineering from NED University of Engineering and Technology, a Master of Science in Electrical Engineering from Wichita State University and a Master of Business Administration from Boise State University.お知らせ • Jan 14Penguin Solutions Smart Modular CXL NV-CMM E3.S 2T Memory Module Achieves CXL CompliancePenguin Solutions, Inc. announced that its SMART Modular CXL NV-CMM E3.S 2T non-volatile memory module has successfully passed CXL compliance testing. This achievement not only signifies adherence to industry standards, but positions Penguin Solutions as a trusted leader in advanced memory technology for CXL applications. Penguin's SMART Modular CXLNV-CMM E3. S 2T Memory Module is now listed on the CXL Consortium's Integrators List. The CXL NV-CMM E3.S 2T module utilizes the Compute Express Link (CXL) 2.0 standard, offering low latency, high bandwidth persistent storage with enterprise-class RAS features. This module accelerates system performance through efficient checkpointing and caching for in-memory databases, and ensures quick data recovery following power loss or system crashes. Key Use Cases for the SMART CXL NV-CMME3.S 2T: Accelerated AI/ML Workloads: The CXL NV-CMM e3.S 2T is optimized for accelerating AI and machine learning workloads by providing fast access to large datasets, enhancing model training efficiency and accuracy. Data Center Applications: Ideal for data centers, this module supports high-performance computing, computational storage, and network acceleration, ensuring efficient data processing and storage. High-Performance Computing (HPC): It is well-suited for HPC environments, offering low latency and high bandwidth necessary for complex simulations and data analytics. Storage Essentials: Provides persistent memory solutions essential for maintaining data integrity and availability in critical systems. This inclusion on the CXL Consortium's integrators List reflects the decades of experience and dedication to high-performance, high-quality, and interoperability of Penguin's SMART Modular memory portfolio, reinforcing its position as a leading provider and innovator that is advancing integrated memory technology.お知らせ • Jan 09Penguin Solutions, Inc. Updates Earning Guidance for the Fiscal Year 2026Penguin Solutions, Inc. updated earning guidance for the fiscal year 2026. For the period, the company expects Net sales of 6% YoY Growth +/-10%, unchanged from previous guidance. The company expects Diluted earnings per share to be in the range of $0.85 +/- $0.25 compared to previous guidance of $0.89 +/- $0.25.Reported Earnings • Jan 07First quarter 2026 earnings released: EPS: US$0.042 (vs US$0.098 in 1Q 2025)First quarter 2026 results: EPS: US$0.042 (down from US$0.098 in 1Q 2025). Revenue: US$343.1m (flat on 1Q 2025). Net income: US$2.24m (down 57% from 1Q 2025). Profit margin: 0.7% (down from 1.5% in 1Q 2025). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 07Penguin Solutions, Inc. Reaffirms Earning Guidance for the Fiscal Year 2026Penguin Solutions, Inc. reaffirmed earning guidance for the fiscal year 2026. For the period, the company expects 6% net sales growth.お知らせ • Dec 22Penguin Solutions, Inc., Annual General Meeting, Feb 06, 2026Penguin Solutions, Inc., Annual General Meeting, Feb 06, 2026.お知らせ • Dec 17Penguin Solutions, Inc. to Report Q1, 2026 Results on Jan 06, 2026Penguin Solutions, Inc. announced that they will report Q1, 2026 results at 4:00 PM, US Eastern Standard Time on Jan 06, 2026お知らせ • Dec 09Penguin Solutions, Inc. Expands Smart Modular Ddr5 Sodimm Memory Portfolio with New 64Gb Ddr5-6400 Ecc Csodimm for Next-Gen HpcPenguin Solutions, Inc. announced the release of its SMART 64GB DDR5-6400 ECC CSODIMM memory modules, the newest addition to its broad DDR5 SODIMM lineup. Designed for high-performance computing (HPC) in industrial, edge, telecom, and networking systems, the new module supports both commercial-temperature (C-temp) and industrial-temperature (I-temp) options, engineered to provide reliable operation in harsh environments. The compact CSODIMM form factor delivers higher density and faster bandwidth with error correction capability (ECC) to meet the demanding requirements of next-generation platforms. The CSODIMM include a CKD (clock driver) that regenerates and amplifies the clock signal for maintaining signal integrity, synchronicity timing and reducing errors at high speeds. With the introduction of the 64GB capacity point, SMART's DDR5 SODIMM family now spans 16GB to 64GB, including capacities of 16GB, 32GB, 48GB, and now 64GB. This expansion enables system designers to choose the optimal memory density and performance profile for their application needs. Key features of the SMART 64GB DDR5 -6400 ECC CSODimM include: Capacity: 64GB (expanding DDR5 SODIMM portfolio from 16GB-64GB); Data rate: up to 6400 MT/s; ECC support for improved reliability; Compact CSODIMM form factor for space-constrained systems; Available in C-temp and I-temp for harsh deployment conditions. Sampling of the new DDR5-6400 E CC CSODIMM is available now.お知らせ • Nov 18Penguin Solutions, Inc. Releases ICE ClusterWare Management Software 13.0 for Optimizing AI InfrastructurePenguin Solutions, Inc. announced the release of ICE ClusterWare software 13.0. This latest version introduces powerful new capabilities that solve two critical challenges in production-scale AI and HPC: sustaining peak cluster performance and secure provisioning of a single cluster to diverse user groups. These new features enable organizations to maximize return on their AI infrastructure investments by safely sharing resources across more users while ensuring consistent, reliable performance. When an organization’s AI deployments progress from isolated pilot projects to enterprise-wide production environments, operational demands on infrastructure intensify immediately. Penguin’s ICE ClusterWare 13.0 addresses this with built-in anomaly detection and auto-remediation, along with network-isolated multi-tenancy—delivering the operational excellence required to support AI as a core business function. The patent-pending anomaly detection and auto-remediation technology ensures peak cluster performance and resource availability, continuously monitoring for hidden performance degradation that traditional diagnostic tools miss. Upon detection, the system automatically isolates underperforming nodes and initiates remediation in real time, ensuring that workloads are scheduled on validated, high performing nodes. This proactive approach reduces administrative burdens, prevents unplanned downtime, and maximizes the cluster’s usable capacity. As a result, this new capability significantly shortens model training by reducing restarts and loss of work. The new optional network-isolated multi-tenancy feature enables organizations to securely and efficiently share high-value GPU clusters, creating dedicated subclusters to support different departments, projects, or GPU-as-a-Service (GPUaaS) customers. This capability provides isolated environments, giving tenants the autonomy to select their own workload manager, govern users, and run workloads with confidence that data and operations remain segregated and secure. Reducing the security and resource utilization conflicts that previously forced organizations to build separate clusters drastically improves time to value. This capability is essential for cloud service providers and hyperscalers providing GPUaaS, enterprises and research institutes delivering AI computing to internal business groups, and federal or government agencies that require the highest level of security and resource isolation. General availability for ICE ClusterWare software 13.0 is scheduled for December 2, 2025.お知らせ • Nov 05Penguin Solutions to Demonstrate Optimized AI Infrastructure Solutions at SC25Penguin Solutions, Inc. announced its participation at Supercomputing 25 (SC25), the international conference for high-performance computing (HPC), networking, storage, and analysis taking place in St. Louis, Missouri on November 16-21, 2025. Penguin's involvement in the event will include product demonstrations, speaking engagements, and presence on the show floor with partners. SC25 brings together leading professionals from academia, government, industry, and research institutions and provides an important forum for showcasing advances in computational science and large-scale computing environments. Penguin Solutions will showcase breakthrough technologies and high-performing, seamlessly scalable AI infrastructure solutions. Penguin will also spotlight its ongoing partnership with SK Telecom for Haein, one of South Korea's largest AI factories with multiple tenants across more than 1,000 NVIDIA Blackwell GPUs. This collaboration brought a key element of South Korea's sovereign AI strategy into reality.お知らせ • Oct 08+ 2 more updatesPenguin Solutions, Inc. Reports Impairment Results for the Fourth Quarter Ended August 29, 2025Penguin Solutions, Inc. reported impairment results for the fourth quarter ended August 29, 2025. For the period, the company reported Impairment of goodwill of $4,690,000.お知らせ • Sep 17Penguin Solutions, Inc. to Report Q4, 2025 Results on Oct 07, 2025Penguin Solutions, Inc. announced that they will report Q4, 2025 results After-Market on Oct 07, 2025お知らせ • Jul 29Penguin Solutions, Inc. Announces Leadership ChangesPenguin Solutions, Inc. announced the appointment of two new leaders: SVP and Chief Revenue Officer Tony Frey and SVP of Strategy and Corporate Development Ted Gillick. These additions are part of an updated organizational structure that is intended to accelerate growth, support product innovation, and further enable go-to-market strategies in systems, software, services, and end-to-end advanced computing solutions. Tony Frey will serve as SVP and Chief Revenue Officer, effective August 25. In this role, he will oversee global sales for Penguin Solutions’ Advanced Computing and Integrated Memory segments. Tony brings over 25 years of global leadership experience in enterprise technology. He has deep expertise across the full technology stack—from infrastructure to business applications—with an emphasis on data management, cloud computing, and AI enablement. Previously, Tony served as vice president of global strategic accounts at NetApp, an intelligent data infrastructure company, and spent nine years in multiple VP enterprise sales roles at Informatica, an AI-powered enterprise cloud data management company. Ted Gillick will serve as SVP of Strategy and Corporate Development, effective August 4. He has more than 20 years of experience in corporate development, investment banking, and strategic planning across the technology sector. Before joining Penguin Solutions, Ted led global M&A efforts as SVP of corporate development at Dell Technologies. Previously, he was a senior member of the corporate development team at Avid Technology and served as an M&A investment banker at Lehman Brothers and at Barclays Capital. In connection with these changes, the Company also announced the departure of Pete Manca, SVP and president of Advanced Computing. In the revised organizational structure, this role has been eliminated.お知らせ • Jul 09Penguin Solutions, Inc. Updates Earning Guidance for the Fiscal Year 2025Penguin Solutions, Inc. updated earning guidance for the fiscal year 2025. For the period, the company expects net sales of 17% YoY Growth +/-2% compare to prior guidance of 17% YoY Growth +/- 3% and diluted earnings per share of $0.04 +/- $0.05 compare to previous guidance of -$0.02+/-$0.10.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.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.New Risk • Oct 26New 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 Risk Interest payments are not well covered by earnings (1.3x net interest cover). Minor Risks Share price has been volatile over the past 3 months (8.9% average weekly change). 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.Reported Earnings • Oct 16Full 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 13% p.a. on average during the next 2 years, compared to a 7.9% growth forecast for the Semiconductor industry in Germany.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, 2024Valuation Update With 7 Day Price Move • Aug 06Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to €17.60, the stock trades at a forward P/E ratio of 46x. Average forward P/E is 14x in the Semiconductor industry in Germany. Total loss to shareholders of 27% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €25.52 per share.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.お知らせ • Jul 16SMART Global Holdings, Inc. announced that it expects to receive $200 million in funding from SK Telecom Co., Ltd.SMART Global Holdings, Inc. announced it has entered into a Securities Purchase Agreement to issue 200,000 convertible preferred shares par value $0.03 per share at a purchase price of $1,000 per share or an aggregate purchase price of $200,000,000 on July 14, 2024. The transaction includes participation from new investor, SK Telecom Co., Ltd. The preferred shares are convertible into Ordinary Shares at a conversion price of $32.81 per preferred share, subject to adjustment upon the occurrence of certain events. Holders of the CPS will also be entitled to certain protective provisions.Valuation Update With 7 Day Price Move • Jul 16Investor sentiment improves as stock rises 20%After last week's 20% share price gain to €26.40, the stock trades at a forward P/E ratio of 63x. Average forward P/E is 16x in the Semiconductor industry in Germany. Total returns to shareholders of 11% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €24.65 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.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.Valuation Update With 7 Day Price Move • Apr 16Investor sentiment deteriorates as stock falls 23%After last week's 23% share price decline to €18.10, the stock trades at a forward P/E ratio of 100x. Average forward P/E is 13x in the Semiconductor industry in Germany. Total returns to shareholders of 24% over the past year.Recent Insider Transactions • Apr 12President recently bought €175k worth of stockOn the 11th of April, Mark Adams bought around 10k shares on-market at roughly €17.54 per share. This transaction amounted to 1.1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Mark's only on-market trade for the last 12 months.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.New Risk • Apr 10New major risk - Revenue and earnings growthEarnings have declined by 41% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.5x net interest cover). Earnings have declined by 41% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (7.1% average weekly change). Large one-off items impacting financial results. Shareholders have been diluted in the past year (5.6% increase in shares outstanding).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, 2024Reported Earnings • Jan 10First quarter 2024 earnings released: US$0.23 loss per share (vs US$0.10 profit in 1Q 2023)First quarter 2024 results: US$0.23 loss per share (down from US$0.10 profit in 1Q 2023). Revenue: US$274.2m (down 41% from 1Q 2023). Net loss: US$11.8m (down 336% from profit in 1Q 2023). Revenue is forecast to grow 7.9% p.a. on average during the next 2 years, compared to a 8.0% growth forecast for the Semiconductor industry in Germany.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 15New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 8.8% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. 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). Share price has been highly volatile over the past 3 months (8.8% average weekly change). 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).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.Reported Earnings • Oct 13Full 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 5.5% p.a. on average during the next 2 years, compared to a 7.5% growth forecast for the Semiconductor industry in Germany.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.Buying Opportunity • Oct 05Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 8.9%. The fair value is estimated to be €28.83, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Meanwhile, the company became loss making.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, 2023Buying Opportunity • Sep 19Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 9.9%. The fair value is estimated to be €28.24, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Meanwhile, the company became loss making.Buying Opportunity • Aug 25Now 21% undervaluedOver the last 90 days, the stock is up 7.9%. The fair value is estimated to be €27.68, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Meanwhile, the company became loss making.Recent Insider Transactions • Aug 02Director recently sold €234k worth of stockOn the 27th of July, Sandeep Nayyar sold around 10k shares on-market at roughly €24.20 per share. This transaction amounted to 45% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth €311k. Insiders have been net sellers, collectively disposing of €545k more than they bought in the last 12 months.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.Recent Insider Transactions • Jul 11Director recently sold €311k worth of stockOn the 5th of July, Sandeep Nayyar sold around 12k shares on-market at roughly €25.18 per share. This transaction amounted to 37% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €57k more than they bought in the last 12 months.Reported Earnings • Jun 30Third quarter 2023 earnings released: US$0.49 loss per share (vs US$0.48 profit in 3Q 2022)Third quarter 2023 results: US$0.49 loss per share (down from US$0.48 profit in 3Q 2022). Revenue: US$383.3m (down 17% from 3Q 2022). Net loss: US$24.5m (down 201% from profit in 3Q 2022). Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Semiconductor industry in Germany.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.New Risk • Jun 15New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (10% operating cash flow to total debt). Minor Risks Share price has been volatile over the past 3 months (7.2% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.2% net profit margin).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, 2023Valuation Update With 7 Day Price Move • May 19Investor sentiment improves as stock rises 24%After last week's 24% share price gain to €17.80, the stock trades at a forward P/E ratio of 66x. Average forward P/E is 15x in the Semiconductor industry in Germany. Total loss to shareholders of 18% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €17.14 per share.Buying Opportunity • Apr 26Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 17%. The fair value is estimated to be €16.62, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to decline by 4.4% in a year. Earnings is forecast to decline by 84% in the next year.Reported Earnings • Apr 06Second 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%.Reported Earnings • Jan 04First quarter 2023 earnings released: EPS: US$0.10 (vs US$0.41 in 1Q 2022)First quarter 2023 results: EPS: US$0.10 (down from US$0.41 in 1Q 2022). Revenue: US$465.5m (down 1.0% from 1Q 2022). Net income: US$4.99m (down 75% from 1Q 2022). Profit margin: 1.1% (down from 4.3% in 1Q 2022). Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Semiconductor industry in Germany.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 • Nov 17Penguin Solutions Announces New Release of Scyld Software for HPC Deployment, Cluster Management and Secure Remote User AccessPenguin Solutions announced the release of new versions of both Scyld ClusterWare and Scyld Cloud Workstation software. Penguin’s Scyld software portfolio helps customers manage their HPC environments and get maximum benefit from their investment. Scyld ClusterWare 12.0, due to be released in the first quarter of 2023, includes significant improvements in performance and stability, and introduces a completely redesigned GUI. The updated interface provides administrators with powerful tools to manage and monitor their compute environment saving valuable IT time. This release increases ease of use without sacrificing the power and flexibility that customers of the Scyld ClusterWare suite have come to rely on to optimally manage their HPC environments. Scyld Cloud Workstation 12.1 is available now as an update to version 12.0, which was released in September 2022. Users have many options when it comes to choosing a remote desktop access solution; however, few are able to deliver the dual combination of superior performance and the broad feature set of Scyld Cloud Workstation 12.1. For example, the new release is able to support a frame rate of 60fps across all platforms, with resolutions up to 4K -- all delivered through a standard browser without plugins. With this increased level of performance and refined ease-of-use features, customers of Penguin’s Scyld Cloud Workstation software will have a noticeably better experience and increased productivity across all aspects. Penguin Computing will be displaying both Scyld Cloud Workstation 12.1 and an early release of Scyld ClusterWare 12.0 at the Penguin Solutions booth #2400 at SC22 in Dallas this week. Scyld ClusterWare software is comprehensive, scalable, and flexible HPC cluster management and monitoring software. A descendant of the original Beowulf clusters developed at NASA in the 1990s, Scyld ClusterWare 12.0 continues to lead the way in enterprise-grade solutions for HPC and AI environments. Scyld ClusterWare version 12.0 is due to be released in First Quarter 2023. Features include: Rapid image-based provisioning for fast cluster boot times. Scalability from tens of nodes to thousands. Support for strictest security environments. Integrate into Ansible-based IT environments for DevOps automation. Updated GUI for single pane of glass administration. Node groups and attributes provide extensibility to build out heterogeneous compute environments. Monitoring and alerting dashboards and tools. Enterprise support provided by HPC experts.Valuation Update With 7 Day Price Move • Oct 12Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to €13.50, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 12x in the Semiconductor industry in Germany.収支内訳Penguin Solutions の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史DB:88E 収益、費用、利益 ( )USD Millions日付収益収益G+A経費研究開発費27 Feb 261,348382187828 Nov 251,371122297929 Aug 251,369152368030 May 251,342-152298028 Feb 251,318-92267929 Nov 241,238-272288030 Aug 241,171-442258231 May 241,176452388201 Mar 241,220202408301 Dec 231,32402298825 Aug 231,44182409126 May 231,139-812119024 Feb 231,257-372109025 Nov 221,318-22138426 Aug 221,396221987727 May 221,849672127325 Feb 221,825362027026 Nov 211,679391816027 Aug 211,056-431536028 May 211,33081444126 Feb 211,174161253827 Nov 201,14211224428 Aug 201,122-11225229 May 201,104-31205828 Feb 201,058-21155429 Nov 191,090211105130 Aug 191,212511024831 May 191,30875994601 Mar 191,407105944430 Nov 181,417129894331 Aug 181,289119814025 May 181,13880733823 Feb 181,00956723724 Nov 1786716713725 Aug 17761-8703826 May 176841683924 Feb 17627-8654025 Nov 16572-12623926 Aug 16534-20613826 Feb 16529-49713927 Nov 15580-49803928 Aug 15643-468942質の高い収益: 88Eは 高品質の収益 を持っています。利益率の向上: 88E過去に利益を上げました。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: 88Eの収益は過去 5 年間で年間6%減少しました。成長の加速: 88Eは昨年収益を上げたため、収益成長率を 5 年間の平均と比較することは困難です。収益対業界: 88E昨年収益を上げたため、昨年の収益成長をSemiconductor業界 ( -38.9% ) と比較することは困難です。株主資本利益率高いROE: 88Eの 自己資本利益率 ( 9.6% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YSemiconductors 、過去の業績が好調な企業。View Financial Health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2026/06/10 07:38終値2026/06/10 00:00収益2026/02/27年間収益2025/08/29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. 6 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。13 アナリスト機関Thomas O'MalleyBarclaysRustam KangaCitizens JMP Securities, LLCShek HoDeutsche Bank10 その他のアナリストを表示
お知らせ • Mar 13Penguin Solutions, Inc. to Report Q2, 2026 Results on Apr 01, 2026Penguin Solutions, Inc. announced that they will report Q2, 2026 results at 4:00 PM, US Eastern Standard Time on Apr 01, 2026
Reported Earnings • Jan 07First quarter 2026 earnings released: EPS: US$0.042 (vs US$0.098 in 1Q 2025)First quarter 2026 results: EPS: US$0.042 (down from US$0.098 in 1Q 2025). Revenue: US$343.1m (flat on 1Q 2025). Net income: US$2.24m (down 57% from 1Q 2025). Profit margin: 0.7% (down from 1.5% in 1Q 2025). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
お知らせ • Dec 17Penguin Solutions, Inc. to Report Q1, 2026 Results on Jan 06, 2026Penguin Solutions, Inc. announced that they will report Q1, 2026 results at 4:00 PM, US Eastern Standard Time on Jan 06, 2026
お知らせ • Oct 08+ 2 more updatesPenguin Solutions, Inc. Reports Impairment Results for the Fourth Quarter Ended August 29, 2025Penguin Solutions, Inc. reported impairment results for the fourth quarter ended August 29, 2025. For the period, the company reported Impairment of goodwill of $4,690,000.
お知らせ • Sep 17Penguin Solutions, Inc. to Report Q4, 2025 Results on Oct 07, 2025Penguin Solutions, Inc. announced that they will report Q4, 2025 results After-Market on Oct 07, 2025
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
Valuation Update With 7 Day Price Move • 9hInvestor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to €50.54, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 41x in the Semiconductor industry in Germany. Total returns to shareholders of 112% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €31.40 per share.
お知らせ • Jun 02+ 3 more updatesPenguin Solutions, Inc. Announces CFO ChangesOn May 26, 2026, Nate Olmstead notified Penguin Solutions, Inc. of his decision to resign as the Company’s Chief Financial Officer, effective as of July 8, 2026, to pursue another opportunity in a different industry. His departure is not the result of any disagreement with the Company on any matter relating to its operating performance, financial reporting, accounting, internal controls, operations, policies, or practices. Mr. Olmstead will not receive any severance benefits in connection with his voluntary departure from the Company. On May 31, 2026, the board of directors of the Company appointed Aaron Johnson, the Company’s Vice President, Finance and Accounting, as interim CFO, succeeding Mr. Olmstead in these positions effective as of July 9, 2026, on an interim basis until the Company appoints a successor. Mr. Johnson, age 47, has served in his current role since joining the Company in June 2024. Prior to joining the Company, Mr. Johnson served at NETGEAR, Inc., a global networking company, as Vice President, Finance from September 2022 to May 2024, and as Senior Director, Assistant Controller from January 2022 to September 2022. Prior to joining NETGEAR, Mr. Johnson served at Power Integrations, Inc., a semiconductor company, from June 2015 to January 2022, most recently as Assistant Corporate Controller from November 2018 to January 2022. Earlier roles included positions at Xilinx, Inc. (acquired by Advanced Micro Devices, Inc.) and PricewaterhouseCoopers. Mr. Johnson is a certified public accountant (inactive) in California and holds a Master of Business Administration from the University of Louisiana at Lafayette and a Bachelor of Science in Business Administration and Accounting from San Jose State University.
Recent Insider Transactions • May 20Independent Director recently sold €759k worth of stockOn the 12th of May, Sandeep Nayyar sold around 20k shares on-market at roughly €37.97 per share. This transaction amounted to 57% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €1.5m more than they bought in the last 12 months.
お知らせ • May 20Penguin Solutions Appoints David Heard to Board of Directors, Effective May 18, 2026Penguin Solutions, Inc. announced that David Heard, President of Network Infrastructure at Nokia, has been appointed to Penguin Solutions’ board of directors, effective May 18, 2026. Heard is a seasoned technology executive with more than three decades of experience leading large-scale technology and infrastructure organizations through periods of growth and transformation. His track record of operational execution and scaling global businesses is expected to complement the board’s expertise as Penguin Solutions continues to converge its capabilities in memory and AI infrastructure. Heard has served as President of Network Infrastructure at Nokia (NYSE: NOK) since June 2025. He joined Nokia in February 2025 following its acquisition of Infinera Corporation (formerly Nasdaq: INFN), where he served as Chief Executive Officer. Prior to joining Infinera in June 2017, Heard held leadership roles at several technology companies, including JDS Uniphase Corporation, BigBand Networks, Inc., Somera Communications, Inc., Lucent Technologies, and AT&T. Heard also served as a member of the board of directors of Infinera Corporation from November 2020 to February 2025 and currently serves on the Max M. Fisher College of Business Alumni Board. He holds a Master of Science in Management as a Sloan Fellow from the Stanford Graduate School of Business, a Master of Business Administration from the University of Dayton, and a Bachelor of Arts in Production and Operations Management from The Ohio State University.
お知らせ • Apr 02Penguin Solutions, Inc. Provides Earning Guidance for the Fiscal Year 2026Penguin Solutions, Inc. provided earning guidance for the fiscal year 2026. For the period, the company expects net sales of 12% Year over year Growth +/-5% compared to previous guidance of 6% Year over year Growth +/-10% and diluted earnings per share of $1.30 +/- $0.15 compared to previous guidance of $0.85 +/- $0.25.
お知らせ • Mar 17+ 1 more updatePenguin Solutions’ Originai Factory Platform Delivers Optimized Performance for Ai InferencePenguin Solutions, Inc. announced the expansion of its OriginAI® portfolio to include solutions that address the need for more GPU memory to solve context size and concurrency, and meet low latency demands of enterprise-scale AI inference. Penguin Solutions’ OriginAI inference solutions seamlessly add large memory appliances to NVIDIA RTX PRO 6000 and NVIDIA B300 GPU designs, helping to shorten time to value and mitigate performance limitations of AI inference. Designed to improve key operational metrics such as GPU utilization, deployment velocity, and infrastructure reliability, OriginAI enables organizations to run AI workloads with predictable performance at scale. OriginAI inference solutions are designed leveraging Penguin Solutions 3.3+ billion hours of GPU runtime experience and more than 30 years of expertise delivering advanced memory solutions. OriginAI delivers production-level inference, where memory capacity and availability, not only GPU compute power, affect latency, system throughput, and overall user experience. Penguin Solutions OriginAI solutions also offer the flexibility to incorporate Penguin’s CXL-based MemoryAI KV cache server, designed to support customers’ KV strategies by expanding KV cache capacity, enabling low-latency, high-concurrency inference and extended context lengths for the most demanding applications. Use of Penguin’s MemoryAI KV cache server, which is compatible with the NVIDIA Dynamo framework, provides cost-efficiency and optimal design for the next wave of AI deployment. OriginAI AI factory solutions also include Penguin SolutionsICE ClusterWare™ software, an intelligent management layer that transforms validated hardware into a fully-tuned AI cluster. ICE ClusterWare software delivers health monitoring and auto-remediation, to ensure sustained peak performance at scale. It also enhances data security in multi-tenant environments by isolating workloads and protecting sensitive information. The OriginAI portfolio offers a range of configurations to address diverse customer needs. NVIDIA RTX PRO 6000-based architecture targets enterprise-class copilots, retrieval-augmented generation (RAG) systems, code assistance, and document summarization, delivering a lower acquisition cost, flexible deployment, and power-efficient performance for mid-sized models. NVIDIA B300-based architecture is designed for enterprise-wide AI platforms, long-context assistants, frontier model hosting, and agentic workloads, providing massive memory bandwidth and future-proof scalability for large, shared services. OriginAI inference architectures help provide the flexibility to scale out and avoid overprovisioning by combining expert infrastructure design with meticulous in-factory builds and on-site deployment. This approach enables enterprises as well as cloud service providers (CSPs) and neoclouds to cost-efficiently deploy infrastructure tailored for use case and inference applications at scale. For example: Financial Services: AI-driven applications in financial services, such as fraud detection and algorithmic or high-frequency trading, require ultra-low latency to process transactions in real time, optimize trading opportunities, and ensure security. Healthcare: Precision in AI-powered diagnostics, patient monitoring, voice-enabled applications, and real-time medical translations depends on minimal latency to deliver timely and accurate insights, often in life-critical situations. Retail: AI-driven personalization, inventory management, and agentic decision-making systems enable real-time customer engagement and operational efficiency, helping businesses stay competitive. AI is reshaping how organizations achieve efficiency, accuracy, and innovation. Penguin Solutions has delivered solutions that address customers' inference objectives and KV strategies, helping them meet evolving demands and achieve measurable results.
お知らせ • Mar 13Penguin Solutions, Inc. to Report Q2, 2026 Results on Apr 01, 2026Penguin Solutions, Inc. announced that they will report Q2, 2026 results at 4:00 PM, US Eastern Standard Time on Apr 01, 2026
お知らせ • Mar 03Penguin Solutions, Inc. Appoints Ian Colle as Senior Vice President and Chief Product OfficerPenguin Solutions, Inc. announced the appointment of Ian Colle as senior vice president and chief product officer. Colle will lead product strategy, roadmap development, and lifecycle execution for Penguin’s AI Factory Platform. Colle brings 25 years of experience to Penguin Solutions, joining from Amazon Web Services (AWS) where he most recently served as general manager of advanced computing and simulation. At AWS, he helped build a global HPC and AI infrastructure business from the ground up and scale it into a multi-billion-dollar portfolio, leading globally distributed teams across product management, engineering, go-to-market, and operations. Prior to AWS, Colle held senior engineering leadership roles at Red Hat and Intel, where he led global teams through periods of rapid growth and acquisition, and at various startups. Colle holds a BA in Economics from the University of Illinois, an MBA from the Massachusetts Institute of Technology, Sloan School of Management, an MS in Telecommunications and Computer Information Systems from the University of Denver and an MA in Philosophy from the Denver Seminary.
お知らせ • Feb 03+ 1 more updatePenguin Solutions, Inc. Announces CEO ChangesPenguin Solutions, Inc. announced the retirement of Mark Adams as Chief Executive Officer of the Company. After a thorough search process, the Board has appointed technology veteran Kash Shaikh as Chief Executive Officer of the Company, effective February 2, 2026. To ensure a smooth transition, Adams will remain with the Company as an advisor for nine months. Shaikh brings more than three decades of technology leadership and operational experience to Penguin Solutions, with a proven track record of driving growth, innovation and customer-centric execution across enterprise software, SaaS and AI infrastructure markets. He most recently served as President and Chief Executive Officer of Securonix, where he scaled the business, introduced agentic AI solutions, strengthened customer relationships and led strategic organic and inorganic growth across global markets. Kash Shaikh is a veteran technology executive with over 30 years of operational experience and a distinguished track record of driving growth, innovation and customer-centric execution across enterprise software, SaaS and AI infrastructure markets. Prior to joining Penguin Solutions, Shaikh served as President and Chief Executive Officer of Securonix, a leading cybersecurity SaaS company offering AI-reinforced threat detection, investigation and response solutions. As CEO, he scaled the business, introduced agentic AI solutions, strengthened customer relationships and led strategic organic and inorganic growth across global markets. He is a growth-oriented leader known for his customer obsession, servant leadership and ability to deliver innovative technology solutions that enable strategic market expansion. Earlier in his career, Shaikh held executive leadership roles at Virtana, where he served as President and CEO and led the company to sustained profitability and expanded its market presence, and at Dell Technologies, where he served as General Manager of the Enterprise Solutions Business and drove significant operational expansion and growth. He has also held senior roles at Hewlett Packard Enterprise, Cisco, Ruckus Wireless and Nortel Networks, helping global enterprises adopt innovative technology solutions. Kash has been recognized for his leadership excellence with industry honors, including the Stevie Gold Award for Executive of the Year and multiple Comparably Best CEO awards. He holds a Bachelor of Engineering from NED University of Engineering and Technology, a Master of Science in Electrical Engineering from Wichita State University and a Master of Business Administration from Boise State University.
お知らせ • Jan 14Penguin Solutions Smart Modular CXL NV-CMM E3.S 2T Memory Module Achieves CXL CompliancePenguin Solutions, Inc. announced that its SMART Modular CXL NV-CMM E3.S 2T non-volatile memory module has successfully passed CXL compliance testing. This achievement not only signifies adherence to industry standards, but positions Penguin Solutions as a trusted leader in advanced memory technology for CXL applications. Penguin's SMART Modular CXLNV-CMM E3. S 2T Memory Module is now listed on the CXL Consortium's Integrators List. The CXL NV-CMM E3.S 2T module utilizes the Compute Express Link (CXL) 2.0 standard, offering low latency, high bandwidth persistent storage with enterprise-class RAS features. This module accelerates system performance through efficient checkpointing and caching for in-memory databases, and ensures quick data recovery following power loss or system crashes. Key Use Cases for the SMART CXL NV-CMME3.S 2T: Accelerated AI/ML Workloads: The CXL NV-CMM e3.S 2T is optimized for accelerating AI and machine learning workloads by providing fast access to large datasets, enhancing model training efficiency and accuracy. Data Center Applications: Ideal for data centers, this module supports high-performance computing, computational storage, and network acceleration, ensuring efficient data processing and storage. High-Performance Computing (HPC): It is well-suited for HPC environments, offering low latency and high bandwidth necessary for complex simulations and data analytics. Storage Essentials: Provides persistent memory solutions essential for maintaining data integrity and availability in critical systems. This inclusion on the CXL Consortium's integrators List reflects the decades of experience and dedication to high-performance, high-quality, and interoperability of Penguin's SMART Modular memory portfolio, reinforcing its position as a leading provider and innovator that is advancing integrated memory technology.
お知らせ • Jan 09Penguin Solutions, Inc. Updates Earning Guidance for the Fiscal Year 2026Penguin Solutions, Inc. updated earning guidance for the fiscal year 2026. For the period, the company expects Net sales of 6% YoY Growth +/-10%, unchanged from previous guidance. The company expects Diluted earnings per share to be in the range of $0.85 +/- $0.25 compared to previous guidance of $0.89 +/- $0.25.
Reported Earnings • Jan 07First quarter 2026 earnings released: EPS: US$0.042 (vs US$0.098 in 1Q 2025)First quarter 2026 results: EPS: US$0.042 (down from US$0.098 in 1Q 2025). Revenue: US$343.1m (flat on 1Q 2025). Net income: US$2.24m (down 57% from 1Q 2025). Profit margin: 0.7% (down from 1.5% in 1Q 2025). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Semiconductor industry in Germany. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 07Penguin Solutions, Inc. Reaffirms Earning Guidance for the Fiscal Year 2026Penguin Solutions, Inc. reaffirmed earning guidance for the fiscal year 2026. For the period, the company expects 6% net sales growth.
お知らせ • Dec 22Penguin Solutions, Inc., Annual General Meeting, Feb 06, 2026Penguin Solutions, Inc., Annual General Meeting, Feb 06, 2026.
お知らせ • Dec 17Penguin Solutions, Inc. to Report Q1, 2026 Results on Jan 06, 2026Penguin Solutions, Inc. announced that they will report Q1, 2026 results at 4:00 PM, US Eastern Standard Time on Jan 06, 2026
お知らせ • Dec 09Penguin Solutions, Inc. Expands Smart Modular Ddr5 Sodimm Memory Portfolio with New 64Gb Ddr5-6400 Ecc Csodimm for Next-Gen HpcPenguin Solutions, Inc. announced the release of its SMART 64GB DDR5-6400 ECC CSODIMM memory modules, the newest addition to its broad DDR5 SODIMM lineup. Designed for high-performance computing (HPC) in industrial, edge, telecom, and networking systems, the new module supports both commercial-temperature (C-temp) and industrial-temperature (I-temp) options, engineered to provide reliable operation in harsh environments. The compact CSODIMM form factor delivers higher density and faster bandwidth with error correction capability (ECC) to meet the demanding requirements of next-generation platforms. The CSODIMM include a CKD (clock driver) that regenerates and amplifies the clock signal for maintaining signal integrity, synchronicity timing and reducing errors at high speeds. With the introduction of the 64GB capacity point, SMART's DDR5 SODIMM family now spans 16GB to 64GB, including capacities of 16GB, 32GB, 48GB, and now 64GB. This expansion enables system designers to choose the optimal memory density and performance profile for their application needs. Key features of the SMART 64GB DDR5 -6400 ECC CSODimM include: Capacity: 64GB (expanding DDR5 SODIMM portfolio from 16GB-64GB); Data rate: up to 6400 MT/s; ECC support for improved reliability; Compact CSODIMM form factor for space-constrained systems; Available in C-temp and I-temp for harsh deployment conditions. Sampling of the new DDR5-6400 E CC CSODIMM is available now.
お知らせ • Nov 18Penguin Solutions, Inc. Releases ICE ClusterWare Management Software 13.0 for Optimizing AI InfrastructurePenguin Solutions, Inc. announced the release of ICE ClusterWare software 13.0. This latest version introduces powerful new capabilities that solve two critical challenges in production-scale AI and HPC: sustaining peak cluster performance and secure provisioning of a single cluster to diverse user groups. These new features enable organizations to maximize return on their AI infrastructure investments by safely sharing resources across more users while ensuring consistent, reliable performance. When an organization’s AI deployments progress from isolated pilot projects to enterprise-wide production environments, operational demands on infrastructure intensify immediately. Penguin’s ICE ClusterWare 13.0 addresses this with built-in anomaly detection and auto-remediation, along with network-isolated multi-tenancy—delivering the operational excellence required to support AI as a core business function. The patent-pending anomaly detection and auto-remediation technology ensures peak cluster performance and resource availability, continuously monitoring for hidden performance degradation that traditional diagnostic tools miss. Upon detection, the system automatically isolates underperforming nodes and initiates remediation in real time, ensuring that workloads are scheduled on validated, high performing nodes. This proactive approach reduces administrative burdens, prevents unplanned downtime, and maximizes the cluster’s usable capacity. As a result, this new capability significantly shortens model training by reducing restarts and loss of work. The new optional network-isolated multi-tenancy feature enables organizations to securely and efficiently share high-value GPU clusters, creating dedicated subclusters to support different departments, projects, or GPU-as-a-Service (GPUaaS) customers. This capability provides isolated environments, giving tenants the autonomy to select their own workload manager, govern users, and run workloads with confidence that data and operations remain segregated and secure. Reducing the security and resource utilization conflicts that previously forced organizations to build separate clusters drastically improves time to value. This capability is essential for cloud service providers and hyperscalers providing GPUaaS, enterprises and research institutes delivering AI computing to internal business groups, and federal or government agencies that require the highest level of security and resource isolation. General availability for ICE ClusterWare software 13.0 is scheduled for December 2, 2025.
お知らせ • Nov 05Penguin Solutions to Demonstrate Optimized AI Infrastructure Solutions at SC25Penguin Solutions, Inc. announced its participation at Supercomputing 25 (SC25), the international conference for high-performance computing (HPC), networking, storage, and analysis taking place in St. Louis, Missouri on November 16-21, 2025. Penguin's involvement in the event will include product demonstrations, speaking engagements, and presence on the show floor with partners. SC25 brings together leading professionals from academia, government, industry, and research institutions and provides an important forum for showcasing advances in computational science and large-scale computing environments. Penguin Solutions will showcase breakthrough technologies and high-performing, seamlessly scalable AI infrastructure solutions. Penguin will also spotlight its ongoing partnership with SK Telecom for Haein, one of South Korea's largest AI factories with multiple tenants across more than 1,000 NVIDIA Blackwell GPUs. This collaboration brought a key element of South Korea's sovereign AI strategy into reality.
お知らせ • Oct 08+ 2 more updatesPenguin Solutions, Inc. Reports Impairment Results for the Fourth Quarter Ended August 29, 2025Penguin Solutions, Inc. reported impairment results for the fourth quarter ended August 29, 2025. For the period, the company reported Impairment of goodwill of $4,690,000.
お知らせ • Sep 17Penguin Solutions, Inc. to Report Q4, 2025 Results on Oct 07, 2025Penguin Solutions, Inc. announced that they will report Q4, 2025 results After-Market on Oct 07, 2025
お知らせ • Jul 29Penguin Solutions, Inc. Announces Leadership ChangesPenguin Solutions, Inc. announced the appointment of two new leaders: SVP and Chief Revenue Officer Tony Frey and SVP of Strategy and Corporate Development Ted Gillick. These additions are part of an updated organizational structure that is intended to accelerate growth, support product innovation, and further enable go-to-market strategies in systems, software, services, and end-to-end advanced computing solutions. Tony Frey will serve as SVP and Chief Revenue Officer, effective August 25. In this role, he will oversee global sales for Penguin Solutions’ Advanced Computing and Integrated Memory segments. Tony brings over 25 years of global leadership experience in enterprise technology. He has deep expertise across the full technology stack—from infrastructure to business applications—with an emphasis on data management, cloud computing, and AI enablement. Previously, Tony served as vice president of global strategic accounts at NetApp, an intelligent data infrastructure company, and spent nine years in multiple VP enterprise sales roles at Informatica, an AI-powered enterprise cloud data management company. Ted Gillick will serve as SVP of Strategy and Corporate Development, effective August 4. He has more than 20 years of experience in corporate development, investment banking, and strategic planning across the technology sector. Before joining Penguin Solutions, Ted led global M&A efforts as SVP of corporate development at Dell Technologies. Previously, he was a senior member of the corporate development team at Avid Technology and served as an M&A investment banker at Lehman Brothers and at Barclays Capital. In connection with these changes, the Company also announced the departure of Pete Manca, SVP and president of Advanced Computing. In the revised organizational structure, this role has been eliminated.
お知らせ • Jul 09Penguin Solutions, Inc. Updates Earning Guidance for the Fiscal Year 2025Penguin Solutions, Inc. updated earning guidance for the fiscal year 2025. For the period, the company expects net sales of 17% YoY Growth +/-2% compare to prior guidance of 17% YoY Growth +/- 3% and diluted earnings per share of $0.04 +/- $0.05 compare to previous guidance of -$0.02+/-$0.10.
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.
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.
New Risk • Oct 26New 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 Risk Interest payments are not well covered by earnings (1.3x net interest cover). Minor Risks Share price has been volatile over the past 3 months (8.9% average weekly change). 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.
Reported Earnings • Oct 16Full 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 13% p.a. on average during the next 2 years, compared to a 7.9% growth forecast for the Semiconductor industry in Germany.
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
Valuation Update With 7 Day Price Move • Aug 06Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to €17.60, the stock trades at a forward P/E ratio of 46x. Average forward P/E is 14x in the Semiconductor industry in Germany. Total loss to shareholders of 27% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €25.52 per share.
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.
お知らせ • Jul 16SMART Global Holdings, Inc. announced that it expects to receive $200 million in funding from SK Telecom Co., Ltd.SMART Global Holdings, Inc. announced it has entered into a Securities Purchase Agreement to issue 200,000 convertible preferred shares par value $0.03 per share at a purchase price of $1,000 per share or an aggregate purchase price of $200,000,000 on July 14, 2024. The transaction includes participation from new investor, SK Telecom Co., Ltd. The preferred shares are convertible into Ordinary Shares at a conversion price of $32.81 per preferred share, subject to adjustment upon the occurrence of certain events. Holders of the CPS will also be entitled to certain protective provisions.
Valuation Update With 7 Day Price Move • Jul 16Investor sentiment improves as stock rises 20%After last week's 20% share price gain to €26.40, the stock trades at a forward P/E ratio of 63x. Average forward P/E is 16x in the Semiconductor industry in Germany. Total returns to shareholders of 11% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €24.65 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.
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.
Valuation Update With 7 Day Price Move • Apr 16Investor sentiment deteriorates as stock falls 23%After last week's 23% share price decline to €18.10, the stock trades at a forward P/E ratio of 100x. Average forward P/E is 13x in the Semiconductor industry in Germany. Total returns to shareholders of 24% over the past year.
Recent Insider Transactions • Apr 12President recently bought €175k worth of stockOn the 11th of April, Mark Adams bought around 10k shares on-market at roughly €17.54 per share. This transaction amounted to 1.1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Mark's only on-market trade for the last 12 months.
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.
New Risk • Apr 10New major risk - Revenue and earnings growthEarnings have declined by 41% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.5x net interest cover). Earnings have declined by 41% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (7.1% average weekly change). Large one-off items impacting financial results. Shareholders have been diluted in the past year (5.6% increase in shares outstanding).
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
Reported Earnings • Jan 10First quarter 2024 earnings released: US$0.23 loss per share (vs US$0.10 profit in 1Q 2023)First quarter 2024 results: US$0.23 loss per share (down from US$0.10 profit in 1Q 2023). Revenue: US$274.2m (down 41% from 1Q 2023). Net loss: US$11.8m (down 336% from profit in 1Q 2023). Revenue is forecast to grow 7.9% p.a. on average during the next 2 years, compared to a 8.0% growth forecast for the Semiconductor industry in Germany.
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 15New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 8.8% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. 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). Share price has been highly volatile over the past 3 months (8.8% average weekly change). 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).
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.
Reported Earnings • Oct 13Full 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 5.5% p.a. on average during the next 2 years, compared to a 7.5% growth forecast for the Semiconductor industry in Germany.
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.
Buying Opportunity • Oct 05Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 8.9%. The fair value is estimated to be €28.83, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Meanwhile, the company became loss making.
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
Buying Opportunity • Sep 19Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 9.9%. The fair value is estimated to be €28.24, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Meanwhile, the company became loss making.
Buying Opportunity • Aug 25Now 21% undervaluedOver the last 90 days, the stock is up 7.9%. The fair value is estimated to be €27.68, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 19% over the last 3 years. Meanwhile, the company became loss making.
Recent Insider Transactions • Aug 02Director recently sold €234k worth of stockOn the 27th of July, Sandeep Nayyar sold around 10k shares on-market at roughly €24.20 per share. This transaction amounted to 45% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth €311k. Insiders have been net sellers, collectively disposing of €545k more than they bought in the last 12 months.
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.
Recent Insider Transactions • Jul 11Director recently sold €311k worth of stockOn the 5th of July, Sandeep Nayyar sold around 12k shares on-market at roughly €25.18 per share. This transaction amounted to 37% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €57k more than they bought in the last 12 months.
Reported Earnings • Jun 30Third quarter 2023 earnings released: US$0.49 loss per share (vs US$0.48 profit in 3Q 2022)Third quarter 2023 results: US$0.49 loss per share (down from US$0.48 profit in 3Q 2022). Revenue: US$383.3m (down 17% from 3Q 2022). Net loss: US$24.5m (down 201% from profit in 3Q 2022). Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Semiconductor industry in Germany.
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.
New Risk • Jun 15New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (10% operating cash flow to total debt). Minor Risks Share price has been volatile over the past 3 months (7.2% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.2% net profit margin).
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
Valuation Update With 7 Day Price Move • May 19Investor sentiment improves as stock rises 24%After last week's 24% share price gain to €17.80, the stock trades at a forward P/E ratio of 66x. Average forward P/E is 15x in the Semiconductor industry in Germany. Total loss to shareholders of 18% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €17.14 per share.
Buying Opportunity • Apr 26Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 17%. The fair value is estimated to be €16.62, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to decline by 4.4% in a year. Earnings is forecast to decline by 84% in the next year.
Reported Earnings • Apr 06Second 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%.
Reported Earnings • Jan 04First quarter 2023 earnings released: EPS: US$0.10 (vs US$0.41 in 1Q 2022)First quarter 2023 results: EPS: US$0.10 (down from US$0.41 in 1Q 2022). Revenue: US$465.5m (down 1.0% from 1Q 2022). Net income: US$4.99m (down 75% from 1Q 2022). Profit margin: 1.1% (down from 4.3% in 1Q 2022). Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Semiconductor industry in Germany.
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 • Nov 17Penguin Solutions Announces New Release of Scyld Software for HPC Deployment, Cluster Management and Secure Remote User AccessPenguin Solutions announced the release of new versions of both Scyld ClusterWare and Scyld Cloud Workstation software. Penguin’s Scyld software portfolio helps customers manage their HPC environments and get maximum benefit from their investment. Scyld ClusterWare 12.0, due to be released in the first quarter of 2023, includes significant improvements in performance and stability, and introduces a completely redesigned GUI. The updated interface provides administrators with powerful tools to manage and monitor their compute environment saving valuable IT time. This release increases ease of use without sacrificing the power and flexibility that customers of the Scyld ClusterWare suite have come to rely on to optimally manage their HPC environments. Scyld Cloud Workstation 12.1 is available now as an update to version 12.0, which was released in September 2022. Users have many options when it comes to choosing a remote desktop access solution; however, few are able to deliver the dual combination of superior performance and the broad feature set of Scyld Cloud Workstation 12.1. For example, the new release is able to support a frame rate of 60fps across all platforms, with resolutions up to 4K -- all delivered through a standard browser without plugins. With this increased level of performance and refined ease-of-use features, customers of Penguin’s Scyld Cloud Workstation software will have a noticeably better experience and increased productivity across all aspects. Penguin Computing will be displaying both Scyld Cloud Workstation 12.1 and an early release of Scyld ClusterWare 12.0 at the Penguin Solutions booth #2400 at SC22 in Dallas this week. Scyld ClusterWare software is comprehensive, scalable, and flexible HPC cluster management and monitoring software. A descendant of the original Beowulf clusters developed at NASA in the 1990s, Scyld ClusterWare 12.0 continues to lead the way in enterprise-grade solutions for HPC and AI environments. Scyld ClusterWare version 12.0 is due to be released in First Quarter 2023. Features include: Rapid image-based provisioning for fast cluster boot times. Scalability from tens of nodes to thousands. Support for strictest security environments. Integrate into Ansible-based IT environments for DevOps automation. Updated GUI for single pane of glass administration. Node groups and attributes provide extensibility to build out heterogeneous compute environments. Monitoring and alerting dashboards and tools. Enterprise support provided by HPC experts.
Valuation Update With 7 Day Price Move • Oct 12Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to €13.50, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 12x in the Semiconductor industry in Germany.