Penguin Solutions 경영진
경영진 기준 점검 2/4
현재 CEO에 대한 정보가 충분하지 않습니다.
핵심 정보
Kash Shaikh
최고경영자
n/a
총 보수
| CEO 급여 비율 | n/a |
| CEO 재임 기간 | less than a year |
| CEO 지분 보유율 | n/a |
| 경영진 평균 재임 기간 | 2yrs |
| 이사회 평균 재임 기간 | 3.4yrs |
최근 경영진 업데이트
Recent updates
내러티브 업데이트 • Jun 23
PENG: FY26 Guidance And AI Infrastructure Focus Will Shape Balanced Outlook
Penguin Solutions' analyst price target has moved from about $34 to $66, with analysts pointing to updated FY26 guidance and stronger expectations around integrated memory and AI infrastructure demand as key drivers behind the higher valuation assumptions. Analyst Commentary Recent Street research on Penguin Solutions points to a cluster of bullish reactions around the company’s updated FY26 guidance and its positioning in integrated memory and AI infrastructure.분석 기사 • Jun 21
Penguin Solutions (PENG) Stock Could Be 75% Overvalued Despite AI Infrastructure Momentum
Penguin Solutions (PENG) has drawn investor attention after rebranding from SMART Global Holdings. The company has shifted its identity while continuing to operate across advanced computing, integrated memory, and LED segments that collectively generated revenue of about US$1.35b. See our latest analysis for Penguin Solutions. The recent rebrand has been accompanied by sharp share price momentum, with a 1-day share price return of 12.52% and a 30-day share price return of 26.20%. Over longer...
내러티브 업데이트 • Jun 08
PENG: Raised Guidance And CFO Transition Will Pressure Overextended AI Hype
The analyst price target for Penguin Solutions has been raised by $3, with analysts pointing to updated longer term guidance and their expectations for stronger AI infrastructure and integrated memory demand as key supports for higher fair value, higher revenue growth, and a higher profit margin in their models. Analyst Commentary Recent research highlights a mix of optimism around Penguin Solutions' AI infrastructure and integrated memory businesses, alongside more cautious views that focus on execution and valuation risk.Seeking Alpha • Jun 01
Penguin Solutions: A Great Run, But The Easy Money Has Been Made (Downgrade)
Summary Penguin Solutions, Inc. has delivered a ~190% share price gain since my Buy recommendation. PENG's transition to AI infrastructure and strong memory demand have driven significant outperformance versus the S&P 500. I identified a single-digit non-GAAP valuation multiple and robust cash generation as key investment merits. PENG's low enterprise value and improving profitability provided downside protection during the thesis execution. Read the full article on Seeking Alpha
내러티브 업데이트 • May 25
PENG: AI Guidance And Execution Risks Will Restrain Future Upside
The analyst price target for Penguin Solutions has moved by about $9.60, with analysts pointing to updated fair value estimates, a slightly adjusted discount rate, modest tweaks to revenue growth and profit margin assumptions, and a higher future P/E multiple to justify the change. Analyst Commentary Recent Street research on Penguin Solutions has been mixed, with some analysts lifting price targets and others trimming them or lowering ratings.내러티브 업데이트 • May 04
PENG: Higher Multiple And Mixed Guidance Will Challenge Bullish Expectations
Analysts have lifted the fair value estimate for Penguin Solutions by $1 to $24, reflecting updated assumptions on growth, profitability and future P/E after a mix of recent price target increases and cuts across the Street. Analyst Commentary Street research on Penguin Solutions has been mixed, with some firms adjusting price targets upward while others have taken a more cautious stance and reduced their targets.내러티브 업데이트 • Apr 20
PENG: Updated Guidance And AI Partnerships Will Shape Balanced Risk Profile
Penguin Solutions' analyst price target has moved modestly higher to approximately $28.71 from about $28.25, as analysts update their models around new revenue growth, margin, discount rate, and forward P/E assumptions following mixed target changes from firms raising and lowering their views. Analyst Commentary Street research around Penguin Solutions reflects a mix of optimism and caution, with some analysts lifting their targets by about $2 and others trimming by around $3.분석 기사 • Oct 18
Solid Earnings Reflect Penguin Solutions' (NASDAQ:PENG) Strength As A Business
Even though Penguin Solutions, Inc. ( NASDAQ:PENG ) posted strong earnings, investors appeared to be underwhelmed. We...내러티브 업데이트 • Oct 03
AI And Digital Transformation Will Drive Global Data Center Success
Peguin Solutions’ fair value price target has been raised from $27.13 to $28.25 per share. Analysts cite stronger memory demand, improved pricing, and early momentum in commercial and sovereign AI opportunities as key drivers behind their more optimistic outlook.분석 기사 • Jul 09
Why Investors Shouldn't Be Surprised By Penguin Solutions, Inc.'s (NASDAQ:PENG) Low P/S
With a price-to-sales (or "P/S") ratio of 0.8x Penguin Solutions, Inc. ( NASDAQ:PENG ) may be sending very bullish...분석 기사 • Jun 12
Is There An Opportunity With Penguin Solutions, Inc.'s (NASDAQ:PENG) 31% Undervaluation?
Key Insights Penguin Solutions' estimated fair value is US$29.64 based on 2 Stage Free Cash Flow to Equity Penguin...분석 기사 • May 22
Is Now An Opportune Moment To Examine Penguin Solutions, Inc. (NASDAQ:PENG)?
Penguin Solutions, Inc. ( NASDAQ:PENG ), might not be a large cap stock, but it received a lot of attention from a...
새로운 내러티브 • May 02
Channel Partnerships And AI Deployments Will Open New Opportunities
Expanding channel partnerships and AI infrastructure focus positions Penguin Solutions well for future revenue growth and market capitalization.분석 기사 • Mar 28
Penguin Solutions, Inc.'s (NASDAQ:PENG) Prospects Need A Boost To Lift Shares
With a price-to-sales (or "P/S") ratio of 0.8x Penguin Solutions, Inc. ( NASDAQ:PENG ) may be sending very bullish...Seeking Alpha • Jan 09
Penguin Solutions Earnings: Upgrading To Buy After Fiscal Q1 Surprise
Summary Penguin Solutions, formerly SMART Global, delivered strong Q1 2025 earnings, boosting its stock by over 15% and proving skeptics wrong. The company focuses on AI infrastructure and large-scale data center clusters, positioning itself well for future AI adoption. Despite expected revenue growth moderation in H2 2025, the company is likely to exceed Q2 2025 revenue estimates, supporting a 15x EPS valuation. With $270 million in net debt and lowered EPS guidance, PENG stock still has some risks worth keeping in mind. Read the full article on Seeking Alpha분석 기사 • Dec 16
Penguin Solutions (NASDAQ:PENG) Has A Somewhat Strained Balance Sheet
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...CEO
Kash Shaikh
less than a year
재임 기간
Mr. Kash Shaikh is CEO, President & Director of Penguin Solutions, Inc. from February 2, 2026. Mr. Shaikh was President, Chief Executive Officer and Director of Securonix, Inc. from July 30, 2024 until Feb...
리더십 팀
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| Senior VP & CFO | 2yrs | US$2.30m | 0.050% $ 1.7m | |
| Senior VP & Chief Legal Officer | 5.2yrs | US$2.42m | 0.15% $ 5.0m | |
| Senior VP & President of Optimized LED | 3.8yrs | US$1.83m | 0.13% $ 4.4m | |
| Senior VP & Chief Revenue Officer | less than a year | US$3.33m | 0% $ 0 | |
| CEO, President & Director | less than a year | 데이터 없음 | 데이터 없음 | |
| Vice President of Finance & Accounting | 2yrs | 데이터 없음 | 데이터 없음 | |
| Chief Technology Officer | 2.2yrs | 데이터 없음 | 데이터 없음 | |
| Senior VP & Chief Information Officer | less than a year | 데이터 없음 | 데이터 없음 | |
| Head of Investor Relation | no data | 데이터 없음 | 데이터 없음 | |
| Senior Vice President of Global Marketing | 2.2yrs | 데이터 없음 | 데이터 없음 | |
| Senior Vice President of Strategy & Corporate Development | less than a year | 데이터 없음 | 데이터 없음 | |
| Chief Human Resources Officer | 3.2yrs | 데이터 없음 | 데이터 없음 |
2.0yrs
평균 재임 기간
54yo
평균 나이
경험이 풍부한 관리: PENG의 경영진은 경험이 있음으로 간주됩니다(평균 재임 2 년).
이사회 구성원
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| CEO, President & Director | less than a year | 데이터 없음 | 데이터 없음 | |
| Independent Director | 2.9yrs | US$251.91k | 0.030% $ 1.0m | |
| Independent Director | less than a year | 데이터 없음 | 데이터 없음 | |
| Independent Director | 11.8yrs | US$264.41k | 0.030% $ 1.0m | |
| Independent Chair | 4.8yrs | US$289.41k | 0.044% $ 1.5m | |
| Independent Director | 7.2yrs | US$264.41k | 0.083% $ 2.8m | |
| Independent Director | 3.8yrs | US$256.91k | 0.049% $ 1.7m | |
| Director | 1.5yrs | 데이터 없음 | 데이터 없음 |
3.4yrs
평균 재임 기간
64yo
평균 나이
경험이 풍부한 이사회: PENG의 이사회는 경험이 있음으로 간주됩니다(평균 재임 3.4 년).
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/06/24 11:43 |
| 종가 | 2026/06/24 00:00 |
| 수익 | 2026/02/27 |
| 연간 수익 | 2025/08/29 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
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* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
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산업 및 섹터 지표
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분석가 소스
Penguin Solutions, Inc.는 13명의 분석가가 다루고 있습니다. 이 중 6명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Thomas O'Malley | Barclays |
| Rustam Kanga | Citizens JMP Securities, LLC |
| Shek Ho | Deutsche Bank |