Penguin Solutions Management
Management criteria checks 2/4
We currently do not have sufficient information about the CEO.
Key information
Kash Shaikh
Chief executive officer
n/a
Total compensation
| CEO salary percentage | n/a |
| CEO tenure | less than a year |
| CEO ownership | n/a |
| Management average tenure | 2yrs |
| Board average tenure | 3.8yrs |
Recent management updates
Recent updates
Narrative Update • 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.
Narrative Update • 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.Seeking Alpha • Apr 04
Penguin Solutions: I'm Not Buying Into The Q2 Earnings Rally
Summary Penguin Solutions trades at a fairly low valuation. But its growth is currently driven by memory sales, which can be notoriously volatile. Q2 FY'26 results were mixed: EPS beat expectations, but revenues fell year-over-year and margins weren't particularly impressive. The company delivered much better guidance for the remainder of 2026, however. I want to see better results from Penguin's advanced computing division before buying the stock. Read the full article on Seeking AlphaAnalysis Article • 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...Narrative Update • 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.Analysis Article • 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...Analysis Article • 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...Analysis Article • 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...
New Narrative • 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.Analysis Article • 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 AlphaAnalysis Article • 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...Analysis Article • Sep 04
Is SMART Global Holdings, Inc. (NASDAQ:SGH) Trading At A 31% Discount?
Key Insights Using the 2 Stage Free Cash Flow to Equity, SMART Global Holdings fair value estimate is US$27.65 Current...Analysis Article • Jul 16
We Think SMART Global Holdings' (NASDAQ:SGH) Robust Earnings Are Conservative
When companies post strong earnings, the stock generally performs well, just like SMART Global Holdings, Inc.'s...Analysis Article • Jul 11
Improved Revenues Required Before SMART Global Holdings, Inc. (NASDAQ:SGH) Stock's 34% Jump Looks Justified
SMART Global Holdings, Inc. ( NASDAQ:SGH ) shares have continued their recent momentum with a 34% gain in the last...Seeking Alpha • Jun 28
SMART Global Holdings: Upcoming Results Could Shine Light On AI Play
Summary SGH is scheduled to release its next quarterly report on July 9 and the stock price has rallied in apparent anticipation of good news. Shorts seem to believe SGH will come up short like it did the last time it reported, and are upping their bets in anticipation of an encore on July 9. Both the bulls and the bears seem to be confident they are right, but there is an X factor that could decide who comes out on top. All signs suggest the stock will make a big move, which could go against the bulls, or, alternatively, against the bears. Read the full article on Seeking AlphaCEO
Kash Shaikh
less than a year
Tenure
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...
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Senior VP & CFO | 1.9yrs | US$2.30m | 0.050% $ 982.4k | |
| Senior VP | 5.1yrs | US$2.42m | 0.16% $ 3.1m | |
| Senior VP & President of Optimized LED | 3.7yrs | US$1.83m | 0.11% $ 2.1m | |
| Senior VP & Chief Revenue Officer | less than a year | US$3.33m | 0% $ 0 | |
| CEO, President & Director | less than a year | no data | no data | |
| Chief Technology Officer | 2.1yrs | no data | no data | |
| Senior VP & Chief Information Officer | less than a year | no data | no data | |
| Head of Investor Relation | no data | no data | no data | |
| Senior Vice President of Global Marketing | 2.1yrs | no data | no data | |
| Senior Vice President of Strategy & Corporate Development | less than a year | no data | no data | |
| Chief Human Resources Officer | 3.1yrs | no data | no data | |
| Senior VP & General Manager of Integrated Memory | no data | no data | no data |
2.0yrs
Average Tenure
53yo
Average Age
Experienced Management: PENG's management team is considered experienced (2 years average tenure).
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| CEO, President & Director | less than a year | no data | no data | |
| Independent Director | 2.8yrs | US$251.91k | 0.030% $ 599.1k | |
| Independent Director | 11.7yrs | US$264.41k | 0.070% $ 1.4m | |
| Independent Chair | 4.7yrs | US$289.41k | 0.044% $ 862.7k | |
| Independent Director | 7.1yrs | US$264.41k | 0.11% $ 2.2m | |
| Independent Director | 3.8yrs | US$256.91k | 0.049% $ 966.2k | |
| Director | 1.4yrs | no data | no data |
3.8yrs
Average Tenure
63.5yo
Average Age
Experienced Board: PENG's board of directors are considered experienced (3.8 years average tenure).
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/05/07 12:06 |
| End of Day Share Price | 2026/05/07 00:00 |
| Earnings | 2026/02/27 |
| Annual Earnings | 2025/08/29 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
| |
| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
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Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Penguin Solutions, Inc. is covered by 13 analysts. 6 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Thomas O'Malley | Barclays |
| Rustam Kanga | Citizens JMP Securities, LLC |
| Shek Ho | Deutsche Bank |