Penguin Solutions, Inc.

NasdaqGS:PENG Stock Report

Market Cap: US$1.0b

Penguin Solutions Management

Management criteria checks 2/4

Penguin Solutions' CEO is Mark Adams, appointed in Aug 2020, has a tenure of 5.42 years. total yearly compensation is $11.71M, comprised of 7.6% salary and 92.4% bonuses, including company stock and options. directly owns 1.4% of the company’s shares, worth $14.08M. The average tenure of the management team and the board of directors is 1.8 years and 4.8 years respectively.

Key information

Mark Adams

Chief executive officer

US$11.7m

Total compensation

CEO salary percentage7.60%
CEO tenure5.4yrs
CEO ownership1.4%
Management average tenure1.8yrs
Board average tenure4.8yrs

Recent management updates

Recent updates

Solid Earnings Reflect Penguin Solutions' (NASDAQ:PENG) Strength As A Business

Oct 18
Solid Earnings Reflect Penguin Solutions' (NASDAQ:PENG) Strength As A Business

Penguin Solutions: Momentum Building Beyond The Noise

Sep 26

Why Investors Shouldn't Be Surprised By Penguin Solutions, Inc.'s (NASDAQ:PENG) Low P/S

Jul 09
Why Investors Shouldn't Be Surprised By Penguin Solutions, Inc.'s (NASDAQ:PENG) Low P/S

Is There An Opportunity With Penguin Solutions, Inc.'s (NASDAQ:PENG) 31% Undervaluation?

Jun 12
Is There An Opportunity With Penguin Solutions, Inc.'s (NASDAQ:PENG) 31% Undervaluation?

Is Now An Opportune Moment To Examine Penguin Solutions, Inc. (NASDAQ:PENG)?

May 22
Is Now An Opportune Moment To Examine Penguin Solutions, Inc. (NASDAQ:PENG)?
User avatar

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.

Penguin Solutions, Inc.'s (NASDAQ:PENG) Prospects Need A Boost To Lift Shares

Mar 28
Penguin Solutions, Inc.'s (NASDAQ:PENG) Prospects Need A Boost To Lift Shares

Penguin Solutions Earnings: Upgrading To Buy After Fiscal Q1 Surprise

Jan 09

Penguin Solutions (NASDAQ:PENG) Has A Somewhat Strained Balance Sheet

Dec 16
Penguin Solutions (NASDAQ:PENG) Has A Somewhat Strained Balance Sheet

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Sep 04
Is SMART Global Holdings, Inc. (NASDAQ:SGH) Trading At A 31% Discount?

We Think SMART Global Holdings' (NASDAQ:SGH) Robust Earnings Are Conservative

Jul 16
We Think SMART Global Holdings' (NASDAQ:SGH) Robust Earnings Are Conservative

Improved Revenues Required Before SMART Global Holdings, Inc. (NASDAQ:SGH) Stock's 34% Jump Looks Justified

Jul 11
Improved Revenues Required Before SMART Global Holdings, Inc. (NASDAQ:SGH) Stock's 34% Jump Looks Justified

SMART Global Holdings: Upcoming Results Could Shine Light On AI Play

Jun 28

Is SMART Global Holdings (NASDAQ:SGH) Using Too Much Debt?

May 21
Is SMART Global Holdings (NASDAQ:SGH) Using Too Much Debt?

SMART Global Holdings, Inc.'s (NASDAQ:SGH) 36% Dip In Price Shows Sentiment Is Matching Revenues

Apr 20
SMART Global Holdings, Inc.'s (NASDAQ:SGH) 36% Dip In Price Shows Sentiment Is Matching Revenues

SMART Global Q2 Earnings: Not Worth Chasing Higher

Apr 10

Smart Global Holdings: Keeps Getting The Benefit Of The Doubt Thanks To AI

Mar 23

SMART Global Holdings (NASDAQ:SGH) Seems To Use Debt Quite Sensibly

Jan 24
SMART Global Holdings (NASDAQ:SGH) Seems To Use Debt Quite Sensibly

CEO Compensation Analysis

How has Mark Adams's remuneration changed compared to Penguin Solutions's earnings?
DateTotal CompensationSalaryCompany Earnings
Nov 28 2025n/an/a

US$12m

Aug 29 2025US$12mUS$890k

US$15m

May 30 2025n/an/a

-US$15m

Feb 28 2025n/an/a

-US$9m

Nov 29 2024n/an/a

-US$27m

Aug 30 2024US$6mUS$750k

-US$44m

May 31 2024n/an/a

US$45m

Mar 01 2024n/an/a

US$20m

Dec 01 2023n/an/a

US$24k

Aug 25 2023US$3mUS$750k

US$8m

May 26 2023n/an/a

-US$81m

Feb 24 2023n/an/a

-US$37m

Nov 25 2022n/an/a

-US$2m

Aug 26 2022US$7mUS$750k

US$22m

May 27 2022n/an/a

US$67m

Feb 25 2022n/an/a

US$36m

Nov 26 2021n/an/a

US$39m

Aug 27 2021US$15mUS$750k

-US$43m

Compensation vs Market: Mark's total compensation ($USD11.71M) is above average for companies of similar size in the US market ($USD3.30M).

Compensation vs Earnings: Mark's compensation has been consistent with company performance over the past year.


CEO

Mark Adams (61 yo)

5.4yrs
Tenure
US$11,711,497
Compensation

Mr. Mark W. Adams serves as Director of Seagate Technology LLC since 2024. He is Independent Director of Seagate Technology Holdings plc from October 19, 2024. Mr. Adams has been President and Chief Execut...


Leadership Team

NamePositionTenureCompensationOwnership
Mark Adams
President5.4yrsUS$11.71m1.4%
$ 14.1m
Nathan Olmstead
Senior VP & CFO1.6yrsUS$2.30m0.031%
$ 310.7k
Anne Kuykendall
Senior VP4.8yrsUS$2.42m0.15%
$ 1.5m
Joseph Clark
Senior VP & President of Optimized LED3.3yrsUS$1.83m0.16%
$ 1.6m
Tony Frey
Senior VP & Chief Revenue Officerless than a yearUS$3.33m0%
$ 0
Philip Pokorny
Chief Technology Officer1.8yrsno datano data
Suzanne Schmidt
Head of Investor Relationno datano datano data
Mark Seamans
Senior Vice President of Global Marketing1.8yrsno datano data
Ted Gillick
Senior Vice President of Strategy & Corporate Developmentless than a yearno datano data
Michael Wellman
Chief Human Resources Officer2.8yrsno datano data
1.8yrs
Average Tenure
53yo
Average Age

Experienced Management: PENG's management team is not considered experienced ( 1.8 years average tenure), which suggests a new team.


Board Members

NamePositionTenureCompensationOwnership
Mark Adams
President5.3yrsUS$11.71m1.4%
$ 14.1m
Mary Puma
Independent Director2.5yrsUS$251.91k0.013%
$ 133.0k
Sandeep Nayyar
Independent Director11.3yrsUS$264.41k0.051%
$ 514.9k
Penelope Herscher
Independent Chair4.3yrsUS$289.41k0.026%
$ 261.9k
Bryan Ingram
Independent Director7.3yrsUS$258.91k0.084%
$ 841.4k
Maximiliane Straub
Independent Director6.8yrsUS$264.41k0.092%
$ 926.2k
Mark Papermaster
Independent Director3.4yrsUS$256.91k0.031%
$ 312.6k
Min Yong Ha
Director1.1yrsno datano data
4.8yrs
Average Tenure
62yo
Average Age

Experienced Board: PENG's board of directors are considered experienced (4.8 years average tenure).


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/01/11 01:56
End of Day Share Price 2026/01/09 00:00
Earnings2025/11/28
Annual Earnings2025/08/29

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.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* 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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Learn about the world class team who designed and built the Simply Wall St analysis model.

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 12 analysts. 7 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Thomas O'MalleyBarclays
Rustam KangaCitizens JMP Securities, LLC
Shek HoDeutsche Bank