
PENG Stock Forecast & Price Target
PENG Analyst Ratings
Bulls say
Penguin Solutions Inc. demonstrated strong financial performance in its fourth quarter with revenues reaching $132 million, representing a substantial year-over-year growth of 38% and a quarter-on-quarter increase of 24%, largely attributed to steady DRAM/NAND pricing and consistent DDR5 adoption. The Integrated Memory segment significantly contributed to the overall growth, rising 30% year-over-year to $464 million, while the Advanced Computing segment grew 17% year-over-year to $648 million, bolstered by increasing demand for AI and HPC infrastructure across various markets. Overall, excluding the impact of Meta hardware and the Edge business segment, the core portfolio encompassing AI, Memory, and Stratus is expected to maintain robust growth, with management forecasting approximately 30% growth in FY26 driven by strong enterprise and federal projects.
Bears say
Penguin Solutions Inc. experienced a significant decline in cash and cash equivalents, ending 4QF25 with $434 million, a decrease from $736 million in the previous quarter. The company's revenue for the same quarter was $338 million, which fell short of consensus estimates, despite a positive growth trajectory year-over-year and quarter-over-quarter. Additionally, management highlighted anticipated challenges for FY26, particularly with a projected 9% year-over-year decline in Meta-related revenue and a continued exit from the legacy embedded computing business, contributing to a further 6% headwind.
This aggregate rating is based on analysts' research of Penguin Solutions Inc and is not a guaranteed prediction by Public.com or investment advice.
PENG Analyst Forecast & Price Prediction
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