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Form 10-K Penguin Solutions, Inc. For: Aug 28

Tue, 20 Oct 2026 16:39:00 -0400

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Form SCHEDULE 13G/A Penguin Solutions, Inc. Filed by: BANK OF NOVA SCOTIA

Mon, 19 Oct 2026 10:52:00 -0400

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Penguin Solutions Reports Inducement Grants Under Nasdaq Listing Rule 5635(c)(4)

Mon, 12 Oct 2026 16:05:00 -0400

FREMONT, Calif.--(BUSINESS WIRE)-- Penguin Solutions, Inc. (Nasdaq: PENG) (“Penguin Solutions” or the “Company”) today announced the grant of inducement equity awards to its new Senior Vice President and Chief Financial Officer, Stephen Cumming, in connection with the commencement of his employment with the Company on October 6, 2026. On that date, pursuant to approval by the independent Compensation Committee of the Board of Directors of the Company (the “Committee”), the Company granted to Mr. Cumming time-based restricted stock units with respect to 33,502 shares of Common Stock of the

Penguin Solutions Reports Inducement Grants Under Nasdaq Listing Rule 5635(c)(4)

Mon, 12 Oct 2026 16:05:00 -0400

BofA Securities Starts Penguin Solutions (PENG) at Buy

Fri, 09 Oct 2026 06:07:23 -0400

BofA Securities analyst Wamsi Mohan initiates coverage on Penguin Solutions (NASDAQ: PENG) with a Buy rating and a price target of $100.00.

The analyst comments "We initiate coverage of Penguin Solutions with a Buy rating and a $100 price objective, based on ~18x our C28E EPS estimate of $5.43. Penguin sells memory and full-stack AI infrastructure to business, government and neocloud customers. In the age of agentic AI, we see the company as a key beneficiary with the domain expertise of installing and managing the performance of large AI clusters of GPUs and CPUs. AI-driven businesses already comprise 78% of sales

BofA Securities Starts Penguin Solutions (PENG) at Buy

Fri, 09 Oct 2026 06:07:23 -0400

BofA Securities analyst Wamsi Mohan initiates coverage on Penguin Solutions (NASDAQ: PENG) with a Buy rating and a price target of $100.00.

BofA Securities Starts Penguin Solutions (PENG) at Buy

Fri, 09 Oct 2026 06:07:23 -0400

BofA Securities analyst Wamsi Mohan initiates coverage on Penguin Solutions (NASDAQ: PENG) with a Buy rating and a price target of $100.00.

BofA Securities Starts Penguin Solutions (PENG) at Buy

Fri, 09 Oct 2026 06:07:23 -0400

BofA Securities analyst Wamsi Mohan initiates coverage on Penguin Solutions (NASDAQ: PENG) with a Buy rating and a price target of $100.00.

Form 4 Penguin Solutions, Inc. For: Oct 06 Filed by: Cumming Stephen

Thu, 08 Oct 2026 16:48:00 -0400

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Form 3 Penguin Solutions, Inc. For: Oct 06 Filed by: Cumming Stephen

Thu, 08 Oct 2026 16:39:00 -0400

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Form 4 Penguin Solutions, Inc. For: Sep 29 Filed by: Shaikh Kashif

Thu, 08 Oct 2026 07:32:00 -0400

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Form 4 Penguin Solutions, Inc. For: Sep 29 Filed by: Kuykendall Anne

Thu, 08 Oct 2026 07:32:00 -0400

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Form 4 Penguin Solutions, Inc. For: Sep 29 Filed by: Clark Joseph Gates

Thu, 08 Oct 2026 07:32:00 -0400

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Form 4 Penguin Solutions, Inc. For: Sep 29 Filed by: Frey Anthony George

Thu, 08 Oct 2026 07:32:00 -0400

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Penguin Solutions (PENG) spreader of 1K contracts of March 70 and 110 calls, share price up 12.2%

Wed, 07 Oct 2026 14:16:01 -0400

Penguin Solutions (NASDAQ: PENG) 30-day option implied volatility is at 81; compared to its 52-week range of 43 to 165. Call put ratio 3.9 calls 1 put with a focus on a spreader of 1K contracts of March 70 and 110 calls as share price up 12.2%.

Penguin Solutions shares jump on earnings beat

Wed, 07 Oct 2026 09:55:11 -0400

Penguin Solutions stock climbed 17.9% in morning trading Wednesday after the company reported fiscal fourth-quarter 2026 results that exceeded Wall Street expectations and raised its outlook for the coming year.

The company posted adjusted earnings of $1.00 per share on revenue of $567 million. Analysts had expected earnings of $0.77 per share and revenue of $519.9 million.

For fiscal 2027, Penguin Solutions issued guidance calling for revenue of approximately $2.43 billion and earnings per share of $4.45. Analysts had forecast revenue of roughly $2.21 billion and earnings of $3.38 per share.

AI-driven businesses generated 78% of quarterly revenue and grew 141% year-over-year. Total

Penguin Solutions (PENG) PT Raised to $85 at Stifel as Q4 Results Exceed Estimates

Wed, 07 Oct 2026 09:05:52 -0400

(Updated - October 7, 2026 9:05 AM EDT)

Stifel analyst Brian Chin raised the price target on Penguin Solutions (NASDAQ: PENG) to $85.00 (from $75.00) while maintaining a Buy rating.

The analyst commented, "F4Q(Aug) results meaningfully exceeded ours/consensus estimates, with upside strength from both Memory and Computing. For full-year FY26, revenue growth, GMs, and EPS (non-GAAP) all exceeded upper-end of management's previously upward-revised ranges.While Memory (+99% YY) the key growth cog in FY26, Computing set to be a bigger driver in FY27, with six new AI infrastructure customers added in F4Q (four are neoclouds).Buoyed by strong F4Q orders (B:B>1) and record yr-end

Penguin Solutions (PENG) PT Raised to $85 at Stifel as Q4 Results Exceed Estimates

Wed, 07 Oct 2026 09:05:52 -0400

(Updated - October 7, 2026 9:05 AM EDT)

Stifel analyst Brian Chin raised the price target on Penguin Solutions (NASDAQ: PENG) to $85.00 (from $75.00) while maintaining a Buy rating.

Penguin Solutions (PENG) PT Raised to $100 at Rosenblatt

Wed, 07 Oct 2026 07:16:54 -0400

(Updated - October 7, 2026 7:16 AM EDT)

Rosenblatt analyst Kevin Cassidy raised the price target on Penguin Solutions (NASDAQ: PENG) to $100.00 (from $80.00) while maintaining a Buy rating.

The analyst commented: "Management now expects Advanced Computing/Memory to grow ~40%/~50% in FY27, while we expect non-hyperscale AI compute to nearly double to ~$600M as pipeline and bookings accelerate. Growing heterogeneous NVIDIA/AMD architectures increase the strategic value of vendor-agnostic ClusterWare. CXL is arriving faster than expected, with management targeting >10% of Memory revenue exiting FY27, implying a ~$50-60M quarterly run-rate and a path toward ~$300M in FY28. With CXL and Services inflecting

Penguin Solutions (PENG) PT Raised to $100 at Rosenblatt

Wed, 07 Oct 2026 07:16:54 -0400

(Updated - October 7, 2026 7:16 AM EDT)

Rosenblatt analyst Kevin Cassidy raised the price target on Penguin Solutions (NASDAQ: PENG) to $100.00 (from $80.00) while maintaining a Buy rating.

Penguin Solutions (PENG) PT Raised to $85 at Needham

Wed, 07 Oct 2026 07:14:19 -0400

Needham analyst Nick Doyle raised the price target on Penguin Solutions (NASDAQ: PENG) to $85.00 (from $80.00) while maintaining a Buy rating.

Penguin Solutions (PENG) Reiterated at Market Outperform by Citizens After Revenue Guidance Raise

Wed, 07 Oct 2026 04:31:01 -0400

Citizens analyst Rustam Kanga reiterated a Market Outperform rating and $85.00 price target on Penguin Solutions (NASDAQ: PENG).

The analyst commented, "The company raised its guidance to total revenue of $2,250.9M-$2,597.2M, up 40% y/y at the midpoint (consensus $2,212.4M), on Advanced Computing revenue of $726.4M-$838.2M, up 40% y/y at the midpoint (consensus $674.6M), Integrated Memory revenue of $1,293.6M-$1,478.4M, up 50% y/y at the midpoint (consensus $1,265.7M), Optimized LED revenue of $248.7M, flat y/y at the midpoint (consensus $272.1M), and non-GAAP gross margin of 26.0-30.0% (consensus 27.2%) on non-GAAP EPS of $3.75-$5.15 (consensus $3.45)."

For an analyst ratings summary and ratings history on

Penguin Solutions (PENG) PT Raised to $60 at Barclays

Wed, 07 Oct 2026 03:51:15 -0400

Barclays analyst Tom O'Malley raised the price target on Penguin Solutions (NASDAQ: PENG) to $60.00 (from $40.00) while maintaining a Underweight rating.

Form 4 Penguin Solutions, Inc. For: Oct 03 Filed by: Kuykendall Anne

Tue, 06 Oct 2026 19:24:00 -0400

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Form 4 Penguin Solutions, Inc. For: Oct 03 Filed by: Clark Joseph Gates

Tue, 06 Oct 2026 19:21:00 -0400

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