Analyst Recommendation Trends
Wall Street analyst consensus for PENG over the last few months:
Latest PENG News
Applied Digital, Bitdeer Technologies, ON Semiconductor And Other Big Stocks Moving Higher On Friday
U.S. stocks rose Friday; Applied Digital jumped 9.8% after adding 75 MW of AI capacity, while numerous tech stocks posted gains.
Penguin Solutions' AI Backlog Grows: Is Future Sales Taking Shape?
PENG's growing AI backlog, new bookings and higher fiscal 2026 sales outlook sharpen visibility into potential future revenues.
AMD, Intel, Western Digital, Vishay Intertechnology, and Penguin Solutions Stocks Trade Down, What You Need To Know
A number of stocks fell in the morning session after OpenAI paused training of its frontier artificial intelligence models following a security breach, raising concerns over near-term hardware demand.
PENG vs. SNDK: Which AI Data Center Infrastructure Provider Is Better?
Penguin Solutions and Sandisk offer AI infrastructure exposure, but stronger earnings momentum and data-center growth bolster Sandisk's case.
Penguin Solutions and onsemi Shares Skyrocket, What You Need To Know
A number of stocks jumped in the afternoon session after investors extended a multi-day rally driven by rising compute demand for agentic artificial intelligence following the rollout of Meta Platforms' Muse agent.
3 AI Stocks With Revenue Growth Up To 33%
With global bond markets under pressure and the US 30-year Treasury yield at its highest level since 2004, cash has become more expensive and investors are rethinking where future growth could come from. That reset creates an opportunity to look at smaller AI-focused companies before they are widely discovered. This article discusses three small cap AI stocks from our screener that could be relevant for your watchlist. The three AI small caps highlighted below are just a starting sample, and...
Lam Research, Marvell Technology, Western Digital, FormFactor, and Penguin Solutions Shares Are Falling, What You Need To Know
A number of stocks fell in the afternoon session after the 10-year Treasury yield climbed to 5.14% following strong September business activity data that raised expectations for tighter Federal Reserve interest rate policy.
Western Digital, FormFactor, Penguin Solutions, Himax, and Power Integrations Shares Are Falling, What You Need To Know
A number of stocks fell in the morning session after benchmark 10-year U.S. Treasury yields rose above 5.1%, renewing pressure on high-multiple technology valuations. The pullback follows a six-session climb that had lifted the Philadelphia Semiconductor Index by 14% since the start of the week, according to Nasdaq index data.
BlackBerry (BB) Surpasses Q2 Earnings and Revenue Estimates
BlackBerry (BB) delivered earnings and revenue surprises of +75.00% and +14.20%, respectively, for the quarter ended August 2026. Do the numbers hold clues to what lies ahead for the stock?
Penguin Solutions Is Heating Up, But It's Still Down 30% From Its All-Time High. Here's What Investors Should Know Before It Reports Earnings in Early October.
Ahead of Penguin Solutions' Oct. 6 earnings report, its stock has started to rally back from its late-summer slump.
3 AI Infrastructure Stocks Retail Investors Are Watching For Data Center Demand
AI is no longer just a tech story. With Washington and Beijing now debating AI safety, export controls and sanctions, the real action sits in the hardware and data center build-out that keeps this computing race alive. That is where capital is flowing and where rule changes can quickly reshape winners and laggards. This piece explores three stocks exposed to that news backdrop and how the same headlines can help or hurt your portfolio. The stocks in the list below are just a starting sample,...
Power Integrations, Penguin Solutions, Photronics, Amkor, and Teradyne Shares Are Soaring, What You Need To Know
A number of stocks jumped in the afternoon session after growing optimism surrounding agentic artificial intelligence and Meta Platforms' Muse application fueled expectations of higher demand for central processing units.
3 of Wall Street’s Favorite Stocks That Concern Us
Wall Street has set ambitious price targets for the stocks in this article. While this suggests attractive upside potential, it’s important to remain skeptical because analysts face institutional pressures that can sometimes lead to overly optimistic forecasts.
Penguin Solutions (PENG) Stock Jolted By AI Slowdown Call From Top Tech CEOs
Penguin Solutions (NasdaqGS:PENG) moved after a public call from Anthropic, OpenAI and SpaceX CEOs to slow advanced AI model development. The coordinated message, delivered this week, urged tighter guardrails on cutting edge AI systems and future training runs. Investors reacted quickly, with Penguin Solutions' share price showing a clear response to the AI sector statement. This joint appeal to rein in advanced AI projects frames new questions for Penguin Solutions' funding pipeline and...
Penguin Solutions Sets Conference Call for Fourth Quarter and Fiscal 2026 Results
FREMONT, Calif., September 15, 2026--Penguin Solutions will host a conference call on Tues, Oct 6 at 1:30 p.m. PDT/4:30 p.m. EDT to discuss its financial results for Q4 and full FY2026.
Penguin Edge Wind-Down Pressures Revenue: Can AI Drive PENG's Growth?
Penguin Solutions faces a 14-point fiscal 2026 growth drag from Edge and hyperscale exits, but surging AI memory sales could power its next growth phase.
Penguin Solutions, Kulicke and Soffa, and Qorvo Shares Plummet, What You Need To Know
A number of stocks fell in the afternoon session after the chief executives of Anthropic, OpenAI, and SpaceX publicly united to call for a deliberate slowdown in the development of frontier AI models over escalating safety risks. According to CNBC, the sell-off was triggered by an essay published over the weekend by Anthropic CEO Dario Amodei, who urged a more cautious approach to frontier model advancement and called for independent safety monitoring. In a rare show of unity among competitors,
3 Forgotten AI Stocks That Should Rebound From Their Corrections
Some of the best AI stocks have been dumped in recent weeks. That trend should change soon.
IPG Photonics, Intel, Marvell Technology, Semtech, and Penguin Solutions Shares Are Soaring, What You Need To Know
A number of stocks jumped in the morning session after macroeconomic relief from declining Treasury yields and lower oil prices, coupled with robust artificial intelligence demand projections, boosted sentiment across the chip industry.
Penguin Solutions, Inc. (PENG) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript
Penguin Solutions, Inc. (PENG) Goldman Sachs Communacopia + Technology Conference 2026 September 10, 2026 5:25 PM EDTCompany ParticipantsKash Shaikh - CEO,...
3 Reasons to Avoid PENG and 1 Stock to Buy Instead
The past six months have been a windfall for Penguin Solutions’s shareholders. The company’s stock price has jumped 175%, hitting $51.12 per share. This was partly due to its solid quarterly results, and the performance may have investors wondering how to approach the situation.
Penguin Solutions Tackles AI Data Center Power Challenge
Penguin Solutions looks to combat the AI power challenge with customer Lektra by using distributed, mini data centers.
Penguin Solutions Full-Stack AI Factory Platform Enables Lektra's Distributed AI Data Centers
FREMONT, Calif., September 09, 2026--Penguin Solutions today announced it was selected by Lektra to deploy and optimize their AI micro data centers providing design, compute and services.
Oddity Tech (ODD) Beats Q2 Earnings and Revenue Estimates
Oddity Tech (ODD) delivered earnings and revenue surprises of +66.67% and +3.27%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
Braze, Inc. (BRZE) Surpasses Q2 Earnings and Revenue Estimates
Braze (BRZE) delivered earnings and revenue surprises of +18.75% and +3.19%, respectively, for the quarter ended July 2026. Do the numbers hold clues to what lies ahead for the stock?
1 Semiconductor Stock to Own for Decades and 2 Facing Challenges
Semiconductors are the silicon backbone of the digital revolution. Compute-intensive AI workloads are also priming them for the next wave of secular growth, so it’s no wonder the industry has outperformed the market over the past six months, delivering returns of 48.7% compared to 13.6% for the S&P 500.
FormFactor, Entegris, Penguin Solutions, Teradyne, and Marvell Technology Stocks Trade Up, What You Need To Know
A number of stocks jumped in the afternoon session after investors shrugged off interest rate hike expectations following the August jobs report and unwound defensive positioning in beaten-down chip designers, according to Bloomberg. The U.S. Bureau of Labor Statistics reported that employers added 162,000 nonfarm payroll jobs in August, easily beating estimates of a 56,000 increase from economists polled by FactSet. The agency also reported that the national unemployment rate held steady at 4.1
Can PENG Turn Integrated Memory Growth Into an Edge Over Competitors?
Penguin Solutions' Integrated Memory surge, CXL offerings and MemoryAI performance gains are sharpening its competitive position in AI infrastructure.
Related Stocks (Peers)
Recent Insider Transactions
| Date | Name | Shares Changed | Price | Value |
|---|---|---|---|---|
| 2026-09-29 | Shaikh Kashif | +53,927 | - | - |
| 2026-09-29 | Frey Anthony George | +11,555 | - | - |
| 2026-09-29 | Clark Joseph Gates | +7,222 | - | - |
| 2026-09-29 | Kuykendall Anne | +11,555 | - | - |
| 2026-08-24 | Kuykendall Anne | -100 | $51.34 | $5,134 |
| 2026-08-24 | Kuykendall Anne | -3,300 | $50.7252 | $167,393 |
| 2026-08-24 | Kuykendall Anne | -600 | $49.6234 | $29,774 |
| 2026-07-23 | Clark Joseph Gates | -1,327 | $57.47 | $76,263 |
| 2026-07-22 | Kuykendall Anne | -739 | $56.12 | $41,473 |
| 2026-07-20 | Johnson Aaron Michael | -896 | $60.41 | $54,127 |
| 2026-07-20 | Frey Anthony George | -532 | $60.41 | $32,138 |
| 2026-07-20 | Clark Joseph Gates | -2,042 | $60.41 | $123,357 |
| 2026-07-20 | Kuykendall Anne | -3,061 | $60.41 | $184,915 |
| 2026-06-15 | Kuykendall Anne | -100 | $65.63 | $6,563 |
| 2026-06-15 | Kuykendall Anne | -1,596 | $64.8192 | $103,451 |
| 2026-06-15 | Kuykendall Anne | -2,104 | $64.1563 | $134,985 |
| 2026-06-15 | Kuykendall Anne | -200 | $62.51 | $12,502 |
| 2026-06-01 | Clark Joseph Gates | -1,300 | $60.7609 | $78,989 |
| 2026-06-01 | Clark Joseph Gates | -4,612 | $59.9653 | $276,560 |
| 2026-06-01 | Clark Joseph Gates | -1,439 | $58.4994 | $84,181 |
| 2026-06-01 | Clark Joseph Gates | -900 | $57.7334 | $51,960 |
| 2026-06-01 | Clark Joseph Gates | -1,100 | $56.5352 | $62,189 |
| 2026-06-01 | Clark Joseph Gates | -1,000 | $55.5349 | $55,535 |
| 2026-05-26 | Kuykendall Anne | -2,100 | $54.9775 | $115,453 |
| 2026-05-26 | Kuykendall Anne | -1,600 | $54.105 | $86,568 |
| 2026-05-26 | Kuykendall Anne | -300 | $52.5767 | $15,773 |
| 2026-05-18 | HEARD DAVID W | +4,485 | - | - |
| 2026-05-14 | Straub Maximiliane C | -3,000 | $49 | $147,000 |
| 2026-05-12 | Straub Maximiliane C | -4,000 | $44.3409 | $177,364 |
| 2026-05-12 | NAYYAR SANDEEP | -7,107 | $43.48 | $309,012 |
| 2026-05-11 | Straub Maximiliane C | -8,000 | $44.9994 | $359,995 |
| 2026-05-11 | NAYYAR SANDEEP | -12,893 | $45.0891 | $581,334 |
| 2026-05-08 | Clark Joseph Gates | -5,000 | $39.99 | $199,950 |
| 2026-05-05 | Clark Joseph Gates | -5,000 | $34.75 | $173,750 |
| 2026-04-24 | Clark Joseph Gates | -5,000 | $29.75 | $148,750 |
| 2026-04-23 | Clark Joseph Gates | -1,485 | $27.62 | $41,016 |
| 2026-04-22 | Kuykendall Anne | -738 | $27.92 | $20,605 |
| 2026-04-20 | Frey Anthony George | -532 | $26.74 | $14,226 |
| 2026-04-20 | Kuykendall Anne | -3,062 | $26.74 | $81,878 |
| 2026-04-20 | Olmstead Nathan | -2,605 | $26.74 | $69,658 |
| 2026-04-20 | Clark Joseph Gates | -2,288 | $26.74 | $61,181 |
| 2026-04-16 | Clark Joseph Gates | -5,000 | $26.82 | $134,100 |
| 2026-04-09 | Clark Joseph Gates | -12,546 | $22.5476 | $282,882 |
| 2026-03-16 | Kuykendall Anne | -4,000 | $17.7452 | $70,981 |
| 2026-02-25 | Kuykendall Anne | -4,000 | $20.8008 | $83,203 |
| 2026-02-24 | Clark Joseph Gates | -10,046 | $20.0674 | $201,597 |
| 2026-02-10 | Clark Joseph Gates | -1,346 | $19.03 | $25,614 |
| 2026-02-06 | Straub Maximiliane C | +10,034 | - | - |
| 2026-02-06 | Papermaster Mark D | +10,034 | - | - |
| 2026-02-06 | HERSCHER PENNY | +10,034 | - | - |
| 2026-02-06 | NAYYAR SANDEEP | +10,034 | - | - |
| 2026-02-06 | PUMA MARY G | +10,034 | - | - |
| 2026-02-02 | Shaikh Kashif | +238,188 | - | - |
| 2026-02-02 | Shaikh Kashif | +137,898 | - | - |
| 2026-02-02 | Shaikh Kashif | +238,188 | - | - |
| 2026-01-20 | Frey Anthony George | -610 | $19.96 | $12,176 |
| 2026-01-20 | Clark Joseph Gates | -2,564 | $19.96 | $51,177 |
| 2026-01-20 | Kuykendall Anne | -3,379 | $19.96 | $67,445 |
| 2026-01-20 | Olmstead Nathan | -2,988 | $19.96 | $59,640 |
| 2026-01-20 | Adams Mark | -12,513 | $19.96 | $249,759 |
| 2025-11-11 | Olmstead Nathan | +9,684 | - | - |
| 2025-10-20 | Clark Joseph Gates | -1,890 | $21.74 | $41,089 |
| 2025-10-20 | Kuykendall Anne | -2,639 | $21.74 | $57,372 |
| 2025-10-20 | Olmstead Nathan | -1,937 | $21.74 | $42,110 |
| 2025-10-20 | Adams Mark | -11,419 | $21.74 | $248,249 |
| 2025-10-20 | Pacheco Jack A | -11,778 | $21.74 | $256,054 |
| 2025-10-14 | Clark Joseph Gates | -23,535 | $22.32 | $525,301 |
| 2025-10-14 | Clark Joseph Gates | +53,978 | - | - |
| 2025-10-14 | Kuykendall Anne | -21,928 | $22.32 | $489,433 |
| 2025-10-14 | Kuykendall Anne | +43,182 | - | - |
| 2025-10-14 | Adams Mark | -54,822 | $22.32 | $1,223,627 |
| 2025-10-14 | Adams Mark | +107,958 | - | - |
| 2025-10-14 | Pacheco Jack A | -24,669 | $22.32 | $550,612 |
| 2025-10-14 | Pacheco Jack A | +48,580 | - | - |