$PENG

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Penguin Solutions (PENG) disclosed a 36,000-GPU project in Norway, matching details of a $10B Volta Infrastructure project reported by Bloomberg for Anthropic. Penguin's customer has a $10B compute agreement with a leading AI lab. Volta is seeking $5B in financing, with JPMorgan pitching an 11% yield. Penguin's Q2 revenue rose 68% to $566.7M, and shares surged over 15% Wednesday. Nvidia (NVDA) GPUs are involved in the project.

Rosenblatt raised its price target for Penguin Solutions (PENG) to $100 from $80, citing growth expectations in AI and memory segments. The firm anticipates non-hyperscale AI compute to reach $600M and gross margins above 30%. PENG shares are up 228% YTD, with recent earnings beating estimates and guidance raised. Citizens also reiterated an Outperform rating with a $85 target.

Penguin Solutions (NYSE:PENG) shares rose 7.7% in pre-market trading after reporting Q4 revenue of $566.69M, beating estimates, and issuing FY27 EPS guidance above expectations. The company also appointed a new CFO.

Penguin Solutions (PENG) rose 16.8% this week after its Q4 earnings beat estimates, with revenue of $567M and adjusted EPS up 29.9%. The company raised its FY2027 revenue growth outlook to 40% and appointed a new CFO. InvestingPro's AI models had flagged PENG for strong growth potential before the earnings report.

Penguin Solutions (PENG) projects FY2027 net sales of $2.43B and EPS of $4.45, attributing growth to AI infrastructure and memory demand.

Penguin Solutions (NASDAQ:PENG) reported record Q4 FY26 results with $567M in net sales, up 68% YoY, and EPS of $1.00, up 133% YoY. AI-driven businesses accounted for 78% of revenue, growing 141% YoY. The stock rose 5.12% in after-hours trading to $67.50. Full-year FY26 sales reached $1.73B, up 26% YoY, with EPS of $2.87, up 51% YoY.

Penguin Solutions (PENG) reported Q4 adjusted EPS of $1.00, beating estimates by $0.23, with revenue of $567M, up 68% YoY. The company raised its fiscal 2027 outlook, expecting EPS of $4.45 and revenue of $2.43B, both above estimates. Shares rose 4.25% post-announcement.

Penguin Solutions (PENG) rose 3% after reporting strong Q4 results and upbeat FY2027 guidance. Constellation Brands (STZ) fell 5% despite Q2 beat, citing lower FY2027 EPS guidance. Neogen (NEOG) surged 8% on Q1 beat and raised FY2027 revenue outlook. PENG: $1.00 adj. EPS, $567M revenue; STZ: $3.74 EPS, $2.63B revenue; NEOG: $0.08 EPS, $222.8M revenue.

Penguin Solutions reported Q3 revenue of $566.7M, beating estimates by 8.8%. Adjusted EPS was $1, a 29.5% beat. Adjusted EBITDA was $93.27M, a 26.6% beat. Inventory levels rose, with days outstanding increasing to 166. Free cash flow was negative $167.4M. The company guided to $4.45 adjusted EPS for 2027, a 31.8% beat.