Penguin Solutions is growing fast on AI data center infrastructure and memory demand. Revenue grew 48% to $479M last quarter, integrated memory revenue jumped 111%, and AI-driven businesses made up 74% of sales. It raised fiscal 2026 guidance to 22% sales growth and $2.60 of adjusted EPS, and sees about 30% growth in both for fiscal 2027. x.com 

Penguin Solutions can earn years of operating revenue after deploying AI clusters, making its roughly 12x FY2027 guided adjusted earnings an interesting setup if it delivers projected 55% EPS growth and adds longer-term work. Management has discussed 3–5 year neocloud engagements; 12 AI infrastructure customers expanded in FY2026. Memory pricing, customer financing and deployment delays remain risks. x.com 

Penguin Solutions looks more like memory-cycle strength dressed up as an AI pivot story, and its price has already run ahead of that story. Its legacy AI factory business was concentrated in hyperscaler hardware, and the pivot to enterprise, neocloud and sovereign customers is a rebuild that the numbers do not show yet, with longer sales cycles and delayed bookings. The IP is good, and winning qualifications could change the view, but that needs a real shift first. x.com 

Penguin Solutions is becoming a key player as memory bottlenecks in agentic AI inference drive demand, yet it trades at a reasonable forward P/E of roughly 12-25x depending on estimates. Q3 revenue hit a record $479M, up 48%, with AI-driven business at 74% of sales and up 104%. It raised fiscal 2026 guidance to about 22% sales growth and is expanding its AI Factory platform with new agentic tools. x.com 

Penguin Solutions is squarely in the AI buildout, and its memory business is driving a sharp acceleration. Q3 FY26 revenue hit a record $479M, up 48%, and EPS of $0.84 beat by about 50%. Integrated Memory grew 111% to $275M, now 57% of sales, and AI revenue grew 104%. FY26 guidance rose to 22% growth and $2.60 EPS, with about 30% growth previewed for FY27. Watch items: gross margin slipped to 28.1%, operating cash flow was -$75M, convertible dilution is rising, and the CFO is leaving. x.com 

Penguin Solutions is hurting shareholders by issuing more shares while insiders sell, bringing more dilution and fewer buybacks, a pattern repeating across AI companies. A large dilution sent the stock down nearly 15% after hours before a strong AI day lifted it back. x.com  x.com 

Penguin Solutions is a $100 stock trading at $66 after a big beat and raise the market may be underreacting to. Q4 revenue rose 68% to $566.7M versus about $520M expected, non-GAAP EPS hit $1.00 versus $0.77, and Integrated Memory grew 158%. FY27 guidance rose to about $2.43B of revenue, up 40%, and $4.45 EPS. It won six AI infrastructure customers, including a neocloud picking Penguin for a 36,000-GPU Norway build. Operating cash flow was negative $163M as inventory and receivables rose. x.com  … Show more

Neocloud demand is driving Penguin Solutions' AI infrastructure growth. Four of six new Q4 AI infrastructure customers were neoclouds; its stock-of-the-week graphic puts FY27 revenue guidance at about $2.43 billion (+40%, up from about $2.17 billion) and non-GAAP EPS at about $4.45 (+55%). Cyclical memory, execution in AI infrastructure, high short interest and sensitivity to guidance misses remain risks. x.com 

Penguin Solutions should beat earnings by turning memory it stockpiled cheaply into expensive CXL systems after insane memory price increases. Its memory business grew 63% last quarter, and it spent $109.2M of cash on inventory in Q2. On June 1 it guided FY2026 sales and EPS to the high end of its ranges, and AI infrastructure demand, especially for local models, should be insane in H2. Rosenblatt raised its target to $75. With a 26.3% implied move, a beat looks about 60% likely. x.com  x.com 

Penguin Solutions' earnings crushed expectations, strengthening the bullish case. Revenue rose 48% year over year to $478.7M against a $400.7M estimate, and non-GAAP EPS came in at $0.84 versus $0.54. x.com