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The themes Penguin Solutions is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.
The themes it is part of
Highest-graded in Information Technology Services
Graded A or B and worth $2B or more: A first, then the largest.
IBMInternational Business Machines Corporation$233.5BA+
ACNAccenture plc$151.6BA+
LDOSLeidos Holdings, Inc.$15.9BA
JKHYJack Henry & Associates, Inc.$12.4BA+
WSEWise Group plc$11.6BA+
Grade rose recently in Technology
Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.
LRCXLAM Research Corporation2026年10月22日BAGraded B, now A- IBMInternational Business Machines Corporation2026年10月21日BAGraded B, now A
CDNSCadence Design Systems, Inc.2026年10月28日BAGraded B, now A
NXPINXP Semiconductors N.V.2026年10月27日BAGraded B, now A
UIUbiquiti Inc.2026年11月6日BAGraded B, now A
どうやって稼いでいるか
- Specialty memory and storage components58%
- Computing systems and related services29%
- LED chips and components14%
売上構成比はthree months ended May 29, 2026の推計であり、提出された報告書の数字ではありません。
競合
何を売っているか6
Penguin Solutions OriginAI
A pre-designed and tested system for companies deploying large numbers of graphics processing units (GPUs) for AI work, with related design, installation and management services.
ICE ClusterWare
Software that helps customers manage, expand and tune groups of computers used for AI and other demanding computing jobs.
Stratus ztC and ftServer computers
Computers designed to keep business applications and data available during hardware problems, for use in data centers and locations such as factories and stores.
さらに3件を表示
SMART Modular memory and storage
Standard, rugged and custom dynamic random-access memory (DRAM) modules and flash storage for servers, industrial equipment, networking and other uses.
Cree LED chips and components
Blue and green LED chips and packaged LED parts used in general lighting, vehicle lighting, video displays, signs and specialty lighting.
SMART Supply Chain Services
Procurement, shipping, inventory management, warehousing and packaging services that help customers coordinate parts and deliveries.
誰が買っているか5
- Businesses and government agencies buying AI and high-performance computing systems, including customers in financial services, energy, manufacturing and education; purchases may include design, installation and management services.
- Companies in finance, telecommunications, energy, transportation, healthcare, retail and manufacturing buying computers designed to keep important applications running.
- Equipment makers buying custom or standard memory and storage for industrial, government, networking, communications and enterprise computing products.
さらに2件を表示
- Manufacturers and electronic component distributors buying LED chips and components, directly or through sales channels.
- Customers seeking help with purchasing, storing and delivering parts through SMART Supply Chain Services.
何に支えられ、何に崩されうるか
事業が頼っているもの
- 1Sales to the ten largest end customers, including sales through contract manufacturers and original design manufacturers at those customers' direction, were 66% of net sales (fiscal 2025, high).
- 2The company relies on outside suppliers for important DRAM, flash, LED wafer and AI computing components; it generally does not have long-term supplier commitments for many purchases.
- 3The timing of computing-system deliveries and customer decisions about when systems are ready to use can affect when sales are recorded.
うまくいかなくなる可能性
- 1A reduction in purchases by a major customer could affect sales: the ten largest end customers accounted for 66% of net sales (fiscal 2025, high).
- 2Shortages or late deliveries of outside-sourced memory, wafers or AI computing components can delay customer projects, limit shipments and raise costs.
- 3Computing-system sales can shift with customer deployment schedules and the mix of large hyperscaler orders versus other customers; the planned wind-down of the Penguin Edge product line also affects this business.
Penguin Solutions, Inc.について
It designs and supplies memory modules and flash storage used in servers, industrial equipment, telecommunications gear and other products. It also designs, builds, installs and supports high-performance computing systems for AI workloads, plus fault-tolerant computers designed to keep important applications running when hardware fails. Its light-emitting diode (LED) chips and components are used in lighting, displays, vehicle lights and specialty products.
- 本社
- Fremont, California
- 従業員数
- approximately 2,900 (August 29, 2025, high)
- 上場市場
- Nasdaq Global Select Market
- 決算期
- Last Friday in August; fiscal years have 52 or 53 weeks
Penguin Solutions, Inc. 自身が米国証券取引委員会（SEC）に提出した書類にもとづきます。数字は報告されたままで、1 株当たりの履歴は今日の株数基準に修正済みです。 これは事業の説明です——投資助言ではなく、売買を勧めるものでもありません。
