Акции Penguin Solutions, Inc. (PENG) — это хороший бизнес?

Акции Penguin Solutions, Inc. (PENG) — это хороший бизнес? — InspectStocks

На чём зарабатывает

Specialty memory and storage components58 %
Computing systems and related services29 %
LED chips and components14 %

Доли выручки — это оценки за three months ended May 29, 2026, а не цифры из поданной отчётности.

Конкурирует с

Nichia Corporation

Что продаёт6

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.

Показать ещё 3

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.

Кто покупает5

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.

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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.

На чём держится и что может это сломать

От чего зависит бизнес

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.

Что может пойти не так

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.

Полная финансовая отчётность →

О компании Penguin Solutions, Inc.

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.

Штаб-квартира: Fremont, California
Сотрудников: approximately 2,900 (August 29, 2025, high)
Торгуется на: Nasdaq Global Select Market
Конец финансового года: Last Friday in August; fiscal years have 52 or 53 weeks

Построено по собственной отчётности Penguin Solutions, Inc., поданной в Комиссию по ценным бумагам и биржам США (SEC). Цифры — как отчиталась компания, история на акцию пересчитана на сегодняшнюю базу. Это описание бизнеса — не инвестиционная рекомендация и не совет что-либо покупать или продавать.

Keep exploring

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 theme it is part of

Highest-graded in Information Technology Services

Graded A or B and worth $2B or more: A first, then the largest.

All 73 graded companies in its industry

Grade rose recently in Technology

Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.

All grade rises