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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 CorporationUS$233.5BA+
ACNAccenture plcUS$151.6BA+
LDOSLeidos Holdings, Inc.US$15.9BA
JKHYJack Henry & Associates, Inc.US$12.4BA+
WSEWise Group plcUS$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
怎么赚钱
- Specialty memory and storage components58%
- Computing systems and related services29%
- LED chips and components14%
各项收入占比是对three months ended May 29, 2026的估算，并非来自已提交报告的数字。
竞争对手
卖什么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.
再显示 3 项
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.
谁在买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.
再显示 2 项
- 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.
靠什么支撑，什么会击垮它
业务依赖什么
- 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.
可能出什么问题
- 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.
关于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.
- 总部
- Fremont, California
- 员工人数
- approximately 2,900 (August 29, 2025, high)
- 上市于
- Nasdaq Global Select Market
- 财年结束
- Last Friday in August; fiscal years have 52 or 53 weeks
基于 Penguin Solutions, Inc. 自己向美国证券交易委员会（SEC）提交的申报文件。数字如实呈报，每股历史已重述到今天的股数口径。 这是对一门生意的描述——不是投资建议，也不是买卖任何证券的推荐。
