Penguin Solutions Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
28.1%projected annual EPS growth
Analyst Coverage
7analysts covering
FY Revenue (est.)
$1.7Bnext fiscal year
FY EPS (est.)
$2.61next fiscal year
Monitoring Framework
Key Performance Indicators
Integrated Memory Segment Revenue Growth Quarterly6,300.0%Target: Continued double-digit expansion driven by AI inference demand
Non-GAAP Gross Margin Quarterly3,120.0%Target: 40.0%
Full-Year Net Sales Growth Guidance Annually1,200.0%Target: 12.0% +/- 5.0%
Watch Items
- CFO Transition ExecutionTrigger: Departure of Nate Olmstead effective July 8, 2026Action: Monitor onboarding of the successor CFO and any potential changes to financial reporting or guidance.
- Advanced Computing Segment RecoveryTrigger: Revenue recognition delays due to customer onboarding and material availabilityAction: Track conversion of bookings to recognized revenue and non-hyperscaler HPC/AI customer growth.
- Memory Pricing and Supply ConstraintsTrigger: Persistent DRAM market supply constraints and rising memory costsAction: Evaluate impact on gross margins and assess the strength of supplier relationships in securing inventory.
Research as of 19 Jun 2026