Penguin Solutions Watchlist

tz-plus logo AI Boom Boosts Penguin Solutions! 4 New Neocloud Providers and an AI Factory with 36,000 Nvidia GPUs!

A. Wimbauer
Reading Time: 3 minutes

Record values: Net revenue increased by 68% in Q4 to $567 million, and earnings per share surpassed Wall Street expectations significantly at $1.00 Segment dynamics: The storage business grew by 158%, while strategic Neocloud large orders accelerated growth Forecast upgrade: For fiscal year 2027, management now targets revenues of $2.43 billion and an EPS of $4.45 The U.S. specialist in AI infrastructure, Penguin Solutions (PENG), is massively benefiting from the construction of new data centers. In Q4 of fiscal year 2026, the company...

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