Penguin Solutions, Inc.
Penguin Solutions (Nasdaq: PENG) designs, builds, deploys, and manages data-center infrastructure and supplies memory, storage, and LED products. Its Advanced Computing segment provides AI and high-performance computing systems, infrastructure software, design and deployment services, managed operations, and… From the company’s description.
In fiscal 2026, Penguin Solutions, Inc. reported revenue of $1.73B, up 26.5% from fiscal 2025, and net income of $185.79M. Its operating margin was 9.6%, and operations used $151.91M in cash.
Margins and return on equity change in ; everything else in percent. Fewer shares and less debt are shown plainly, not as bad news — it depends what you make of buybacks. Dotted labels explain each measure.
What Penguin Solutions, Inc. does
In the company’s own words
Penguin Solutions (Nasdaq: PENG) designs, builds, deploys, and manages data-center infrastructure and supplies memory, storage, and LED products. Its Advanced Computing segment provides AI and high-performance computing systems, infrastructure software, design and deployment services, managed operations, and fault-tolerant computing under brands including Penguin Solutions, Penguin Computing, and Stratus. Integrated Memory supplies DRAM modules, flash storage, CXL memory expansion, and supply-chain services, primarily to original equipment manufacturers in industrial, government, networking, and enterprise markets. Optimized LED sells chips and packaged LED components under the Cree LED brand for lighting, displays, and specialty applications. The company sells to enterprise, government, hyperscale, neocloud, OEM, and other customers, directly and through third-party channels. In fiscal 2026, segment net sales were $558.8 million for Advanced Computing, $924.0 million for Integrated Memory, and $248.7 million for Optimized LED; the company employed approximately 2,800 people worldwide. It changed its name from SMART Global Holdings in 2024 and completed its move from the Cayman Islands to Delaware in 2025.
Company details
- Sector
- Information Technology
- Industry (SIC)
- Semiconductors
- Headquarters
- FREMONT, CA
- Fiscal year end
- August
- CIK
- 1616533
- SIC
- 3674
Financial performance, year by year
Fiscal 2017–2026 · USDThe full income statement, balance sheet and cash flow for each of these years — every figure traceable to its filing — is on the Financials tab with a free account.
Who owns Penguin Solutions, Inc. — and what changed
Funds as of 2026Q2 · superinvestors as of 2026-06-30
Superinvestors in Penguin Solutions, Inc. · what they did last quarter
Share of each manager’s reported 13F portfolio. Change is in shares held, since the previous quarter.
Largest fund holders · Penguin Solutions, Inc.’s weight in each
Fund ownership is a floor, not a census — pensions, insurers and people holding shares directly are not visible here.
Penguin Solutions, Inc.’s bonds, as funds hold them
Funds report holding 2 issues of Penguin Solutions, Inc.’s debt, $23.88M at market value — what funds hold, not the company’s total debt. Weighted-average coupon 2.00%, maturing 2029 to 2030.
Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.
Fund ownership is a subset of institutional 13F ownership — the two describe overlapping populations and must not be added together.
Every fund and institutional holder, quarter by quarter, is on the Ownership tab with a free account.
Recent filings
All filings →Each filing opens into its own statements and disclosures here.
Put this business in context.
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