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Penguin Solutions (PENG): analyst forecast and price target
Analyst consensus
Moderate Buy4 Buy0 Hold1 Sell
Ratings of 5 analysts in the last 3 months · top analysts only12-month forecast
Based on 5 price targets given in the last 3 months, the average target is $83.00, the highest $100, the lowest $60.00. The average is +45.4% from the last price of $57.10.
| Analyst | Firm | Price target | Rating | Upside | Action | Date | Move vs SPY | |
|---|---|---|---|---|---|---|---|---|
| AI xAi SemiconductorsxAI Grok-3 | TipRanks - xAI | $73.00 → $66.00−9.6% | Hold | +15.6% | Reiterated | 16.10.26on TipRanks 18:05 | — | |
| AI DeepSeek SemiconductorsDeepSeek V3.2-Speciale | TipRanks - DeepSeek | $74.00 → $68.00−8.1% | Buy | +19.1% | Upgrade | 16.10.26on TipRanks 18:05 | — | |
| AI OpenAI SemiconductorsOpenAI 5.2 | TipRanks - OpenAI | $73.00 → $66.00−9.6% | Hold | +15.6% | Reiterated | 16.10.26on TipRanks 18:05 | — | |
| AI Anthropic SemiconductorsAnthropic Opus-4.5 | TipRanks - Anthropic | $75.00 → $68.00−9.3% | Buy | +19.1% | Reiterated | 16.10.26on TipRanks 18:05 | — | |
| AI Google SemiconductorsGemini 3-pro | TipRanks - Google | $77.00 → $70.00−9.1% | Buy | +22.6% | Reiterated | 16.10.26on TipRanks 18:05 | — | |
| AI PerPlexity SemiconductorsPerPlexity SonarPro | TipRanks - PerPlexity | $74.00 → $67.00−9.5% | Hold | +17.3% | Downgrade | 16.10.26on TipRanks 18:05 | — | |
| Katherine Murphy★★★★★★★★★★#786 · hits 59% · avg +55.9% | Goldman Sachs | $85.00 | Buy | +48.9% | Reiterated | 13.10.26on TipRanks Oct 14 09:45 | −1.2%next day −12.5% | ↗ |
| Wamsi Mohan★★★★★★★★★★#26 · hits 64% · avg +46.5% | Bank of America Securities | $100 | Buy | +75.1% | Initiated | 09.10.26on TipRanks 06:15 | +6.0%next day +3.8% · 5 days −23.2% | ↗ |
| Nick Doyle★★★★★★★★★★#774 · hits 56% · avg +51.1% | Needham | $75.00 → $85.00+13.3% | Buy | +48.9% | Reiterated | 07.10.26on TipRanks 07:11 | +13.3%next day −1.0% · 5 days −5.9% | ↗ |
| Sajal Dogra | Rosenblatt Securities | $80.00 → $100+25.0% | Buy | +75.1% | Reiterated | 07.10.26on TipRanks 07:11 | +13.3%next day −1.0% · 5 days −5.9% | ↗ |
| Brian Chin★★★★★★★★★★#100 · hits 65% · avg +44.7% | Stifel Nicolaus | $75.00 → $85.00+13.3% | Buy | +48.9% | Reiterated | 07.10.26on TipRanks 06:55 | +13.3%next day −1.0% · 5 days −5.9% | ↗ |
| Thomas O'Malley★★★★★★★★★★#33 · hits 62% · avg +42.1% | Barclays | $40.00 → $60.00+50.0% | Sell | +5.1% | Reiterated | 07.10.26on TipRanks 03:55 | +13.3%next day −1.0% · 5 days −5.9% | ↗ |
| Matthew Calitri★★★★★★★★★★#4367 · hits 33% · avg +17.6% | Needham | $60.00 → $80.00+33.3% | Buy | +40.1% | Reiterated | 08.07.26on TipRanks 06:30 | +25.4%next day +2.9% · 5 days −8.4% | ↗ |
| Rustam Kanga★★★★★★★★★★#2197 · hits 55% · avg +46.9% | Citizens JMP | $65.00 → $85.00+30.8% | Buy | +48.9% | Reiterated | 08.07.26on TipRanks 06:00 | +25.4%next day +2.9% · 5 days −8.4% | ↗ |
| Kevin Cassidy★★★★★★★★★★#50 · hits 60% · avg +37.9% | Rosenblatt Securities | $75.00 | Buy | +31.3% | Reiterated | 08.07.26on TipRanks Jul 6 07:13 | +9.3%next day −6.9% · 5 days +14.3% | ↗ |
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The latest rating of each analyst in the last 12 months, as TipRanks lists them. Every rating kept, earlier ones included
Best analysts covering Penguin Solutions
TipRanks picks them by their record on this stock; the figures under the name are their record across all their ratings.
Most accurate
Most profitable
How the average price target moved
The average target of all analysts (their ratings of the 3 months before) on each day, the top analysts’ dashed, against the price; the site keeps this record since 1 October 2026. On 01.10.26: target $72.00 at a price of $54.69 (+31.7%); now: $85.83 at $57.10 (+50.3%).
PriceAverage targetTop analysts’ target
Recommendation trend · top analysts
Strong BuyBuyHoldSell
| Rating | 05.26 | 06.26 | 07.26 | 08.26 | 09.26 | 10.26 |
|---|---|---|---|---|---|---|
| Strong Buy | 2 | 1 | 0 | 0 | 0 | 0 |
| Buy | 7 | 10 | 8 | 7 | 4 | 5 |
| Hold | 1 | 1 | 1 | 1 | 1 | 0 |
| Sell | 0 | 0 | 1 | 1 | 1 | 1 |
Earnings and sales forecast
Next report: 05.01.27 (Q1 2027, date not confirmed)
Earnings per share
Next quarter’s EPS estimate — $1.04 (from $0.91 to $1.13). Last quarter: $1.00.
Sales
Next quarter’s sales estimate — $569M (from $525M to $607M). Last quarter: $567M.
Best top-analyst consensus in the sector · Technology
About Penguin Solutions
- CEO: Kash Shaikh
- Employees: 2,900
- 45800 Northport Loop, Fremont, CA, 94538, US
- www.penguinsolutions.com
Penguin Solutions, Inc. is a global technology company focused on designing and delivering advanced enterprise solutions. Its business operations are segmented into three primary divisions: Advanced Computing, Integrated Memory, and Optimized LED. Within its Integrated Memory segment, the company supplies sophisticated memory solutions, including dynamic random access memory (DRAM) modules, solid-state drives (SSDs), and flash storage. These offerings cater to demanding applications in networking, telecommunications, data analytics, and artificial intelligence/machine learning. This segment also provides comprehensive supply chain management services, encompassing procurement, logistics, inventory control, temporary warehousing, programming, kitting, and packaging. The Advanced Computing division features several key product lines. Penguin Computing delivers specialized technical computing for core data centers and cloud environments, focusing on high-performance computing (HPC) and AI solutions. Penguin Edge offers robust edge computing tailored for embedded and wireless applications, serving critical sectors such as government, healthcare, manufacturing, and telecommunications. Moreover, the Stratus brand provides inherently fault-tolerant computing solutions—combining hardware and software—that are simplified, protected, and autonomous for both data center and edge deployments, supporting industries like education, energy, financial services, government, hyperscale, and manufacturing. The Optimized LED segment produces advanced LED components under the Cree LED brand, including blue and green gallium nitride-based LED chips and associated materials. It also manufactures surface mount devices (SMDs) under the Cree LED XLamp and J Series brands. Penguin Solutions reaches its diverse clientele, which includes original equipment manufacturers (OEMs), enterprise clients, government entities, and other end-users, through a multi-channel sales approach. This includes a
Data from the stock’s TipRanks forecast page, read 84 min ago. It is read again as soon as a new rating appears and at least every 8 hours. TipRanks ↗