Penguin Solutions, Inc. (PENG)
NasdaqGS · Price as of · Delayed Quote
- Profitability20/20
Profitable and growing: $96.8M net income over the last four reported quarters, up from $-8.6M the year before.
- Insider buying vs selling11/20
Insiders are sellers only: 29 sells worth $3.7M, no open-market buys, across the last 20 Form 4s. Routine executive selling is common, so this is only a mild negative. Separately, 3 new 5%+ stake disclosures (13D/13G) hit in the last 6 months, which is big-money accumulation.
- Dilution and offerings15/15
Share count down 2.2% in a year with no new offering filings. The company is buying back stock.
- Analysts7
- Implied upside+43.5%
- Target range$40.00 to $85.00
- EPS expected$0.77 +78%
- A year ago$0.43
- Revenue expected$519.3M +54%
- Estimate range$0.73 to $0.80
PENG closed at $51.76 on Sep 4, down 8.0% since Aug 6. Chart read: price above the 200-day moving average but below the 50-day; the 50-day is above the 200-day (uptrend structure); trading at 55% of the 52-week range ($16.24 to $81.39).
Insider buying and selling at Penguin Solutions, Inc. (PENG)
The most recent Form 4 on record for Penguin Solutions, Inc. (PENG) is June 15, 2026, when Anne Kuykendall, SVP and Chief Legal Officer, sold $257,501 of stock. That sale ran under a pre-arranged 10b5-1 plan, so it was scheduled ahead of time rather than decided that week.
| Insider | Action | Value | Date | Type |
|---|---|---|---|---|
| Anne Kuykendall · SVP and Chief Legal Officer | Sell | $257,501 | June 15, 2026 | Routine |
| Joseph Gates Clark · SVP and Pres, Optimized LED | Sell | $609,413 | June 1, 2026 | Routine |
| Sandeep Nayyar · Director | Sell | $890,346 | May 11, 2026 | Own call |
| Maximiliane C Straub · Director | Sell | $537,359 | May 11, 2026 | Own call |
| Joseph Gates Clark · SVP and Pres, Optimized LED | Sell | $282,882 | April 9, 2026 | Routine |
Filed notices to sell
A Form 144 is filed beforean insider sells restricted stock. The Form 4 reporting the completed trade isn't due until two business days after the sale, so these land first. They are intentions, not transactions.
| Insider | Value | Filed | Status | Type |
|---|---|---|---|---|
| Clark Joseph Gates · Officer | $78,558 | July 23, 2026 | Not yet reported | Routine |
| Kuykendall Anne · Officer | $275,336 | July 22, 2026 | Executed | Routine |
SEC filings
| Form | Filed | Description |
|---|---|---|
| 4 | August 26, 2026 | FORM 4 |
| SCHEDULE 13G/A | August 13, 2026 | View on EDGAR |
| SCHEDULE 13G | August 13, 2026 | View on EDGAR |
| SCHEDULE 13G/A | August 6, 2026 | View on EDGAR |
| SCHEDULE 13D/A | July 28, 2026 | View on EDGAR |
| 4 | July 27, 2026 | FORM 4 |
| 144 | July 23, 2026 | View on EDGAR |
| 4 | July 22, 2026 | FORM 4 |
Penguin Solutions news
All 8 articles
Penguin Solutions (PENG) is down 40% since its best quarter ever, and none of it is about the business
Penguin Solutions (PENG) is down about 40% from the 52-week high its best quarter ever bought it, thanks to its own $750 million convertible notes deal. The stock fell again Monday even as chip stocks like Broadcom and Micron rebounded and the broader market closed roughly flat.
Penguin Solutions (PENG) hit a 52-week high last week. Its own debt sale knocked it down 12% on July 13.
Penguin Solutions announced a $650 million convertible notes offering after Monday's close, and the stock dropped as much as 12% in after-hours trading before clawing back some of the loss. The sale comes less than a week after PENG touched a 52-week high on a blowout earnings beat.
Penguin Solutions (PENG) beat by 53%, dropped overnight on Iran news, then exploded 21% this morning
Penguin Solutions crushed Q3 earnings Tuesday night, then the stock faded, dropped below its pre-earnings price overnight as Iran ceasefire news hit futures market-wide, and finally broke out once regular trading opened Wednesday.
Penguin Solutions (PENG) beat earnings for a seventh straight quarter and raised its outlook
Penguin Solutions (PENG) beat earnings for a seventh straight quarter, posting record $479 million in sales and $0.84 EPS, and raised its full-year outlook again. Shares fell in the regular session before jumping in after-hours trading on the beat.
Articles that mention Penguin Solutions without it being the main subject.
AI stock battle week 7: DeepSeek leads our AI stock contest. All four of its latest picks broke the rules (September 5, 2026)
DeepSeek tried to sell C3.ai and buy four stocks. Two were over the $10 billion ceiling, two were too illiquid, and it wanted eight names in a five-stock contest.
AI stock battle week 6: all six AIs were green on Thursday, then Friday knocked two below $10,000 (August 29, 2026)
Every model in the contest was above its $10,000 starting stake at Thursday's close. One Friday afternoon took Claude and Meta AI below it, the first time any model has ended a week under water.
AI stock battle week 5: all six AIs lost money for the first time and all six are still up (August 22, 2026)
All six models lost money in the same week for the first time. Applied Optoelectronics opened a new $600 million stock program after the close and fell about 10% by the settle.
Frequently asked questions
When does PENG report earnings?
Penguin Solutions, Inc. (PENG) is scheduled to report quarterly results on October 13, 2026, after the close. The 7-analyst consensus is $0.77 per share on revenue of $519.3M for the quarter ended August 31, 2026, against $0.43 and $337.9M a year earlier. It has beaten the consensus EPS estimate in all four of the last four quarters.
What do analysts expect for PENG?
7 analysts cover Penguin Solutions, Inc. (PENG). No consensus rating has been published. The average price target is $74.29, in a range of $40.00 to $85.00.
Are insiders buying or selling PENG?
We track Form 4 filings for Penguin Solutions, Inc. (PENG). The activity listed on this page shows 5 qualifying sales. Each row is labelled Routine when the filer declared a pre-arranged 10b5-1 plan, Tax withholding when shares were sold automatically to cover the tax on a vest, or Own call when neither applies.
Where can I see PENG SEC filings?
Recent filings are listed on this page, newest first. The latest is a 4 filed August 26, 2026.