PENG Penguin Solutions Inc.

$PENG Q4 '26 Earnings Results & Recap • Reported GAAP EPS of $1.00 up 132.56% YoY • Reported revenue of $566.68M up 67.70% YoY • Penguin Solutions expects FY2027 net sales of approximately $2.43B at midpoint (approximately 40% growth, plus or minus 10 percentage points), diluted EPS of $3.50, and non-GAAP diluted EPS of $4.45.

$PENG who was selling early afternoon today??!! I couldn't believe it dropped down to $56 when earnings was about to be released. Do some of you even know what you are holding? And others who are shorting this? WTF are you thinking? Companies growing like this are typically going to blow past earnings every quarter as they grow. The drop to $56 was so ridiculous today that I bought even more to add to my overweight position. Any dips moving forward are buying opportunities and not times to get fearful, panic sell, take profits or whatever else you want to call it.

$PENG Very underrated. Happy to be long. The earnings call was amazing. Great week and big thing ahead.

$PENG this might blow past $80 pretty quickly once the opening bells rings and institutional investors start buying

$PENG went ballistic into close. Crazy ass volume. Someone front running good news? Who knows what?

$PENG 7 MILLION SHORT HERE!!!!! HOPE YOUR TIMING IS PERFECT!!!! HUGE NUMBERS ARE COMING!!!! WE ALL KNOW WHAT $DELL $SMCI $MU ARE REPORTING.....DATA STACKS ARE JUST HEATING UP!!! GLTA!!!

$PENG F'N HUGE REPORT!!!!!! BUYING MORE IF WE SEE A DECENT DIP!!!! THIS IS GOING TO RIP FACES OFF!

$PENG just blew past every number Wall Street had on the board. Q4 revenue $567M vs $521M est, EPS $1.00 vs $0.77 est. Integrated Memory alone hit $341M, up 158% YoY, margins at 29% vs 26% est. Then they raised FY27 guidance to $2.43B revenue and $4.45 EPS, both well above estima

$PENG Goldman Sachs raised to $ 85, Citizens Maintained at $ 85 and Needham raised to $85 this morning . All with strong buy ratings.

$PENG $MXL $SIMO Been all over since this early-mid September. Mentioned over several times. These trios were one of my favorite going into October. $PENG and $MXL gone. Next in line $SIMO

$PENG ALREADY MOVING UP... ASIA GONNA SEND US AND THE COVERING WITH UPGRADES TOMORROW SEND US TO $72 plus

$PENG $72/share tomorrow. Would be very surprised if this doesn’t make new all time highs in the next couple months.

$PENG probably gonna trick you all and dump hard. Everyone in the thread bullish never ends well

$PENG the market cap is 3.29 billion vs 1.5 billion in revenue which is 2.2 times $SNDK market cap is 243 billion vs 20.25 billion in revenue thats 12 times. Which means $PENG is way under value.

$PENG give this a couple weeks it will be triple digits easy, combination of growth earnings at this value is insane. Easy long term hold

$PENG fantastic earnings and 25%+ from ATH. Beautiful setup. If they are beating earnings this bad you can assume $7+ in 2027 vs the $4.45 estimate. Thus this has an FPE less than 10 accompanied with massive growth and sitting in an AI buildout bottleneck. Criminally undervalued. $MU $SPY $NVDA

$PENG Even with a beat its still below most analysts price target which they will start raising even higher tomorrow

$PENG Fourth Quarter Financial Highlights Record net sales of $567 million, up 68% year over year Record operating income of $69 million, up 458% year over year Record Non-GAAP operating income of $90 million, up 129% year over year Record net income of $93 million, up 888% year over year Record adjusted EBITDA of $93 million, up 115% year over year Diluted EPS of $1.29 versus $0.11 in the year-ago quarter, up 1,073% year over year Non-GAAP diluted EPS of $1.00 versus $0.43 in the year-ago quarter, up 133% year over year

$PENG price action is telling me someone was shaking the tree before we blast off. I added more on that dip, ready for earnings! 💪🏼

$PENG initiated with a Buy @ BofA “At the strategic intersection of AI and memory; Initiate with Buy, PO of $100”