PENG Penguin Solutions, Inc. Loading... : Bullish and Bearish Analyst Opinions
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19:41
Sep 01
Sep 01
Buy six names into market fear
Buy NBIS, CIFR, MU, CRDO, MRVL and PENG now because the market is in fear, which the author views as a better entry than the June peak.
MED
13:09
Sep 01
Sep 01
Hold PENG as cheap Western AI infrastructure
Maintain long exposure to PENG because Western AI infrastructure names look cheap relative to Taiwanese peers despite identical AI capex tailwinds.
MED
10:20
Aug 31
Aug 31
AI memory growth benefits PENG infrastructure
Buy PENG on AI memory infrastructure demand; Samsung capacity reservation signals multi-year memory growth that benefits complete AI infrastructure providers.
MED
22:45
Aug 30
Aug 30
The author finds NVTS and PENG interesting but provides no position or directional call.
The author finds NVTS and PENG interesting but provides no position or directional call, only a watchlist mention.
LOW
22:38
Aug 30
Aug 30
Bullish on AI infrastructure names after Huang comments
Author is very bullish on PENG, NVTS, and WULF in response to Jensen Huang's comments on AI creating new companies and industries, with $400B invested in AI startups.
MED
22:20
Aug 30
Aug 30
AI deployment bottleneck lifts PENG integration
Buy PENG because the expected 15GW of stranded AI compute in 2027 shifts spending toward deployment, where PENG integrates infrastructure and makes clusters production-ready.
MED
21:51
Aug 30
Aug 30
Long AI infrastructure basket across power to silicon.
Buy WULF, PENG, NVTS, and MRVL as a basket representing the power, construction, efficiency, and silicon layers of America's AI industrial buildout, supported by the AI-driven reindustrialization narrative and demand for power and compute infrastructure.
MED
17:35
Aug 28
Aug 28
The author highlights the one-year operational milestone of the SK Telecom and Penguin.
The author highlights the one-year operational milestone of the SK Telecom and Penguin Solutions Haein cluster as a validated sovereign AI blueprint, but frames it as an insightful read rather than a personal position or trade call.
LOW
02:59
Aug 28
Aug 28
CXL ramp margin-accretive to PENG, undervalued at 10x
Buy PENG for CXL memory expansion exposure at ~10x FY27 base estimates excluding a significant CXL ramp; CXL could become 15-20% of Integrated Memory segment revenue by FY27 with margin-accretive capture, plus Photonic Memory Appliance ramp.
HIGH
02:43
Aug 28
Aug 28
Author highlights bullish CXL and memory pooling commentary from MRVL with read-through to PENG.
Author highlights bullish CXL and memory pooling commentary from MRVL with read-through to PENG as production partner, but frames it as analysis rather than an explicit position.
LOW
16:15
Aug 27
Aug 27
Author focuses on fundamentals and explicitly avoids short-term price action.
Author focuses on fundamentals and explicitly avoids short-term price action, making no directional call on PENG despite the parent's bearish framing.
16:12
Aug 27
Aug 27
Author explicitly endorses PENG as the best-positioned company for Enterprise AI Sovereignty.
Author explicitly endorses PENG as the best-positioned company for Enterprise AI Sovereignty upside following NVDA earnings, citing a concrete bullish catalyst and personal conviction.
11:33
Aug 27
Aug 27
LONG PENG on memory systems for AI
Author owns PENG for memory systems and NVIDIA-based AI deployments, addressing practical limits on scaling AI infrastructure amid supply constraints.
MED
10:37
Aug 27
Aug 27
Bullish PENG on AI memory infrastructure
Long PENG because its exposure sits at the intersection of AI infrastructure and memory, including CXL, memory pooling, KV-cache and software supporting AI workloads, with agentic AI demand as the catalyst; key question is how quickly this converts into accelerating revenue growth.
MED
08:53
Aug 27
Aug 27
PENG bullish on agentic AI infrastructure
Buy PENG because it supplies AI infrastructure and memory, and management cited agentic AI demand while raising FY2026 guidance, giving a concrete fundamental catalyst for continued growth.
MED
02:14
Aug 27
Aug 27
PENG flagged as AI memory beneficiary after Nvidia earnings.
Author lists PENG as a memory beneficiary of NVDA earnings, but explicitly states it is an idea generation list, not a buy signal, yielding a cautious long watch.
MED
00:19
Aug 27
Aug 27
PENG long on un-priced CXL growth upside
Author sees CXL adoption as a material growth driver for PENG, arguing the stock's valuation does not price in CXL or photonic memory upside, making it a high-torque beneficiary.
MED
22:10
Aug 26
Aug 26
Author notes that accelerated agentic AI adoption would be bullish for PENG and MRVL.
Author notes that accelerated agentic AI adoption would be bullish for PENG and MRVL, but frames it as a conditional scenario rather than a current position or explicit call.
LOW
22:05
Aug 26
Aug 26
The author asks if readers listened to Nvidia and lists PENG, MRVL.
The author asks if readers listened to Nvidia and lists PENG, MRVL, and NVTS as potential beneficiaries from NVDA earnings, but provides no explicit position or forward call.
LOW
21:59
Aug 26
Aug 26
Author explicitly calls the call very bullish for both PENG and NVTS.
Author explicitly calls the call very bullish for both PENG and NVTS, endorsing a forward-looking long view on both tickers.
21:58
Aug 26
Aug 26
Owns SIVE, NVTS, PENG on NVDA demand
Own SIVE, NVTS, and PENG as AI infrastructure beneficiaries of Nvidia's supply-constrained 70% growth outlook; execution risk exists but success could greatly rerate valuations.
MED
21:54
Aug 26
Aug 26
Memory shortage beneficiaries PENG, CAMT, ACMR
Favor PENG, CAMT, and ACMR as memory-supply beneficiaries: PENG via Integrated Memory, CAMT via HBM inspection/metrology, ACMR via potential DRAM/NAND capacity investment.
MED
21:47
Aug 26
Aug 26
Owns AI-infrastructure operators PENG HIVE APLD
Maintain long exposure to PENG, HIVE, and APLD as current holdings involved in building and operating AI infrastructure, with Nvidia's results supporting continued AI demand.
MED
21:42
Aug 26
Aug 26
PENG undervalued as NVIDIA AI Factory partner
NVDA's commentary that Enterprise/Sovereign/Neo-cloud customers lack AI factory skills validates PENG's AI Factory strategy. PENG is an NVIDIA AI Factory Specialized Partner trading at 10x FY27 estimates, suggesting significant upside as this market grows 100%+ YoY.
MED
21:41
Aug 26
Aug 26
Bullish sector basket after NVDA revenue
These names are cited as favored AI/semis beneficiaries after NVDA's $96B revenue quarter; no individual fundamental catalyst or position language.
MED
18:35
Aug 26
Aug 26
PENG/MRAM beneficiaries of memory price rise
Buy PENG and MRAM as the biggest beneficiaries of rising memory prices, especially in mission-critical applications, as DRAM supply shocks cascade into legacy nodes.
MED
13:45
Aug 26
Aug 26
The author lists stocks that could benefit from Nvidia's earnings as a research watchlist.
The author lists stocks that could benefit from Nvidia's earnings as a research watchlist, not stating any personal positions or forward calls.
LOW
21:41
Aug 25
Aug 25
The author lists four tickers in reply to a parent post about Nvidia earnings.
The author lists four tickers in reply to a parent post about Nvidia earnings, but provides no explicit position or directional call, so they are indexed as watch.
LOW
17:07
Aug 25
Aug 25
PENG double-digit FY29 EPS despite normalization
Expect PENG to reach double-digit EPS in FY29 even under memory price normalization, supporting a long view on durable earnings power.
MED
17:05
Aug 25
Aug 25
Buy PENG targeting $85-$107 on durable earnings.
Author builds a bull case for PENG via segment-based valuation, applying a 12x multiple to Integrated Memory/LED and 20x to Advanced Compute, yielding a blended 17x and a price target range of $85-$107 versus current levels. He argues the Integrated Memory segment deserves a higher multiple due to future CXL and Photonic Memory Appliance revenue, and believes the Enterprise/Sovereign capex cycle will outlast Hyperscaler concerns.
HIGH
About PENG Analyst Coverage
Buzzberg tracks PENG (Penguin Solutions, Inc.) across 41 sources. 252 bullish vs 0 bearish calls from 40 analysts. Sentiment: predominantly bullish (45%). 564 total trade ideas tracked. Past 7 days: 9 bullish, 8 watch. Latest voices: thebigberbowski, liwei_twcapital, pepinveststocks.