---
title: "PENG Penguin Solutions"
canonical: "https://supercyclehq.com/stock/penguin-solutions"
type: "stock"
dataAsOf: "2026-11-02"
ticker: "PENG"
license: "Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset."
disclaimer: "Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI."
---

# Penguin Solutions (PENG)

Penguin Solutions helps organizations stand up and run AI infrastructure.

## AI Exposure Score

**72/100, Core.** Designing, deploying, and managing GPU clusters is Penguin's stated identity and main growth engine, reinforced by a strategic investment from SK Telecom. The thesis depends on enterprises continuing to outsource AI cluster buildout and operations, while legacy memory and LED lines dilute the exposure.

## Quote

| Field | Value |
| --- | --- |
| Price (EOD close) | $47.50 |
| Change 1d | -8.53% |
| Change 7d | -13.51% |
| Change 30d | -22.59% |
| Change 1y | +110.18% |
| 52-week high | $81.39 |
| 52-week low | $16.24 |
| Market cap | $2.4B |
| P/E | 18.27 |
| EPS | $2.60 |
| Next earnings | 2027-01-05 |

Quote as of 2026-11-02.

## Company

| Field | Value |
| --- | --- |
| Exchange | NASDAQ |
| Sector | Technology |
| Headquarters | Fremont, CA |
| CEO | Kash Shaikh |
| Employees | 2,800 |
| Website | https://www.penguinsolutions.com |
| Buildout layers | [Data Centers & Hardware](https://supercyclehq.com/category/data-centers), [Cloud & Hyperscalers](https://supercyclehq.com/category/cloud-infrastructure), [Memory & Storage](https://supercyclehq.com/category/memory-storage) |

## What the company does

Penguin Solutions helps organizations stand up and run AI infrastructure. Through its Penguin Computing unit it designs, builds, deploys, and manages large scale GPU and HPC clusters for enterprises, government labs, and cloud providers, earning revenue on hardware, integration, software, and managed services.

Its advanced computing segment includes OriginAI, a validated AI infrastructure offering, and ICE ClusterWare, its cluster management software. A second segment, SMART Modular, supplies specialty memory modules for servers and embedded systems, and a third sells LED products. SK Telecom holds a strategic investment in the company.

The company traces to SMART Modular Technologies, founded in 1988, and was renamed Penguin Solutions to reflect its AI infrastructure focus. Headquartered in Fremont, California, it employs about 2,900 people and trades on the NASDAQ.

## Role in the AI buildout

Penguin Solutions operates in the Data Centers layer and Cloud Infrastructure layer, doing the hard integration work between buying GPUs and running a production AI cluster: architecture, deployment, cluster software, and ongoing management. Enterprises that lack hyperscaler engineering teams hire Penguin to make thousands of GPUs work as one system. Its SMART Modular unit adds Memory & Storage layer exposure, supplying the specialty memory that servers and embedded systems rely on.

## FAQ

### What does Penguin Solutions do?

Penguin Solutions designs, builds, deploys, and manages AI and high performance computing infrastructure for enterprises, labs, and service providers. It also makes specialty memory modules through SMART Modular and sells LED products through a third segment.

### How is Penguin Solutions exposed to AI?

GPU cluster design, deployment, and management is Penguin's core identity and main growth engine. Supercycle rates it Core with an AI Exposure Score of 72 out of 100, with legacy memory and LED lines diluting the exposure.

### What are Penguin Solutions' main products?

Penguin Computing builds and manages GPU and HPC clusters, OriginAI packages validated AI infrastructure, and ICE ClusterWare handles cluster management. SMART Modular supplies specialty memory modules, and an LED segment rounds out the portfolio.

### Who leads Penguin Solutions?

Kash Shaikh serves as CEO of Penguin Solutions. The company is headquartered in Fremont, California, employs about 2,900 people, and traces its roots to SMART Modular Technologies, founded in 1988, before its rename to Penguin Solutions.

### Is PENG a pure play AI stock?

No, though it is close to one in spirit. Supercycle scores Penguin 72 out of 100, in the Core tier. AI cluster work drives the story, but specialty memory and LED products still make up a meaningful share of revenue.

---

Source: https://supercyclehq.com/stock/penguin-solutions. Data as of 2026-11-02. Prices are end-of-day closes, never live.

Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI.

Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset.