Rosenblatt lifts target for Penguin Solutions stock to USD 100.00

Published on 10/17/2026 at 22:46 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Fiscal 2026 revenue hit USD 1.73 billion, up 26.00 percent. Penguin Solutions stock costs USD 57.10 on October 16, 2026, down 7.69 percent on Nasdaq.

Analyst valuation and market position

Rosenblatt Securities raised its Penguin Solutions target from USD 80.00 to USD 100.00 on October 7, 2026.
Fiscal 2026 revenue reached USD 1.73 billion, up 26.00 percent from fiscal 2025.
Penguin Solutions stock was last at USD 57.10 on October 16, 2026 at 4:00 p.m. ET, down 7.69 percent on Nasdaq.
Penguin Solutions carried a price-to-earnings ratio of 22.08 and a market capitalization of USD 2.9 billion on October 16, 2026.

PENG, US7069151055, Illustration mit AI erstellt.

Rosenblatt Securities raised its price target for Penguin Solutions stock from USD 80.00 to USD 100.00 on October 7, 2026, according to MarketBeat. The new target stands 75.13 percent above the latest Nasdaq price of USD 57.10.

Penguin Solutions was last at USD 57.10 on October 16, 2026 at 4:00 p.m. ET, down 7.69 percent from the Nasdaq prior close of USD 61.86. The quotation came with a day range of USD 56.90 to USD 61.54 and volume of 3,970,335 shares.

Fiscal 2026 delivered stronger growth

Revenue for fiscal 2026 was USD 1.73 billion, up 26.00 percent from USD 1.37 billion in fiscal 2025, according to Penguin Solutions. Fourth-quarter revenue reached USD 566.69 million, up 68.00 percent year over year, while GAAP diluted earnings per share rose to USD 1.29 from USD 0.11.

Price range and valuation

The latest Nasdaq price was 36.49 percent above the 52-week low of USD 16.04 and 36.46 percent below the 52-week high of USD 89.86. The price-to-earnings ratio was 22.08, and market capitalization was USD 2.9 billion on October 16, 2026.

Penguin Solutions provides memory and AI infrastructure for enterprises, sovereign AI projects, and neocloud providers. Its fiscal 2027 outlook calls for net sales growth of 40.00 percent, plus or minus 10.00 percentage points, and non-GAAP diluted earnings per share of USD 4.45, according to Penguin Solutions.

Comparison with peers

Penguin Solutions (Nasdaq, USD): minus 7.69 percent, price-to-earnings ratio 22.08, market capitalization USD 2.9 billion.

Advanced Micro Devices (Nasdaq, USD): minus 5.95 percent, price-to-earnings ratio 135.58, market capitalization USD 863.2 billion.

NVIDIA (Nasdaq, USD): minus 1.43 percent, price-to-earnings ratio 27.07, market capitalization USD 5,160.5 billion.

Investor perspective

The analyst target and the fiscal outlook point to a wide gap between expected operating growth and the latest market quotation. The central valuation question is whether projected AI infrastructure expansion can support the earnings assumptions behind the target.

The latest Nasdaq quotation was USD 57.10 on October 16, 2026 at 4:00 p.m. ET, down 7.69 percent on the session against the prior close of USD 61.86.