Penguin Solutions Inc Stock Price, News & Analysis

Cree LED (Nasdaq:PENG) and SANlight announced a partnership for SANlight's new STIXX-Series luminaires to use Cree LED’s J Series products for horticulture lighting.

The STIXX fixtures offer a slim modular design, module efficiency up to 3.1 μmol/J, LM-80 backed TM-21 lifetimes exceeding 53,000 hours, advanced secondary optics, and an IP68 rating for dust and water resistance. Units are suited for toplight, undercanopy, and vertical farming and will be demonstrated at MJBizCon, Dec 2–5, 2025 in Las Vegas.

Penguin Solutions (Nasdaq: PENG) will support NVIDIA DGX B300 and RTX PRO 6000 GPUs across its OriginAI portfolio, with general availability scheduled for early 2026. DGX B300 offers up to 72 petaFLOPs training and 144 petaFLOPs inference; RTX PRO 6000 provides 96 GB GDDR7 on a dual-slot PCIe Gen 5 card to reduce space and power. OriginAI delivers pre-validated cluster architectures (1/4-pod to >90 pods) supporting deployments from 64 to 24,000 GPUs, combines ICE ClusterWare software (new multi-tenancy, anomaly detection, auto-remediation), and uses in-factory burn-in to confirm production readiness.

Penguin Solutions (SGH) announced ICE ClusterWare 13.0, a cluster management release focused on sustaining peak AI/HPC performance and secure multi-tenant provisioning. Key capabilities include patent-pending anomaly detection and auto-remediation that isolates underperforming nodes in real time, and an optional network-isolated multi-tenancy feature that creates dedicated subclusters for departments, GPUaaS customers, or projects.

General availability is scheduled for December 2, 2025, and a webinar is set for December 17, 2025 at 10:00 a.m. PST. The release targets enterprises, cloud providers, hyperscalers, research institutes, and agencies needing secure, predictable AI infrastructure.

Penguin Solutions (NASDAQ: PENG) will exhibit at Supercomputing 25 (SC25) in St. Louis from Nov 16–21, 2025, with booth #1326 and demonstrations Nov 17–20 at America’s Center.

Penguin will present AI infrastructure technologies including OriginAI AI factory solution, ICE ClusterWare cluster management, SMART modular CXL memory, managed services, and cluster integrity assessments. The company will highlight its partnership with SK Telecom on Haein (1,000+ NVIDIA Blackwell GPUs).

Activities include product demos, speaking engagements, partner booths, and conservation outreach at the booth.

Penguin Solutions (Nasdaq:SGH) announced general availability of Oracle Linux on its Stratus ztC Endurance fault-tolerant platform, enabling customers to run Oracle Database applications including Oracle e-Business with seven nines (99.99999%) reliability — quoted as ≤ 3.15 seconds of unplanned downtime per year. The company says the integration simplifies high-availability database deployments by avoiding complex cluster stacks, reducing networking and license overhead, and consolidating workloads on a single resilient appliance.

Support for Oracle Linux on Stratus ztC Endurance is scheduled to be available in November 2025; Penguin Solutions offers configuration and implementation guidance for customers in industries such as energy, financial services, retail, telecommunications, and government.

Penguin Solutions (Nasdaq: PENG) reported fiscal 2025 results with net sales of $1.37B, up 17% year‑over‑year, GAAP diluted EPS of $0.28 versus $(0.85) year‑ago, and non‑GAAP diluted EPS of $1.90, up 53%.

Q4 net sales were $338M (+9% YoY), GAAP gross margin 28.6% and non‑GAAP gross margin 30.9%. The company authorized a $75M common stock repurchase on Oct 6, 2025 (total authorizations $225M). Fiscal 2026 outlook targets ~6% sales growth and non‑GAAP EPS of $2.00 ±$0.25.

Cree LED, a Penguin Solutions brand (Nasdaq: PENG), has announced a settlement with ADJ Products, LLC regarding a patent infringement dispute. The agreement includes granting ADJ a limited license to specific Cree LED patents related to LED display components.

As a U.S.-based industry leader, Cree LED emphasizes its commitment to protecting intellectual property rights and monitoring the global market for unauthorized use of its patented technologies. The company's vigilance extends across the entire value chain to ensure the protection of its innovations and maintain customer confidence in its solutions.

Penguin Solutions (NASDAQ: PENG) has scheduled its fourth quarter and full year fiscal 2025 earnings conference call for October 7, 2025, at 1:30 p.m. PT / 4:30 p.m. ET. The company will release its financial results before the conference call.

Investors can access the live webcast through the PENG Q4 FY25 Earnings Call Webcast link or join via phone using the following numbers: +1-833-470-1428 (domestic) or +1-646-844-6383 (international) with access code 561265. A replay will be available on the company's IR website for one year and via phone for one week.