Jim Cramer: This Tech Stock ‘Sells At A Low Multiple'

On CNBC's “Mad Money Lightning Round,” Jim Cramer said Penguin Solutions, Inc. (NASDAQ:PENG) “sells at a low multiple, and I don't mind a low-multiple tech stock because they tend not to get hurt as much as the others.”

Benzinga • Oct 28, 2026

Undercovered Dozen: Western Digital, Penguin Solutions, Millrose Properties And More

The Undercovered Dozen spotlights 12 lesser-followed stocks featured on Seeking Alpha from Oct. 10 to Oct. 16. This curated series aims to surface overlooked investment ideas and foster discussion among sophisticated investors. Readers are encouraged to engage, debate, and share additional undercovered stock ideas in the community.

Seeking Alpha • Oct 22, 2026

Missed Out On Micron and Sandisk? Make Sure You Don't Miss Out On This Memory Stock.

Penguin Solutions' memory segment more than doubled year over year, and six new customers suggest that the growth can continue. The company's CXL products address the memory wall, AI's next big bottleneck.

The Motley Fool • Oct 17, 2026

Wall Street Analysts Predict a 26.69% Upside in Penguin Solutions, Inc. (PENG): Here's What You Should Know

The consensus price target hints at a 26.7% upside potential for Penguin Solutions, Inc. (PENG). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.

Zacks Investment Research • Oct 15, 2026

Jim Cramer Skips IREN: ‘The Only One That I Trust' Is a Different Neocloud

On CNBC's “Mad Money Lightning Round,” Jim Cramer recommended holding on to Element Solutions Inc (NYSE:ESI).

Benzinga • Oct 14, 2026

The Memory Bottleneck Made Investors Rich For 3 Years, Now CXL Looks like The Next Play

DRAM prices have surged nearly fivefold in some markets, and Micron's CEO expects conditions to get even tighter through 2028.

24/7 Wall Street • Oct 13, 2026

Penguin Solutions: A Sell On Memory Cycle Peak And Cash Flow Uncertainty

Penguin Solutions beat Q4 expectations, but cash flows were weak, and the memory cycle may be topping. PENG's core advanced computing and LED divisions declined in FY'26, while memory sales—highly cyclical and low-margin—drove recent results. Cash flow sharply deteriorated in Q4, with $163M burn and mounting inventories, raising risk if AI demand slows.

Seeking Alpha • Oct 13, 2026

Surging Earnings Estimates Signal Upside for Penguin Solutions, Inc. (PENG) Stock

Penguin Solutions, Inc. (PENG) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

Zacks Investment Research • Oct 12, 2026

Penguin Solutions Reports Inducement Grants Under Nasdaq Listing Rule 5635(c)(4)

FREMONT, Calif.--(BUSINESS WIRE)---- $PENG #AI--Penguin Solutions announced the grant of inducement equity awards to SVP & CFO, Stephen Cumming, with his employment with the Company on Oct 6, 2026.

Business Wire • Oct 12, 2026

Penguin Solutions: Explosive AI Growth At A Surprisingly Low Valuation

Penguin Solutions is rated Buy, driven by strong AI data center and memory segment growth, with a forward P/E of 15.9x for FY2027. FY2026 revenue rose 68% to $567M in Q4 and 26% for the year, but growth is heavily reliant on cyclical memory activities. Advanced Computing and software initiatives like ClusterWareAI are expanding, with long-term contracts and new AI infrastructure customers supporting future growth.

Seeking Alpha • Oct 12, 2026