Penguin Solutions

Q3 FY2026 EarningsFY26 Q3 results significantly beat consensus across all key metrics: revenue of $478.7M exceeded expectations by 13.6%, driven by the Integrated Memory segment which saw sales more than double YoY. Non-GAAP diluted EPS of $0.84 outperformed the $0.56 mean estimate by 49.3%. Management aggressively raised FY26 full-year guidance for both revenue and EPS, citing persistent AI-driven demand for memory and infrastructure platforms.