{
  "id": 15130113,
  "title": "Missed Out On Micron and Sandisk? Make Sure You Don't Miss Out On This Memory Stock.",
  "url": "https://urgent.news/2026/10/17/missed-out-on-micron-and-sandisk-make-sure-you-dont-miss-out-on-this",
  "topic": "finance",
  "section": "Finance & Markets",
  "published": "2026-10-17T05:30:00.000Z",
  "source": {
    "name": "Motley Fool",
    "slug": "motley-fool",
    "url": "https://www.fool.com/investing/2026/10/17/missed-out-on-micron-and-sandisk-make-sure-you-don/?source=iedfolrf0000001"
  },
  "original_language": "en",
  "account": "Investors who missed the boat on early memory chip pioneers like Micron and Sandisk may find an attractive alternative in Penguin Solutions (PENG). The company has been experiencing remarkable growth, with a 68% year-over-year increase in revenue during fiscal 2026's fourth quarter. This growth is primarily driven by its integrated memory segment, which saw a staggering 158% increase year-over-year. This segment sells DRAM modules and CXL memory modules, which are in high demand due to their role in addressing the \"memory wall\" bottleneck in AI data centers. Penguin Solutions CXL memory modules are particularly valuable, as they enable GPUs to access a memory pool, preventing AI chips from crashing or slowing down AI models. The company has won six new AI infrastructure data center customers in the fourth quarter of fiscal 2026, including four neocloud providers that are aggressively scaling out data centers to meet customer demands. This influx of new customers is expected to drive revenue growth in the coming quarters or years. Penguin Solutions' valuation is currently more reasonable than many of its AI-infrastructure peers, trading at a 12.5 forward P/E ratio. The company's net income surged by 888% year-over-year in fiscal 2026's fourth quarter, reaching $93 million. With eight consecutive EPS beats under its belt, Penguin Solutions appears well-positioned for continued growth.",
  "summary": "Micron and Sandisk crushed the market because of the memory boom, and Penguin Solutions may join them.",
  "key_points": [
    "Penguin Solutions revenue surged 68% YoY in Q4 2026.",
    "Integrated memory segment grew 158% YoY.",
    "Six new AI infrastructure customers added in Q4 2026."
  ],
  "editors_take": "Penguin Solutions is positioning itself as a vital infrastructure player by solving memory bottlenecks for AI data centers through high-demand CXL modules and a rapidly expanding neocloud customer base.",
  "illustration": null,
  "coverage": {
    "outlets": 2,
    "also_reported_by": [
      {
        "outlet": "Nasdaq Markets",
        "title": "Missed Out On Micron and Sandisk? Make Sure You Don't Miss Out On This Memory Stock.",
        "url": "https://urgent.news/2026/10/17/missed-out-on-micron-and-sandisk-make-sure-you-dont-miss-out-on-this-15137746",
        "published": "2026-10-17T05:50:00.000Z"
      }
    ]
  },
  "ai_generated": true,
  "disclaimer": "Summaries, key points and the editor’s take are written by software from other outlets’ reporting and may contain errors — always check the linked original."
}