$PENG so let me get this straight... Penguin posted: -Record revenue of $478.7M, up 48% Y/Y and 40% Q/Q. -Integrated Memory revenue up to $275.1M, up 111% Y/Y. -GAAP op. income increased 417% Y/Y to $50.9M. -Non-GAAP operating margin reached 13.4% -Non-GAAP EPS rose 79% Y/Y to $0.84. -Added four new AI Infrastructure customers and became an NVIDIA AI Factory Specialized Partner. -FY2026 rev growth guidance was raised to 22%, from 12% while EPS guide rose to $2.60. and the market has forgotten this / selling it off due to the Barclays note? Seems like a big overreaction here.
View on X ↗