[Unusual Movement Interpretation] PenguinSolutions Surges on September 17: Earnings Call Preview, AI Storage, and Lektra Partnership

1. On September 15, 2026, the company announced it will hold a conference call on October 6 to discuss its fourth quarter and full-year results for the period ended August 28, 2026. Relevant earnings press releases and investor presentation materials will be published prior to the meeting.
2. For the third quarter ended May 29, 2026, integrated memory revenue increased by 111.4% year-on-year to $275.1 million. Integrated memory and non-hyperscale AI infrastructure together accounted for 74% of the company’s net sales, up 104% year-on-year. The company expects integrated memory sales to grow by 90%-95% for fiscal year 2026, with preliminary estimates for total sales in fiscal year 2027 to grow by around 30%.
3. On September 9, 2026, the company announced it was selected by Lektra to deploy and optimize AI micro data centers, providing validated reference designs, AI-optimized computing equipment, and service support. Lektra currently has 8 sites, each with a capacity not exceeding 20 megawatts. Penguin Solutions primarily designs, builds, and manages AI data center infrastructure.

(Disclaimer: This content is generated by AI technology, summarizing publicly available information and is for reference only. It does not constitute investment advice.)