Is Penguin Solutions, Inc. (PENG) A Good Stock To Buy Now?
Is PENG a good stock to buy? We came across a bullish thesis on Penguin Solutions, Inc. on EAA Partners’s Substack. In this article, we will summarize the bulls’ thesis on PENG.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Ophir Asset Management Steven Ng And Andrew Mitchell | 1,613,169 | $28,391,774 | +34% | 3.31% |
| 2. | 23,000,000 | $23,071,300 | -24% | 1.66% | |
| 3. | Royce & Associates Chuck Royce | 980,749 | $17,261,182 | +19% | 0.17% |
| 4. | 15,000,000 | $15,038,090 | 0.21% | ||
| 5. | 10,500,000 | $10,487,400 | 0.34% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $18.79 | 10,000 | $187,896.00 | 29,640 | 2024-04-11 | Filing | |
| $13.57 | 1,800 | $24,417.36 | 165,883 | 2023-10-23 | Filing | |
| $17.85 | 4,250 | $75,862.50 | 125,348 | 2022-07-26 | Filing | |
| $18.10 | 10,000 | $180,980.00 | 915,255 | 2022-07-26 | Filing | |
| $25.99 | 2,417 | $62,819.76 | 9,820 | 2020-10-23 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $65.63 | 100 | $6,563.00 | 120,794 | 2026-06-15 | Filing | |
| $64.82 | 1,596 | $103,451.44 | 120,894 | 2026-06-15 | Filing | |
| $64.16 | 2,104 | $134,984.86 | 122,490 | 2026-06-15 | Filing | |
| $62.51 | 200 | $12,502.00 | 124,594 | 2026-06-15 | Filing | |
| $60.76 | 1,300 | $78,989.17 | 66,425 | 2026-06-01 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 7,722,394 | $135,914,134 | 0% | |
| 2. | 4,612,721 | $81,183,891 | 0% | |
| 3. | 3,988,140 | $70,191,264 | 0.01% | |
| 4. | 3,603,237 | $63,416,971 | 0% | |
| 5. | 3,223,299 | $56,730,062 | 0% |