PENG Penguin Solutions, Inc.

NEUTRAL Impact: 3/10 Insider Cluster (3 insiders)
Horizon days Filed May 8, 2026 Processed 1mo ago
Insider cluster: 3 insiders, $1.1M total
Latest settled — T+20d
PENG ▲ +35.34% at T+20d
NEUTRAL call ✓ call won +35.34% · α vs SPY +35.31% · entry $44.23 → $59.86
Next anchor: T+60d in 7w
Last close $64.13 (close Jun 12) · +44.99% from $44.23 entry
Entry anchored
May 7, 03:59 PM ET
via Databento tick
T+1d
-1.56%
call -1.56% · α -1.79%
$43.54
settled 5w ago
T+5d
+11.78%
call +11.78% · α +10.32%
$49.44
settled 5w ago
T+20d
+35.34%
call +35.34% · α +35.31%
$59.86
settled 10d ago
T+60d
call — · α —
in 7w

Price Chart

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Executive Summary

Three insiders at Penguin Solutions sold a total of $1.14M in open-market sales over a 7-day window, with two directors selling near $45/share. The cluster is 100% sells with no buys, but the total value is only ~0.05% of the $2.2B market cap, making it trivial in proportion. The sales lack a clear catalyst and are likely routine diversification or tax-related, not a bearish signal.

Key Financial Metrics

Direction
selling
Total Value
$1.1M
Insiders
3

Actionable Insight

The cluster is too small relative to market cap to warrant a bearish read. Monitor for any upcoming earnings or material news that could explain the timing, but treat this as routine portfolio management. The absence of any insider buys reinforces that insiders are not signaling conviction.

Key Facts

  • Three insiders sold a total of $1.14M in open-market sales over 7 days.
  • Two directors (Nayyar and Straub) sold $581K and $360K respectively near $45/share.
  • SVP Clark Gates sold $200K at $39.99 on May 8.
  • Total sales represent ~0.05% of PENG's $2.2B market cap — trivial.
  • No insider purchases were reported in the cluster.
  • Recent 30-day insider activity shows 9 sells totaling $2.0M, consistent with routine selling pattern.

Financial Impact

Total insider sales of $1.14M, representing ~0.05% of market cap — immaterial.

insider holdingsfloat

Risk Factors

  • If a material adverse event surfaces (e.g., earnings miss, guidance cut), these sales could be viewed as informed selling in hindsight.
  • Continued selling by multiple directors could erode confidence if it accelerates beyond 0.1% of market cap per month.

Market Snapshot

Exchange
Nasdaq
Sector
Semiconductors & Related Devices
Analyst Consensus
85% bullish (13 analysts)

Documents Analyzed

This report is based on 1 SEC document filed with EDGAR.

DocumentAccession Number
CLUSTER Data (Synthetic)cluster-PENG-1778708907828
9 reports for PENG
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for PENG — sortable, filterable
Type Now
Jun 11, 2026
3d ago
Institutional Cluster
NEUTRAL ★ 3/10
$57.00 awaiting T+1awaiting T+1$64.13 (+12.51%)
Jun 2, 2026
12d ago
Insider Cluster
NEUTRAL ★ 2/10
$71.41 $71.16▼ −0.35%▼ −0.75%$64.13 (−10.19%)
May 20, 2026
25d ago
3
NEUTRAL ★ 2/10
$48.81 $53.21▲ +9.01%▲ +8.57%$64.13 (+31.39%)
May 18, 2026
27d ago
Insider Cluster
NEUTRAL ★ 3/10
$48.81 $53.21▲ +9.01%▲ +8.57%$64.13 (+31.39%)
May 8, 2026
5w ago
Insider Cluster
NEUTRAL ★ 3/10
$44.23 $43.54▼ −1.56%▼ −1.79%$64.13 (+44.99%)
Apr 22, 2026
7w ago
Insider Cluster
NEUTRAL ★ 2/10
$27.58 $27.61▲ +0.11%▲ +0.50%$64.13 (+132.52%)
Apr 16, 2026
8w ago
Insider Cluster
BEARISH ★ 5/10
$26.09 $26.74▼ −2.49%▼ −1.28%$64.13 (−145.80%)
Apr 1, 2026
10w ago
8-K
BULLISH ★ 8/10
$20.69 $20.27▼ −2.03%▼ −2.51%$64.13 (+209.96%)
Feb 24, 2026
15w ago
Insider Cluster
NEUTRAL ★ 4/10
$20.23 $20.68▲ +2.22%▲ +1.39%$64.13 (+217.00%)
Showing 9 of 9

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