Penguin Solutions: A Buy Opportunity Amid Short-Term Volatility and Long-Term AI Growth

The recent 15.52% plunge in Penguin Solutions' (NASDAQ:PENG) stock price, noted in a Sahm Capital note, has created a compelling entry point for investors willing to look beyond near-term headwinds. While delays in hardware orders from Meta Platforms (NASDAQ:META) have clouded short-term visibility, the company's robust earnings performance, expanding enterprise AI partnerships, and analyst optimism suggest this dip is a temporary setback, not a long-term threat.

Short-Term Pain, Long-Term Gain

Meta's hardware order delays have directly impacted Penguin's revenue guidance. Management now anticipates 6% fiscal 2026 revenue growth, below the 10% Street expectation, according to the Sahm Capital note, due to limited visibility into new hardware deployments tied to Meta's Regional Super Cluster (