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Market Cap 1.33B P/E - EPS this Y -49.20% Ern Qtrly Grth -
Income 45.06M Forward P/E 11.79 EPS next Y 50.00% 50D Avg Chg 4.00%
Sales 1.18B PEG -0.89 EPS past 5Y 11.66% 200D Avg Chg 43.00%
Dividend N/A Price/Book 4.15 EPS next 5Y -18.56% 52W High Chg -12.00%
Recommedations 1.70 Quick Ratio 1.94 Shares Outstanding 52.91M 52W Low Chg 120.00%
Insider Own 2.07% ROA 1.44% Shares Float 51.42M Beta 1.67
Inst Own 108.41% ROE 12.60% Shares Shorted/Prior 5.60M/5.91M Price 26.53
Gross Margin 29.77% Profit Margin -14.35% Avg. Volume 904,598 Target Price 32.25
Oper. Margin 4.11% Earnings Date Oct 15 Volume 449,548 Change -1.38%
About SMART Global Holdings, Inc.

SMART Global Holdings, Inc., a memory-focused company, engages in the designing and development of enterprise solutions in the United States, China, Europe, and internationally. It operates through Memory Solutions, Intelligent Platform Solutions, and LED Solutions segments. The company offers dynamic random access memory modules, solid-state and flash storage, and other advanced memory solutions for networking and telecom, data analytics, artificial intelligence and machine learning applications; and supply chain services including procurement, logistics, inventory management, temporary warehousing, programming, kitting, and packaging services. It also provides Penguin Computing that focus on technical computing for core and cloud environments through HPC and AI solutions; and Penguin Edge, an edge computing solution for embedded and wireless applications including high-performance products for government, health care, industrial, and telecommunications applications. In addition, the company offers Stratus, which provides simplified, protected, and autonomous fault tolerant computing solutions in the data center and at the Edge through hardware and software services; and leading-edge solutions to education, energy, financial services, government, hyperscale, and manufacturing markets. Further, it provides LED-based products comprising blue and green LED chips based on gallium nitride, and related materials under Cree LED brand; and surface mount devices under the Cree LED XLamp and J Series brand. The company sells its products directly to original equipment manufacturers, enterprise, government and other end customers through direct sales force, e-commerce, customer service representatives, on-site field application engineers, independent sales representatives, distributors, integrators, and resellers. SMART Global Holdings, Inc. was founded in 1988 and is headquartered in Milpitas, California.

SMART Global Holdings, Inc. News
10/31/24 Penguin Solutions Releases 2023 Environmental, Social, and Governance Report
10/27/24 Navigating the AI Gauntlet: Penguin Solutions Faces Business Risks Amidst Evolving Landscape
10/16/24 Smart Global is now Penguin Solutions. CEO explains why.
10/16/24 Pleasing Signs As A Number Of Insiders Buy Penguin Solutions Stock
10/16/24 SMART Global Holdings Inc (SGH) Q4 2024 Earnings Call Highlights: Steady Growth Amid Strategic ...
10/15/24 SMART (NASDAQ:SGH) Misses Q3 Analysts’ Revenue Estimates
10/14/24 SMART (SGH) To Report Earnings Tomorrow: Here Is What To Expect
10/08/24 Cree LED Partners with IDC Componentes and Ilumiled to Brighten Downtown Querétaro Mexico
10/01/24 Processors and Graphics Chips Stocks Q2 Highlights: SMART (NASDAQ:SGH)
09/25/24 SMART Global Holdings, Inc. (SGH): Short Seller Sentiment Is Bearish On This Affordable Tech Stock
09/24/24 SGH Announces Fourth Quarter and Full Year Fiscal 2024 Financial Conference Call
09/17/24 SMART Modular Technologies Introduces Flash Memory Drives with SEU Mitigation for Remote Applications
09/17/24 Q2 Earnings Review: Processors and Graphics Chips Stocks Led by Nvidia (NASDAQ:NVDA)
09/10/24 Stratus Releases Linux-based Virtualization for ftServer Platforms
08/29/24 A Note On SMART Global Holdings, Inc.'s (NASDAQ:SGH) ROE and Debt To Equity
07:42 AM Implied Volatility Surging for SMART Global (SGH) Stock Options
08/13/24 SMART Modular Technologies Introduces DDR5 RDIMMs with Conformal Coating for Liquid Immersion Servers
08/02/24 SMART Global Holdings Prices $175 Million Offering
08/01/24 SMART Global Holdings Announces Pricing of Upsized Private Offering of $175.0 Million Convertible Notes
08/01/24 Cree LED Delivers 20% Efficiency Increase for XLamp XE-G LEDs
SGH Chatroom

User Image NakedDayTrader4 Posted - 10 hours ago

$SGH catching a bid. Anyone know if NVda mentioned them? Seems unusual this would gap up in a red market with future down a good amount

User Image RT69 Posted - 1 week ago

$SGH I need this to reach at least $25 in the next few months! PLEASE!!!!!

User Image Equitymonster83 Posted - 10/29/24

$SGH why is this stock not showing up on IBKR and other brokers?

User Image RT69 Posted - 10/28/24

$SGH Please hurry and go up another $10 at least!

User Image Awiz2 Posted - 10/23/24

$SGH I see no reason to take my shorts off at this point. I think the board needs to review Mark Adams and his goals. With the data center build out happening at such a rapid pace he should not be comfortable with low dbl digit growth should be much much higher!

User Image Awiz2 Posted - 10/22/24

$SGH Were going to $10

User Image RT69 Posted - 10/22/24

$SGH This was a MUST BUY back in MarcH between $23-25!! Need to buy, according to James Altucher. This stock has tanked, since and changed their name! WTF!

User Image arribaStocktrading Posted - 1 month ago

$SGH This stock is driven by its earnings more than anything. When they start beating estimates, the stock will go up.

User Image RT69 Posted - 1 month ago

$SGH Where does the stock price go from here, based on missing earnings and name change?

User Image inphatec1 Posted - 1 month ago

$SGH Ender

User Image tradingtwenty Posted - 1 month ago

Top 5 oversold stocks that have trended in the past 24 hours: $SVCO 14.00🔥 $ADTX 14.93 $LRN 15.91 $PIXY 24.13 $SGH 25.82 Values range from 0 to 100, where 30 or below is oversold and 70 or above overbought. Link: https://tradingtwenty.com/dashboard/trending/past

User Image Kornie7 Posted - 1 month ago

$SGH this switch business??

User Image albo1480 Posted - 1 month ago

$SGH = PENG penguin solutions

User Image inphatec1 Posted - 1 month ago

$SGH Starter

User Image Awiz2 Posted - 1 month ago

$SGH you shouldnt listen to James Altucher and those other clowns Jim Rickards et al. They pose as buy side analysts but are sell side shills. Wait three days and short anything they rec. and you will make more money. Doug Hill ruined his reputation assoc with those clowns. That being said I think this puts in a bottom soon then its a waiting game

User Image Ilikebu11s Posted - 1 month ago

$SGH this is quite the dump, anybody got a buy zone?

User Image LunkerInvesting Posted - 1 month ago

$SGH might be a bounce from the post market but not sure if it’s time to go long

User Image G101SPM Posted - 1 month ago

$SGH /$PENG Holds long position For your consideration: Needham lowers their PENG tgt to $25 from $35. Analyst Nick Doyle noted, "Penguin (formerly known as SMART Global) missed the quarter and initial FY25 guidance comes in below the Street. IPS push-outs are responsible for the 4Q24 miss, but the key segment should still drive solid top-and-bottom-line growth through FY26. Although our estimates come down, management is clearly steering the ship in the right direction. OM expansion is set to continue, IPS's new gaming win shows further customer-type expansion, and memory is turning the corner (with a CXL kicker). Investors may frown on the lowered pace of growth, but waddling is the most efficient way for Penguins to move. For both FY25 and FY26 estimates, we took off $50MM in revenue, trimmed 50bps off GM and tweaked OpEx lower. Our PT moves to $25, based on 12x our lowered FY26 EPS estimate of $2.05. Trading <9x our FY26 number, we see solid risk-reward."

User Image Awiz2 Posted - 1 month ago

$SGH Gotta get rid of Mark ADAMS he sucks!

User Image Awiz2 Posted - 1 month ago

$SGH I listened to the call. Mark Adams was terrible. He needs to paint some future. He only talks the facts on the numbers which are backward looking. He needs to be more like Jensen Wong and paint a vision of the future and sell the stock.Or like Larry Ellison who in the matter of three weeks made everyone know Oracle was a dominant player in the Data center space, who would have guessed? Ellison SOLD IT.There are the same number of watchers here for the last two years. Cmon Mark wake the fk up!

User Image G101SPM Posted - 1 month ago

note: $PENG was $SGH

User Image RT69 Posted - 1 month ago

$SGH I’m bullshit! James Altucher said, back in March that you need to buy this stock, before it goes up! The price was between $23-26! It’s done shit so far and now it’s down to $17!!! When will this reach $30-35, so I can sell and get out???

User Image mycal1998 Posted - 1 month ago

$SGH aka $PENG - thinking it’s going to open at $17 and bleed to $13 just like last october Ticker switch to me was bearish and bought $17.50 strikes yesterday at $0.30

User Image G101SPM Posted - 1 month ago

CORRECTION $SGH now $PENG $17.02 bid. DAC (dollar average cost) (7) $18.53 last $16.00 (10.15.24). EXIT $19.50 on compromised *SPM tag. * Dropped 1967 bits to SPM 86.04 tag from SPM 88.01 tag. note: To date the worst SPM tag performance when the SPM tag is over SPM 88.00 in the last 2500 suggests.

User Image G101SPM Posted - 1 month ago

$SGH now $PENG $16.20. DAC (dollar average cost) (6) $18.26 last $16.00 (10.15.24). CHANGE EXIT TO $24.00 FROM $35.00 on lesser SPM tag value. UPDATE: Reports Q4 (Aug) earnings of $0.37 per share, $0.03 worse than consensus of $0.40; revenues fell 1.8% year/year to $311.1 mln vs the $325 mln. Co issues guidance for FY25, sees EPS of $1.50-$1.90, +/- $0.20 vs. $1.92 ; FY25 revs growth of 15%, +/- 5%, equating to revenue of approximately $1.289-$1.405 bln vs. $1.4 bln.

User Image slimfalyfe Posted - 1 month ago

tomorrow is set up nice with $UAL $SGH $IBKR $NISN $JBHT reporting adter hours !

User Image Stocktwits Posted - 1 month ago

🚨 Earnings After the Bell 🚨 ▪ $UAL$SGH$IBKR$JBHT Are you trading any of these? Tune into their earnings calls on Stocktwits! Just head to the ticker page to listen in 🎧✅

User Image G101SPM Posted - 1 month ago

$SGH / $PENG $20.52 ask. BUY/3X ADD TO LONG POSITION carries SPM 88.01 tag to $35.00 in near term. Earning due after the close - SPM tag suggests major upside surprise.

User Image G101SPM Posted - 1 month ago

UPDATE AS TO NAME CHANGE Penguin Solutions, Inc. (Penguin Solutions, Nasdaq: $PENG) today announced the completion of its brand transition from $SGH - SMART Global Holdings, Inc., into a robust end-to-end infrastructure solution provider. Building on a 25-year history of delivering high-performance computing (HPC) solutions, the new Penguin Solutions designs, builds, deploys, and manages next-generation enterprise infrastructure for AI and beyond. $PENG 20.65 bid. DAC (dollar average cost) $20.56. CHANGE EXIT TO $35.00 from $25.00. ^^ HEAD'S UP AS TO MAJOR BUY PRIOR TO EARNINGS -EB10.15

User Image Ilikebu11s Posted - 1 month ago

$SGH this now trades under ticker PENG

Analyst Ratings
Stifel Buy Jul 17, 24
Needham Buy Jul 17, 24
Barclays Overweight Jul 10, 24
Needham Buy Jul 10, 24
Stifel Buy Jul 3, 24
Rosenblatt Buy Jul 3, 24
Rosenblatt Buy Jun 27, 24
Needham Buy May 7, 24
Needham Buy Apr 22, 24
Insider Trades Relationship Date Transactions Cost($) #Shares Value($) #Share Own SEC Form 4
Clark Joseph Gates President, LED Solut.. President, LED Solutions Jan 24 Sell 22.3623 2,403 53,737 95,895 01/25/24
Pacheco Jack A EVP, COO, Pres, Mem.. EVP, COO, Pres, Mem Solutions Jan 20 Sell 22.86 2,500 57,150 220,007 01/23/24
Pacheco Jack A EVP, COO, Pres, Mem.. EVP, COO, Pres, Mem Solutions Jan 20 Option 9.2 2,500 23,000 222,507 01/23/24
Clark Joseph Gates President, LED Solut.. President, LED Solutions Nov 06 Sell 15 2,519 37,785 100,938 11/08/23
Rizvi Ken SVP and CFO SVP and CFO Oct 23 Buy 13.5652 1,800 24,417 165,883 10/25/23
Pacheco Jack A EVP, COO, Pres, Mem.. EVP, COO, Pres, Mem Solutions Sep 20 Sell 23.37 2,500 58,425 202,375 09/22/23
Pacheco Jack A EVP, COO, Pres, Mem.. EVP, COO, Pres, Mem Solutions Sep 20 Option 9.2 2,500 23,000 204,875 09/22/23
Pacheco Jack A EVP, COO, Pres, Mem.. EVP, COO, Pres, Mem Solutions Aug 21 Sell 23.57 2,500 58,925 202,375 08/23/23
Pacheco Jack A EVP, COO, Pres, Mem.. EVP, COO, Pres, Mem Solutions Aug 21 Option 9.2 2,500 23,000 204,875 08/23/23
NAYYAR SANDEEP Director Director Jul 27 Sell 26.5966 9,672 257,242 20,165 07/31/23
Clark Joseph Gates President, LED Solut.. President, LED Solutions Jul 25 Sell 26.0235 2,519 65,553 88,156 07/27/23
Pacheco Jack A EVP, COO, Pres, Mem.. EVP, COO, Pres, Mem Solutions Jul 20 Sell 25.48 7,500 191,100 202,375 07/24/23
Pacheco Jack A EVP, COO, Pres, Mem.. EVP, COO, Pres, Mem Solutions Jul 20 Option 9.99 7,500 74,925 209,875 07/24/23
Clark Joseph Gates President, LED Solut.. President, LED Solutions Jul 17 Sell 27.3589 2,519 68,917 92,754 07/19/23
Adams Mark President and CEO President and CEO Jul 05 Option 13.5 343,750 4,640,625 1,158,795 07/07/23
NAYYAR SANDEEP Director Director Jul 05 Sell 27.43 12,356 338,925 29,837 07/07/23
Pacheco Jack A EVP, COO, Pres, Mem.. EVP, COO, Pres, Mem Solutions Jun 20 Option 9.99 7,500 74,925 213,011 06/22/23
Pacheco Jack A EVP, COO, Pres, Mem.. EVP, COO, Pres, Mem Solutions Jun 20 Sell 27 7,500 202,500 205,511 06/22/23
Pacheco Jack A EVP, COO, Pres, Mem.. EVP, COO, Pres, Mem Solutions May 19 Sell 20 7,500 150,000 205,511 05/23/23
Pacheco Jack A EVP, COO, Pres, Mem.. EVP, COO, Pres, Mem Solutions May 19 Option 9.2 7,500 69,000 208,011 05/23/23
Pellegrino Thierry SVP, Pres, IPS SVP, Pres, IPS Apr 20 Sell 15.98 2,764 44,169 74,951 04/24/23
HERSCHER PENNY Director Director Jan 31 Sell 16.67 900 15,003 1,348 02/02/23
Pellegrino Thierry SVP, Pres, IPS SVP, Pres, IPS Jan 20 Sell 16.62 2,764 45,938 80,167 01/24/23
HERSCHER PENNY Director Director Oct 03 Sell 16.11 2,156 34,733 5,484 10/05/22
Rizvi Ken SVP and CFO SVP and CFO Jul 26 Buy 17.85 4,250 75,862 125,348 07/28/22
Adams Mark President and CEO President and CEO Jul 26 Buy 18.098 10,000 180,980 915,255 07/28/22
Demby Claude SVP, Pres, LED Solut.. SVP, Pres, LED Solutions Apr 22 Sell 23.9327 27,365 654,918 164,500 04/26/22
Pacheco Jack A EVP, COO, Pres, Mem.. EVP, COO, Pres, Mem Solutions Jan 20 Sell 61.06 2,602 158,878 103,533 01/24/22
Adams Mark President and CEO President and CEO Jan 20 Sell 59.8337 7,223 432,179 466,572 01/24/22
SHAH AJAY Director Director Oct 29 Sell 53.79 25,000 1,344,750 222,513 11/02/21
SHAH AJAY Director Director Oct 26 Sell 51.7 100,000 5,170,000 247,513 10/28/21
PATEL MUKESH Director Director Oct 14 Sell 52.53 96,959 5,093,256 59,653 10/18/21
Pacheco Jack A EVP, COO, Pres SMART.. EVP, COO, Pres SMART Mem Aug 24 Sell 42.31 7,500 317,325 90,409 08/24/21
Pacheco Jack A EVP, COO, Pres SMART.. EVP, COO, Pres SMART Mem Aug 24 Option 21.55 7,500 161,625 97,909 08/24/21