Quant Signals

Quant Signals

Share this post

Quant Signals
Quant Signals
PENG Earnings Signal (2025-07-08)

PENG Earnings Signal (2025-07-08)

Henry Zhang's avatar
Henry Zhang
Jul 08, 2025
∙ Paid

Share this post

Quant Signals
Quant Signals
PENG Earnings Signal (2025-07-08)
Share

Join our Discord channel for live trading signals and discussions:

PENG Earnings Analysis Summary (2025-07-08)

PENG Earnings Options Trading Plan

Company Overview

Company Name: Penguin Solutions, Inc. Current Price: $20.94 Market Value: $1,106,724,864 Earnings Date: 2025-07-09 Expected Move: ~$2.20, or ~10.5%

1. Historical Earnings Analysis

Recent Performance: Penguin Solutions has demonstrated a positive earnings trajectory with substantial revenue growth estimates of 28.3%. Their last earnings report was positively received ("top marks" in Q1). Earnings Directional Bias: There is a moderately bullish sentiment due to strong analyst coverage and recent positive news, specifically around strategic partnerships in AI infrastructure (e.g., agreement with CDW). IV Crush Patterns: Typically, earnings events lead to significant IV crush, impacting option premiums post-announcement.

2. Current Setup Evaluation

This post is for paid subscribers

Already a paid subscriber? Sign in
© 2025 Henry Zhang
Publisher Privacy ∙ Publisher Terms
Substack
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share