美国银行指出，Penguin Solutions有望成为代理式人工智能热潮的主要受益者，其股价有望实现显著上涨。
Penguin Solutions is poised to be a beneficiary of the agentic artificial intelligence boom, driving considerable upside to its shares, according to Bank of America.
该行开始对这家人工智能基础设施公司进行跟踪研究，并给出了‘买入’评级。
The bank initiated coverage of the AI infrastructure stock with a buy rating.
同时，该行设定的股价目标为100美元，这意味着较周四收盘价还有40%的上涨空间。上周五，该公司股价上涨了近2%。
It also put a $100 price target on shares, suggesting 40% upside from Thursday's close. Shares rose nearly 2% in Friday trading.
分析师Wamsi Mohan在给客户的报告中称：‘在代理式人工智能时代，凭借在安装和管理大型GPU与中央处理器集群方面的专业经验，我们认为该公司将成为关键受益者。’
"In the age of agentic AI, we see the company as a key beneficiary with the domain expertise of installing and managing the performance of large AI clusters of [graphics processing units (GPUs)] and [central processing unit]," analyst Wamsi Mohan said Friday in a note to clients.
他还指出，未来股价上涨的动力还包括：持续到2028年的内存需求增长、代理式人工智能带来的需求提升、利润率的改善，以及该公司缩短推理应用中首个响应生成时间的独特能力。
"We see upside … driven by a sustained memory cycle (through 2028), growing traction in demand driven by agentic AI, improving margins and Penguin's unique ability to lower the time to first token in Inference applications."
此外，该公司在设计、搭建及管理高性能计算解决方案方面拥有数十年经验，这些优势使其在同行中具备明显竞争力；其提升GPU集群性能的能力也将进一步带动股价上涨。
The analyst added that the firm has several advantages over its competitors, including its decades of experience designing, building and managing high-performance computing solutions. The company also has an edge on its peers because of its ability to improve the performance of GPU clusters, which should give its stock an additional boost, per Mohan.
美国银行的这一判断与华尔街的普遍预期相符：据LSEG数据显示，在跟踪研究Penguin Solutions的8位分析师中，有7位给出了‘买入’或‘强力买入’的评级。今年以来，该公司股价已累计上涨266%。
Bank of America's call falls in line with consensus on Wall Street. Of the eight analysts covering Penguin Solutions, seven have a buy or strong buy rating on the stock, LSEG data shows. Shares have jumped 266% year to date.