about smart modular technologies smart modular technologies is a global leader in specialty memory, storage and hybrid solutions serving the electronics industry for over 25 years. smart modular delivers solutions to a broad customer base, including oems that compete in the computing, networking, communications, storage, mobile and industrial markets. focused on providing extensive customer-specific design capabilities, technical support and value-added testing services, smart collaborates closely with their global oem customers throughout their design process and across multiple projects to create memory, storage and hybrid solutions for demanding applications with differentiated requirements. taking innovations from the design stage through manufacturing and supply, smart modular has developed a comprehensive product line comprised of dram, flash and hybrid memory technologies across various form factors. smart modular is part of the smart family of global companies. see http://www.s
![SMART Global logo](/files/LOGO/1616533-SGH.png)
Company profile
Ticker
SGH
Exchange
Website
CEO
Ajay Shah
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
SEC CIK
Corporate docs
Subsidiaries
Saleen Intermediate Holdings, Inc. • SMART Worldwide Holdings, Inc. • SMART Modular Technologies (Global), Inc. • SMART Modular Technologies (DH), Inc. • SMART Modular Technologies, Inc. • SMART Modular Technologies (DE), Inc. • SMART Modular Technologies Sdn. Bhd. • Penguin Computing, Inc. • Stratus Technologies Ireland Limited ...
SGH stock data
Latest filings (excl ownership)
DEFA14A
Additional proxy soliciting materials
17 Jul 24
DEF 14A
Definitive proxy
17 Jul 24
8-K
SGH Announces $200 Million Strategic Investment from SK Telecom to
15 Jul 24
10-Q
2024 Q3
Quarterly report
9 Jul 24
8-K
SGH Reports Third Quarter Fiscal 2024 Financial Results
9 Jul 24
8-K
SGH Appoints Nate Olmstead as SVP and Chief Financial Officer
26 Jun 24
8-K
SGH Announces CFO Transition Plan
14 May 24
S-8
Registration of securities for employees
9 Apr 24
S-8
Registration of securities for employees
9 Apr 24
10-Q
2024 Q2
Quarterly report
9 Apr 24
Transcripts
SGH
Earnings call transcript
2024 Q3
9 Jul 24
SGH
Earnings call transcript
2024 Q2
9 Apr 24
SGH
Earnings call transcript
2024 Q1
9 Jan 24
SGH
Earnings call transcript
2023 Q4
12 Oct 23
SGH
Earnings call transcript
2023 Q3
29 Jun 23
SGH
Earnings call transcript
2023 Q3
29 Jun 23
SGH
Earnings call transcript
2023 Q2
5 Apr 23
SGH
Earnings call transcript
2023 Q1
3 Jan 23
SGH
Earnings call transcript
2022 Q4
4 Oct 22
SGH
Earnings call transcript
2022 Q4
4 Oct 22
Latest ownership filings
144
Notice of proposed sale of securities
26 Jul 24
4
Joseph Gates Clark
26 Jul 24
144
Notice of proposed sale of securities
24 Jul 24
4
Jack A Pacheco
23 Jul 24
4
Anne Kuykendall
23 Jul 24
4
Joseph Gates Clark
23 Jul 24
4
Mark Adams
23 Jul 24
4
Joseph Gates Clark
12 Jul 24
144
Notice of proposed sale of securities
10 Jul 24
4
Nathan Olmstead
27 Jun 24
Financial summary
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Diluted EPS |
Annual (USD) | Aug 23 | Aug 22 | Aug 21 | Aug 20 | |
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Diluted EPS |
Cash burn rate (est.) | Burn method: Change in cash | Burn method: Operating income | Burn method: FCF (opex + capex) | Last Q | Avg 4Q | Last Q | Avg 4Q | Last Q | Avg 4Q |
---|---|---|---|---|---|---|
Cash on hand (at last report) | 453.79 mm | 453.79 mm | 453.79 mm | 453.79 mm | 453.79 mm | 453.79 mm |
Cash burn (monthly) | (no burn) | (no burn) | (no burn) | 1.44 mm | (no burn) | (no burn) |
Cash used (since last report) | n/a | n/a | n/a | 2.70 mm | n/a | n/a |
Cash remaining | n/a | n/a | n/a | 451.10 mm | n/a | n/a |
Runway (months of cash) | n/a | n/a | n/a | 312.2 | n/a | n/a |
Institutional ownership, Q1 2024
13F holders | Current |
---|---|
Total holders | 207 |
Opened positions | 187 |
Closed positions | 3 |
Increased positions | 5 |
Reduced positions | 7 |
13F shares | Current |
---|---|
Total value | 1.38 tn |
Total shares | 54.67 mm |
Total puts | 116.60 k |
Total calls | 200.20 k |
Total put/call ratio | 0.6 |
Largest owners | Shares | Value |
---|---|---|
BLK Blackrock | 8.42 mm | $221.72 bn |
Vanguard | 7.04 mm | $185.25 bn |
STT State Street | 3.65 mm | $96.08 bn |
Pacer Advisors | 2.71 mm | $71.42 bn |
FMR | 2.62 mm | $69.00 bn |
Alliancebernstein | 1.50 mm | $39.60 bn |
Dimensional Fund Advisors | 1.48 mm | $38.92 bn |
Crosslink Capital | 1.26 mm | $33.15 bn |
MS Morgan Stanley | 1.19 mm | $31.33 bn |
Geode Capital Management | 1.17 mm | $30.92 bn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
24 Jul 24 | Joseph Gates Clark | Ordinary Shares | Sell | Dispose S | No | Yes | 23.6665 | 2,527 | 59.81 k | 82,518 |
20 Jul 24 | Mark Adams | Ordinary Shares | Payment of exercise | Dispose F | No | No | 23.86 | 6,995 | 166.90 k | 852,970 |
20 Jul 24 | Mark Adams | Ordinary Shares | Payment of exercise | Dispose F | No | No | 23.86 | 14,254 | 340.10 k | 859,965 |
20 Jul 24 | Joseph Gates Clark | Ordinary Shares | Payment of exercise | Dispose F | No | No | 23.86 | 2,341 | 55.86 k | 85,045 |
20 Jul 24 | Anne Kuykendall | Ordinary Shares | Payment of exercise | Dispose F | No | No | 23.86 | 2,050 | 48.91 k | 73,141 |
20 Jul 24 | Pacheco Jack A | Ordinary Shares | Payment of exercise | Dispose F | No | No | 23.86 | 4,055 | 96.75 k | 211,896 |
News
9 Analysts Have This To Say About SMART Glb Hldgs
17 Jul 24
Stifel Maintains Buy on SMART Glb Hldgs, Raises Price Target to $32
17 Jul 24
Needham Maintains Buy on SMART Glb Hldgs, Raises Price Target to $35
17 Jul 24
SMART Global Says SK Telecom Is Making $200M Preferred Equity Investment
15 Jul 24
Moderna, Regeneron Pharmaceuticals And 2 Other Stocks Insiders Are Selling
15 Jul 24
Press releases
SGH to Become Penguin Solutions
16 Jul 24
SGH Announces $200 Million Strategic Investment from SK Telecom to Advance End-to-End AI Infrastructure Solutions
15 Jul 24
Penguin Solutions Selected as the Managed Services Partner for Voltage Park's NVIDIA Clusters
11 Jul 24
SGH Reports Third Quarter Fiscal 2024 Financial Results
9 Jul 24
Penguin Solutions Expands OriginAI Solution to Accelerate AI Factory Deployment and Optimize Performance
18 Jun 24