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
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)
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
8-K
SGH Reports Second Quarter Fiscal 2024 Financial Results
9 Apr 24
8-K
Submission of Matters to a Vote of Security Holders
13 Feb 24
10-Q
2024 Q1
Quarterly report
9 Jan 24
8-K
SGH Reports First Quarter Fiscal 2024 Financial Results
9 Jan 24
ARS
2023 FY
Annual report to shareholders
19 Dec 23
DEFA14A
Additional proxy soliciting materials
19 Dec 23
Transcripts
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 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
SGH
Earnings call transcript
2022 Q3
30 Jun 22
SGH
Earnings call transcript
2022 Q2
5 Apr 22
Latest ownership filings
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) | 442.33 mm | 442.33 mm | 442.33 mm | 442.33 mm | 442.33 mm | 442.33 mm |
Cash burn (monthly) | 28.91 mm | (no burn) | 3.60 mm | 3.31 mm | 7.31 mm | (no burn) |
Cash used (since last report) | 89.71 mm | n/a | 11.18 mm | 10.27 mm | 22.67 mm | n/a |
Cash remaining | 352.62 mm | n/a | 431.15 mm | 432.06 mm | 419.66 mm | n/a |
Runway (months of cash) | 12.2 | n/a | 119.7 | 130.6 | 57.4 | n/a |
Institutional ownership, Q4 2023
2.0% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 23 |
Opened positions | 0 |
Closed positions | 162 |
Increased positions | 7 |
Reduced positions | 9 |
13F shares | Current |
---|---|
Total value | 14.76 bn |
Total shares | 1.07 mm |
Total puts | 0.00 |
Total calls | 100.00 |
Total put/call ratio | – |
Largest owners | Shares | Value |
---|---|---|
Peregrine Capital Management | 520.72 k | $9.86 bn |
SG Americas Securities | 234.93 k | $4.45 mm |
P.a.w. Capital | 150.00 k | $2.84 bn |
Pinnacle Associates | 53.88 k | $1.02 bn |
State of Alaska, Department of Revenue | 31.94 k | $604.00 k |
Mirae Asset Global Investments | 20.93 k | $396.22 mm |
Raymond James & Associates | 14.68 k | $277.95 mm |
New York State Teachers Retirement System | 14.46 k | $274.00 k |
Arizona State Retirement System | 14.00 k | $264.96 mm |
Silver Lake | 9.23 k | $0.00 |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
23 May 24 | Peter J Manca | Ordinary Shares | Grant | Acquire A | No | No | 0 | 106,042 | 0.00 | 106,042 |
24 Apr 24 | Joseph Gates Clark | Ordinary Shares | Sell | Dispose S | No | Yes | 17.9354 | 2,529 | 45.36 k | 92,386 |
20 Apr 24 | Ken Rizvi | Ordinary Shares | Payment of exercise | Dispose F | No | No | 16.92 | 5,897 | 99.78 k | 154,025 |
20 Apr 24 | Pacheco Jack A | Ordinary Shares | Payment of exercise | Dispose F | No | No | 16.92 | 4,056 | 68.63 k | 215,951 |
20 Apr 24 | Anne Kuykendall | Ordinary Shares | Payment of exercise | Dispose F | No | No | 16.92 | 2,051 | 34.70 k | 75,191 |
News
SMART Global's Ken Rizvi To Depart June 30, 2024; Jack Pacheco, COO And Former CFO, To Serve As Interim CFO; Reiterates Financial Guidance Provided On April 9, 2024
14 May 24
The Latest Analyst Ratings For SMART Glb Hldgs
7 May 24
Needham Reiterates Buy on SMART Glb Hldgs, Maintains $27 Price Target
7 May 24
GameStop, Kimberly-Clark And 2 Other Stocks Insiders Are Selling
26 Apr 24
Needham Reiterates Buy on SMART Glb Hldgs, Maintains $27 Price Target
22 Apr 24
Press releases
SGH Reports Inducement Grants Under Nasdaq Listing Rule 5635(c)(4)
30 May 24
Cree LED Recognized with Four 2024 BrightStar Awards from LEDs Magazine
22 May 24
Latest Release of Stratus' Linux-Based Fault Tolerance and Virtualization Software Increases Edge Infrastructure Capabilities
21 May 24
SGH Announces CFO Transition Plan
14 May 24
Cree LED Redefines Light Output and Optical Performance for Portable Lighting
14 May 24