Super Micro Computer: Contrarian Buy Opportunity For Those With Higher Risk Appetite
SMCI's business updates have been promising indeed, significantly aided by the new auditor onboarding and projected financial filing by February 25th, 2025. This is on top of the robust multi-year AI/ data center related spending trends reiterated by numerous market leaders, with it underscoring their ability to generate profitable growth ahead. Combined with the growing capacity from 2025 onwards, SMCI appears on track to delivering its long-term guidance, albeit with impacted gross margins.
Super Micro Computer: Out Of The Woods (Rating Upgrade)
Super Micro Computer's Q2 FY 2025 earnings were solid, driven by strong AI server demand. As compliance issues with NASDAQ get resolved this month, a stock exchange delisting is highly unlikely, clearing the path for an upside revaluation. The server company is currently seeking to raise $700M in convertible senior notes for business expansion.
Certain Investors Might See Upsides To Super Micro's Possible Delisting
Super Micro faces challenges with financial filings and potential delisting after Ernst & Young's exit and DoJ investigation. Revenue growth is hindered by Nvidia shipment delays, with the revised fiscal year 2025 outlook down to $23.5-$25 billion from $26-$30 billion. Despite setbacks, stock prices rise due to bullish analyst views and potential buyback opportunities before possible delisting.
Why Super Micro Computer Stock Is Skyrocketing Today
Super Micro Computer (SMCI 11.29%) stock is surging again Tuesday. The company's share price was up 11.8% as of 1:30 p.m.
Supermicro Rally Rolls on After Rosy 2026 Revenue Forecast Last Week
Super Micro Computer (SMCI) shares soared higher Tuesday, putting it on pace to extend its streak of gains since the company predicted significant sales growth in 2026 driven by demand for artificial intelligence servers.
Super Micro Computer: Why I Took A Position And Believe It Will Move Higher
I invested in Super Micro Computer with shares and options, despite its risks, due to its critical role in AI infrastructure and potential high ROI. SMCI faces significant risks, including potential accounting issues and a competitive market, but its partnerships and revenue projections make it a calculated risk for me. I bought call options and shares, expecting Nvidia's earnings to boost SMCI, and anticipate positive catalysts if SMCI's 10-K is cleared by BDO.
Options Trades: SMCI 6-Month High & NVDA Closing DeepSeek Gap
Supermicro (SMCI) has closed a half-year gap by soaring through the $50 mark on Tuesday. Meanwhile, Nvidia (NVDA) continues to see green shoots following its DeepSeek-fueled sell-off.
Super Micro Computer: Money To Be Made, Names To Be Taken
SMCI has shown significant volatility, rising from a 52-week low of $18.5 to nearly $50, with price targets ranging from $15 to $93. The partnership with Nvidia has driven massive revenue growth, making SMCI's shares appear undervalued based on 2026 and 2027 estimates despite high short interest. Risks include potential Nasdaq delisting due to delayed filings, but management is confident in meeting the February 25 deadline, presenting a significant upside.
Why SMCI stock is surging today
The saga of Super Micro Computer was one of the most unexpected and intriguing stories in the stock market in 2024. Whereas Super Micro stock (NASDAQ: SMCI) was a bigger winner in the first half of the year, things took a severe turn for the worse in the year's latter half.
Super Micro Computer Soars 26% in a Week—More Upside Ahead?
After an entire year of consistently declining prices, scaring away investors with lower levels after lower levels, allegations, and accounting scandals, one stock has potentially found a bottom-to-price in the worst of the worst and is leaving investors with only upside moving forward. The risk-to-reward setups are what's going to drive investment capital in the coming quarters, and it starts with this stock.
Super Micro Stock Is Rising Again. Why SMCI Investors Are Feeling Bullish.
The server maker's shares have jumped 57% this year amid excitement about a recent business update.
Super Micro: Not Risk Free, But A Game Changer
Super Micro has overcome accounting concerns and is poised to thrive, with U.S. hyperscalers driving AI data center spending. Despite a sales hit from the 10-K delay, the AI server company guided FY25 revenues to $23.5 to $25.0 billion, with a potential target of $40 billion in FY26. Super Micro raised $700 million via a convertible debt offering in a sign of a return in investor confidence.
