Super Micro Computer (SMCI) reached $58.97 at the closing of the latest trading day, reflecting a -2.87% change compared to its last close.
Super Micro Computer's fourth-quarter fiscal 2025 results are likely to benefit from direct liquid cooling and server offerings.
Following a challenging second half of 2024, investors have expressed a positive outlook on Super Micro Computer, Inc. SMCI, with its shares gaining 97% this year and outpacing NVIDIA Corporation's NVDA gain of 31.6%. So, can Supermicro, a manufacturer of data center components, become the next NVIDIA, and is it a worthwhile investment?
Super Micro (SMCI) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
The three stocks in this analysis all look as if they are trying to go higher over the longer term, but in general, the markets could be somewhat quiet on Tuesday, as we are waiting for the Federal Reserve to release its latest interest rate decision.
Shares of Super Micro Computer (NASDAQ: SMCI) jumped 10% on Monday, closing at $60.05, a sharp rise from the previous session's $54.47.
Zacks.com users have recently been watching Super Micro (SMCI) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Super Micro Computer, Inc. investors are lauding the good old days again, as SMCI's recent outperformance primes it for a potentially decisive breakout. SMCI's expansion into Europe and partaking in sovereign AI themes positions it as a credible first-mover, though European demand and regulatory hurdles present risks. Valuation has rebounded markedly, with SMCI trading at a forward EBITDA multiple in line with tech sector median, not significantly overvalued yet.
Whenever investors spot a spike in trade activity for a given stock, there is typically a significant event already underway in the company, causing new capital to flow into or out of the stock, or some unknown information has been leaked, triggering such an unusual action. This is why tracking unusual trade activity can be a helpful tool to remember.
The latest trading day saw Super Micro Computer (SMCI) settling at $52.52, representing a +1.59% change from its previous close.
Upgrading SMCI to a buy as negative sentiment and regulatory risks appear priced in, with management resolving past issues. Expecting a solid Q4 earnings beat, driven by rebounding sales, strong AI/HPC demand, and resumed China GPU shipments. Key focus is on margin recovery, inventory reduction, and management commentary on tariffs and AI policy tailwinds.
SMCI's server and storage revenues skyrocket on soaring demand for HPC and AI workload.