The Big 3: SMCI, CL, ZM
Alan Knuckman sees lots of upside potential in Supermicro (SMCI), as long as its stock can break through $45. He later highlights the bullish trends he sees in Colgate-Palmolive (CL) and Zoom Video (ZM).
Super Micro Stock Falls. Why SMCI Is Losing Momentum.
This week has shown the stock's resilience—the shares have jumped in the past two sessions both with and without the support of broader tech rebound.
Why Super Micro Computer Stock Is Soaring Today
Super Micro Computer (SMCI 4.50%) stock is surging in Wednesday's trading thanks to multiple bullish catalysts. The company's share price was up 5.6% as of 3:30 p.m.
Analyst revises SMCI stock price target
Super Micro Computer was a big winner in the first half of 2024. However, an August report from now-defunct short-selling activist group Hindenburg Research caused a significant crash in the price of Super Micro stock (NASDAQ: SMCI).
Super Micro Stock Rises Again. Why SMCI Is Defying the AI Slump.
The artificial-intelligence server maker is the S&P 500's second-best performer in 2025 despite an apparent unwinding of the AI trade.
Super Micro Computer: I Keep Dollar-Averaging My Position
SMCI's fundamentals are strong with impressive revenue growth and innovation, despite recent stock volatility and geopolitical uncertainties. Recent earnings showed a dual beat with 55% YoY revenue growth and positive EPS dynamics, driven by heavy investments in growth and R&D. SMCI's valuation is extremely attractive, with a 25% YTD rally and a DCF model indicating significant undervaluation and massive upside potential.
From Setbacks To Success: Why Super Micro Computer Is A Gem For Growth Investors
Super Micro's valuation compensates aggressive growth investors for the risks involved. The company reported significant revenue growth in Q2 FY 2025, driven by AI infrastructure demand, despite a decline in gross and operating margins. It is starting to put its recent accounting issues behind it, although the Department of Justice has yet to publicly declare an end to an investigation into Super Micro.
Super Micro's stock has its doubters, but it just got a vote of confidence
Super Micro is a “show-me story,” says a Rosenblatt analyst, but he sees room for gross margins to expand as the company sells more to enterprise customers.
Super Micro Stock Falls. Why SMCI Is Getting Mixed Messages From AI Earnings.
Super Micro was edging lower as Broadcom and HP Enterprise sent conflicting signals about the health of the AI trade.
Super Micro Computer Is Now NASDAQ Compliant—But Is It a Buy?
Super Micro Computer NASDAQ: SMCI, a leader in AI technology, recently dodged a bullet. The company risked removal from the NASDAQ stock exchange.
The Market Is Wrong--Super Micro Computer Is Still A High-Conviction Play
SMCI cleared delisting risk, but DOJ/SEC probes and export concerns continue to drive short-term volatility despite strong fundamentals. SMCI's FY2024 revenue surged 110% YoY to $14.99B, fueled by hyperscaler AI demand and deep Nvidia partnerships. Gross margin declined to 13.8% from 18%, impacted by aggressive pricing and high GPU costs, though 15-18% recovery remains possible.
Super Micro Stock Slips. What's Dragging on SMCI.
Super Micro Computer was falling amid downbeat sentiment for the AI trade.
