Is SMCI Stock a Buy, Sell or Hold at a P/E Multiple of 14.62X?
Super Micro Computer trades at a discounted valuation, but margin pressure, weak guidance, and stiff competition suggest exiting the investment.
Super Micro Computer Stock Clears New Path Higher on Saudi Orders
Within the technology sector, a list of names has become hot and popular over the past two years, for good and bad reasons. When it comes to shares of Super Micro Computer Inc. NASDAQ: SMCI, investors have been whipsawed by waves of repeated uncertainty and volatility for different reasons, though it looks like this company's future path (and its stock price) might be cleared for new highs coming up.
Super Micro to Expand Production Capacity as AI Demand Accelerates
The server maker's CEO said it will consider expanding production in states such as Mississippi and Texas.
Why Super Micro Computer Is The Most Unusual Growth Case
SMCI's modular, energy-efficient SuperBlade and MicroBlade servers offer unmatched compute density and flexibility, targeting HPC, AI, cloud, and edge computing markets. Innovative liquid cooling and disaggregated architecture drive lower total cost of ownership and superior energy savings versus competitors like Dell and HPE. Valuation multiples suggest SMCI is undervalued with a PEG ratio of 0.75 and presenting a significant upside potential for investors.
Super Micro Computer Stumbles, But Blackwell Boom Could Fuel Stock Gain
Q3 results missed guidance due to customer hesitance between Hopper and Blackwell architectures, impacting revenue and margins. Despite underwhelming Q3, Q4 guidance is strong, with analysts expecting 10.7% year-on-year sales growth, driven by Blackwell product ramp-up. Valuation looks stretched for FY25, but 40% upside potential by FY27 and strong EBITDA growth support a bullish long-term outlook.
Supermicro CEO touts 'plug-and-play' solutions for data centers
Charles Liang, CEO of Supermicro, talks about the company's data center buildout and latest deals with Nvidia, AMD and Saudi Arabia's Data Vault.
Options Bulls Target Super Micro Computer Stock
Super Micro Computer Inc (NASDAQ:SMCI) was last seen down 2.1% at $45.20 today amid broader tech headwinds.
SMCI vs. HPE: Which Server Stock Offers a Better Value Right Now?
Let's find out which server stock between Super Micro Computer and Hewlett Packard Enterprise is a better bet.
Weird: Why Are SMCI Margins So Low?
Super Micro Computer (SMCI) stock has been on a tear, surging over 33% in just the past two trading days following a notable analyst upgrade and news of a $20 billion partnership with Saudi data center firm DataVolt. However, despite the recent euphoria, there's one critical issue that might take investors by surprise.
Super Micro Stock Is Falling. Why Analysts Are Warming Up to SMCI.
Shares of the AI server maker pulled back Thursday after notching their highest close since February.
S&P 500 Gains and Losses Today: Supermicro Stock Surges After DataVolt Deal
Major U.S. equities indexes were mixed in the midweek session as chipmaking behemoth Nvidia and other major tech stocks rallied while trade and macroeconomic uncertainties weighed on most other sectors.
Is Raymond James' Outperform Rating on SMCI Stock a Buy Today?
Super Micro Computer, Inc. SMCI stock encountered controversies over the past year, including accounting violations and a non-compliance letter from Nasdaq. Although Supermicro avoided de-listing, its reputation declined, further aggravated by the issuance of weak guidance.
