Super Micro Computer Inc (SMCI)
US Stocks Decline As SMCI's Margin Miss Brings Nvidia And Other AI Stocks Under Pressure: Investor Sentiment Remains In 'Extreme Fear' Zone
The CNN Money Fear and Greed index showed a decline in the overall market sentiment, while the index remained in the “Extreme Fear” zone on Wednesday.
Super Micro Computer: No Longer Dead In The Water (Rating Upgrade)
Super Micro Computer, Inc. stock is collapsing as the feared margin story hits the AI server infrastructure stock. Despite margin challenges, the company forecasts FY25 revenues of $26 billion to $30 billion, showing 100% growth potential. Super Micro's financial model for FY25 suggests potential for significant EPS growth, with stock trading below 10x high-end EPS targets.
Super Micro Q4 Earnings Review: Buy The Fear (Rating Upgrade)
Q4 earnings showed margin contraction, but full-year sales doubled YoY and the company expects FY '25 revenues to exceed $25b. Super Micro's history shows its evolution from a simple hardware OEM to a strategic partner in data center solutions, positioning it well against competitors like Dell and HP. I believe this dip is an overreaction and is a good opportunity to buy.
What's Next for Super Micro Computer After Stock's 20% Post-Earnings Plunge?
Super Micro Computer (SMCI) shares fell 20% on Wednesday after the company late Tuesday reported quarterly earnings that fell short of analysts' expectations and announced a 10-for-1 stock split.
SMCI Stock Alert: 5 Analysts Lower Price Target for Super Micro Computer
Super Micro Computer (NASDAQ: SMCI ) stock is plunging lower by nearly 20% after reporting its fourth-quarter earnings. The server and storage company's revenue grew by 143.6% to $5.31 billion, just barely beating the analyst estimate of $5.30 billion.
Why Super Micro Computer Stock Was Tumbling Today
Supermicro reported strong revenue growth but gross margin narrowed sharply. Management said it had a path to drive gross margin up again.
Super Micro Shows Margin Weakness Despite Strong AI Demand: Analyst
Super Micro Computer, Inc SMCI shows margin weakness despite strong artificial intelligence demand.
Super Micro Computer (SMCI) Q4 Earnings Miss, Revenues Up Y/Y
Super Micro Computer's (SMCI) fourth-quarter fiscal 2024 results benefit from strength across the Server and Storage Systems and Subsystems & Accessories businesses.
Super Micro Computer price target slashed but revenue guidance a ‘meaningful positive,' say analysts
Analysts at Wedbush have slashed their price target on Super Micro Computer Inc (NASDAQ:SMCI) following disappointing quarterly results from the computing firm. They lowered their price target from $800 to $620 and repeated their ‘Neutral' rating.
Super Micro Stock Drops Sharply After Earnings on Margin Concerns
Super Micro Computer Inc. NASDAQ: SMCI stock is down more than 13% the morning after it delivered its fourth quarter and full-year 2024 earnings report. The curiosity isn't why the stock is down but why it shot higher in the immediate aftermath of the report.
Super Micro Computer Q2 Analysis: Can A Nvidia Rebound Resonate Here?
Until 2023, Super Micro Computer, Inc.'s line item trends indicated stable growth and progressive improvements in net income stability, making it a stable pick in the semiconductor industry. With liquid-cooled designs and integration with Nvidia, business doubled while the stock took off gradually. The company experienced a surge in stock price in FY 2023 driven by Nvidia's success but faces challenges in sales inroads over cooling investor sentiment around AI hype.
Super Micro Computers Splits Stock: Is This the Time to Buy?
Super Micro Computer NASDAQ: SMCI shares are imploding due to a knee-jerk reaction to weaker-than-expected margin news. However, the takeaways from the earnings report suggest that margin weakness is fleeting and that this dip is buyable.
