Super Micro: This Is The Selloff That I've Been Waiting For
Super Micro stock suffered another hammering as the market digests its disappointing FQ3 prelim release. Despite near-term challenges, including tariff uncertainties and competitive pressures, the long-term AI growth potential remains intact. Current valuation at 9.1x EBITDA is aligned with historical averages, but investors should avoid adding exposure near the $50 resistance zone.
Super Micro Computer Stock Sinks on Slashed Q3 Outlook
Super Micro Computer Inc (NASDAQ:SMCI) stock is 16.4% lower to trade at $30.11 at last check, after the company lowered fiscal third-quarter profit and revenue guidance well below analysts' expectations.
Super Micro slumps on forecast cut, analysts downplay broader AI demand concerns
Super Micro Computer shares tumbled 15% before the bell on Wednesday after the server maker slashed its revenue forecast, the latest blow to the former AI darling trying to regain investor confidence following late filings and short-seller attacks.
Super Micro Computer: Growth Slowdown And Guidance Cut Are Transitional
I reiterate a 'Buy' rating on Super Micro Computer with a one-year price target of $50 per share, despite recent guidance cuts. Super Micro Computer's revenue growth has decelerated due to factors like purchase delays by Hyperscalers and tariff uncertainties impacting supplier costs. The company continues to invest in AI server technology, launching new platforms powered by NVIDIA's Blackwell Ultra, which could boost market share.
Super Micro Computer: Another Quarter, Another Ugly Warning - Sell
After the close of Tuesday's regular session, Super Micro Computer released disappointing preliminary Q3 results, with sales and margins coming in well below expectations. The company blamed the miss on customers delaying platform decisions and the requirement to reserve for older inventory while incurring higher costs to accelerate the introduction of new products. For my part, I am not buying management's explanation and would attribute at least some of the substantial underperformance to competitive pressures.
Super Micro shares slump after company issues weaker preliminary results
'Fast Money' traders talk SMCI earnings.
Super Micro Expects Earnings Well Below Initial Expectations
The San Jose, Calif., company now expects sales of $4.5 billion to $4.6 billion for the three months ended March 31, compared with prior guidance for sales of $5 billion to $6 billion.
Super Micro shares dive after server maker issues weak preliminary financials
Super Micro shares dive after server maker issues weak preliminary financials
AI-Driven Server and Storage Demand Likely to Boost SMCI's Q3 Earnings
AI-driven demand for GPUs and cooling solutions is likely to have boosted Super Micro Computer's Server and Storage Systems revenue growth in Q3.
Should You Buy Super Micro Computer Stock Before Q3 Earnings?
SMCI's Q3 performance is likely to have reflected benefits from AI-driven robust demand for its server and storage solutions.
Why Institutions Are Buying Super Micro Computer Stock Again
With the recent uncertainty spurring up in the United States stock market, centered around the technology sector and its constituents, investors have been under the narrative that these stocks should be avoided overall. However, there are some signs of potential turnarounds happening in one of the most interesting names in the space, one that has been subject to drama and negativity for the better part of 2025.
Super Micro Computer (SMCI) Surpasses Market Returns: Some Facts Worth Knowing
The latest trading day saw Super Micro Computer (SMCI) settling at $36.43, representing a +1.73% change from its previous close.
