Super Micro Computer Inc (SMCI)
Super Micro: The Game Changer Is Still Ignored - Buy
Super Micro Computer seems like in late February, there was a real game changer for Super Micro that is basically ignored by the general crowd of retail investors - for now. The company's successful SEC filings reduced uncertainty, potentially attracting institutional investors back, which could significantly boost the stock. SMCI's revenue concentration from a few customers poses risks, but I expect a 3.5-6.5% EPS revision upwards beyond FY2025. My valuation calculations say the upside exceeds 23%.
Super Micro Stock Gains. It Faces This Worry After SMCI Delisting Drama.
The company is building a new Silicon Valley campus as it looks to stave off competition in artificial-intelligence servers.
Super Micro Computer: Why It's Still Not Too Late To Buy
Super Micro's game-changer week suggests the worst is likely over. Investors can now finally look forward. While SMCI is not completely out of the woods, investors can still look forward to the Blackwell ramp. Analysts are generally still cautious, which could affect near-term sentiments. However, it could also lower the bar to outperform.
Supermicro Filed Its Delayed Reports. Is It All Clear to Buy the Stock?
Super Micro Computer (SMCI -3.47%) stock continued its roller-coaster ride last week, jumping sharply in after-hours trading Tuesday after the company at last filed its delayed annual and quarterly reports with the Securities and Exchange Commission (SEC). However, it gave back a large portion of those gains in Wednesday's session, then sank even further over the remainder of the week.
Super Micro Computer: Follow The Institutional Money And Capex Of Big Tech
Super Micro Computer's stock surged year-to-date as institutional ownership increased and management reassured investors about the accounting debacle. The company filed its annual and quarterly reports on time, with BDO USA confirming the financial statements' accuracy, boosting investor sentiment. Significant data center capex from major tech firms and Super Micro's advanced DLC technology position it for substantial revenue growth in FY2025 and FY2026.
Super Micro is back in compliance. Is that enough to make its stock a buy?
A Mizuho analyst has brought back his coverage of Super Micro shares — but declines to recommend them, citing competitive challenges.
1 Stock-Split AI Play to Buy With 63% Upside, Analyst Says
From January 1, 2024 through March 1, 2024, shares of Super Micro Computer (Nasdaq: SMCI) stock roughly quadrupled in price, setting the stage for a huge stock split that took place roughly six months later, when owners of Super Micro stock found their shareholdings increased 10x in number (and the price per share cut by 90%).
Super Micro Stock Is Dropping. Goldman Sachs Warns of These SMCI Risks.
The AI server maker is down double digits this week despite filing its delayed accounts on time.
Super Micro 10-K Update: The Golden Briefcase Has Arrived
Market Reaction: Super Micro Computer, Inc. stock initially spiked on February 25 but dropped as institutional investors reacted negatively to the 10-K filing. Valuation Analysis: Based on projected 2026 earnings, the SMCI fair value was estimated at $92.5 per share in my opinion, but growth concerns could impact this valuation. Regulatory Risks: New U.S. export controls may limit Super Micro's ability to sell advanced computing products, creating a competitive disadvantage.
Why Super Micro Computer Stock Is Plummeting Today
Super Micro Computer (SMCI -13.42%) stock is seeing a big pullback in Thursday's trading. The company's share price was down 12% as of 2 p.m.
SMCI Rallies 12% on Meeting Filing Deadline: How to Play the Stock?
With slowing growth concerns, material weaknesses in financial controls and expensive valuation, it is prudent for investors to sell SMCI stock for now.
Analyst on the sidelines of Super Micro (SMCI) AI stock; Here's why
For most of 2024 and early 2025, Super Micro Computer was at risk of being delisted from the NASDAQ exchange. An August report from defunct short-selling group Hindenburg Research led SMCI stock (NASDAQ: SMCI) to drop to as low as $18 by mid-November.
