文章核心观点 - 超微计算机公司(Super Micro Computer)的股价连续三天下跌,下跌幅度达47% [1][2][5] - 公司的会计师事务所Ernst & Young(EY)突然辞职,原因是无法依赖管理层的陈述,不愿意与公司的财务报表挂钩 [3][4] - 公司推迟了10-K报告的提交,并遭受了做空机构Hindenberg Research的攻击 [2][5] - 公司即将在周二盘后发布第一季度财报,如果无法令投资者满意地解释EY离职的原因并明确10-K报告的完成时间,股价可能会进一步下跌 [6] 公司相关 - 公司称不预计需要重述任何季度报告,但EY在审计过程中与公司管理层就内部控制框架的遵守等问题产生分歧 [3][4] - 公司表示不同意EY的决定,但股价大跌并不令人意外,因为EY以这种方式辞职是非常罕见的 [5] 行业相关 - 公司主要从事人工智能(AI)服务器的制造 [1]

Charles Liang, chief executive officer of Super Micro Computer Inc., during the Computex conference in Taipei, Taiwan, on Wednesday, June 5, 2024. The trade show runs through June 7.Super Micro investors continued to rush the exits on Friday, pushing the stock down another 9% and bringing this week's selloff to 44%, after the data center company lost its second auditor in less than two years.The company's shares fell as low as $26.23, wiping out all of the gains for 2024. Shares had peaked at $118.81 in Mar ...

In my last piece on Super Micro Computer, Inc. (NASDAQ: SMCI ) I suggested that the SMCI had a favorable risk/reward relationship and that the technical picture of Super Micro looked compelling for investors with a contrarian bent.A financial researcher and avid investor with a keen eye for innovation and disruption, as well as growth buy-outs and value stocks. Keeping an eye on the pace of high tech and early growth companies, I write about current events and the biggest news surrounding the industry, and ...

文章核心观点 - 公司预计第一财季收入将达到60亿美元至70亿美元,同比增长207.5% [3] - 公司预计非GAAP每股收益将在0.67美元至0.83美元之间,同比增长120.6% [4] - 公司在过去4个季度中有3次超出市场预期,平均超出0.6% [5] 公司表现分析 - 公司正受益于人工智能(AI)热潮,其服务器和存储解决方案需求旺盛 [8] - 公司的高性能直接液冷解决方案有助于提升季度业绩 [9] - 公司在数据中心、云服务提供商、企业/渠道以及边缘/物联网/电信客户中的良好表现为公司带来助益 [10] - 公司的基础架构解决方案在5G和电信工作负载方面表现出色 [11] - 公司的H100系统和AI推理系统带动了附属系统和配件业务的表现 [12] 公司估值分析 - 公司股价年初至今上涨2.4%,低于行业、行业板块和大盘的涨幅 [13] - 公司当前市盈率为8.07倍,低于行业平均水平13.11倍 [14] 投资建议 - 公司处于AI基础设施市场的前沿,在通用AI训练和AI推理方面具有技术和产品领先优势 [16] - 公司业务模式多元化,涵盖GPU、AI、核心计算、存储、5G、边缘计算和物联网等领域 [17] - 公司正在扩大产能以满足AI需求,并在硅谷新增3个制造设施 [18] - 综合公司的良好基本面、低估值和AI市场的长期增长前景,建议投资者买入公司股票 [19]

文章核心观点 - Super Micro Computer公司的审计师辞职,并表示公司财务报表的完整性存在疑问 [1] - 公司面临巨大压力,需要向投资者保证财务报表的准确性 [1] 公司情况 - Super Micro Computer公司是一家从事计算机硬件制造的公司 [1] - 公司的审计师辞职,表示公司财务报表的完整性存在疑问 [1] - 公司目前面临巨大压力,需要向投资者保证财务报表的准确性 [1] 行业动态 - 无相关内容

The only thing that can be assured about Super Micro Computer's NASDAQ: SMCI share price is that volatility will dominate the market for the foreseeable future. The second resignation of external auditors Ernst & Young in 18 months highlights risks first brought to light by former employee Bob Luong. The company’s results and demand for its products suggest the risks are limited, but uncertainties remain that will keep downward pressure on the stock price for the foreseeable future. The primary hurdle for t ...

Super Micro Computer stock investors can't seem to catch a break.In this video, I will cover the recent updates regarding Super Micro Computer (SMCI -11.97%). Watch the short video to learn more, consider subscribing, and click the special offer link below.*Stock prices used were from the trading day of Oct. 30, 2024. The video was published on Oct. 31, 2024. ...

Supermicro stock plummeted 32% in one trading session on this latest news.Super Micro Computer (SMCI -11.97%) has been one of the early stars of the artificial intelligence (AI) boom. The maker of servers, workstations, and other equipment critical to data center operations has seen revenue rise in the triple digits in recent times due to demand for its products. And that's helped the stock take off, soaring more than 4,800% in the five years through February -- and Supermicro continued the momentum in the ...

文章核心观点 - Super Micro Computer (SMCI)股价大跌33%,主要原因是公司的审计师Ernst & Young辞职 [1] - 这一消息足以让很多投资者望而却步 [1] 公司概况 - Super Micro Computer是一家专注于服务器和存储解决方案的公司 [1] - 公司主要业务包括设计和制造服务器、存储系统和相关的软硬件产品 [1] 财务表现 - 公司最近的财务表现未知,因为文章中没有提及 [1] 行业趋势 - 文章中未提及行业的相关信息 [1] 投资评级 - 文章中未提及任何投资评级信息 [1] 风险提示 - 文章中未提及任何风险提示信息 [1]

Super Micro Computer, Inc SMCI stock continued to fall on Thursday after Rosenblatt analyst Hans Mosesmann suspended his rating on the artificial intelligence server company, citing governance and accounting concerns following Ernst & Young’s resignation as the company’s auditor.Mosesmann noted that Ernst & Young resigned as the company’s registered public accounting firm on Oct. 24, due to concerns regarding governance, transparency, and completeness of communications from Super Micro to Ernst & Young and ...