The recent plunge investors have seen in Super Micro Computer (NASDAQ:SMCI) has been truly remarkable. Shares of the server and storage giant surged more than 1,200% during the recent AI boom but have since dropped more than 50% from their peak. That said, there are reasons why many investors view SMCI stock as a strong contrarian bet. Now trading around 15x earnings, there’s a clear value argument that can be made for this provider of direct liquid cooling technology for server farms. The company appears t ...

Super Micro Computer's stock is a great buy after a harsh sell-off.Formerly one of the best-performing stocks in the S&P 500 index this year, Super Micro Computer (SMCI 4.89%) has been on a wild ride. The stock entered the year around $280, then reached highs of nearly $1,200 in March. After a poor reaction to its fourth-quarter earnings report, the stock is now around $500 per share.However, it won't stay that way long because management announced a 10-for-1 stock split effective Oct. 1. That will drop the ...

Morsa Images/DigitalVision via Getty Images Performance Assessment In my last coverage of Super Micro Computer (NASDAQ:SMCI), I had maintained a 'Neutral/Hold' rating on the stock. Since then, SMCI has handily lagged the S&P 500 (SPY) (SPX). One could argue that this was a missed opportunity for a 'Sell' view. However, looking back, I believe I would have held the same stance as given information at that time, I did not have sufficient conviction in the relative downside performance vs. the S&P 500: P ...

MF3d SMCI stock Q4 recap My last article on Super Micro Computer, Inc. (NASDAQ:SMCI) was a preview of its FY Q4 earnings report. That article was titled “Super Micro Computer Q4 Preview: A Swing Trade Setup (Technical Analysis)” and was published shortly before the release of its Q4 earnings report (“ER”) on August 6, 2024. As the title suggests, the article is more oriented toward the near term (as a swing trade) with an emphasis on its recent technical trading patterns. With the release of its Q4 ER, ...

文章核心观点 - 公司最近一个月的股价下跌幅度远超大盘和行业平均水平 [1][2] - 公司业绩预期和实际业绩存在一定差距 [6][12][13] - 公司未来一年和两年的收入增长预期分别为87.5%和15.3% [11] - 公司过去四个季度业绩超出市场预期的次数较多 [14] 公司研究 - 公司当前季度每股收益预期同比增长117.2% [6] - 公司本财年和下财年每股收益预期同比分别增长51.7%和22.8% [7][8] - 公司当前季度收入预期同比增长207.5% [11] - 公司上季度收入同比增长143%,但每股收益低于预期 [12][13] 行业分析 - 公司所属计算机存储设备行业最近一个月下跌24.4% [2] - 公司股价走势与行业整体表现存在较大差异 [2]

Erik Isakson Investment Thesis Super Micro Computer (NASDAQ:SMCI), one of the fastest-growing technology vendors of data center racks and server cooling solutions, has seen the value of its market capitalization sliced in half, currently lingering at ~$43 billion from a high of $86.3 billion in March this year. Part of the reason for Super Micro Computer’s underperformance in the past few months is the cooling sentiment in the broader level of AI enthusiasm that was aggravated in the last 2-3 weeks by th ...

文章核心观点 - 该文章主要介绍了一家公司的财务表现和未来发展前景 [1] 公司财务表现 - 公司2022年第一季度营收为10.8亿美元,同比增长25% [1] - 公司2022年第一季度净利润为2.3亿美元,同比增长30% [1] - 公司毛利率为78.5%,保持在较高水平 [1] - 公司现金流充沛,2022年第一季度经营活动产生的现金流量净额为3.1亿美元 [1] 公司业务发展 - 公司在云计算、人工智能等新兴领域保持领先地位,业务增长迅速 [1] - 公司持续加大研发投入,不断推出新产品和服务,满足客户需求 [1] - 公司积极拓展海外市场,在全球范围内保持良好的市场份额 [1] - 公司未来几年仍有较大的增长空间,发展前景广阔 [1]

Super Micro Computers (NASDAQ:SMCI) stock was among the names that skyrocketed on artificial intelligence (AI) hype. In March, SMCI stock touched all-time highs of $1,229. There has been a deep correction from those levels for the AI-driven infrastructure solutions provider. Currently, SMCI stock trades at $540.98.However, I would prefer to stay away from SMCI stock since better investment options are available in AI. True, a forward P/E of 14.8 looks attractive. Yet, the markets have ignored the P/E metric ...

Does the AI server maker's recent pullback represent a buying opportunity?Super Micro Computer (SMCI 6.33%), more commonly known as Supermicro, has been one of the market's hottest artificial intelligence (AI) stocks. Its close relationship with Nvidia granted it access to the chipmaker's top-tier data center GPUs before many of its competitors, and its sales of AI servers skyrocketed as more companies upgraded their data centers to process complex AI tasks. But over the past few months, Supermicro stock ha ...

Key TakeawaysSuper Micro Technology stock posted solid gains on Monday, clawing back some of the losses posted after last week's earnings report.Declining margins contributed to the pressure on the stock, but Supermicro said it sees a path to margin improvement through manufacturing efficiencies.A report published over the weekend highlighted the potential of Supermicro's direct liquid cooling technology. Super Micro Computer (SMCI) shares jumped more than 6% on Monday, recovering a portion of the steep los ...