MicroStockHubWe previously covered Super Micro Computer, Inc. (NASDAQ:SMCI) in May 2024, discussing why we had upgraded the stock to a Buy, thanks to the robust long-term generative AI trends, Nvidia's (NVDA) promising forward guidance, and Taiwan Semiconductor Manufacturing Company's (TSM) positive commentary. Combined with the improved margin of safety after the April 2024 pullback and the relatively healthy balance sheet, we had recommended a Buy once a floor had materialized. Since then, SMCI has fu ...

SMCI stock plummeted after earnings.In this video, I will cover the recent updates regarding Super Micro Computer (SMCI -0.23%). Check out the short video to learn more, consider subscribing, and click the special offer link below.*Stock prices used were from the trading day of Aug. 8, 2024. The video was published on Aug. 9, 2024. ...

The artificial intelligence (AI) hardware provider was added to the benchmark S&P 500 Index and followed that feat with a long-anticipated stock split.The S&P 500 (^GSPC 0.47%) is the most widely followed benchmark in the U.S. and is made up of the 500 largest companies in the country. Given the breadth of its membership, it is considered by many to be the most reliable indicator of overall stock market performance.To be included in the S&P 500, a company must meet certain criteria:Be based in the U.S.Have ...

Erik Von Weber/DigitalVision via Getty Images I presented my “Buy” thesis on Super Micro Computer, Inc. (NASDAQ:SMCI) aka Supermicro in my initiation report published in June 2024, favoring the company's superior growth in liquid-cooled technology. Supermicro released its Q4 result on August 6th, demonstrating robust growth in data center business. Supermicro’s upcoming Datacenter Building Block Solutions (DCBBS) could potentially reduce data center build time from 3 years to 2 years. Due to the attract ...

Morsa Images Investment Thesis Super Micro Computer, Inc. (NASDAQ:SMCI) aka Supermicro is a battleground stock. The bulls roar that the stock is down from its all-time highs by a considerable amount; therefore, it must be undervalued. Meanwhile, the bears shriek that Supermicro is a commodity company that isn't worthy of a premium valuation on its stock. Furthermore, this is a company that has in the past year formed a habit of over-promising and underdelivering. For instance, fiscal Q4 2024 saw a signi ...

文章核心观点 - 公司的产品需求在人工智能(AI)热潮中持续大幅增长 [1][3][5] - 公司预计未来几年销售额将大幅增长,远超市场预期 [4] - 尽管利润率低于预期,但长期来看整体利润才是决定股价的关键因素 [6][7][8][9][10][11][12] - 公司当前估值较低,对长期投资者来说是一个很好的投资机会 [13] 文章详细总结 公司业绩和前景 - 公司第四季度销售额同比增长143%至53亿美元,净利润达到每股5.51美元,同比增长 [3] - 公司预计2025财年销售额将达到260亿-300亿美元,相比2024财年的149亿美元将翻一番或接近翻一番 [4] - 公司CEO表示,人工智能基础设施需求是推动公司高速增长的关键因素 [5] 利润率问题 - 公司第四季度每股收益6.25美元,低于分析师预期的7.81美元,主要由于利润率低于预期 [6] - 利润率下降主要是由于公司推出新的液冷产品以及向超大规模数据中心客户销售的成本较高 [7][8] - 即使存在竞争加剧导致利润率下降,但公司整体利润仍在快速增长,分析师预计明年每股收益将达到43.26美元 [9] 利润与利润率的关系 - 短期内市场关注利润率,但从长期来看整体利润才是决定股价的关键因素 [11][12] - 即使利润率较低,但如果整体利润持续增长,股价也能持续上涨,如石油公司和通用汽车的案例 [12] 估值分析 - 公司当前股价对应的市盈率仅为14倍,考虑到公司在人工智能领域的高速增长,这是一个非常有吸引力的估值 [13]

Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. ...

Super Micro Computer’s (SMCI) shares have lost 45% in a month against the S&P 500, the Zacks Computer – Storage Devices industry and the Zacks Computer & Technology sector’s declines of 6.6%, 23.7% and 13%, respectively.This is majorly attributed to lower-than-expected fourth-quarter fiscal 2024 earnings per share (EPS) reported on Aug 6. There was a shortage of some new key components, which delayed shipments that could generate about $800 million in revenues. As a result, the company’s gross margin contra ...

Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. ...

Super Micro Computer recently announced a 10-for-1 stock split.Server manufacturer Super Micro Computer (SMCI -20.14%) hit its stride last year as demand for artificial intelligence (AI) hardware built momentum. The stock has surged 550% since January 2023, and the company has been added to the S&P 500 and Nasdaq-100 indexes.Supermicro reported somewhat disappointing financial results earlier this week, which sent the stock into a tailspin. But management gave investors at least one piece of potentially pos ...