The CNN Money Fear and Greed index showed a decline in the overall market sentiment, while the index remained in the “Extreme Fear” zone on Wednesday.U.S. stocks settled lower on Wednesday, after recording gains earlier during the session.On the economic data front, the Manheim Used Vehicle Value Index rose 2.8% month-over-month for July. Mortgage applications rose by 6.9% from the prior week in the period ending August 2.Shares of NVIDIA Corporation NVDA fell 5.1% on Wednesday, while Super Micro Computer S ...

JHVEPhoto Super Micro Computer (NASDAQ:SMCI) had an extremely puzzling earnings release on Tuesday, August 6th. Initially, the market was pleased with the results in this beaten down AI trade. The stock rose 17% and eclipsed $700 just minutes after the report was released. Investor sentiment soured as the data in the report was fully digested. The stock turned sharply lower, plummeting all the way below $550 during the earnings call. It traded below $500 throughout the day, August 7th. It's likely the m ...

Key TakeawaysSuper Micro Computer shares plunged on Wednesday after the company posted a quarterly earnings miss as low margins take a toll on its business despite increased demand.Analysts said investors are watching for Super Micro margin improvement to demonstrate its ability to navigate the competitive tech hardware market in the artificial intelligence era.Super Micro also announced a 10-for-1 stock split that analysts say could moderate the stock's volatility. Super Micro Computer (SMCI) shares fell 2 ...

文章核心观点 - 公司第四季度收入大幅增长143.6%至53.1亿美元,略超分析师预期[2] - 公司调整后每股收益6.25美元,低于分析师预期8.07美元[2] - 公司未来一年和三年的收入指引大幅超出分析师预期[3] - 公司宣布10:1的股票拆分[3] - 公司CEO表示公司有望成为最大的IT基础设施公司,得益于技术领先优势[4] 公司财务表现 - 公司第四季度毛利率下降至11.2%,去年同期为17%,上一季度为15.5%[5] - 公司销售成本大幅增长159.8%,超过收入增长143.6%,导致毛利率下降[5] - 分析师认为未来几个季度公司毛利率仍将面临挑战,主要受到激烈竞争、GPU系统延迟发货、零部件供应问题的影响[7] - 分析师预计公司毛利率将在2025年底前恢复[7] 分析师评级和目标价 - 多家分析师下调了公司目标价,包括美银下调至700美元、巴克莱下调至693美元、高盛下调至675美元、富国银行下调至650美元、韦德布什下调至620美元[6][7] - 分析师普遍认为公司未来几个季度的毛利率面临压力,给予"中性"评级[6]

Super Micro Computer, Inc SMCI shows margin weakness despite strong artificial intelligence demand.The company’s stock plummeted in pre-market trading and continues to dip, currently trading at $496.83 per share, down 19.47% at last check Wednesday. Bank of America Securities analyst Ruplu Bhattacharya downgraded the rating on Super Micro Computer from Buy to Neutral with a price target of $700, down from $1,090.Goldman Sachs analyst Michael Ng reiterated a Neutral rating on Super Micro with a price target ...

Super Micro Computer (SMCI) reported fourth-quarter fiscal 2024 non-GAAP earnings of $6.25 per share, which surged 78.1% year over year. The figure missed the Zacks Consensus Estimate by 22.2%.Revenues surged 143% on a year-over-year basis to $5.31 billion. The top line surpassed the Zacks Consensus Estimate by 0.3%.Year-over-year revenue growth was driven by strong momentum across the Server and Storage Systems and Subsystems & Accessories businesses.Strength across Enterprise & Channel and OEM Appliance & ...

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

Super Micro Computer TodaySMCISuper Micro Computer$514.40 -102.54 (-16.62%) 52-Week Range$226.59▼$1,229.00P/E Ratio28.83Price Target$999.92Add to WatchlistSuper Micro Computer Inc. NASDAQ: SMCI stock is down more than 13% the morning after it delivered its fourth quarter and full-year 2024 earnings report. The curiosity isn’t why the stock is down but why it shot higher in the immediate aftermath of the report.  The headline numbers were below analysts’ expectations. Revenue of $5.31 billion was roughly in ...

Super Micro Computer NASDAQ: SMCI shares are imploding due to a knee-jerk reaction to weaker-than-expected margin news. However, the takeaways from the earnings report suggest that margin weakness is fleeting and that this dip is buyable. More to the point, the company’s 10-for-1 forward stock split is a signal for investors to load up on this value-building AI machine. Super Micro Computer TodaySMCISuper Micro Computer$520.52 -96.42 (-15.63%) 52-Week Range$226.59▼$1,229.00P/E Ratio29.18Price Target$999.92A ...

Thomas Barwick At the start of the year, Super Micro Computer, Inc. (NASDAQ:SMCI) was the poster child of the AI craze, but the correction over the summer has taken the shares now down over 50% from their highs. This correction, and a solid fourth fiscal quarter, warrants an update on the shares here. While top line sales results are largely fine, but will see a growth slowdown during 2025, the issue is that of a very soft margin performance, which feels unexpected and is weighing on the shares here. Im ...