The AI server maker faces a series of existential challenges.Super Micro Computer (SMCI -5.26%), also known as Supermicro, was one of the market's hottest AI stocks. The shares of the maker of high-end servers set a record high of $118.81 on March 13, representing a 5,080% gain over the previous four years.At the time, Supermicro seemed to have a bright future. Its revenue jumped 46% in 2022 and 37% in 2023, and analysts were anticipating 110% growth in 2024. That breakneck pace was driven by its soaring sh ...

There could be even more pain ahead for Supermicro shareholders.Management at Super Micro Computer (SMCI -12.01%) gave investors a much-anticipated business update last week that did not appease investor concerns. And the company faces yet another major hurdle this week.Concerns about an upcoming deadline as well as fears of lost business opportunities have the stock sliding today. As of 10:40 a.m. ET, Supermicro shares were starting off the week down by 11.1%. That brings the monthly drop in the stock to a ...

UKRAINE - 2023/10/12: In this photo illustration, Supermicro (Super Micro Computer Inc.) logo is ... [+] seen on a smartphone screen. (Photo Illustration by Pavlo Gonchar/SOPA Images/LightRocket via Getty Images)SOPA Images/LightRocket via Getty ImagesSuper Micro Computer stock (NASDAQ: SMCI) has declined by about 49% over the past month and remains down by over 80% from highs seen earlier this year. Now the data center solutions company, which sells server systems, server management software, and installat ...

Following the last several months of challenges, management must act fast to win back investors.What is going on at Super Micro Computer (SMCI -3.77%)?Shares of the once high-flying artificial intelligence (AI) server company have collapsed after a growing scandal has enveloped the business.This timeline shows how the story has unfolded:Aug. 27: In a short-seller report, Hindenburg Research accuses the company of accounting manipulation, self-dealing, sanctions evasion, and channel stuffing. The stock plung ...

公司财报相关 - 公司预计第一财季销售额为59亿 - 60亿美元低于之前60亿 - 70亿美元的预期但较去年21亿美元仍近乎增长两倍[3] - 公司现预计调整后每股收益为0.75 - 0.76美元低于之前0.67 - 0.83美元的预期较一年前0.34美元有所增长[4] - 公司预计第二财季营收在55亿 - 61亿美元调整后每股收益在0.56 - 0.65美元去年第二财季销售额为36.6亿美元调整后每股收益为0.56美元[6] - 公司上季度毛利率从第三财季的15.5%和一年前的17%下滑至11.2%本季度预计为13.3%有所回升但仍远低于英伟达和博通等芯片公司近75%的毛利率[5] 公司审计与合规相关 - 公司特别委员会未发现管理层欺诈证据但将采取补救措施加强内部治理和监督功能且无法确定10 - K年度报告的提交时间[7] - 公司因未能提交年度报告面临纳斯达克摘牌风险纳斯达克于9月17日发出不合规信函公司有60天时间提交或提交合规计划且目前无审计师[8] - 公司2019年曾因会计问题未能及时提交年度报告而被摘牌2020年重新上市若再次摘牌将在场外交易市场交易且可能被踢出标普500指数[9] 公司业务相关 - 公司是一家真实企业从人工智能基础设施热潮中获益匪浅[10] - 英伟达已介入转移公司订单若供应商和客户减少业务往来长期影响更大[12] 投资者建议相关 - 鉴于不确定性和风险投资者最好观望有更好的方式参与人工智能基础设施建设[13]

I am a full-time analyst interested in a wide range of stocks. With my unique insights and knowledge, I hope to provide other investors with a contrasting view of my portfolio, given my particular background.If you have any questions, feel free to reach out to me via a direct message on Seeking Alpha or leave a comment on one of my articles.Analyst’s Disclosure: I/we have a beneficial long position in the shares of NVDA either through stock ownership, options, or other derivatives. I wrote this article myse ...

Demand for Supermicro's products has taken off with the artificial intelligence boom.Super Micro Computer (SMCI -3.77%) started the year off as a star of the artificial intelligence (AI) market. The equipment maker has been around for more than 30 years, selling servers and rack scale solutions, but it truly saw earnings take off with the AI boom. In recent quarters, Supermicro has reported triple-digit increases in revenue and soaring demand for its products. The company works hand-in-hand with Nvidia and ...

Interested investors should be keeping an eye on the stock.With shares down by 78% from an all-time high reached in March, Super Micro Computer (SMCI -3.77%) might be one of the first dominoes to fall as the artificial intelligence (AI) hype cycle reaches a possible conclusion. But so far, this crash has little to do with company fundamentals and seems more related to allegedly shady accounting practices and possible wrongdoing.Let's explore three factors to watch before considering a position in this embat ...

公司情况 - 2024年超级微型计算机公司（NASDAQ: SMCI）投资者经历了一系列极端的巨大趋势逆转是最疯狂且最不可能的金融市场新闻故事之一[1]

The artificial intelligence business's financial statements are late, and the stock price has been more volatile than usual.Super Micro Computer (SMCI -2.12%) stock is crashing down from highs reached earlier in the year, and investors want to know why.*Stock prices used were the afternoon prices of Nov. 5, 2024. The video was published on Nov. 7, 2024. ...