Now you can get access to the latest and highest-quality analysis of recent Wall Street buying and selling ideas with just one subscription to Beyond the Wall Investing ! There is a free trial and a special discount of 10% for you. Join us today!My coverage of Super Micro Computer, Inc. (NASDAQ: SMCI ) stock is diverse, and I started with a Strong Buy rating initially back in December 2022, when few people were familiar with theDaniel Sereda is chief investment analyst at a family office whose investments s ...

Super Micro Computer Inc SMCI is trading in the shadows of Nvidia Corp's NVDA blockbuster earnings event, but investors are asking if this week could finally snap it out of its slump. Shares currently sit just above $44, down a bruising 27% over the past month and more than 22% over the past year—a sharp contrast to Nvidia, whose results on Wednesday could be the tide that lifts AI-adjacent boats.Track NVDA stock here.Chart created using Benzinga ProChart Check: In The Green ZoneTechnicians are eyeing SMCI' ...

Key Takeaways Super Micro Computer aims for $33B revenues in FY26, a 50% jump from the prior fiscal.DCBBS solutions and GPU partnerships are central to driving hyperscale and enterprise demand.Expansion across Europe, Asia and the Middle East supports SMCI's ambitious growth outlook.Super Micro Computer, Inc. (SMCI) has set an ambitious target of generating revenues of at least $33 billion in fiscal 2026. This outlook represents whopping 50% year-over-year growth. In fiscal 2025, the company’s revenues soar ...

This stock is one of the few affordable ways to bet on AI tech.Three years ago, OpenAI's ChatGPT introduced generative AI to the world. The technology has since grown to underpin a multi-billion-dollar industry, making chipmaker Nvidia the world's most valuable company. That said, investors now face the challenges of finding overlooked AI stocks that haven't been caught up in the hype. Let's discuss three reasons why Super Micro Computer (SMCI 0.46%) could be a good long-term pick. 1. The AI hardware opport ...

Super Micro Computer TodaySMCISuper Micro Computer$44.76 +0.88 (+2.00%) 52-Week Range$17.25▼$66.44P/E Ratio27.01Price Target$44.75Add to WatchlistSpeculation and news headlines aside, there is a pretty simple way for investors to know whether a stock has priced in its future growth yet or not, creating a reliable manner to measure whether they should stay invested in a company through the hard times or whether it is time to liquidate and go hunting for the next best deal. This can all be done with a single ...

Core Insights - Super Micro Computer, Inc. (SMCI) collaborates with Lambda to enhance AI infrastructure through the deployment of GPU-optimized servers, including NVIDIA Blackwell systems, aimed at delivering high-performance solutions to customers [1][2][3] Group 1: Collaboration and Technology - The partnership between Supermicro and Lambda focuses on developing powerful technology to advance AI infrastructure, utilizing a range of GPU-optimized servers to meet demanding AI workloads [2][3] - Lambda has selected various Supermicro systems, including models powered by Intel's Xeon Scalable processors, to meet the increasing demand for high-performance servers [2][3] Group 2: AI Factory Development - Lambda aims to build gigawatt-scale AI factories for training and inference, leveraging Supermicro's extensive server portfolio to fulfill current and future computational needs [3] - The collaboration has led to the establishment of a large AI factory equipped with energy-efficient servers and advanced cooling technology, facilitating rapid deployment of next-generation AI accelerators [3][6] Group 3: Regional Impact and Infrastructure - Columbus is emerging as a significant hub for AI innovation, supported by Cologix's interconnection services and Supermicro's trusted systems, enhancing low-latency access and scalability for enterprises in the region [4] - The combined efforts of Supermicro, Lambda, and Cologix are driving rapid AI development across various industries, including healthcare, finance, and manufacturing, by providing a streamlined path to production-ready AI solutions [4]

The S&P 500 experienced its longest losing streak of 2025, dropping for five consecutive trading days as of Thursday. It is also the first time this year that the index has endured such a drop, according to Dow Jones Market Data.The S&P 500 declined 1.5% over the past five sessions, pressured by selling in big tech names as investors rotated away from the tech sector on AI bubble fears and overvaluation concerns. This downturn was exacerbated by disappointing Target (TGT) and Walmart (WMT) earnings, renewed ...

Core Insights - Super Micro Computer (SMCI) stock has declined by 25.6% following its fourth-quarter fiscal 2025 earnings report, which showed non-GAAP earnings of 41 cents per share, missing the Zacks Consensus Estimate by 6.8% [1][6] - The stock is currently undervalued compared to the Zacks Computer-Storage Devices industry, trading at a forward 12-month P/E ratio of 19.2X, lower than the industry's 25.08X [2] Competition and Market Position - SMCI faces increasing competition from major players in the storage and server market, including Pure Storage, Dell Technologies, and Hewlett Packard Enterprise [3] - Dell Technologies reported orders worth $12.1 billion for AI servers in Q1 fiscal 2026, which increased to $14.4 billion in AI backlogs, highlighting the competitive landscape [4] Financial Performance and Margins - SMCI's server segment sales grew by 6% year over year, driven by strong demand for AI servers [7] - The company is experiencing margin compression due to competitive pricing, client delays, and rising production costs, with a non-GAAP gross margin contraction of 70 basis points year over year in Q4 fiscal 2025 [8][9] - High inventory reserves for older-generation products and increased upfront costs for production ramp-up are further pressuring margins [10][11] Earnings Estimates - The Zacks Consensus Estimates for SMCI's first-quarter fiscal 2026 earnings is 47 cents, indicating a year-over-year decline of 37.3% [11] - Year-over-year growth estimates for the current year and next year are 23.30% and 29.21%, respectively [12] Long-Term Prospects - Despite current challenges, SMCI's long-term growth prospects remain strong, particularly in the AI-driven solutions market [13][14] - The company's expertise in integrating advanced graphics processing units positions it well for future growth as enterprises expand their data centers [15] Conclusion - While SMCI is facing near-term challenges, its long-term outlook is positive, supported by high demand for its AI-driven solutions and energy-efficient server systems [16]

过去三天里，跌幅最大的一些美股包括Palantir(PLTR.US)、AMD(AMD.US)和超威电脑(SMCI.US)，分别下跌12%、6%和6%。而在此期间，英伟达仅下跌 2.8%，尽管其在基准指数中的较大权重仍拖累了大盘。 Susquehanna International Group衍生品策略联席主管Chris Murphy表示，这些股票"是今年交易最拥挤的标的之一，建立在对AI的乐观预期和投机性动量之 上，因此容易出现迅速的逆转"。 智通财经APP获悉，高盛集团的交易部门表示，若以史为鉴，近期涨势强劲的动量股的大幅下挫可能正提供一次逢低买入的机会。交易员们指出，高盛High Beta一篮子动量股票此前在出现类似跌幅后的反弹表现，加上当前的技术面走势，为其观点提供支持。他们在一份客户报告中表示："过去当多空动量一篮 子股票在五天内下跌10%或以上时，在接下来的一周上涨的概率为80%。接下来一周的回报率中值为4.5%，接下来一个月的回报率中值超过11%。" 动量策略的重点是买入近期上涨的个股，卖空表现落后的个股。这一策略的突然回撤源于该篮子中被做空股票的反弹。不过，高盛的交易员表示，一篮子动 量股票在本 ...

I'm a 19 year old passionate trader managing a 6 figure portfolio trying to and beating the major indexes with my stock picks. I am focused mostly on growth stocks, particularly stocks that implements AI into their operations, as well as stocks that has a moat over their sector. My personal strategy revolves around finding stocks with high growth potential and undervalued in the market, creating a portfolio with high growth potential rather than FOMO. I started researching and analysing stocks since 17, aim ...