Outside of artificial intelligence chipmaker Nvidia, the best AI trade over the past 12 months has also been a lesser-known company by the name of Super Micro Computer (NASDAQ:SMCI) stock. SMCI has seen sales and net income double over its last fiscal year due to demand for all kinds of advanced server hardware and equipment as large technology firms race to process large AI workloads. SMCI's share price has risen by more than 90% since the start of 2024 and prescient tailwinds could keep shares edging high ...

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 ...

Morsa Images/DigitalVision via Getty Images Stock Covered SMCI Analyst's rating at publication HOLD 3761.65 Price at publication Change -25.16% S&P 500 change 1.22% Analyst's rating history 2,000 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 handliy 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 he ...

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, I th ...

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 the u ...

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 metri ...

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 h ...

Key Takeaways Super 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 ...

After last week's post-earnings sell-off, news around liquid cooling demand is helping the stock to bounce back strongly today. Shares of artificial intelligence (AI) server specialist Super Micro Computer (SMCI 6.28%) were rallying in Monday trading, up 7.2% as of 12:04 p.m. ET. The server maker plunged last week after the company's fiscal fourth-quarter earnings report, which showed booming revenue growth but also a decline in margins. But after last week's drubbing, along with the recent sell-off in AI-r ...

After reporting earnings last week, investors in Super Micro Computer (NASDAQ:SMCI) certainly appear to be questioning the company's gross margins and what this could mean for the company long-term. Indeed, SMCI stock remains well off its pre-report levels, still trading roughly 12% below pre-report levels. That said, SMCI stock is making a comeback today, with Super Micro investors appearing to digest recent commentary around demand for the company's direct liquid cooling technology. Shares of the server a ...