7 August 2024 | 3:15AM EDT Super Micro Computer Inc. (SMCI): F4Q24 review: Gross margin weakness offsets better revenue outlook SMCI's F4Q24 EPS missed ($6.25 v. $7.62-$8.42 guidance) as in-line revenue of $5.3 bn (v. $5.1-$5.5 bn guidance) was more than offset by a gross margin miss at 11.3% (v. consensus 14.2%). Weaker than expected gross margins of 11.3% were impacted by SMCI's focus on strategic new design wins with competitive pricing to win market share, customer mix (e.g., emerging hyperscalers) and ...

This fast-growing company could turn out to be a solid long-term investment thanks to a huge end-market opportunity. Super Micro Computer (SMCI -0.23%) has been one of the hottest stocks on the market this year, clocking tremendous gains of 73% as of this writing, but a closer look at the stock's more recent performance tells us that its bull run has come to an end. In fact, shares of Supermicro (as the company is known) are down 58% since hitting a 52-week high on March 8. However, the company, which manuf ...

Super Micro Computer Today SMCI Super Micro Computer $508.76 -1.18 (-0.23%) 52-Week Range $226.59 ▼ $1,229.00 P/E Ratio 28.52 Price Target $911.85 Add to Watchlist Super Micro Computer NASDAQ: SMCI has been an extremely hot stock in 2024, with a total return of nearly 80%. The technology company has vastly outperformed the market and its sector. The Technology Select Sector SPDR Fund NYSEARCA: XLK has returned only 7%. The company made the news recently when it announced a 10-for-1 stock split, which will g ...

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Super Micro Computer (NASDAQ: SMCI) recently faced a challenging quarter, with its gross margins dropping to 11.2% in the fourth quarter (Q4) of fiscal 2024 (FY2024) from 17% a year ago. This sharp decline has raised concerns among investors, particularly as the company grapples with supply chain challenges that have impacted the availability of key components for its advanced platforms. Despite these hurdles, several factors suggest that SMCI's stock remains a compelling buy, driven by strong valuation met ...

1 - l l MicroStockHub We 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 h ...

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. H ...

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 attractive ...

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 significa ...