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 ...

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 ...