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Super Micro Computer's margins have taken a considerable hit, creating massive fear among investors. In today's video, I discuss recent updates impacting Super Micro Computer (SMCI -1.38%). Check out the short video to learn more, consider subscribing, and click the special offer link below. *Stock prices used were the market prices of August 7, 2024. The video was published on August 7, 2024. ...

Super Micro Computer recently announced a 10-for-1 stock split. Server manufacturer Super Micro Computer (SMCI -20.14%) hit its stride last year as demand for artificial intelligence (AI) hardware built momentum. The stock has surged 550% since January 2023, and the company has been added to the S&P 500 and Nasdaq-100 indexes. Supermicro reported somewhat disappointing financial results earlier this week, which sent the stock into a tailspin. But management gave investors at least one piece of potentially p ...

The CNN Money Fear and Greed index showed a decline in the overall market sentiment, while the index remained in the "Extreme Fear" zone on Wednesday. U.S. stocks settled lower on Wednesday, after recording gains earlier during the session. On the economic data front, the Manheim Used Vehicle Value Index rose 2.8% month-over-month for July. Mortgage applications rose by 6.9% from the prior week in the period ending August 2. Shares of NVIDIA Corporation NVDA fell 5.1% on Wednesday, while Super Micro Compute ...

quantic69 The biggest risk to the Super Micro Computer, Inc. (NASDAQ:SMCI) story hit home following FQ4 '24 results. The Al server infrastructure company was already depressed going into earnings, and the low gross margins hit has the stock down further. My investment thesis is now Bullish on Super Micro, with the stock over $200 below the prior dead money call at $750. finviz Wed AUG 07 2024 10:51 AM ET SMCI DAILY -100.77 (16.33%) 1300 Aug 7 O 533.99 H547.00 L513.01 C516.17 Vol7.63M SMA 20 1200 SMA 50 SMA ...

JHVEPhoto Super Micro Computer (NASDAQ:SMCI) had an extremely puzzling earnings release on Tuesday, August 6th. Initially, the market was pleased with the results in this beaten down AI trade. The stock rose 17% and eclipsed $700 just minutes after the report was released. Investor sentiment soured as the data in the report was fully digested. The stock turned sharply lower, plummeting all the way below $550 during the earnings call. It traded below $500 throughout the day, August 7th. It's likely the marke ...

Key Takeaways Super Micro Computer shares plunged on Wednesday after the company posted a quarterly earnings miss as low margins take a toll on its business despite increased demand. Analysts said investors are watching for Super Micro margin improvement to demonstrate its ability to navigate the competitive tech hardware market in the artificial intelligence era. Super Micro also announced a 10-for-1 stock split that analysts say could moderate the stock's volatility. Super Micro Computer (SMCI) shares fel ...

Core Insights - Super Micro Computer (NASDAQ:SMCI) reported a revenue growth of 143.6% to $5.31 billion, slightly exceeding analyst expectations of $5.30 billion, but its adjusted EPS of $6.25 fell short of the estimate of $8.07 [1] - The company provided strong guidance, projecting first quarter revenue between $6 billion and $7 billion, significantly higher than the analyst estimate of $5.46 billion, and for the fiscal year ending June 30, 2025, it expects revenue between $26 billion and $30 billion, compared to the estimate of $23.4 billion [2] - CEO Charles Liang stated that the company is positioned to become the largest IT infrastructure company, emphasizing their technology leadership [3] Financial Performance - Super Micro's gross margin declined to 11.2% from 17% a year ago and 15.5% from the previous quarter, attributed to a significant increase in cost of sales, which rose to $4.71 billion from $1.81 billion year-over-year, outpacing revenue growth [4] - Following the earnings report, analysts from Bank of America and other firms lowered their price targets due to concerns over declining margins and competitive pressures [5][6] Analyst Reactions - Bank of America analyst Ruplu Bhattacharya reduced the price target from $1,090 to $700 and changed the rating from "buy" to "neutral," citing challenges in margins and competitive pricing [5] - Other analysts also adjusted their price targets downward, with Barclays lowering its target to $693, Goldman Sachs to $675, Wells Fargo to $650, and Wedbush to $620 [6]

The AI server maker missed on the bottom line in its quarterly earnings report. Super Micro Computer (SMCI -19.38%) was having a rough day today after the artificial intelligence (AI) server maker reported another strong quarter of sales growth, but margins compressed faster than expected and it badly missed estimates on the bottom line. The stock was down 18% as of 1:54 p.m. ET on the news. Supermicro suddenly shows weakness Supermicro, as the company is also known, has been one of the best-performing stoc ...

Super Micro Computer (SMCI) reported fourth-quarter fiscal 2024 non-GAAP earnings of $6.25 per share, which surged 78.1% year over year. The figure missed the Zacks Consensus Estimate by 22.2%. Revenues surged 143% on a year-over-year basis to $5.31 billion. The top line surpassed the Zacks Consensus Estimate by 0.3%. Year-over-year revenue growth was driven by strong momentum across the Server and Storage Systems and Subsystems & Accessories businesses. Strength across Enterprise & Channel and OEM Applianc ...