Super Micro Computer NASDAQ: SMCI shares are imploding due to a knee-jerk reaction to weaker-than-expected margin news. However, the takeaways from the earnings report suggest that margin weakness is fleeting and that this dip is buyable. More to the point, the company's 10-for-1 forward stock split is a signal for investors to load up on this value-building AI machine. Super Micro Computer Today | --- | --- | |-----------------------|-------| | | | | | | | SMCI | | | Super Micro Computer | | | $520.52 | | ...

Jetta Productions Inc Investment Thesis Super Micro Computer, Inc. (NASDAQ:SMCI) released fiscal Q4 earnings that beat revenue expectations but fell short of EPS estimates. Shares are down 13% in post-market trading as of the time of this writing, mirroring a nervous market skeptical over the tech sector's ability to sustain the AI-fueled growth. In my view, as an unbiased investor who missed the initial rally, I believe now isn't the time to be nervous. The fundamentals that carried SMCI this far are still ...

Thomas Barwick At the start of the year, Super Micro Computer, Inc. (NASDAQ:SMCI) was the poster child of the AI craze, but the correction over the summer has taken the shares now down over 50% from their highs. This correction, and a solid fourth fiscal quarter, warrants an update on the shares here. While top line sales results are largely fine, but will see a growth slowdown during 2025, the issue is that of a very soft margin performance, which feels unexpected and is weighing on the shares here. Improv ...

Super Micro Computer's revenue estimates for its upcoming fiscal year blow away analysts' expectations. In today's video, I discuss recent updates impacting Nvidia (NVDA 3.78%) and Super Micro Computer (SMCI 1.33%). Check out the short video to learn more, consider subscribing, and click the special offer link below. *Stock prices used were the after-market prices of Aug. 6, 2024. The video was published on Aug. 6, 2024. ...

After a strong start to the year, SMCI stock fell 50% since the March highs. In today's video, I will talk about Super Micro Computer's (SMCI 1.33%) fourth-quarter earnings report. 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. 6, 2024. The video was published on Aug. 6, 2024. ...

For several months in 2024, the server company Super Micro Computer (NASDAQ): SMCI) was the absolute star of the stock market as it, between January and March, managed a rise from about $285 to above $1,000. 588.82 Div yield 226.59 Low 52-wk low Supermicro's performance since has, however, been less than stellar as the company's shares entered a months-long period of stagnation that has, with the release of the latest earnings report, ended with an extended session crash for SMCI. Indeed, while the technolo ...

Super Micro Computer, Inc. SMCI, which manufactures servers for artificial intelligence applications and processes, reported its fiscal fourth-quarter results Tuesday after the market closed and its stock reacted to the report with a sharp move to the downside. Quarterly sales jumped about 144% year-over-year to $5.31 billion, with the topline rising about 38% sequentially. The revenue growth was in line with the consensus. Non-GAAP earnings per share came in at $6.25 versus $3.51 a year ago and $6.65 in th ...

The demand for AI servers continues to grow. In today's video, I discuss Super Micro Computer (SMCI 1.33%) and other companies providing AI servers. Check out the short video to learn more, consider subscribing, and click the special offer link below. *Stock prices used were the after-market prices of Aug. 5, 2024. The video was published on Aug. 5, 2024. ...

Key Takeaways Super Micro Computer shares slumped 13% in extended trading on Tuesday after the server maker reported earnings that fell short of expectations, issued a light profit forecast and disclosed a surprise drop in adjusted gross margin, as the cost of transitioning to more expensive AI chips weighed on the bottom line. The shares broke down below a descending triangle last month, with the price closing beneath the closely watched 200-day moving average in early August. Super Micro Computer shares m ...

This marks the first-ever stock split for the AI-centric server specialist. Recent advancements in the field of artificial intelligence (AI) sparked a flurry of interest from consumers and investors alike. The dawn of generative AI early last year has also had an impact on companies at the cutting edge of the technology, sending sales and profits to new heights. This, in turn, has sent the stock prices of these companies surging as investors scramble to get in on the ground floor of the paradigm shift in th ...