Group 1: The Trade Desk - The Trade Desk operates the largest independent demand-side platform (DSP) for digital ads, allowing advertisers to purchase ad space across various platforms [3] - Recent growth has been driven by connected TV (CTV) ads on ad-supported streaming platforms, utilizing first-party data and AI-driven tools [4] - Analysts expect revenue to grow at a CAGR of 19% and adjusted EBITDA to rise at a CAGR of 20% from 2024 to 2027, with an enterprise value of $29.9 billion [5] Group 2: Super Micro Computer - Super Micro Computer specializes in servers for enterprise and data center customers, focusing on high-growth AI servers through a partnership with Nvidia [6] - Revenue surged at a CAGR of 61% from fiscal 2021 to fiscal 2024, but faced setbacks including delayed reports and regulatory scrutiny [7][8] - Analysts project revenue and EPS growth at a CAGR of 36% and 18%, respectively, from fiscal 2024 to fiscal 2027, with the stock trading at 11 times next year's earnings [9] Group 3: Palo Alto Networks - Palo Alto Networks is a leading cybersecurity company with three main ecosystems: Strata, Prisma, and Cortex, focusing on next-gen security services [10] - The company's scale and diversification provide a competitive advantage, with revenue expected to grow at a CAGR of 15% from fiscal 2024 to fiscal 2027 [12] - Despite a high valuation at 91 times next year's GAAP EPS, the company is expected to remain a key player in the cybersecurity sector [13]

New Servers Drive Smarter, Faster, and More Efficient AI from the Data Center to the Edge with Entire Range of Intel® Xeon® 6 Processors Supporting Over 40% More Memory Bandwidth and up to 144 CPU CoresSAN JOSE, Calif. and NUREMBERG, Germany, March 11, 2025 /PRNewswire/ -- Supermicro, Inc. (NASDAQ: SMCI) a Total IT Solution Provider for AI/ML, HPC, Cloud, Storage, and 5G/Edge, is introducing a wide range of new systems which are fully optimized for edge and embedded workloads. Several of these new compact s ...

My previous bullish thesis about Super Micro Computer (NASDAQ: SMCI ) did not age well, as the stock is currently around 13% cheaper compared to the September 11 price. I do not panic at all because SMCI is an inherently volatileI am a highly experienced Chief Financial Officer (CFO) with a strong background in the oilfield and real estate industries. With over a decade of experience in finance, I have led numerous complex due diligence efforts and M&A transactions, both domestically and internationally.In ...

Super Micro Computer (NASDAQ: SMCI ), also known as Supermicro, is still out of favor with investors after its alleged accounting issues, loss of its auditor, and delay in filing its 2024 10-K. Since I last wrote aboutI have been a Merchant Seaman that has traveled the world for over 30 years. Within the last 15 years, I developed a very intense interest in investing. I learned a lot of what I know about investing from The MF. Also because I have a engineering background, I often tend to gravitate to Tech s ...

Super Micro Computer (SMCI) investors got good news last month after learning that the tech company, which has been mired in controversy in recent months, was able to file its quarterly and annual financials on time, satisfying the Nasdaq exchange. By doing so, it alleviates fears around the accuracy of its financials and it means the stock isn't at risk of being delisted anytime soon.Now that the financials are filed, is it safe to once again buy shares of the company? Let's take a closer look at Supermicr ...

Core Insights - The S&P 500 index experienced a decline of 1.42% in February, resulting in a year-to-date return of 1.24% through the same month [1] - Super Micro Computer and Intel were notable exceptions, with Super Micro Computer's stock rising by 45.37% and Intel's by 22.13% during February [1] Group 1: Super Micro Computer - The significant increase in Super Micro Computer's stock price was primarily due to the company addressing concerns regarding its financial reporting, which had previously put it at risk of delisting from the Nasdaq Stock Exchange [3] - The company successfully filed its audited financial reports by the February 25 deadline, which helped avoid potential delisting [4] - The financial report revealed that Super Micro Computer's fiscal year 2024 revenue more than doubled to $14.9 billion [4] Group 2: Intel - Intel's stock gains were driven by renewed confidence in domestic chip production initiatives supported by the Trump administration, which is crucial for the industry currently dominated by Taiwan Semiconductor Manufacturing Company [4] - The company has missed out on the artificial intelligence boom that benefited other tech stocks, but the renewed optimism regarding its potential in emerging technologies has attracted investors back [5]

Core Viewpoint - Super Micro Computer successfully avoided delisting from NASDAQ by meeting filing deadlines, despite previous accounting issues, which has led to mixed market reactions and varying analyst price targets [1][3][5]. Group 1: Company Performance and Market Reaction - After regaining NASDAQ compliance, Super Micro shares increased by over 12%, indicating a positive market reaction to the news [3]. - However, shares have since declined nearly 24% as of March 5, reflecting ongoing concerns about the company's future prospects [4]. - Analysts have mixed views, with Goldman Sachs raising its price target by 11% to $40, Barclays setting a target of $59, and Loop Capital increasing its target by 40% to $70, suggesting potential upside of nearly 45% based on average targets [5]. Group 2: Financial Performance and Projections - In Q4 2024, Super Micro reported a revenue growth of 55%, a significant deceleration from over 100% growth in previous quarters [6]. - Revenue growth expectations for 2025 are projected at 60%, down from 125% in 2024, with gross margins dropping nearly 400 basis points and operating margins slipping 140 basis points [7][8]. - Despite high revenue growth, the company generated cash from operations of -$2 billion over the last 12 months, primarily due to timing mismatches in payments [11]. Group 3: Competitive Position and Challenges - Super Micro specializes in AI server racks, leveraging partnerships with suppliers like NVIDIA, which enhances its competitive edge [9][10]. - The company faces challenges with low profit margins, operating margins around 10% or lower, and gross margins in the mid to high teens during growth periods [12]. - Concerns about management transparency and the need for consistent higher margins remain, impacting long-term investment confidence [14].

Ever since my last report on Super Micro Computer (NASDAQ: SMCI ), my expectation was mostly accurate, making the 10-K filing 80% likely to be successful, a scenario that played out accordingly. However, whereas I anticipated the stock to continue rallyingYiannis Zourmpanos, founder of Yiazou IQ, an AI-driven stock research platform providing all-in-one stock reports. Experience: Previously worked at Deloitte and KPMG in external/internal auditing and consulting. Education: Chartered Certified Accountant, F ...

Super Micro Computer TodaySMCISuper Micro Computer$39.14 +3.07 (+8.51%) 52-Week Range$17.25▼$122.90P/E Ratio19.65Price Target$61.87Add to WatchlistIn the face of widespread market unease and most major indices trading lower on March 4, 2025, Super Micro Computer NASDAQ: SMCI defied the trend with a solid 9% intraday gain. This counter-trend performance raises questions about the unique factors driving Super Micro Computer's resilience even as geopolitical tensions and economic uncertainties impact the broa ...

Group 1 - The article highlights the benefits of subscribing to Beyond the Wall Investing, which can save investors thousands of dollars annually on equity research reports from banks [1] - It mentions the rapid development of investment theses, exemplified by a recent analysis of Super Micro Computer, Inc. (NASDAQ: SMCI) stock [1] - The investing group offers features such as a fundamentals-based portfolio, weekly insights from institutional investors, short-term trade alerts based on technical signals, and community engagement [1] Group 2 - The analyst has disclosed a beneficial long position in Super Micro Computer, Inc. shares through various financial instruments [1]