Core Viewpoint - Super Micro Computer (SMCI) stock has experienced significant volatility, with a recent surge of approximately 70% this week, driven by investor optimism ahead of important upcoming deadlines and positive business updates [1][2][3]. Company Updates - The company faced a major setback last year when its accounting firm resigned due to issues with financial reporting, internal controls, and governance, but has since appointed a new auditor to address these concerns [3]. - Supermicro is preparing to meet the deadline for filing its annual report for fiscal year 2024, which ended on June 30, with a critical deadline set by Nasdaq for February 25 to avoid delisting [4]. Financial Guidance - Despite slightly disappointing forward guidance for earnings and revenue for the current fiscal quarter and full fiscal year 2025, the company has lowered its revenue outlook for fiscal 2025 to $25 billion from $30 billion [5]. - The company has projected a more optimistic revenue forecast of $40 billion for fiscal 2026, which is expected to be driven by the growth in data center demand and artificial intelligence (AI) compute power [5][6]. Market Position - Following the recent stock surge, Supermicro's market capitalization remains under $40 billion, indicating potential investment opportunities if the company meets its upcoming deadlines and revenue projections [6].

Getting an opportunity to buy a well-known stock at a good value is quite a rare opportunity. This is especially true in a “hot” market environment like what we have today. In my view though, this opportunity exists for higher-risk investors in theNine to 5 by day. Hobbyist stock trader by night. I got an MBA and a CFA ... so that should count for something. I only care about my own greedy interests and I love feeding trolls. Not your financial advisor. Information for entertainment purposes only. Diamond h ...

I am a full-time analyst interested in a wide range of stocks. With my unique insights and knowledge, I hope to provide other investors with a contrasting view of my portfolio, given my particular background.If you have any questions, feel free to reach out to me via a direct message on Seeking Alpha or leave a comment on one of my articles.Analyst’s Disclosure: I/we have a beneficial long position in the shares of NVDA, TSM, GOOG, MSFT, META, AMZN either through stock ownership, options, or other derivativ ...

Super Micro Computer (NASDAQ: SMCI ) submitted its preliminary earnings scorecard for its second fiscal quarter of FY 2025 last week after the market closed, and the server hardware company did reasonably well, causing an upward surge in the company’s shareAnalyst’s Disclosure: I/we have a beneficial long position in the shares of SMCI, NVDA, AMD, AVGO, TSM either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compens ...

Currently leading research at Leverage Shares, I have longstanding professional experience with financial markets. All views are my own and I can assure you that I smile sometimes. M.S.F, M.B.A., IIT Chicago. My investment style is purely agnostic, informed by facts and highly data-driven. I consider macroeconomics to assess strategic/sector viability for long-term investments, business line item trends for company/stock viability and market data trends for tactical/investment decisions. Asia (India, China, ...

Key TakeawaysSupermicro shares are up for the fourth trading day in a row following the company's business update last week.The AI server maker predicted significant revenue growth in 2026 as demand grows for infrastructure to support AI.The company also expects to avoid Nasdaq delisting by submitting delinquent regulatory filings by Feb. 25. Super Micro Computer (SMCI) shares soared higher Tuesday, putting it on pace to extend its streak of gains since the company predicted significant sales growth in 2026 ...

I am focused on growth and dividend income. My personal strategy revolves around setting myself up for an easy retirement by creating a portfolio which focuses on compounding dividend income and growth. Dividends are an intricate part of my strategy as I have structured my portfolio to have monthly dividend income which grows through dividend reinvestment and yearly increases. Feel free to reach out to me on Seeking AlphaAnalyst’s Disclosure: I/we have a beneficial long position in the shares of SMCI, NVDA, ...

Super Micro Computer (NASDAQ: SMCI ) has been the embodiment of volatility the past few months. It's risen from a 52-week low of $18.5 to nearly $50 now. Price targets range from a low of $15 to $93 over the next 12 months, in short, the stock isI work as an investment analyst for a mutual fund. I share the same thoroughness and precision in my daytime work as with my private work found primarily here on Seeking Alpha. My areas of expertise include the tech sector as well as the energy sector. I am not land ...

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Super Micro Computer (SMCI 13.32%) shares have continued to be extremely volatile, with the stock surging ahead of its preliminary earnings report, only to dip nearly 10% the session before its report. The stock then bounced around following the announcement of its result. The stock is up nearly 40% year to date, but down about 50% over the past year, as of this writing, as the stock continues to make big moves in both directions.Let's take a look at the company's most recent preliminary results and guidanc ...