Super Micro Computer(SMCI)

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Super Micro Computer Q2 Earnings: Differentiating Facts From Distraction
Seeking Alpha· 2025-02-12 20:15
Group 1 - The stock of Super Micro Computer, Inc. (NASDAQ: SMCI) is experiencing significant volatility, with its Nasdaq listing status currently uncertain due to outstanding filings [1] - The valuation of Super Micro Computer has more than doubled recently, indicating strong market interest despite the ongoing issues [1]
Super Micro Computer Earnings: Don't Chase This One, Not Now
Seeking Alpha· 2025-02-12 19:59
Michael Wiggins De Oliveira is an inflection investor. This means buying into cheap companies at the moment when their narrative is changing and the business is on a path toward becoming significantly more profitable over the next year.With a focus on tech and “the Great Energy Transition (including uranium)”, Michael runs a concentrated portfolio with approximately 15 to 20 stocks and an average holding period of 18 months. Through his 10+ years analyzing countless companies, Michael has accumulated outsta ...
Super Micro Computer Earnings: The Good and the Very Bad
The Motley Fool· 2025-02-12 17:05
In this video, I will talk about recent updates regarding Super Micro Computer (SMCI 5.48%). Watch the short video to learn more, consider subscribing, and click the special offer link below.*Stock prices used were from the trading day of Feb. 11, 2025. The video was published on Feb. 11, 2025. ...
Super Micro Computer Stock Jumps on 2026 Guidance
Schaeffers Investment Research· 2025-02-12 15:42
Tech stock Super Micro Computer Inc (NASDAQ:SMCI) is up 3.9% at $40.12 at last glance, despite the company slashing its 2025 revenue forecast and missing fiscal second-quarter results estimates, after its 2026 guidance came in much higher than expected. CEO Charles Liang also stated that he is "confident" the company will be able to file its annual report by the Feb. 25 deadline. Outsized moves are common for Super Micro Computer stock. In fact, the equity hasn't seen a swing below 5% since Feb. 3. Five of ...
Super Micro Computer: Shorts Cover, Time To Buy (Rating Upgrade)
Seeking Alpha· 2025-02-12 09:38
Now you can get access to the latest and highest-quality analysis of recent Wall Street buying and selling ideas with just one subscription to Beyond the Wall Investing ! There is a free trial and a special discount of 10% for you. Join us today!If you read my articles regularly, you probably know that I called Super Micro Computer, Inc. (NASDAQ: SMCI ) a "Strong Buy" back in December 2022 when it wasDaniel Sereda is chief investment analyst at a family office whose investments span continents and diverse a ...
Super Micro's Big Reveal
Seeking Alpha· 2025-02-12 09:24
Group 1 - Super Micro Computer (NASDAQ: SMCI) has confirmed the compliance catalyst previously discussed, indicating a positive outlook for the company [1] - The financial performance of Super Micro Computer is deemed relatively acceptable, suggesting that the company is on track to meet its operational goals [1]
Super Micro Computer: Stellar FY2026 Sales Projection Could Prove Overly Ambitious - Sell
Seeking Alpha· 2025-02-12 09:09
I am mostly a trader engaging in both long and short bets intraday and occasionally over the short- to medium term. My historical focus has been mostly on tech stocks but over the past couple of years I have also started broad coverage of the offshore drilling and supply industry as well as the shipping industry in general (tankers, containers, drybulk). In addition, I am having a close eye on the still nascent fuel cell industry.I am located in Germany and have worked quite some time as an auditor for Pric ...
Super Micro Computer(SMCI) - 2025 Q2 - Earnings Call Transcript
2025-02-12 02:02
Super Micro Computer, Inc. (NASDAQ:SMCI) Q2 2025 Earnings Conference Call February 11, 2025 5:00 PM ET Company Participants Michael Staiger - VP, IR and Corporate Development Charles Liang - Founder, President, CEO and Chairman David Weigand - SVP and CFO Conference Call Participants Michael Ng - Goldman Sachs Ananda Baruah - Loop Capital Samik Chatterjee - JPMorgan Ruplu Bhattachary - Bank of America Nehal Chokshi - Northland Jon Tanwanteng - CJS Securities Quinn Bolton - Needham & Company George Wang - Ba ...
Super Micro Computer Earnings: Don't Chase This Gamble
Seeking Alpha· 2025-02-11 23:15
Super Micro Computer, Inc. (NASDAQ: SMCI ) stock is all over the place after hours Tuesday following an earnings report that seems to have the market unsure. With the company going through some governance issues and withTo follow me click the "Follow" button! (Easy right?) Hi there, thanks for coming to my profile page! My name is Kumquat Research (but you can call me Jeremy) and I've been writing for Seeking Alpha on and off for going on ten years now, beginning with my inaugural published piece during my ...
Super Micro 'confident' it will meet SEC deadline and reach $40 billion next fiscal year
CNBC· 2025-02-11 22:59
Super Micro Computer gave optimistic commentary for its fiscal 2026 and delayed annual report that overshadowed its slashed fiscal 2025 revenue guidance in Tuesday's preliminary second-quarter results. CEO Charles Liang said he is "confident" that the company will file its delayed annual report by the U.S. Securities and Exchange Commission's Feb. 25 deadline. The company also said it expects to hit $40 billion in revenue in fiscal 2026. Analysts polled by LSEG expected $30 billion in revenue for the period ...