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 ...

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]

Super Micro Computer (SMCI -13.00%) is now in compliance with financial statement requirements, and that's great news for investors.*Stock prices used were the afternoon prices of Feb. 28, 2025. The video was published on March 2, 2025. ...

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, ...

Company Overview - Super Micro Computer (SMCI) has experienced significant stock volatility in 2023, facing accounting issues and potential delisting risks from the Nasdaq stock exchange [1][3] - After meeting the Nasdaq reporting deadline on February 25, the stock initially rose but has since lost one-third of its value, including an 11.6% drop on a recent trading day [2][4] Financial Performance and Risks - The immediate concerns for investors revolve around Supermicro's accounting problems and fears of delisting, which have raised questions about the company's business viability pending a review by new auditors [3] - Despite meeting reporting deadlines, ongoing business risks may be contributing to recent stock sell-offs [4] Competitive Landscape - Supermicro faces increasing competition in the data center server market, with Dell Technologies reporting a 37% revenue growth in its server segment for the most recent quarter and 54% for the full fiscal year [5] - The competitive pressure is expected to impact Supermicro's market position and investor confidence [7] Expansion Plans - The company has announced plans to expand its manufacturing facility in San Jose, California, adding nearly 3 million square feet with a new campus [6] - However, this expansion announcement, made immediately after the filing deadline, may be perceived as a strategy to enhance its reputation amidst prior accounting issues [6]