Core Insights - Super Micro Computer (SMCI) has commenced bulk deliveries of NVIDIA's (NVDA) Blackwell Ultra solutions [1] - The company is currently delivering NVIDIA HGX B300 systems and GB300NVL72 racks with plug-and-play (PnP) capabilities to global customers [1] - In early June, Super Micro Computer launched a series of enterprise-level AI solutions specifically designed for NVIDIA's Blackwell architecture, aimed at accelerating AI factory deployments in the European market [1] Market Reaction - As of the report, Super Micro Computer's stock rose by 4.10% in after-hours trading [2]

Core Viewpoint - Super Micro Computer, Inc. (SMCI) has initiated shipments of its NVIDIA Blackwell Ultra solutions, leading to a rise in its stock price during extended trading hours. Group 1: Company Developments - Supermicro announced the broad availability of its Plug-and-Play (PnP)-ready NVIDIA HGX B300 systems and GB300 NVL72 racks to customers globally [1][2] - The solutions are designed for rapid deployment and are pre-validated at system, rack, and data center scale, ensuring high performance and compute density for AI infrastructure [2][3] Group 2: Leadership Insights - Charles Liang, CEO of Supermicro, emphasized the company's strong track record in fast and successful deployments of new NVIDIA technologies [2] - Liang also highlighted the importance of Supermicro's Data Center Building Block Solutions in delivering high-performance AI platforms for customers investing in advanced technology [3] Group 3: Stock Performance - SMCI shares increased by 4.28%, reaching $45.83 during Thursday's extended trading session [3]

Core Insights - Supermicro has announced the broad availability of its NVIDIA Blackwell Ultra solutions, including Plug-and-Play (PnP)-ready NVIDIA HGX B300 systems and GB300 NVL72 racks, aimed at enhancing AI infrastructure deployment globally [1][2][5] Product Offerings - The NVIDIA Blackwell Ultra systems are designed for high performance and compute density, featuring advanced cooling designs and the ability to utilize up to 1400W per GPU, achieving 50% greater inferencing performance and 50% more HBM3e capacity compared to previous models [2][3] - Supermicro's complete Blackwell Ultra portfolio includes over 10 SKUs, enabling diverse AI factory environments at any scale [5][6] Technological Advancements - The solutions leverage direct liquid cooling technology, advanced air cooling, and optimized I/O design, which contribute to doubling compute network bandwidth and enhancing AI factory productivity [3][4] - The GB300 NVL72 rack-scale system achieves 1.1 exaFLOPS dense FP4 compute performance, while the NVIDIA HGX B300 systems provide up to 7.5x performance gains over NVIDIA Hopper-based systems [4][6] Deployment and Integration - Supermicro offers turn-key delivery of pre-validated solutions at system, rack, and data center scale, addressing challenges in AI infrastructure such as network topology, power delivery, and thermal management [2][6] - The integration of hardware with infrastructure and application software, including NVIDIA AI Enterprise, optimizes AI performance and supports rapid deployment [6] Environmental Impact - Supermicro's Data Center Building Block Solutions (DCBBS) help customers save up to 40% power, reduce data center footprint by 60%, and decrease water consumption by 40%, leading to a 20% lower total cost of ownership (TCO) [6]

Super Micro Computer Inc. (NASDAQ:SMCI) is one of the best growth stocks under $50 to buy now. On September 4, Citi analyst Asiya Merchant maintained a Hold rating on Super Micro Computer Inc. (NASDAQ:SMCI) and set a price target of $48.00. Super Micro (SMCI) Rallies 6.9% on US $92-Billion AI Investment Super Micro Computer Inc. (NASDAQ:SMCI) reported its fiscal Q4 2025 earnings on August 5, announcing net sales of $5.8 billion compared to $4.6 billion in fiscal Q3 2025 and $5.4 billion in fiscal Q4 2024 ...

Core Insights - The article discusses the evolution of major tech companies from selling products to enabling broader ecosystems, highlighting Apple and Nvidia as examples of this shift [1]. Company Analysis - Apple transitioned from selling computers to creating a wider ecosystem that enhances user experience and engagement [1]. - Nvidia's role in the tech industry is also mentioned, indicating a similar trajectory in its business model [1]. Investment Perspective - The author emphasizes a focus on fundamental financial ratios and metrics for clearer insights into investment opportunities, particularly in the tech sector [1].

Company Overview - Super Micro Computer, Inc. (SMCI) has a market cap of $25.5 billion and is a leading provider of high-performance, energy-efficient server and storage solutions built on modular and open-standard architectures [1] - The company designs and manufactures a wide range of systems, including AI-optimized servers, blade and multi-node platforms, storage solutions, and edge computing systems, serving industries such as cloud computing, artificial intelligence, 5G, and enterprise data centers [2] Stock Performance - Shares of Super Micro Computer have decreased over 34% from its 52-week high of $66.44, while over the past three months, its shares have risen 3.9%, underperforming the broader Dow Jones Industrials Average's 6.4% gain during the same period [3] - Over the past 52 weeks, shares have returned nearly 8%, lagging behind the Dow Jones Industrials Average's nearly 12% increase, but are up 46.2% on a year-to-date basis, outperforming the Dow's 7.2% gain [4] Financial Results - Following its Q4 2025 results on August 5, Super Micro Computer's shares tumbled 18.3%. The company reported adjusted EPS at $0.41 and revenue at $5.76 billion, missing Wall Street expectations [5] - The company cut its long-term outlook, projecting at least $33 billion in fiscal 2026 revenue, down from its earlier forecast [5] Competitive Position - Super Micro Computer's stock has performed weaker than its rival, Pure Storage, Inc. (PSTG), which has climbed nearly 33% year-to-date and 74.9% over the past 52 weeks [5] Analyst Sentiment - Analysts remain cautious about Super Micro Computer's prospects, with a consensus rating of "Hold" from 18 analysts in coverage. The mean price target of $47.62 represents a premium of 5.6% to current levels [6]

Group 1 - Selling cash secured puts is a strategy to generate extra income by writing put options while setting aside cash to buy the stock if assigned [1][2] - This strategy is considered bullish but less so than outright stock ownership, suitable for investors who expect the stock to remain flat or rise slightly [2][3] - Cash secured put sellers are prepared to take ownership of the stock, while naked put sellers aim solely to generate premium without the intention of ownership [3] Group 2 - The closer the put option is sold to the current stock price, the higher the premium and the likelihood of assignment [4] - An example with Super Micro Computer (SMCI) shows that selling a put option with a strike price of $40 while the stock trades at $42.92 yields a premium of $165 [5] - If SMCI trades above $40 at expiration, the put option expires worthless, allowing the seller to keep the premium, resulting in a net cost basis of $38.35 if assigned, which is a 10.65% discount from the initial trading price [6]

Core Viewpoint - The AI hardware market is experiencing a significant upward revision in growth forecasts, driven by strong demand from hyperscalers and tier 2 cloud service providers, indicating a structural shift in capital expenditure within data centers [1][4][16]. Market Forecast Revision - The AI server market forecast for 2029 has been revised from $386 billion to $581 billion, reflecting a compound annual growth rate (CAGR) of 38% [4][5]. - The AI data center switch market is also projected to grow, reaching approximately $26 billion by 2029, with a five-year CAGR of 36% [5][15]. - In contrast, the traditional server market is expected to decline at a CAGR of -2% from 2024 to 2029, indicating a decisive shift in data center capital expenditure [5]. Growth Drivers - The report highlights that tier 2 cloud service providers and telecom operators are emerging as a significant growth force, alongside established hyperscalers like Amazon and Microsoft [7][11]. - The AI server market for hyperscalers is expected to grow at a CAGR of 28%, while tier 2 cloud service providers will see an astonishing CAGR of 66% [8][9]. Competitive Landscape - Dell has emerged as a major winner in the AI hardware market, with its market share in the tier 2 cloud and service provider segment increasing by 22 percentage points to 46% [12][13]. - In the enterprise market, Dell's share also rose by 13 percentage points to 30%, positioning it alongside Hewlett Packard Enterprise (HPE) [14]. - Conversely, Super Micro's market share declined by 7 percentage points to 29%, while Nvidia and white box manufacturers also saw declines [14]. Capital Expenditure Outlook - Overall capital expenditure by cloud providers is expected to accelerate, with predictions indicating growth to $850 billion by 2029, reflecting a CAGR of 24% from 2024 to 2029 [16].

NEW YORK, Sept. 09, 2025 (GLOBE NEWSWIRE) -- Moore Law, PLLC, a shareholder litigation law firm located on Wall Street, is investigating potential claims against: Super Micro Computer, Inc. (NASDAQ: SMCI) What is the Lawsuit About? On August 6, 2024, SMCI revealed a significant decline in its gross margin attributed to increased production costs that could no longer be passed on to customers. On this news, the price of SMCI stock declined over 20%, from $616.94 per share on August 6, 2024, to $492.70 per sh ...

Core Viewpoint - A new AI trend may provide investment opportunities for stocks that underperformed in August, particularly Super Micro Computer, which has shown strong growth potential in the AI infrastructure sector [1][15]. Group 1: August Stock Performance - The S&P 500 historically performs poorly in September, with stocks often declining [1]. - Five stocks, including The Trade Desk, Super Micro Computer, Gartner, Fortinet, and Coinbase, were the worst performers in August, with declines ranging from 19% to 37% [2][4]. Group 2: Reasons for Declines - All five stocks experienced declines following their quarterly financial results, indicating that earnings reports were a common trigger for the downturn [6]. - The Trade Desk's stock fell due to disappointing Q3 2025 revenue guidance of only 14% growth and a sudden CFO change [7]. - Super Micro Computer reported a 47% year-over-year increase in net sales, but its gross margin fell to 9.5%, causing investor concern [8]. - Gartner's stock dropped despite beating earnings expectations, as management projected only 2% growth for the year, signaling limited upside [9]. - Fortinet's stock declined due to concerns over its growth amid a product refresh cycle, which management attempted to downplay [11]. - Coinbase's revenue decline and rising expenses, particularly in transaction revenue, led to a negative outlook for Q3 [12]. Group 3: Investment Opportunities - Super Micro Computer is highlighted as a potential buying opportunity due to its strong demand for AI infrastructure, with management expecting at least 50% growth in fiscal 2026 [15]. - The stock is considered undervalued at 24 times earnings, which is lower than the S&P 500 average, despite its high growth rate [16]. - Improvement in Super Micro's gross margin, projected to recover to 15%-16%, could significantly enhance profitability and stock performance [17][18].