Super Micro Computer, Inc. (SMCI) is set to report its third-quarter fiscal 2025 on April 29.For the fiscal third quarter, the company expects revenues between $5 billion and $6 billion. The Zacks Consensus Estimate is pegged at $5.34 billion, indicating growth of 38.6% from the year-ago quarter’s reported value.Super Micro Computer expects non-GAAP earnings per share between 46 cents and 62 cents. The Zacks Consensus Estimate for earnings is pegged at 52 cents per share, suggesting a decline of 22.4% from ...

Core Viewpoint - U.S. stock markets are experiencing high volatility due to tariffs imposed by the Trump administration, leading to significant price drops in several stocks, making them attractive investment opportunities in the short term [1]. Group 1: Recommended Stocks - Affirm Holdings Inc. (AFRM), Marvell Technology Inc. (MRVL), Super Micro Computer Inc. (SMCI), QUALCOMM Inc. (QCOM), and Edison International (EIX) are identified as stocks with strong revenue and earnings potential for 2025, supported by positive earnings estimate revisions in the last 60 days [2]. Group 2: Affirm Holdings Inc. (AFRM) - Affirm Holdings has diverse income streams, expecting revenues between $3.13 billion and $3.19 billion in fiscal 2025, driven by growing active merchant numbers and improving gross merchandise value [3][4]. - Key partnerships, including those with Apple Pay and Hotels.com, are crucial for AFRM's expansion, which has also entered the UK market [4]. - AFRM has an expected revenue growth rate of 37.1% and earnings growth rate of 96.4% for the current year, with a Zacks Consensus Estimate for earnings improving by 53.8% in the last 30 days [5]. - The stock is trading at a 40.5% discount from its 52-week high, with a potential upside of 75.2% based on brokerage target prices [6]. Group 3: Marvell Technology Inc. (MRVL) - Marvell Technology is experiencing strong demand in the data center market, with revenues increasing by 98% year-over-year, driven by AI-related products [7][9]. - MRVL has an expected revenue growth rate of 43.8% and earnings growth rate of 75.8% for the current year, with a slight improvement in earnings estimates [11]. - The stock is trading at a 53.7% discount from its 52-week high, with a potential upside of 219.1% based on brokerage target prices [12]. Group 4: Super Micro Computer Inc. (SMCI) - Super Micro Computer manufactures IT solutions for AI, Cloud, and 5G technologies, with its products gaining traction in the market [13][14]. - SMCI has an expected revenue growth rate of 59.2% and earnings growth rate of 14% for the current year [16]. - The stock is trading at a 64% discount from its 52-week high, with a potential upside of 174.2% based on brokerage target prices [18]. Group 5: QUALCOMM Inc. (QCOM) - QUALCOMM is transitioning to a connected processor firm, benefiting from 5G technology and strategic collaborations, including one with Google for AI solutions [19][20]. - The company has an expected revenue growth rate of 11.9% and earnings growth rate of 16% for the current year, with a slight improvement in earnings estimates [22]. - The stock is trading at a 35.6% discount from its 52-week high, with a potential upside of 68.3% based on brokerage target prices [24]. Group 6: Edison International (EIX) - Edison International plans to invest $26.6 billion to $31.5 billion from 2025 to 2028 to enhance its infrastructure and expand its renewable energy portfolio [25]. - The company has an expected revenue growth rate of 2.8% and earnings growth rate of 19.7% for the current year, with a slight improvement in earnings estimates [28]. - The stock is trading at a 34.6% discount from its 52-week high, with a potential upside of 48.3% based on brokerage target prices [30].

Group 1 - Super Micro Computer (SMCI) closed at $36.43, with a +1.73% increase, outperforming the S&P 500's gain of 0.74% [1] - Over the last month, SMCI shares increased by 3.14%, while the Computer and Technology sector lost 6.23% and the S&P 500 lost 4.77% [1] Group 2 - The upcoming earnings release is expected to show an EPS of $0.52, a 22.39% decrease from the same quarter last year, with projected revenue of $5.34 billion, up 38.58% year-over-year [2] - For the entire fiscal year, earnings are estimated at $2.52 per share and revenue at $23.78 billion, reflecting increases of +14.03% and +59.17% respectively from the previous year [3] Group 3 - Recent changes in analyst estimates for Super Micro Computer are important as they reflect short-term business trends, with positive revisions indicating a favorable business outlook [4] - The Zacks Rank system, which assesses estimate changes, currently ranks Super Micro Computer as 1 (Strong Buy) [6] Group 4 - Super Micro Computer has a Forward P/E ratio of 14.21, which is higher than the industry's average Forward P/E of 12.2 [7] - The Computer-Storage Devices industry is ranked 167 in the Zacks Industry Rank, placing it in the bottom 33% of over 250 industries [7]

Super Micro Computer, Inc. (SMCI) shares have plunged 19.1% in the past month, underperforming the broader tech sector’s decline of 12.2%.Super Micro Computer’s recent decline stems from a mix of broader market weakness. A widespread sell-off in tech stocks, triggered by fears of rising trade tensions and slowing economic growth concerns, has put pressure on the entire sector, including Super Micro Computer.This decline in the share price of this semiconductor leader raises the question: Should investors ta ...

Core Insights - The generative AI industry continues to produce increasingly advanced models at a rapid pace, despite theoretical limitations [1] - OpenAI has recently released new reasoning AI models, o3 and o4-mini, showcasing the advancements in the field [1] Industry Developments - The pace of innovation in generative AI is accelerating, with new models being developed and deployed quickly [1] - The expertise in AI and machine learning is growing among professionals, as evidenced by the pursuit of advanced certifications in the field [1] Market Position - The article highlights the author's position as a knowledgeable contributor in the AI and machine learning space, indicating a strong understanding of the market dynamics [1]

Kubernetes storage is becoming increasingly popular as it facilitates greater agility and scalability. This has bolstered the deployment of high-capacity mass storage products, a positive for industry players. Super Micro Computer Inc. Super Micro Computer is a total IT solution manufacturer for AI/ML (machine language), Cloud, HPC, Storage and 5G/Edge technologies. SMCI's rack-scale plug-and-play Total AI and IT Solutions (especially the Deep- Learning and LLM-optimized ones based on NVDA's HGX-H100) are g ...

Semiconductor stocks have taken a beating in the past couple of weeks. However, that does not seem to have deterred one U.S. politician.Finbold’s senatorial trading radar recently picked up a Periodic Transaction Report published on April 20. It reveals that Ashley Moody, the junior United States senator from Florida, executed nine transactions between March 20 and March 25. Each of the trades in question was a semiconductor stock bet. Receive Signals on US Senators' Stock Trades Stocks Stay up-to-dat ...

Core Viewpoint - Super Micro Computer (SMCI) is positioned for a significant resurgence despite recent challenges, including allegations of accounting manipulation and concerns over AI infrastructure investment [1][2][3]. Financial and Audit Developments - Super Micro's new auditor, BDO, has verified the company's revenue and profit for 2022, 2023, and 2024 as accurate, despite previous issues with Ernst & Young resigning [4][7]. - The company is upgrading its IT and accounting systems and is in the process of hiring a new CFO to improve its financial controls [7][8]. - The abrupt resignation of Ernst & Young may have been influenced by its own scandals, which could have led to a cautious approach regarding Super Micro [6]. AI Market Outlook - Despite fears of an AI infrastructure slowdown, investment in AI is expected to continue unless a severe global recession occurs [9][10]. - IDC forecasts a 42% compound annual growth rate for AI servers through 2028, aligning with Super Micro's CEO's expectation of 40% annual revenue growth [11]. Gross Margin Analysis - Super Micro's gross margin has decreased from over 18% at the end of 2022 to 11.8% recently, attributed to increased competition [14][16]. - Management maintains a long-term gross margin target of 14% to 17%, indicating potential for recovery as new technologies are introduced [19]. Valuation and Growth Potential - Super Micro's stock is trading at a low valuation of 13.7 times trailing earnings and eight times earnings estimates for fiscal 2026, suggesting significant upside potential [20]. - If the company achieves $40 billion in revenue by 2026 with a gross margin of 15%, it could yield a net profit of approximately $3.7 billion, translating to about $5.65 per share [22][23]. - A conservative multiple of 14 times earnings could elevate the share price to $80, representing over 150% upside from current levels [24].

Core Viewpoint - The article emphasizes the importance of conducting thorough due diligence before making investment decisions, highlighting that past performance does not guarantee future results [2][3]. Group 1 - The content is based on personal thoughts and research, indicating that it is not financial or investment advice [2][3]. - The article mentions that the author has no business or personal relationship with any company mentioned, ensuring an unbiased perspective [2][3]. - It is noted that all investments in the market face risks, including the potential to lose the entire investment [2][3]. Group 2 - The article clarifies that the views expressed may not reflect those of the platform as a whole, indicating a diversity of opinions among contributors [3]. - It highlights that the analysts contributing to the platform may not be licensed or certified, which could affect the reliability of the information provided [3].

Group 1 - The core focus of the article is on Super Micro Computer (SMCI), a company involved in designing and manufacturing AI servers that are integral to the ongoing AI revolution in technology [1] - The discussion includes an overview of the company's business model, highlighting its role in the AI sector and the demand for its products [1] - The article also addresses the company's growth potential and associated risks, providing insights into its market performance and future outlook [1]