Charles Liang, CEO of Super Micro, speaks at the Computex conference in Taipei, Taiwan, on June 1, 2023.Super Micro Computer shares slid 15% in extended trading on Tuesday after the server maker reported disappointing fiscal fourth-quarter results and issued weak quarterly earnings guidance.Here's how the company did in comparison with LSEG consensus:Earnings per share: 41 cents adjusted vs. 44 cents expectedRevenue: $5.76 billion vs. $5.89 billion expectedSuper Micro's revenue increased 7.5% during the qua ...

About this content About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government ...

Super Micro Computer (NASDAQ: SMCI) is set to report its fourth quarter fiscal year 2025 results after the bell on Tuesday, August 5. Ahead of the release, the stock rose 2.81% on Monday to close at $58.23.Analysts expect Super Micro to deliver around $6.13 billion in fourth-quarter revenue and report earnings of $0.75 per share. The company previously projected revenue between $5.6 billion and $6.4 billion, with non-GAAP EPS in the range of $0.40 to $0.50.However, sentiment has grown more bearish ahead of ...

智通财经APP获悉，花旗将超微电脑(SMCI.US)的目标价从37美元上调至52美元，但维持"中性"评级不 变。花旗分析师表示，对人工智能(AI)服务器的需求正在改善。超微电脑管理层对在未来两个季度内完 成"当前的交付承诺"持乐观态度，因为Blackwell GPU 供应限制正在缓解。 据悉，超微电脑将于美东时间8月5日美股盘后发布2025财年第四季度业绩报告。根据TipRanks预测数 据，华尔街分析师预计该公司每股收益为0.45美元，同比下滑29%;但营收有望同比增长13%，达到59.8 亿美元。 尽管如此，由于戴尔科技(DELL.US)和慧与科技(HPE.US)的竞争，分析师仍然对超微电脑的利润率感到 担忧。 花旗预测，超微电脑2025财年第四季度营收将达到60.7亿美元，同比增长13.4%，环比增长32%;预计每 股收益为0.45美元，与市场普遍预期基本一致。 花旗还预计该公司2026财年第一季度营收将增长至70.2亿美元，每股收益将达到0.65美元，这两项数据 均高于市场预期。 ...

Group 1 - Xindong Company (02400) reported a positive earnings forecast, expecting revenue of at least RMB 3.05 billion for the first half of 2025, a year-on-year increase of approximately 37%, and a net profit of at least RMB 790 million, a year-on-year increase of about 215% [1] - Yimai Sunshine (02522) also announced a positive earnings forecast, expecting revenue between RMB 450 million to 480 million for the first half of the year, a year-on-year increase of approximately 8.77% to 16.03%, and a net profit of RMB 14.5 million to 16.5 million, a year-on-year increase of about 1350% to 1550% [1] - Tianli International Holdings (01773) plans to repurchase shares up to a total of HKD 200 million based on market conditions, believing that the share buyback plan is in the best interest of the company and its shareholders [2] Group 2 - Liaogang Co., Ltd. (02880) reported a total operating revenue of RMB 5.693 billion for the first half of 2025, a year-on-year increase of 5.93%, and a net profit attributable to shareholders of RMB 956 million, a year-on-year increase of 110.78% [2] - Yuan Zheng Technology (02488) reported a revenue of RMB 982 million for the first half of 2025, a year-on-year increase of 9.75%, and a net profit of RMB 195 million, a year-on-year increase of 27.74% [2] - Geekplus Technology (02590) expects revenue between RMB 995 million to 1.03 billion for the first half of the year, a year-on-year increase of 27% to 32%, while the net loss is expected to narrow significantly [3] Group 3 - Lee & Man Paper Manufacturing (02314) and other leading companies in the paper industry have initiated a price increase for various products starting August 1, indicating a significant acceleration in price adjustment frequency within the industry [3] - Xinda Biopharmaceutical (01801) announced that its innovative oral small molecule GLP-1R agonist IBI3032 has received IND approval from the FDA [4] - Heyu-B (02256) reported a revenue of RMB 612 million for the first half of the year, a year-on-year increase of 23.1%, and a net profit of RMB 328 million, a year-on-year increase of 58.84% [4] Group 4 - Bilibili (BILI.US) is expected to achieve a revenue growth of 20% year-on-year to RMB 7.3 billion in the second quarter, driven by stable performance in mobile games [5][6] - Li Auto (LI.US) launched the Li Xiang i8, with deliveries starting on August 20, and received positive outlooks from multiple institutions [6] - Xpeng Motors (XPEV.US) achieved a new monthly delivery record in July, delivering 36,717 smart electric vehicles, a year-on-year increase of 229% [7]

Core Insights - Super Micro Computer (SMCI) is expected to report its fourth-quarter fiscal 2025 results on August 5, with a focus on its server and storage business driven by demand from hyperscalers, high-performance computing, and AI customers [1][2] Group 1: Business Performance - The Server and Storage Systems segment is a key driver of SMCI's financial strength, with increasing demand for GPU-optimized servers for AI workloads contributing significantly to its success [3] - SMCI's integration of Intel Gaudi, NVIDIA Blackwell Chips, and AMD processors is anticipated to attract more customers in high-performance computing, AI, and hyperscale markets [3][4] - The early availability of systems based on NVIDIA's new Blackwell GPU architecture, along with strong performance from Hopper-based systems, is expected to enhance the segment's momentum [4] Group 2: Market Trends - The expansion of SMCI's Datacenter Building Block Solutions is likely to have increased adoption among enterprises and hyperscalers, providing a comprehensive solution for servers, storage, networking, and cooling [4] - There is strong customer interest in both air-cooled and direct liquid cooling (DLC) rack-scale platforms, which are crucial for the next phase of AI data center expansion [5] - Leadership in DLC technology is a competitive advantage for SMCI, as data centers are increasingly adopting these solutions to meet energy efficiency and density requirements [5] Group 3: Financial Outlook - Despite strong demand, some customers are delaying orders for newer AI platforms like NVIDIA's Blackwell, which may negatively impact SMCI's order book for the upcoming quarter [6] - Margins are expected to remain under pressure due to factors such as customer mix, competitive pricing, and rising costs associated with DLC AI GPU cluster deployments [6][7] - However, strong top-line growth in the Server and Storage Systems business is anticipated to partially offset earnings challenges [7]

With just one subscription to Beyond the Wall Investing , you can save thousands of dollars a year on equity research reports from banks. You'll keep your finger on the pulse and have access to the latest and highest-quality analysis of this type of information.I've been covering Super Micro Computer, Inc. (NASDAQ: SMCI ) since January 2024, initially rating the stock as a Buy, and then withdrawing that rating and assigning it again as the market conditions and theHe leads the investing group Beyond the Wal ...

Company Overview - Super Micro Computer (NASDAQ: SMCI) is expected to announce its Q4 2025 earnings around August 5, 2025, with a stock performance increase of nearly 60% in the past three months [2] - The company's current market capitalization is $36 billion, with revenue for the past twelve months at $22 billion, operating profits of $1.3 billion, and a net income of $1.2 billion [4] Earnings Expectations - Revenues are anticipated to increase by approximately 11% year-over-year to $5.9 billion, while earnings are projected to be around $0.44 per share, slightly down from the previous year [2] - Revenue growth is likely driven by sustained demand from the AI, cloud computing, and data center sectors [2] Product Developments - New offerings such as high-memory X14 servers and advanced liquid-cooled GPU systems utilizing AMD Instinct MI350s are expected to significantly contribute to business performance during this quarter [3] - The company is prioritizing the development of liquid cooling technology for servers, which has put pressure on margins [3] Margin Analysis - As of Q3 FY'25, Super Micro's gross margin was 9.6%, down from 11.8% in Q2 FY'25 and 15.5% in Q3 FY'24 [3] Historical Performance Insights - There have been 20 recorded earnings instances in the last five years, with 10 positive and 10 negative one-day (1D) returns, indicating a 50% occurrence of positive returns [7] - The percentage of positive returns falls to 27% when considering data from the last three years [7] Correlation Analysis - Understanding the correlation between short-term and medium-term returns following earnings can help in positioning trades effectively [8] - Historical data shows that the correlation between 1D and 5D returns can guide trading strategies post-earnings announcements [8]

市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何 意见、观点或结论是否符合其特定状况。据此投资，责任自负。 美股盘前，微软涨近9%，Meta涨12%，高通因手机业务疲软跌4.7%，AMD涨3%，英伟达涨2%，超微 电脑涨超2%。 风险提示及免责条款 ...

Stock Performance Analysis of Super Micro Computer (SMCI) - SMCI experienced a significant price increase, rising from approximately $30 to over $120 in about two and a half months, resembling an amplified Nvidia in 2023 [1] - The stock faced downward pressure following the "Deep Seek" event, aligning with the downturn in AI-related stocks [2] - A golden cross pattern emerged in late June, coinciding with the stock consolidating above its 200-day moving average [4] - The stock is currently overbought based on the Relative Strength Index (RSI) [5] Key Resistance and Support Levels - The swing high from February represents a critical resistance level for SMCI [7] - The $70 level is identified as a significant confluence of resistance, aligning with the 50% Fibonacci retracement level, the February swing high, and a previous support area from early 2024 [10][11] - A potential support level is identified around $59, coinciding with a Fibonacci level and potentially the 50-day moving average [17] Trading Strategy and Market Outlook - A conservative approach suggests waiting for a failure at the $70 level before considering a short position [12][17] - The analyst suggests caution due to the market being near all-time highs and the potential for increased volatility during earnings season [12][13] - The analyst notes that SMCI may not be as volatile as it matures as a stock, with trading volume having decreased compared to when the stock was initially rising rapidly [15][16]