Core Viewpoint - Supermicro's stock has experienced significant volatility due to a disappointing earnings report, scrutiny from a short-seller, a delayed 10-K filing, and a potential DOJ investigation, but it has seen a rebound following a press release about its GPU shipment volume [1][2]. Company Performance - Supermicro is currently shipping over 100,000 GPUs per quarter, specifically utilizing direct liquid cooling (DLC) solutions for large data centers focused on AI applications [3][4]. - The company does not design or manufacture GPUs but assembles servers and rack solutions using purchased components [4]. - Supermicro offers lower-priced servers compared to branded competitors like Dell, while being one of the first to adopt DLC technology, providing a competitive edge [5][6]. Financial Metrics - The company has low gross margins, which have recently declined to 11.2% from 17.0% a year ago, contrasting sharply with Nvidia's 75% and Taiwan Semiconductor's 53% gross margins [7]. - Supermicro's stock trades at 14 times analysts' fiscal 2025 earnings estimates, suggesting it may be undervalued given the growth potential in AI infrastructure [11]. Market Context - Despite recent challenges, Supermicro is positioned to benefit from the substantial investments in AI infrastructure, as large tech companies are aggressively acquiring GPUs [10]. - The stock's valuation reflects its current market position, but uncertainties regarding its annual report and the DOJ investigation present risks [12].

NEW YORK, Oct. 11, 2024 (GLOBE NEWSWIRE) -- Leading securities law firm Bleichmar Fonti & Auld LLP announces that a lawsuit has been filed against Super Micro Computer, Inc. (NASDAQ: SMCI) and certain of the Company's senior executives for potential violations of the federal securities laws. If you invested in Super Micro Computer, you are encouraged to obtain additional information by visiting https://www.bfalaw.com/cases-investigations/super-micro-computer-inc. Investors have until October 29, 2024 to ask ...

Super Micro Computer (SMCI) closed the most recent trading day at $46.47, moving -1.73% from the previous trading session. The stock fell short of the S&P 500, which registered a loss of 0.21% for the day. Meanwhile, the Dow lost 0.14%, and the Nasdaq, a tech-heavy index, lost 0.05%. Shares of the server technology company have appreciated by 6.17% over the course of the past month, underperforming the Computer and Technology sector's gain of 9.62% and outperforming the S&P 500's gain of 5.94%. Investors wi ...

A short-seller report knocked the stock down, but Supermicro says business is booming. Super Micro Computer (SMCI -1.21%) stock has gotten crushed over the last six months. Shares of the provider of server, storage, and coolant systems for the massive data center buildout have been cut in half during that time. But the stock is still up by over 60% year to date from high demand as large technology companies work to quickly expand artificial intelligence (AI) computing capacity. This week, shares began to re ...

LOS ANGELES, Oct. 9, 2024 /PRNewswire/ -- The DJS Law Group reminds investors of a class action lawsuit against Super Micro Computer, Inc. ("Super Micro" or "the Company") (NASDAQ: SMCI) for violations of §§10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder by the U.S. Securities and Exchange Commission. Shareholders who purchased shares of SMCI during the class period listed are encouraged to contact the firm regarding possible lead plaintiff appointments. Appointm ...

NEW YORK, Oct. 08, 2024 (GLOBE NEWSWIRE) -- Attorney Advertising--Bronstein, Gewirtz & Grossman, LLC, a nationally recognized law firm, notifies investors that a class action lawsuit has been filed against Super Micro Computer, Inc. ("Super Micro" or "the Company") (NASDAQ: SMCI) and certain of its officers. Class Definition This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired ...

Super Micro Computer Inc. SMCI has been riding the AI wave for some time, and its latest announcement sent the stock soaring again. Shares jumped 15% after the company revealed it's shipping over 100,000 GPUs per quarter, a figure that could translate into billions of dollars in potential revenue, with GPUs being the core hardware behind AI development and deployment. But while the stock got a short-term boost, questions about its sustainability loom large. It soon receded and was down by about 7% by 1:30 P ...

Shares of Super Micro Computer (SMCI, Financial) fell over 5% to $45.27, following a significant 16% gain in the prior session. The decline comes amidst the company's announcement of its new comprehensive liquid cooling solution. This innovative technology features advanced components such as a coolant distribution unit, cold plate, coolant distribution manifold, cooling tower, and integrated management software. The liquid cooling solution is designed to optimize data center efficiency by reducing scale an ...

New 3U Server Supports up to 18 GPUs and Features Dual Intel® Xeon® 6900 series processors with P-cores SAN JOSE, Calif., Oct. 8, 2024 /PRNewswire/ -- Super Micro Computer, Inc. (SMCI), a Total IT Solution Provider for AI, Cloud, Storage, and 5G/Edge, announces the launch of a new, versatile, high-density infrastructure platform optimized for AI inferencing at the network edge. As companies seek to embrace complex large language models (LLM) in their daily operations, there is a need for new hardware capabl ...

Super Micro Computer, Inc. NASDAQ: SMCI, a significant player in the high-performance computing industry, recently made a strategic move to broaden its investor base. The company implemented a 10-for-1 stock forward stock split, effective from October 1, 2024. This move, which reduced the share price from $419.74 to around $41.98, was not aimed at altering the company's intrinsic value but rather at attracting a wider range of investors. The question now arises: does SMCI, with its newly split shares, prese ...