Super Micro Computer(SMCI)
Search documents
Super Micro Computer: Shorts Cover, Time To Buy (Rating Upgrade)
Seeking Alpha· 2025-02-12 09:38
Now you can get access to the latest and highest-quality analysis of recent Wall Street buying and selling ideas with just one subscription to Beyond the Wall Investing ! There is a free trial and a special discount of 10% for you. Join us today!If you read my articles regularly, you probably know that I called Super Micro Computer, Inc. (NASDAQ: SMCI ) a "Strong Buy" back in December 2022 when it wasDaniel Sereda is chief investment analyst at a family office whose investments span continents and diverse a ...
Super Micro's Big Reveal
Seeking Alpha· 2025-02-12 09:24
Group 1 - Super Micro Computer (NASDAQ: SMCI) has confirmed the compliance catalyst previously discussed, indicating a positive outlook for the company [1] - The financial performance of Super Micro Computer is deemed relatively acceptable, suggesting that the company is on track to meet its operational goals [1]
Super Micro Computer: Stellar FY2026 Sales Projection Could Prove Overly Ambitious - Sell
Seeking Alpha· 2025-02-12 09:09
I am mostly a trader engaging in both long and short bets intraday and occasionally over the short- to medium term. My historical focus has been mostly on tech stocks but over the past couple of years I have also started broad coverage of the offshore drilling and supply industry as well as the shipping industry in general (tankers, containers, drybulk). In addition, I am having a close eye on the still nascent fuel cell industry.I am located in Germany and have worked quite some time as an auditor for Pric ...
Super Micro Computer(SMCI) - 2025 Q2 - Earnings Call Transcript
2025-02-12 02:02
Super Micro Computer, Inc. (NASDAQ:SMCI) Q2 2025 Earnings Conference Call February 11, 2025 5:00 PM ET Company Participants Michael Staiger - VP, IR and Corporate Development Charles Liang - Founder, President, CEO and Chairman David Weigand - SVP and CFO Conference Call Participants Michael Ng - Goldman Sachs Ananda Baruah - Loop Capital Samik Chatterjee - JPMorgan Ruplu Bhattachary - Bank of America Nehal Chokshi - Northland Jon Tanwanteng - CJS Securities Quinn Bolton - Needham & Company George Wang - Ba ...
Super Micro Computer Earnings: Don't Chase This Gamble
Seeking Alpha· 2025-02-11 23:15
Super Micro Computer, Inc. (NASDAQ: SMCI ) stock is all over the place after hours Tuesday following an earnings report that seems to have the market unsure. With the company going through some governance issues and withTo follow me click the "Follow" button! (Easy right?) Hi there, thanks for coming to my profile page! My name is Kumquat Research (but you can call me Jeremy) and I've been writing for Seeking Alpha on and off for going on ten years now, beginning with my inaugural published piece during my ...
Super Micro 'confident' it will meet SEC deadline and reach $40 billion next fiscal year
CNBC· 2025-02-11 22:59
Super Micro Computer gave optimistic commentary for its fiscal 2026 and delayed annual report that overshadowed its slashed fiscal 2025 revenue guidance in Tuesday's preliminary second-quarter results. CEO Charles Liang said he is "confident" that the company will file its delayed annual report by the U.S. Securities and Exchange Commission's Feb. 25 deadline. The company also said it expects to hit $40 billion in revenue in fiscal 2026. Analysts polled by LSEG expected $30 billion in revenue for the period ...
Supermicro Says It Expects To Meet Filing Deadline as Preliminary Q2 Results Underwhelm
Investopedia· 2025-02-11 22:10
Super Micro Computer (SMCI) reported preliminary second-quarter results below its previous guidance and said it expects to submit its delayed regulatory filings in time to avoid delisting. The server maker and Nvidia (NVDA) partner said it expects to report second-quarter revenue of $5.6 billion to $5.7 billion, up 54% year-over-year but below its prior forecast of $5.5 billion to $6.1 billion at the midpoint. The company projected adjusted earnings per share of 58 cents to 60 cents, also short of its prev ...
SMCY Is A High-Risk, High-Reward Bet On AI
Seeking Alpha· 2025-02-11 21:47
Group 1 - The ongoing uncertainty in stock and bond markets is influenced by President Trump's tariffs and other global market news [1] - The focus is on high yield income investments, particularly dividend-paying stocks and funds such as BDCs, REITs, CEFs, and ETFs [1] - The article emphasizes the importance of long-term investing decisions and understanding market psychology [1] Group 2 - The author expresses a beneficial long position in SMCY shares, indicating confidence in the company's performance [1]
Super Micro Computer(SMCI) - 2025 Q2 - Quarterly Results
2025-02-11 21:25
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 11, 2025 SUPER MICRO COMPUTER, INC. (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorporation) Delaware 001-33383 77-0353939 (Commission File Number) (I.R.S. Employer Identification No.) 980 Rock Avenue, San Jose, California 95131 (Address of ...
Why Super Micro (SMCI) stock can hit $65
Finbold· 2025-02-11 12:49
Core Viewpoint - Super Micro Computer (SMCI) faced significant challenges in 2024, including allegations of accounting fraud and a plummeting stock price, but has recently experienced a substantial recovery due to upcoming earnings announcements and technical analysis suggesting further growth potential [1][2][3]. Group 1: Stock Performance - Following the release of Hindenburg Research's report on August 27, SMCI stock dropped sharply, leading to concerns about potential delisting from NASDAQ [2]. - Over the last five trading days, SMCI stock has surged by 40.84%, bringing year-to-date returns to 33.84%, although it remains 63.89% below its all-time high of $118.81 reached on March 11, 2024 [3]. - A noted technical analyst predicts that SMCI stock could reach a price of $65 in the near term [4]. Group 2: Earnings Call and Reporting - The upcoming Q2 2025 earnings call on February 11 is a key driver for the recent stock surge, as it will include updates on the delayed annual report filing [5][6]. - SMCI has until February 25 to file its 10-K report with NASDAQ, with the possibility of securing a 180-day extension [6]. Group 3: Technical Analysis - A bull flag pattern has been identified, indicating potential for further upward movement in SMCI stock [7]. - The stock's recent price action suggests strong support in the $23 – $26 range, with the latest surge completing the bull flag pattern [8]. - Historical patterns indicate that after breaking out, SMCI stock typically tests the 1.5 Fibonacci extension before entering a pullback, suggesting a potential test of the $65 price point [9][10].