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Super Micro Computer (NASDAQ: SMCI) recently faced a challenging quarter, with its gross margins dropping to 11.2% in the fourth quarter (Q4) of fiscal 2024 (FY2024) from 17% a year ago. This sharp decline has raised concerns among investors, particularly as the company grapples with supply chain challenges that have impacted the availability of key components for its advanced platforms. Despite these hurdles, several factors suggest that SMCI's stock remains a compelling buy, driven by strong valuation met ...

1 - l l MicroStockHub We previously covered Super Micro Computer, Inc. (NASDAQ:SMCI) in May 2024, discussing why we had upgraded the stock to a Buy, thanks to the robust long-term generative AI trends, Nvidia's (NVDA) promising forward guidance, and Taiwan Semiconductor Manufacturing Company's (TSM) positive commentary. Combined with the improved margin of safety after the April 2024 pullback and the relatively healthy balance sheet, we had recommended a Buy once a floor had materialized. Since then, SMCI h ...

SMCI stock plummeted after earnings. In this video, I will cover the recent updates regarding Super Micro Computer (SMCI -0.23%). Check out the short video to learn more, consider subscribing, and click the special offer link below. *Stock prices used were from the trading day of Aug. 8, 2024. The video was published on Aug. 9, 2024. ...

The artificial intelligence (AI) hardware provider was added to the benchmark S&P 500 Index and followed that feat with a long-anticipated stock split. The S&P 500 (^GSPC 0.47%) is the most widely followed benchmark in the U.S. and is made up of the 500 largest companies in the country. Given the breadth of its membership, it is considered by many to be the most reliable indicator of overall stock market performance. To be included in the S&P 500, a company must meet certain criteria: Be based in the U.S. H ...

Erik Von Weber/DigitalVision via Getty Images I presented my "Buy" thesis on Super Micro Computer, Inc. (NASDAQ:SMCI) aka Supermicro in my initiation report published in June 2024, favoring the company's superior growth in liquid-cooled technology. Supermicro released its Q4 result on August 6th, demonstrating robust growth in data center business. Supermicro's upcoming Datacenter Building Block Solutions (DCBBS) could potentially reduce data center build time from 3 years to 2 years. Due to the attractive ...

Morsa Images Investment Thesis Super Micro Computer, Inc. (NASDAQ:SMCI) aka Supermicro is a battleground stock. The bulls roar that the stock is down from its all-time highs by a considerable amount; therefore, it must be undervalued. Meanwhile, the bears shriek that Supermicro is a commodity company that isn't worthy of a premium valuation on its stock. Furthermore, this is a company that has in the past year formed a habit of over-promising and underdelivering. For instance, fiscal Q4 2024 saw a significa ...

Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. ...

J Studios/DigitalVision via Getty Images Thesis Summary Super Micro Computer, Inc. (NASDAQ:SMCI) reported weak fiscal Q4 earnings on Tuesday, the 6th of August, leading to a 20% drop in its share price. While the company did not meet investors' lofty goals, and it certainly faces challenges ahead, the sell-off seems to be overdone. Looking at revenue and earnings estimates, the company now seems undervalued, with substantial upside potential. If the AI trade still has legs, these are by far the longest. I l ...

Super Micro Computer's (SMCI) shares have lost 45% in a month against the S&P 500, the Zacks Computer – Storage Devices industry and the Zacks Computer & Technology sector's declines of 6.6%, 23.7% and 13%, respectively. This is majorly attributed to lower-than-expected fourth-quarter fiscal 2024 earnings per share (EPS) reported on Aug 6. There was a shortage of some new key components, which delayed shipments that could generate about $800 million in revenues. As a result, the company's gross margin contr ...