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Nvidia Stock Is Pulling Back Today. Here's Why Investors Are Nervous.
The Motley Fool· 2025-04-30 17:23
Something is spooking Nvidia (NVDA -2.01%) investors today. Shares dropped almost 5% in early trading and were still lower by 2.7% as of 1:10 p.m. ET.It's actually more than one thing putting pressure on Nvidia shares. First, investors got a business update from server manufacturer Super Micro Computer last night, where the artificial intelligence (AI) player slashed its guidance. Then one Wall Street analyst piled on the fear with a "sell" recommendation on Nvidia. That was based on some of the same concer ...
Why Is Super Micro Computer Stock Crashing Today?
The Motley Fool· 2025-04-30 16:41
In this video, I will talk about the recent updates regarding Super Micro Computer (SMCI -15.44%). Watch the short video to learn more, consider subscribing, and click the special offer link below.*Stock prices used were from the trading day of April 29, 2025. The video was published on April 29, 2025. ...
Super Micro slashes Q3 revenue and profit forecasts, shares fall
Proactiveinvestors NA· 2025-04-30 16:23
About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...
Super Micro: This Is The Selloff That I've Been Waiting For
Seeking Alpha· 2025-04-30 15:30
Core Insights - JR Research is recognized as a top analyst in technology, software, and internet sectors, focusing on growth and GARP strategies [1] - The investment approach emphasizes identifying attractive risk/reward opportunities with robust price action to generate alpha above the S&P 500 [1][2] - The investment group Ultimate Growth Investing specializes in high-potential opportunities across various sectors with a focus on strong growth potential and contrarian plays [3] Investment Strategy - The strategy combines sharp price action analysis with fundamental investing, avoiding overhyped stocks while targeting battered stocks with recovery potential [2] - The investment outlook is typically 18 to 24 months for the thesis to materialize, aiming for robust fundamentals and attractive valuations [3] Target Audience - The group is designed for investors looking to capitalize on growth stocks with strong fundamentals, buying momentum, and turnaround plays [3]
Super Micro Computer Stock Sinks on Slashed Q3 Outlook
Schaeffers Investment Research· 2025-04-30 14:59
Group 1 - Super Micro Computer Inc (NASDAQ:SMCI) stock has decreased by 16.4%, trading at $30.11, following a reduction in fiscal third-quarter profit and revenue guidance significantly below analysts' expectations, with customers postponing orders leading to a delay of up to $1.4 billion in sales [1] - J.P. Morgan Securities has lowered its price target for SMCI from $39 to $36, with potential for further downward revisions as the current 12-month consensus target price of $48.62 represents a 62.3% premium to current levels [2] - The stock is testing support at the $30 level and is on track for its worst day since November, with the $40 region acting as a ceiling since late February, contributing to a 65.2% year-over-year deficit [3] Group 2 - Today's options activity shows 135,000 calls and 107,000 puts traded, which is triple the intraday average volume, with the most active being the weekly 5/2 30-strike put where new positions are being opened [4] - Calls have been more popular than usual, indicated by a 10-day call/put volume ratio of 2.61 at major exchanges, ranking in the 96th percentile of its annual range [5]
SMCI: Preliminary Results Disappoint
The Motley Fool· 2025-04-30 14:38
Here's our initial take on Super Micro's preliminary results.Key MetricsMetricQ3 2024Q3 2025Changevs. ExpectationsRevenue$3.85 billion$4.5 billion to $4.6 billion+18%MissedGAAP earnings per share$0.66$0.16 to $0.17-75%n/aNon-GAAP earnings per share$0.67$0.29 to $0.31-55%MissedSales and Profits TumbleSuper Micro Computer (SMCI -16.94%) released preliminary results for the third quarter of fiscal 2025 on Tuesday afternoon, disclosing that it would fall well short of its previous guidance. The company now expe ...
Supermicro Just Reported Its Customers Delayed AI Server Orders
The Motley Fool· 2025-04-30 08:39
Are Supermicro's preliminary results a warning for AI stock investors?In today's video, I discuss Super Micro Computer (SMCI -3.34%) and whether its preliminary results serve as a warning for artificial intelligence (AI) stock investors. To learn more, check out the short video, consider subscribing, and click the special offer link below.*Stock prices used were the after-market prices of April 29, 2025. The video was published on April 29, 2025. ...
Super Micro Computer: Growth Slowdown And Guidance Cut Are Transitional
Seeking Alpha· 2025-04-30 03:30
Core Viewpoint - The investment strategy focuses on fundamental, bottom-up analysis with an emphasis on long-term quality growth, targeting companies in niche markets with strong growth potential and reasonable valuations [1]. Group 1: Investment Strategy - The investment style is characterized by a long-term approach, avoiding short-term stock performance as a measure of quality [1]. - The portfolio typically consists of 15-20 stocks, emphasizing diversification, risk management, and macro-driven sector weights [1]. - The target annual return for the portfolio is set at 15% [1]. Group 2: Company Characteristics - The ideal companies for investment are those with strong management teams, sound capital allocation policies, and significant growth potential [1].
Super Micro shares dive after server maker issues weak preliminary financials
CNBC· 2025-04-29 20:41
Super Micro shares fell as much as 19% on Tuesday after the server maker announced preliminary results for the fiscal third quarter that were lower than analysts had projected.Here's how the company's preliminary numbers compare with the LSEG consensus:Earnings per share: 29 to 31 cents per share adjusted vs. 54 cents expectedRevenue: $4.5 billion to $4.6 billion vs. $5.50 billion expectedSuper Micro lowered the ranges from earlier guidance for the quarter, which ended on March 31, according to a statement. ...
超微电脑公司盘后下跌15%。
news flash· 2025-04-29 20:35
Core Viewpoint - Super Micro Computer's stock dropped 15% after the announcement of preliminary third-quarter adjusted EPS data, which ranged from $0.29 to $0.31, significantly below analysts' expectations of $0.53 [1] Summary by Category Financial Performance - The preliminary adjusted EPS for Super Micro Computer's third quarter is projected to be between $0.29 and $0.31 [1] - Analysts had anticipated an EPS of $0.53, indicating a substantial shortfall in expected earnings [1] Market Reaction - Following the earnings announcement, Super Micro Computer's stock experienced a decline of 15% in after-hours trading [1]