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Super Micro: The $12B AI Illusion -- A Record Beat Is A Major Red Flag
Seeking Alpha· 2026-02-04 14:09
Group 1 - The article discusses the author's personal experience with Super Micro Computer, Inc. (SMCI), highlighting a previous investment decision that resulted in a small loss at an average price of approximately $42 [1] - The author expresses a commitment to providing insights for both beginners and advanced readers, aiming for clarity and a well-reasoned perspective on market analysis [1] - The author also operates a YouTube channel named "The Market Monkeys," where stock analyses are shared, indicating a broader engagement with the investment community [1] Group 2 - The article does not provide any specific financial data or performance metrics related to Super Micro Computer, Inc. or the broader industry [2][3]
SMCI Stock Rallies 11% as AI Boom Boosts Earnings. This Remains a Worry for Super Micro.
Barrons· 2026-02-04 10:10
Core Insights - SMCI shares have faced challenges, but recent results may alleviate some investor concerns [1] Company Performance - The latest financial results indicate a potential recovery for SMCI, which was previously a favorite in the artificial intelligence sector [1] Market Reaction - Investor sentiment may improve following the release of these results, suggesting a possible turnaround for the company's stock performance [1]
Why Super Micro Computer Shares Are Trading Higher By Over 10%; Here Are 20 Stocks Moving Premarket - Adial Pharmaceuticals (NASDAQ:ADIL), Advanced Micro Devices (NASDAQ:AMD)
Benzinga· 2026-02-04 09:33
Core Insights - Super Micro Computer Inc (NASDAQ:SMCI) reported better-than-expected second-quarter results, leading to a significant rise in its stock price during pre-market trading [1][2] Financial Performance - The company posted quarterly earnings of 69 cents per share, exceeding the analyst consensus estimate of 49 cents by 41.68% [1] - Quarterly revenue reached $12.68 billion, surpassing the Street estimate of $10.22 billion and showing a substantial increase from $5.68 billion in the same period last year [1] Future Guidance - For the third quarter, Super Micro expects adjusted EPS of 60 cents, higher than the 53-cent analyst estimate [2] - The company anticipates revenue in the range of $12.3 billion, compared to the $10.15 billion analyst estimate [2] Stock Movement - Following the earnings report, Super Micro Computer shares increased by 10.5%, reaching $32.79 in pre-market trading [2]
美股异动丨超微电脑盘前涨超11%,Q2业绩超预期,AI数据中心设备需求强劲
Ge Long Hui· 2026-02-04 09:20
超微电脑(SMCI.US)盘前涨超11%,报33.05美元。消息面上,超微电脑公布截至12月31日的第二财季业 绩,销售额同比暴增超123%至126.8亿美元,超过分析师预期的102.2亿美元;调整后每股收益为69美 分,亦超过分析师预期的49美分。展望第三财季,超微电脑预计营收将至少达到123亿美元,调整后每 股收益将至少为60美分,均超过预期,显示市场对其用于运行AI数据中心的设备需求强劲。此外,公 司将本财年销售额指引从至少360亿美元上调到至少400亿美元。(格隆汇) ...
Super Micro Computer: Blowout Earnings Confirm Bullish Case (NASDAQ:SMCI)
Seeking Alpha· 2026-02-04 07:04
Super Micro Computer ( SMCI ) has just released its FQ2 2026 earnings, and it was a really strong quarter, which helped the share price to rebound to approximately $32. We hadWith a decade at a Big 4 audit firm specializing in the banking, mining, and energy sectors, I bring a strong foundation in finance and strategy. Currently, I serve as the Head of Finance for a leading owner and operator of retail real estate, where I oversee complex financial operations and strategy. I’ve been an active investor in th ...
美股异动丨超微电脑夜盘涨7.3%,Q2销售额暴增超123%+业绩指引超预期
Ge Long Hui A P P· 2026-02-04 01:17
展望第三财季,超微电脑预计营收将至少达到123亿美元,调整后每股收益将至少为60美分,均超过预 期,显示市场对其用于运行AI数据中心的设备需求强劲。此外,公司预计本财年销售额将至少达到400 亿美元,此前预期至少为360亿美元。(格隆汇) 格隆汇2月4日|超微电脑(SMCI.US)夜盘涨7.3%,报31.84美元。消息面上,超微电脑公布截至12月31日 的第二财季业绩,销售额同比暴增超123%,达到126.8亿美元,超过分析师预期的102.2亿美元;调整后 每股收益为69美分,亦超过分析师预期的49美分。 ...
SMCI, CMG, PYPL, NVO, AMD: 5 Trending Stocks Today - Advanced Micro Devices (NASDAQ:AMD)
Benzinga· 2026-02-04 01:14
Market Overview - Major U.S. indices closed lower on Tuesday, with the Dow Jones Industrial Average slipping 0.3% to 49,240.99, the S&P 500 falling 0.8% to 6,917.81, and the Nasdaq dropping 1.4% to 23,255.18 [1] Super Micro Computer, Inc. (NASDAQ:SMCI) - Super Micro Computer shares dipped slightly by 0.13%, closing at $29.67, with an intraday high of $30.17 and a low of $28.64, and a 52-week range of $66.44 to $27.35. In after-hours trading, the stock increased by 7.18% to $31.80 [1] Chipotle Mexican Grill (NYSE:CMG) - Chipotle Mexican Grill saw its stock rise by 1.71%, closing at $39.17, with a trading range between $39.20 and $37.83, and a 52-week high of $59.19 and low of $29.75. The stock slid 5.62% to $36.97 in extended trading [2] - Chipotle beat fourth-quarter estimates, posting EPS of 25 cents versus the expected 24 cents, while revenue rose by $139 million year over year [2] PayPal Holdings, Inc. (NASDAQ:PYPL) - PayPal experienced a significant drop of 20.31%, closing at $41.70, with an intraday high of $43.70 and a low of $41.43, matching its 52-week low. The stock rose by 1.25% to $42.22 in after-hours trading [3] Advanced Micro Devices Inc (NASDAQ:AMD) - AMD stock has a value in the 6th percentile according to Benzinga Edge Stock Rankings, while it has a Momentum score in the 93rd percentile [4]
Super Micro logs record revenue from AI demand, and the stock surges
MarketWatch· 2026-02-03 22:50
Core Insights - Super Micro's revenue surged to $12.7 billion as previously delayed orders were fulfilled, indicating a strong demand recovery in the market [1] - Despite the revenue growth, the company faced aggressive competition and rising costs, which resulted in a significantly reduced gross margin of 6.3% [1] Revenue Performance - The company's revenue reached $12.7 billion, reflecting a substantial increase due to the realization of delayed orders [1] - This revenue growth suggests a positive trend in order fulfillment and market demand [1] Margin Analysis - Gross margins were reported at a narrow 6.3%, highlighting the impact of competitive pressures and increasing operational costs [1] - The thin margin indicates potential challenges in maintaining profitability amidst rising expenses [1]
Super Micro Computer Posts Higher Second-Quarter Profit on Two-Fold Sales Boost
WSJ· 2026-02-03 22:42
Core Insights - The company reported a quarterly profit of $400.6 million, indicating strong financial performance [1] - Sales more than doubled, reaching $12.68 billion, showcasing significant growth in revenue [1] Financial Performance - Quarterly profit stands at $400.6 million, reflecting a robust profit margin [1] - Sales increased from previous periods, with a notable rise to $12.68 billion, highlighting effective market strategies [1]
Super Micro Stock Climbs After Q2 Earnings: Here's Why
Benzinga· 2026-02-03 22:29
Super Micro Computer, Inc. (NASDAQ:SMCI) shares rallied in Tuesday's extended trading after the company released its second-quarter earnings report, beating Wall Street estimates on the top and bottom lines.Here's a look at the key figures from the quarter. SMCI stock is moving. Watch the price action here.The Details: Super Micro Computer reported quarterly earnings of 69 cents per share, which beat the analyst consensus estimate of 49 cents by 41.68%, according to data from Benzinga Pro.Quarterly revenue ...