Super Micro Computer

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

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Super Micro Computer Inc. reports Q3 revenue decline, anticipates strong Q4

Super Micro Computer Incorporated faced challenges due to component shortages impacting Q3 results, but remains confident in its long-term outlook for revenue growth and profitability. The company's strengths lie in its record pace of GPU design wins, refreshed product portfolio, and increased customer demands for rack scale PnP solutions. Supermicro anticipates strong revenue growth and is focused on addressing ongoing supply chain challenges.

Super Micro Computer posts stellar Q2 results, eyes market expansion

Super Micro Computer's Q2 performance reflects strong growth and profitability, driven by innovative product offerings. While facing short-term revenue challenges, the company's long-term outlook remains optimistic, with a focus on market expansion and revenue targets.

Super Micro Computer reports Q3 revenue decline, eyes strong growth

Super Micro Computer faced challenges from component shortages but showcased strengths in AI infrastructure growth and collaboration with NVIDIA.
The company reported positive cash flow, share repurchase, and plans for global manufacturing scale-up, with expectations of strong growth for fiscal year 2024.
Opportunities lie in improving gross margins, scaling up operations, and transitioning towards a Total IT Solutions provider.

Super Micro Computer (SMCI) achieves record Q4 results, eyes $20B revenue target

Super Micro Computer (SMCI) delivered exceptional financial performance in Q4 2023, driven by strong demand for AI platforms and strategic investments in production facilities. While facing supply chain challenges and uncertainties around GPU revenue recognition, the company remains optimistic about its growth trajectory and readiness to capitalize on the expanding AI market.

Super Micro Computer reports robust Q1 earnings and eyes AI growth opportunities

Super Micro Computer's Q1 2024 performance reflects strong revenue growth, operational efficiency, and strategic expansion plans in response to market demand.
While facing challenges in supply chain management and margin expansion, the company is well-positioned to capitalize on growth opportunities in AI and technology solutions.
Investors can be optimistic about Super Micro Computer's financial discipline, revenue forecasts, and focus on high-growth segments for future success.

Super Micro Computer (SMCI) achieves record-breaking Q2 performance

Super Micro Computer (SMCI) reports exceptional Q2 2024 results driven by AI solutions and strong demand for GPU components. Despite supply constraints, the company is optimistic about future growth opportunities through automation and expanding its product portfolio.

Super Micro Computer (SMCI) reports record Q3 revenue growth and navigates supply chain challenges for sustained AI-driven expansion

Super Micro Computer (SMCI) delivered exceptional financial performance in Q3 2024, driven by AI GPU platforms and strong revenue growth across verticals.
While facing supply chain challenges and margin pressures, the company's strategic initiatives, financial strength, and market positioning present opportunities for sustained growth.
With a focus on innovation, market recognition, and capital optimization, Super Micro Computer (SMCI) is poised to leverage AI advancements and drive future profitability.

Super Micro reports record revenue growth, targets DLC market expansion

Super Micro Computer Inc. delivered exceptional financial performance with record revenue and strong growth driven by AI technology and DLC liquid cooling solutions.
While facing challenges such as component shortages impacting revenue and gross margin, the company is strategically expanding manufacturing capacity and targeting new market opportunities.
With a positive outlook for revenue growth and a focus on advancing DLC solutions, Super Micro is poised for continued success in the data center technology sector.

Super Micro Computer reports stellar Q1 earnings amidst growth opportunities

Super Micro Computer delivered robust financial performance in Q1 2025, driven by strong AI demand and solid margins.
While facing challenges like the auditor's resignation and delayed filings, the company remains optimistic about future growth.
Opportunities lie in expanding production capacity, leveraging AI demand, and addressing analyst concerns to sustain momentum.

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NVIDIA

The CNN Money Fear and Greed index showed a decline in the overall market sentiment, while the index remained in the “Extreme Fear” zone on Wednesday.

US Stocks Decline As SMCI's Margin Miss Brings Nvidia And Other AI Stocks Under Pressure: Investor Sentiment Remains In 'Extreme Fear' Zone

Super Micro Computer, Inc. stock is collapsing as the feared margin story hits the AI server infrastructure stock. Despite margin challenges, the company forecasts FY25 revenues of $26 billion to $30 billion, showing 100% growth potential. Super Micro's financial model for FY25 suggests potential for significant EPS growth, with stock trading below 10x high-end EPS targets.

Super Micro Computer: No Longer Dead In The Water (Rating Upgrade)

Q4 earnings showed margin contraction, but full-year sales doubled YoY and the company expects FY '25 revenues to exceed $25b. Super Micro's history shows its evolution from a simple hardware OEM to a strategic partner in data center solutions, positioning it well against competitors like Dell and HP. I believe this dip is an overreaction and is a good opportunity to buy.

Super Micro Q4 Earnings Review: Buy The Fear (Rating Upgrade)

Amazon

Alphabet

The global cloud computing market is set to triple by 2031 to hit $2.22 trillion. However, unlike other tech sectors, where new entrants have disrupted the market and given the old brands a run for their money, the cloud computing sector seems different.

The 3 Best Cloud Computing Stocks to Buy in August 2024

Super Micro Computer (SMCI) shares fell 20% on Wednesday after the company late Tuesday reported quarterly earnings that fell short of analysts' expectations and announced a 10-for-1 stock split.

What's Next for Super Micro Computer After Stock's 20% Post-Earnings Plunge?

The CEO of SMCI has said Nvidia's Blackwell GPU may well be released this year, but they will only be shipped in decent quantities after the first quarter of next year.

Super Micro Computer stock plummets 20% as CEO attributes underperformance to Nvidia delays

Super Micro Computer (NASDAQ: SMCI ) stock is plunging lower by nearly 20% after reporting its fourth-quarter earnings. The server and storage company's revenue grew by 143.6% to $5.31 billion, just barely beating the analyst estimate of $5.30 billion.

SMCI Stock Alert: 5 Analysts Lower Price Target for Super Micro Computer

Supermicro reported strong revenue growth but gross margin narrowed sharply. Management said it had a path to drive gross margin up again.

Why Super Micro Computer Stock Was Tumbling Today

Super Micro Computer, Inc SMCI shows margin weakness despite strong artificial intelligence demand.

Super Micro Shows Margin Weakness Despite Strong AI Demand: Analyst

Super Micro Computer's (SMCI) fourth-quarter fiscal 2024 results benefit from strength across the Server and Storage Systems and Subsystems & Accessories businesses.

Super Micro Computer (SMCI) Q4 Earnings Miss, Revenues Up Y/Y

Analysts at Wedbush have slashed their price target on Super Micro Computer Inc (NASDAQ:SMCI) following disappointing quarterly results from the computing firm. They lowered their price target from $800 to $620 and repeated their ‘Neutral' rating.

Super Micro Computer price target slashed but revenue guidance a ‘meaningful positive,' say analysts

Super Micro Computer Inc. NASDAQ: SMCI stock is down more than 13% the morning after it delivered its fourth quarter and full-year 2024 earnings report. The curiosity isn't why the stock is down but why it shot higher in the immediate aftermath of the report.

Super Micro Stock Drops Sharply After Earnings on Margin Concerns

Until 2023, Super Micro Computer, Inc.'s line item trends indicated stable growth and progressive improvements in net income stability, making it a stable pick in the semiconductor industry. With liquid-cooled designs and integration with Nvidia, business doubled while the stock took off gradually. The company experienced a surge in stock price in FY 2023 driven by Nvidia's success but faces challenges in sales inroads over cooling investor sentiment around AI hype.

Super Micro Computer Q2 Analysis: Can A Nvidia Rebound Resonate Here?

Super Micro Computer NASDAQ: SMCI shares are imploding due to a knee-jerk reaction to weaker-than-expected margin news. However, the takeaways from the earnings report suggest that margin weakness is fleeting and that this dip is buyable.

Super Micro Computers Splits Stock: Is This the Time to Buy?

Super Micro Computer fell short of Q2 earnings estimates and announced a 10-for-1 stock split. Here's what that means for the stock.

Super Micro Is the Next Large Cap to Split Its Stock: What to Know

Computer assembly giant Super Micro Computer (NASDAQ: SMCI ) will split its stock on a 10-for-1 basis. But the timing of the announcement is not auspicious.

SMCI Stock Split Alert: Is Super Micro a Buy on the 10-for-1 Split News?

Super Micro Computer, Inc. beat revenue expectations in Q4 '24 but fell short on EPS estimates, creating a volatile trading session post-market and opening an attractive entry point for long-term investors. The fundamentals driving Super Micro's growth, particularly in AI, remain strong, positioning it well in the market. Despite margin pressure from competitive pricing and supply chain issues, Super Micro is still poised to double its revenue next year.

Super Micro Computer: I'm Buying The Dip

Super Micro Computer reported weaker than expected Q4 results, leading to a 13% drop in after-hour trading. Despite a significant revenue acceleration, SMCI missed earnings estimates due to weakening gross margins. Strong server and storage system performance provides fundamental support for a buy rating, although lower gross margins are a risk.

Super Micro Computer: Now A Bargain (Rating Upgrade)

Shares of Super Micro Computer, Inc. have dropped over 50% from their AI craze highs, but a solid fourth fiscal quarter warrants an update. The company provides high-performance server and storage solutions, key enablers in the AI revolution. With top-line growth slowing (sequentially) investors are most displeased with severe and unexpected margin pressure.

Super Micro Computer: What Happened To The Margins?

Super Micro Computer (NASDAQ: SMCI ), which makes servers and other hardware for data centers, is the top-trending name on Yahoo Finance this morning. SMCI stock plunged 13% in early trading after the tech giant after the company reported mixed quarterly financial results and provided mixed guidance for the current quarter.

Super Micro Computer News: The Earnings Results That Have SMCI Stock Plunging Today

Super Micro Computer's revenue estimates for its upcoming fiscal year blow away analysts' expectations.

Super Micro Computer Just Said This About Nvidia Delays and AI Demand

Super Micro Computer Inc. could see revenue double in its new fiscal year, after revenue already doubled in the one that just finished.

Super Micro gave a whopping revenue forecast. Here's why that's not enough.

After a strong start to the year, SMCI stock fell 50% since the March highs.

Why Super Micro Computer Stock Is Plummeting After Earnings

Super Micro Computer's mixed Q4 FY2024 report has triggered a double-digit sell-off in its stock, exacerbating a painful drawdown. While SMCI's bottom-line performance is disappointing, current and forward revenue growth rates are exhilarating. In recent weeks, Super Micro's long-term risk/reward has improved significantly. Given SMCI's 5-year expected CAGR return now exceeds my investment hurdle rate of 15%, I rate Super Micro a "Buy".

Super Micro: A Falling Knife Worth Catching

For several months in 2024, the server company Super Micro Computer (NASDAQ: SMCI) was the absolute star of the stock market as it, between January and March, managed a rise from about $285 to above $1,000.

News for Super Micro Computer Stock (SMCI)