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Providing alpha-generating investment ideas. I am an independent investor managing my family's portfolio, primarily via a Self Managed Super Fund. You can expect my articles to deliver a clearly structured, evidence-based thesis. But first and foremost, I encourage readers to judge me on my performance.I have a generalist approach as I explore, analyze and invest in any sector so long there is perceived alpha potential vs the S&P500. The typical holding period ranges between a few quarters to multiple years ...

Artificial intelligence (AI) server manufacturer Super Micro Computer (SMCI -11.53%) regained compliance with the Nasdaq exchange earlier this year by filing its outstanding quarterly and annual financial reports. The company delayed filing its annual 10-K report last year due to issues with internal controls. This type of delay is never good news for investors, but Supermicro was able to remove a big cloud hanging over the stock.Unfortunately, the company now has a new problem. Supermicro reported prelimin ...

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. ...

Super Micro Computer SMCI stock declined Wednesday after the company lowered its preliminary guidance on Tuesday.Wall Street analysts slashed their price targets on the stock. JP Morgan analyst Samik Chatterjee maintained a Neutral rating on the stock on Tuesday.Also Read: Supermicro Taps Intel Chips To Power Real-Time AI At The Edge, Eyes Growth In IoT And HealthcareThe company now expects to report third-quarter revenue of $4.5 billion to $4.6 billion, down from prior guidance of $5 billion to $6 billion. ...

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. ...

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, ...

JR Research is an opportunistic investor. He was recognized by TipRanks as a Top Analyst. He was also recognized by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. He identifies attractive risk/reward opportunities supported by robust price action to potentially generate alpha well above the S&P 500. He has also demonstrated outperformance with his picks. He focuses on identifying growth investing opportunities that present the most attracti ...

Super Micro Computer Inc (NASDAQ:SMCI) stock is 16.4% lower to trade at $30.11 at last check, after the company lowered fiscal third-quarter profit and revenue guidance well below analysts' expectations. The software concern noted customers postponed orders for its servers and computing products, delaying up to $1.4 billion in sales. In response, thee firms slashed their price objectives, including J.P. Morgan Securities to $36 from $39. More downward price revisions could be in store, too, as SMCI's 12-mon ...

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 ...