With a Broad Range of Form Factors, Supermicro's Expanded Portfolio of PCIe GPU Systems Can Scale to the Most Demanding Data Center Requirements, with up to 10 Double Width GPUs to Low Power Intelligent Edge Systems Providing Maximum Flexibility and Optimization for Enterprise AI LLM-Inference WorkloadsSAN JOSE, Calif., March 18, 2025 /PRNewswire/ -- GTC 2025 Conference – Supermicro, Inc. (NASDAQ: SMCI) a Total IT Solution Provider for AI/ML, HPC, Cloud, Storage, and 5G/Edge, today announced support for the ...

Super Micro Computer Stock Forecast Today12-Month Stock Price Forecast:$52.5726.68% Upside HoldBased on 18 Analyst RatingsCurrent Price$41.50High Forecast$93.00Average Forecast$52.57Low Forecast$32.50Super Micro Computer Stock Forecast DetailsThe technology sector in the United States has been the center of most of the attention and price action in the stock market. However, one stock in the semiconductor industry fell significantly behind its peers. While other names like NVIDIA Co. NASDAQ: NVDA led the wa ...

AI investing doesn't have to be a roller coaster. Here are three reliable alternatives with world-class management and terrific long-term growth prospects.Server systems builder Super Micro Computer (SMCI 7.91%) was a market darling a year ago. Is it time to turn away from this disgraced industry titan and seek more reliable investment avenues in the artificial intelligence (AI) market?Why I'm not jumping on the Super Micro Computer bandwagon in 2025Supermicro's stock had gained 2,760% in the two years lead ...

Core Insights - The article emphasizes the importance of purchasing shares of Super Micro Computer (NASDAQ: SMCI) before the company's deadline to file its FY24 10-K and Q1 FY25 10Q [1] Group 1 - The author manages a family portfolio primarily through a Self Managed Super Fund, focusing on generating alpha against the S&P 500 [1] - The typical holding period for investments ranges from a few quarters to multiple years, indicating a long-term investment strategy [1] - The author encourages readers to review the ratings history of published articles to gauge the effectiveness of recommendations [1] Group 2 - The author has a beneficial long position in the shares of VOO and SMCI, indicating confidence in these investments [2] - The article expresses the author's personal opinions and is not influenced by compensation from any company mentioned [2]

Core Viewpoint - The technology sector, particularly semiconductor stocks, is currently viewed as a "risk-on" area in the stock market, with Super Micro Computer Inc. (SMCI) emerging as a key indicator of market sentiment [1][3]. Company Performance - Super Micro Computer's stock price is currently $41.68, reflecting a 6.66% increase [2]. - The stock has a 52-week range of $17.25 to $114.78 and a P/E ratio of 20.99 [2]. - The price target for Super Micro Computer is set at $52.57, indicating a potential upside of 25.47% from the current price [11]. Market Sentiment - Over the past month, while the S&P 500 has entered "Correction" territory with a 10% decline, Super Micro Computer has managed to maintain a return level within 1%, outperforming the market by 11% [4][5]. - The market's preference for Super Micro Computer, despite its 67% decline over the past year, raises questions about the underlying reasons for this positive sentiment [6]. Financial Health - Super Micro Computer reported a top-line revenue of $5.6 billion for the quarter, showcasing a significant 54% annual growth rate [11]. - The company has transitioned from a net operating outflow to a net operating cash flow of $169.1 million over the past 12 months, indicating improved financial stability [12]. Analyst Ratings - Analysts from Northland Securities have initiated coverage on Super Micro Computer with a valuation target of $70 per share, suggesting an upside potential of up to 80% from the current price [13]. - Despite a current "Hold" rating among analysts, the stock's risk-to-reward setup is considered favorable [14].

Super Micro Computer was a big winner in the first half of 2024. However, an August report from now-defunct short-selling activist group Hindenburg Research caused a significant crash in the price of Super Micro stock (NASDAQ: SMCI).The report in question alleged widespread accounting abuses. Super Micro had to delay the filing of its annual report. However, the situation was resolved on February 25, and the server-maker regained full compliance.Two weeks earlier, on February 11, the business also held its ...

New Servers Drive Smarter, Faster, and More Efficient AI from the Data Center to the Edge with Entire Range of Intel® Xeon® 6 Processors Supporting Over 40% More Memory Bandwidth and up to 144 CPU CoresSAN JOSE, Calif. and NUREMBERG, Germany, March 11, 2025 /PRNewswire/ -- Supermicro, Inc. (NASDAQ: SMCI) a Total IT Solution Provider for AI/ML, HPC, Cloud, Storage, and 5G/Edge, is introducing a wide range of new systems which are fully optimized for edge and embedded workloads. Several of these new compact s ...

My previous bullish thesis about Super Micro Computer (NASDAQ: SMCI ) did not age well, as the stock is currently around 13% cheaper compared to the September 11 price. I do not panic at all because SMCI is an inherently volatileI am a highly experienced Chief Financial Officer (CFO) with a strong background in the oilfield and real estate industries. With over a decade of experience in finance, I have led numerous complex due diligence efforts and M&A transactions, both domestically and internationally.In ...

Super Micro Computer (NASDAQ: SMCI ), also known as Supermicro, is still out of favor with investors after its alleged accounting issues, loss of its auditor, and delay in filing its 2024 10-K. Since I last wrote aboutI have been a Merchant Seaman that has traveled the world for over 30 years. Within the last 15 years, I developed a very intense interest in investing. I learned a lot of what I know about investing from The MF. Also because I have a engineering background, I often tend to gravitate to Tech s ...

Core Viewpoint - Super Micro Computer successfully avoided delisting from NASDAQ by meeting filing deadlines, despite previous accounting issues, which has led to mixed market reactions and varying analyst price targets [1][3][5]. Group 1: Company Performance and Market Reaction - After regaining NASDAQ compliance, Super Micro shares increased by over 12%, indicating a positive market reaction to the news [3]. - However, shares have since declined nearly 24% as of March 5, reflecting ongoing concerns about the company's future prospects [4]. - Analysts have mixed views, with Goldman Sachs raising its price target by 11% to $40, Barclays setting a target of $59, and Loop Capital increasing its target by 40% to $70, suggesting potential upside of nearly 45% based on average targets [5]. Group 2: Financial Performance and Projections - In Q4 2024, Super Micro reported a revenue growth of 55%, a significant deceleration from over 100% growth in previous quarters [6]. - Revenue growth expectations for 2025 are projected at 60%, down from 125% in 2024, with gross margins dropping nearly 400 basis points and operating margins slipping 140 basis points [7][8]. - Despite high revenue growth, the company generated cash from operations of -$2 billion over the last 12 months, primarily due to timing mismatches in payments [11]. Group 3: Competitive Position and Challenges - Super Micro specializes in AI server racks, leveraging partnerships with suppliers like NVIDIA, which enhances its competitive edge [9][10]. - The company faces challenges with low profit margins, operating margins around 10% or lower, and gross margins in the mid to high teens during growth periods [12]. - Concerns about management transparency and the need for consistent higher margins remain, impacting long-term investment confidence [14].