All articles tagged with #super micro computer
Originally Published 2 months ago — by TipRanks
Wall Street remains cautious on AI stocks like Palantir and Super Micro Computer due to high valuations and recent earnings, while showing optimism for AMD driven by strong demand for AI-related data center products and strategic deals, with analysts highlighting growth prospects despite valuation worries.
Originally Published 4 months ago — by Barron's
Nvidia's stock increased slightly as its new AI server systems, particularly the GB300 NVL72 racks, see large-scale shipments through partner Super Micro Computer, boosting revenue prospects, despite challenges in resuming chip sales in China due to government restrictions.
Originally Published 4 months ago — by Benzinga
Super Micro Computer (SMCI) stock rose following shipments of NVIDIA's Blackwell solutions, indicating positive market activity related to NVIDIA's new product offerings.
Originally Published 5 months ago — by TipRanks
Super Micro Computer's stock has fallen sharply after disappointing Q4 results and cautious guidance, but some investors see it as a buying opportunity due to its potential in AI and recent debt raise, despite mixed Wall Street ratings.
Originally Published 5 months ago — by TipRanks
Super Micro Computer (SMCI) faces limited upside due to disappointing Q4 results, ongoing challenges like execution risks and margin pressures amid fierce competition, and cautious analyst outlooks. Despite long-term growth prospects driven by AI server demand, near-term uncertainties and competitive pressures have led Wall Street to maintain a hold rating with a modest 7% upside potential from current levels.
Originally Published 5 months ago — by TipRanks
Super Micro Computer's stock plummeted 20% after missing earnings expectations and providing a weak outlook, citing US tariff uncertainty and past accounting issues, despite a strong year-to-date rally driven by AI-related demand. The company's future prospects are now uncertain, with analyst ratings mixed and a slight downside target.
Originally Published 5 months ago — by Investor's Business Daily
Super Micro Computer (SMCI) missed earnings and revenue expectations for Q4, leading to a 14% stock decline after hours, despite reporting 47% annual growth in fiscal 2025 and optimistic future guidance.
Originally Published 6 months ago — by TipRanks
Super Micro Computer (SMCI) has rebounded strongly with a nearly 40% increase in stock price, driven by rising server shipments for AI infrastructure and a significant $20 billion deal with Saudi Arabia's DataVolt, signaling a global demand for AI servers beyond the US and China. Despite past tariff setbacks, the company's growth prospects remain robust, with a moderate buy rating and a 12-month target of $41.42.
Originally Published 6 months ago — by Forbes
Super Micro Computer's stock has surged nearly 10x over three years due to increased demand for server systems driven by AI, with potential for further growth to $100 per share as revenues and margins improve, despite past governance concerns and market volatility.
Originally Published 6 months ago — by Supermicro
Super Micro Computer, Inc. has successfully closed a $2.3 billion private offering of convertible senior notes due 2030, with the aim of expanding its AI infrastructure business, supporting global manufacturing, and enhancing its product line, while minimizing shareholder dilution through strategic hedging and stock repurchases.
Originally Published 7 months ago — by Barron's
Shares of Palantir and Super Micro rose following Broadcom's strong quarterly results driven by increased AI demand, with Broadcom's AI-related revenue up 46%. Palantir's stock rebounded after recent declines amid speculation and controversy, while Super Micro benefited from the AI growth trend and Nvidia's positive results, despite high short interest that could lead to a short squeeze.
Originally Published 7 months ago — by TheStreet
Despite challenges in the tech sector and high short interest, Super Micro Computer, an IT hardware company, surged 206 spots on the Fortune 500 list in 2024, driven by strong revenue growth and strategic positioning in AI, cloud computing, and data center infrastructure, indicating potential for continued market cap increase despite skepticism from short sellers.
Originally Published 7 months ago — by Fortune
Super Micro Computer rapidly climbed 206 spots on the Fortune 500 list to No. 292, driven by its strategic focus on AI, cloud computing, and data center infrastructure, with a 110% revenue increase to nearly $15 billion. Despite recent controversies and investigations, the company remains confident in its growth prospects, especially in AI-ready infrastructure and green computing.
Originally Published 7 months ago — by Barron's
Super Micro Computer's stock rose 7.3% to $43.02, ending a five-day losing streak amid high volatility and investor caution due to recent financial and regulatory concerns. Despite a strong monthly gain driven by AI-related data center investments, the stock remains highly volatile with significant short interest, reflecting ongoing investor uncertainty about its future performance.
Originally Published 1 year ago — by Yahoo Finance
Palantir Technologies is set to join the Nasdaq-100 index, replacing Super Micro Computer, as part of Nasdaq's annual reconstitution. This inclusion follows a significant 343% rise in Palantir's stock in 2024, driven by its AI-powered software services. The announcement was strategically timed after market hours, potentially to avoid immediate stock price fluctuations. Alongside Palantir, MicroStrategy and Axon Enterprise are also being added to the index, while Illumina and Moderna are being removed. Super Micro Computer's removal is partly due to financial concerns and allegations of accounting issues.