Super Micro Computer (SMCI -5.40%), often called Supermicro, has taken investors on quite the roller-coaster ride since the start of 2024. Once the hottest stock on Wall Street, it now sits around 60% below its all-time high.
Palantir Technologies (PLTR -4.63%) and Super Micro Computer (SMCI -5.40%) are two of the most popular artificial intelligence (AI) stocks on the market. But certain Wall Street analysts have set the companies with target prices that imply substantial downside in the next year.
Despite big risks and share price volatility, Super Micro Computer, Inc. stock stands out in the AI megatrend due to its high-growth trajectory and unusually low valuation. Liquid cooling and the data center transition from Nvidia Hopper to Blackwell are key 2025 growth contributors. Obviously, SMCI shares have warts (new auditor, threat of delisting, dropped from Nasdaq 100, very high short in...
Super Micro Computer, Inc. stock fell 30% since my last rating before reaching the bottom, but it experienced a strong rally, particularly after the weak 2Q earnings and guidance. Management is confident that its FY2024 10-K and 1Q and 2Q FY2025 10-Q filings will be completed before the February 25 deadline, signaling that there are no major red flags. The company projected a strong FY2026 outl...
The technicals are undeniably strong with the chart, moving averages, and indicators converging to a consensus bullish outlook. Most recent preliminary quarterly results were mixed and guidance was overall weak as revenue growth is projected to slow and EPS growth expected to drop into negative territory. CEO Charles Liang's ambitious 2026 targets help to confirm that the AI growth story remain...
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