Super Micro Computer, Inc. Stock News

The server maker's CEO said it will consider expanding production in states such as Mississippi and Texas.

The three newest companies added to the ROBO Global Artificial Intelligence Index (THNQ) have become the No. 1, No. 2, and No. 9 best performers within the strategy quarter-to-date, highlighting the impact of strategic, timely inclusions.

Artificial intelligence (AI) stocks have soared over the past two years, gaining in the double and even triple digits. Names like chip designer Nvidia and software player Palantir Technologies led the movement as they reported soaring demand for their offerings, and this equaled top earnings and stock price performance.

SMCI's modular, energy-efficient SuperBlade and MicroBlade servers offer unmatched compute density and flexibility, targeting HPC, AI, cloud, and edge computing markets. Innovative liquid cooling and disaggregated architecture drive lower total cost of ownership and superior energy savings versus competitors like Dell and HPE. Valuation multiples suggest SMCI is undervalued with a PEG ratio of ...

Q3 results missed guidance due to customer hesitance between Hopper and Blackwell architectures, impacting revenue and margins. Despite underwhelming Q3, Q4 guidance is strong, with analysts expecting 10.7% year-on-year sales growth, driven by Blackwell product ramp-up. Valuation looks stretched for FY25, but 40% upside potential by FY27 and strong EBITDA growth support a bullish long-term outl...

Super Micro Computer Inc (NASDAQ:SMCI) was last seen down 2.1% at $45.20 today amid broader tech headwinds.

The three major tech stocks in this analysis all look as if they are going to struggle a bit, as they are all lower in premarket trading on Monday. At this point, there should be buyers under current levels.

Suite of Supermicro servers with NVIDIA RTX PRO 6000 Blackwell GPUs to include NVIDIA-Certified Systems Supermicro collaborating on development of new NVIDIA Enterprise AI Factory validated designs based on RTX PRO Servers and NVIDIA HGX B200 systems Supermicro's new 4-GPU UP system based on the NVIDIA MGX reference design, bringing NVIDIA RTX PRO Server closer to the Edge for more powerful AI ...