Super Micro Computer, Inc. (SMCI)
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Super Micro Computer: The DataVolt Deal Is Huge
Published: May 14, 2025 by: Seeking Alpha
Sentiment: Positive
The multi-year $20 billion partnership with DataVolt is poised to have a transformative impact, representing an amount comparable to the company's TTM revenue. The company's robust R&D investment and alignment with industry leaders position SMCI to benefit from the ongoing AI infrastructure boom. While Wall Street remains cautious, I am confident in SMCI's fundamentals and management's execution to deliver substantial shareholder value.
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Super Micro stock surges after Saudi deal, upbeat rating and AI optimism
Published: May 14, 2025 by: Invezz
Sentiment: Positive
Shares of Super Micro Computer rallied sharply in early trading Wednesday, extending gains from the previous session, as a combination of favourable analyst coverage, a multibillion-dollar AI infrastructure deal, and improved geopolitical sentiment lifted investor confidence in the server maker. The stock opened more than 18% higher at $45.
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Super Micro's stock keeps surging. Here's what might come next.
Published: May 14, 2025 by: Market Watch
Sentiment: Positive
Saudi Arabia's plan to invest $20 billion in U.S. artificial-intelligence data centers and energy infrastructure creates big opportunities for AI stocks.
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S&P500 and Nasdaq 100: Super Micro, Nvidia Lead Tech Stock Surge in US Indices Rebound
Published: May 14, 2025 by: FXEmpire
Sentiment: Positive
Nasdaq 100 and S&P 500 rise as bullish sentiment grows on U.S.-China tariff truce and AI-driven tech stock surge, led by Nvidia, AMD, and Apple.
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Supermicro's DLC-2, the Next Generation Direct Liquid-Cooling Solutions, Aims to Reduce Data Center Power, Water, Noise, and Space, Saving on Electricity Cost by up to 40%, and Lowering TCO by up to 20%
Published: May 14, 2025 by: PRNewsWire
Sentiment: Neutral
Up to 40% power savings of data center Faster time-to-deployment and reduced time-to-online by providing end-to-end liquid-cooling solution Up to 40% reduced water consumption with warm water cooling now available at an inlet temperature of up to 45°C, reducing the necessity of chillers Enabling quiet data center operation at ~50dB SAN JOSE, Calif. , May 14, 2025 /PRNewswire/ -- Super Micro Computer, Inc. (SMCI), a Total IT Solution Provider for AI/ML, HPC, Cloud, Storage, and 5G/Edge, is announcing several improvements to its Direct Liquid Cooling (DLC) solution that incorporate new technologies for cooling various server components, accommodate warmer liquid inflow …
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SMCI Value & Speculative Trade, Resurgence of A.I. Risk-Taking
Published: May 13, 2025 by: Schwab Network
Sentiment: Positive
George Tsilis says investors should watch Supermicro (SMCI) carefully with "how quickly it's moving." The company's high-beta aspects make it a volatile trade for investors, seen in its rally higher today.
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Super Micro Computer Initiated at Outperform. Why the ‘Near AI Pure Play' is a Buy.
Published: May 13, 2025 by: Barrons
Sentiment: Positive
Super Micro is better positioned than peers to withstand trade tensions and stay competitive, Raymond James analysts say.
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Here is What to Know Beyond Why Super Micro Computer, Inc. (SMCI) is a Trending Stock
Published: May 12, 2025 by: Zacks Investment Research
Sentiment: Positive
Zacks.com users have recently been watching Super Micro (SMCI) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
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Super Micro Computer: A Contrarian AI Play
Published: May 12, 2025 by: Seeking Alpha
Sentiment: Negative
Super Micro Computer's shares crashed 17% after preliminary Q3 '25 earnings due to missing guidance & estimates. The release of full earnings last week did not help the share price either. Despite a bad quarter, long-term fundamentals in the Data Center industry and AI spending trends remain strong. SMCI's gross margin came under pressure in the third quarter, but the AI server maker remained widely profitable regardless.
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SMCI 3.0: The Next Upcycle In H2
Published: May 09, 2025 by: Seeking Alpha
Sentiment: Negative
Supermicro's Q3 FY25 revenue dropped 19% sequentially to $4.6B, while gross margin fell to 9.7% from 11.9% in Q2. Management attributed the decline to delayed customer orders amid the transition from Nvidia's Hopper to next-gen Blackwell GPU platforms. Inventory write-downs tied to older systems compressed margins by 220 basis points, exposing vulnerability in SMCI's ramp-first strategy.
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PLTR, TSLA and SMCI Forecast – Major Tech Stocks Sleepy in Premarket Trading
Published: May 09, 2025 by: FXEmpire
Sentiment: Positive
The three stocks in this analysis all seem a bit sleepy in premarket trading, as we are looking forward to the US-China meeting over the weekend. At this point, traders have spent a lot of bullish energy in the markets, based on hope.
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Super Micro Computer: Show Me The Growth (Rating Upgrade)
Published: May 08, 2025 by: Seeking Alpha
Sentiment: Neutral
Super Micro Computer, Inc. (SMCI) faces multiple headwinds in FY2025, including supply chain disruptions, macro uncertainties, and management execution credibility that will take time to recover. Its total revenue missed 3Q FY2025 estimates for the third consecutive quarter, and earnings declined by over 50% YoY due to a one-time inventory write-off. Growth and margins are deteriorating, with FY2025 revenue outlook cut for the second time; and 4Q revenue outlook indicates just 12% YoY growth, sparking concerns about the company's specific demand.
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Super Micro Computer Q3: The Less-Discussed Topics (Rating Downgrade)
Published: May 08, 2025 by: Seeking Alpha
Sentiment: Negative
This article serves as a review for Super Micro Computer, Inc.'s fiscal Q3 2025 earnings report. It focuses on a few topics less mentioned including its Silicon Valley expansion projects, EBITDA margin pressure, and also declining fixed asset turnover rates. The margin pressure and slowing turnover rate could indicate the start of a contracting phase of its business cycle.
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Super Micro: Now You Really Need To Ignore The Short-Term Noise
Published: May 08, 2025 by: Seeking Alpha
Sentiment: Negative
Super Micro Computer, Inc. faces pressing challenging in transitioning from Hopper to Blackwell. Inventory charges aren't surprising, given the previous prelim update. Yet, the guidance was markedly disappointing. Yet, SMCI's post-earnings decline wasn't assessed to be debilitating. Its valuation has encapsulated much pessimism.
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Super Micro Impacted By AI Server Delays And Nvidia Supply Limits, Analysts Lower Forecast
Published: May 07, 2025 by: Benzinga
Sentiment: Negative
Super Micro Computer SMCI stock price dropped on Wednesday after the company reported worse-than-expected third-quarter financial results on Tuesday.
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Super Micro Computer Q3 Earnings Review: Uninvestable Might Be An Understatement
Published: May 07, 2025 by: Seeking Alpha
Sentiment: Negative
Super Micro Computer, Inc.'s early-year rally has unraveled as expected, with weak March-quarter earnings and persistent execution issues undermining confidence in its $40B FY26 revenue target. Management's shifting tone and slashed FY25 guidance raise doubts about the credibility of SMCI's long-term growth outlook, especially amid delayed Blackwell GPU deployments, rising competition, and other industrywide regulatory headwinds. Mounting inventory risks tied to the accelerated transition to next-generation Nvidia GB300 systems threaten further gross margin compression as well, which remains underappreciated.
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Super Micro Faces Pressure as Customers Await Nvidia's Blackwell Chips
Published: May 07, 2025 by: Barrons
Sentiment: Negative
Two analysts lowered the target prices for SMCI stock.
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Top Stock Moves Now: Charles River Labs, Disney, Supermicro, and More
Published: May 07, 2025 by: Investopedia
Sentiment: Positive
U.S. equities were little changed at midday as the market awaited the Federal Reserve's interest-rate decision coming this afternoon. The Dow Jones Industrial Average was higher, the Nasdaq was lower, and the S&P 500 was basically flat.
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Tech Earnings: Advanced Micro Devices, Super Micro Computer
Published: May 07, 2025 by: Schaeffers Research
Sentiment: Neutral
Advanced Micro Devices Inc (NASDAQ:AMD) and Super Micro Computer Inc (NASDAQ:SMCI) announced first- and fiscal third-quarter results, respectively, after yesterday's close.
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SMCI Miss "Across the Board," NVO Wegovy Sales Up 85%, ANET Down on Beat
Published: May 07, 2025 by: Schwab Network
Sentiment: Negative
Diane King Hall discusses the biggest earnings movers this morning, including Novo Nordisk (NVO), which saw a 85% year-over-year increase in Wegovy sales but still trimmed guidance. Supermicro (SMCI) "missed across the board" in its earnings and trimmed guidance.
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Super Micro Computer Q3: The Inventory's Piling Up And So Are The Red Flags
Published: May 07, 2025 by: Seeking Alpha
Sentiment: Negative
I sold Super Micro Computer due to shrinking margins, unresolved legal risks, and distrust in management, and my rating remains a firm SELL. Q3 2025 results were surprisingly decent with $4.6 billion revenue, but margins collapsed, and inventory issues persist, impacting future performance. Management's lowered FY 2025 guidance and Q4 projections show slowing growth, with inventory tied to obsolete products, raising concerns about future profitability.
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What The New Quarter Says About Super Micro Computer's Future
Published: May 07, 2025 by: MarketBeat
Sentiment: Negative
The latest trade tariff rollouts by President Trump have hit the technology sector of the United States harder than most expected. The reason is that the tariffs seem to be centered around semiconductors and chipmakers in Asian regions, which consequently hold most of the industry's supply and logistics chain.
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Super Micro Computer Long-Term Shareholder Announcement: Johnson Fistel Encourages Investors to Reach Out For More Information About Continuing Investigation
Published: May 07, 2025 by: GlobeNewsWire
Sentiment: Neutral
SAN DIEGO, May 07, 2025 (GLOBE NEWSWIRE) -- Johnson Fistel, PLLP is investigating potential claims on behalf of Super Micro Computer, Inc. (NASDAQ: SMCI) against certain of its officers and directors to hold them responsible for damages they allegedly caused the company to suffer.
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Super Micro's Q3: Down But Not Out, This AI Phoenix Should Rise
Published: May 07, 2025 by: Seeking Alpha
Sentiment: Positive
Super Micro's Q3 revenue dip to $4.6B, attributed to customer pause before Blackwell GPU adoption, masks strong underlying AI demand and sets the stage for a rebound. Despite inventory write-downs hitting Q3 EPS ($0.31), strategic clearing for Blackwell and new AMD solutions position SMCI for future margin recovery and growth. Innovative DCBBS and advanced DLC-2 liquid cooling are key differentiators, promising significant TCO savings for customers and a strong competitive moat for SMCI.
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Nvidia Stock Gains. Why It Got an AMD and Super Micro Earnings Boost.
Published: May 07, 2025 by: Barrons
Sentiment: Positive
Nvidia was reacting after rival Advanced Micro Devices and partner Super Micro Computer reported earnings.
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Super Micro Computer, Inc. (SMCI) Q3 2025 Earnings Call Transcript
Published: May 06, 2025 by: Seeking Alpha
Sentiment: Neutral
Super Micro Computer, Inc. (NASDAQ:SMCI ) Q3 2025 Earnings Conference Call May 6, 2025 5:00 PM ET Company Participants Michael Staiger - VP, IR and Corporate Development Charles Liang - Founder, President, CEO and Chairman David Weigand - SVP and CFO Conference Call Participants Samik Chatterjee - JPMorgan Michael Ng - Goldman Sachs George Wang - Barclays Asiya Merchant - Citigroup Ananda Baruah - Loop Capital Nehal Choski - Northland Jon Tanwanteng - CJS Securities Nicholas Doyle - Needham and Company Mehdi Hosseini - SIG Operator Thank you for standing by. My name is Victoria and I will be your …
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Supermicro Stock Drops as Server Maker Lowers Its Revenue Outlook
Published: May 06, 2025 by: Investopedia
Sentiment: Negative
Super Micro Computer (SMCI) cut its full-year revenue outlook, sending shares lower in extended trading Tuesday.
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Super Micro Computer (SMCI) Q3 Earnings and Revenues Top Estimates
Published: May 06, 2025 by: Zacks Investment Research
Sentiment: Positive
Super Micro Computer (SMCI) came out with quarterly earnings of $0.31 per share, beating the Zacks Consensus Estimate of $0.30 per share. This compares to earnings of $0.67 per share a year ago.
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Super Micro cuts its outlook once again, now acknowledging possible tariff impacts
Published: May 06, 2025 by: Market Watch
Sentiment: Negative
The company lowered its forecast for the fiscal year and came up short with its outlook for the current quarter.
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Super Micro Cuts Full-Year Outlook After Results Disappoint
Published: May 06, 2025 by: WSJ
Sentiment: Negative
The server maker cut its sales outlook for fiscal 2025, citing short-term impacts of heightened economic uncertainty and tariffs that prompted some customers to delay orders of new servers and computer products.
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About Super Micro Computer, Inc. (SMCI)
- IPO Date 2007-03-29
- Website https://www.supermicro.com
- Industry Computer Hardware
- CEO Charles Liang
- Employees 5684