Super Micro Computer, Inc. Aktie News

One of the most volatile stocks over the past year or so, Super Micro Computer (SMCI 2.87%) continued its habit of making big moves after its shares tumbled following the company's pre-announcement of poor fiscal Q3 earnings results. The stock has lost about two-thirds of its value over the past year.

Super Micro's stock dropped 12% after reporting preliminary Q2 sales of $4.5-4.6 billion, below the $5-6 billion target, yet sales grew 18% YoY. Despite a profit downgrade and margin pressure, Super Micro remains profitable and is valued attractively at a 9.1x profit multiple, similar to Dell and HP Enterprise. The server and storage market is projected to grow significantly, driven by AI deplo...

Don't overreact to Super Micro Computer, Inc.'s Q3 miss. It's mainly a temporary setback due to GPU rollout delays. The volatility is a chance to buy into the longer-term AI growth story. Be aware of Super Micro's reliance on Nvidia GPUs. It's a significant risk, but also know they're diversifying supply chains to reduce geopolitical exposure and make future quarters smoother. Short-term macro ...

Super Micro Computer (SMCI -0.09%) stock has seen big sell-offs this week. The company's share price was down 10.3% from last week's market close heading into the start of trading this Friday.

This company was once a high-flying hero of the early artificial intelligence (AI) boom, but shares of Super Micro Computer (SMCI 2.67%) have become the antagonist in investor portfolios. The latest setback came as the tech giant slashed guidance ahead of final fiscal third-quarter results (for the period ended March 31, 2025).

Shares of Super Micro Computer (SMCI 5.40%) are rising on Thursday. The company's stock gained 4.9% as of 2:11 p.m.

Super Micro's Q3 FY25 preliminary revenue of $4.5–$4.6B missed guidance due to delayed customer platform decisions. Gross margin fell 220 basis points in Q3, validating our thesis that Super Micro is scaling via a high-volume, low-margin model. One customer made up 20% of FY24 revenue; another represented 44.8% of accounts receivable, raising concentration risk.

U.S. technology-related stocks including many involved in artificial intelligence rose sharply on Thursday following stronger-than-expected results from Microsoft and Meta Platforms, while investors awaited results from Apple and Amazon.com after the closing bell.