Super Micro Computer Inc. (SMCI)

The three stocks in this analysis are generally loved by traders, but they are in differing situations. At this point, the markets are trying to also deal with a bit of rotation, as traders are leavin...

Revenue and EPS in the recent quarter missed estimates, as EPS guidance also dissapointed, but revenue was above consensus. With DCBBS and increased number of major customers, margin expansion alongsi...

SMCI's recent sell-off overlooks its strong AI infrastructure positioning, robust balance sheet, and leadership in liquid-cooled, rack-scale systems for Blackwell-class AI factories. Despite near-term...

One thing's for sure: the tech industry is booming, with five major players—Amazon, Microsoft, Alphabet, Meta, and Oracle—investing heavily to make their ambitious plans a reality. The US has seen ove...

SMCI missed both revenue and EPS estimates in 4Q FY2025, and issued very weak 1Q FY2026 guidance, sending a 20% pullback. Management slashed FY2026 revenue outlook from $40B to "at least" $33B, but im...

For investors, one of the best things about technology companies is the rapid growth they often see. Tech stocks represent companies at the forefront of innovation, often working in fields such as clo...

The three stocks in this analysis all look as if they are a bit noisy. At this point in time, the markets are bullish overall.

Shares of Super Micro Computer (SMCI -1.25%) plunged last week after the company reported its latest earnings numbers. The business, also known as Supermicro, has benefited from strong growth in tech ...

I'm upgrading Super Micro Computer to a "Buy" with a $74.89 price target, driven by the launch of its Data Center Building Block Solutions (DCBBS). DCBBS is expected to boost margins and diversify SMC...

Super Micro Computer meets most criteria to be qualified as a "Value Play" according to Peter Lynch's principles of value investing. However, there is more to the story than mere financial metrics. De...