Super Micro Computer, Inc. reported fiscal Q3 revenue of $10.2 billion and non-GAAP EPS of $0.84, missing revenue expectations by $2.25 billion. The company also issued a full-year revenue guidance of $38.9-40.4 billion, below the previous forecast of at least $40 billion. Despite strong AI demand, Super Micro faces challenges including unresolved control and trade-compliance issues, and reputational damage from a lost Oracle contract. These factors raise concerns about customer retention and backlog conversion, leading to uncertainty around execution and potential stock volatility moving forward.
Supermicro has unveiled its H15 server portfolio powered by 6th-generation AMD EPYC 9006 series CPUs, optimized for next-gen AMD Instinct GPUs and AMD Pensando networks. These servers offer up to 256 cores and 512 threads, delivering 1.7x performance...
Supermicro unveiled its H15 server portfolio powered by 6th Gen AMD EPYC 9006 Series CPUs and AMD Instinct GPUs, designed to enhance cloud, enterprise, storage, HPC, and AI workloads. These servers offer up to 256 cores, 512 threads, and significant ...
Super Micro Computer (SMCI) has been upgraded to a Buy rating due to renewed AI-driven capital expenditure and a strong preliminary Q4 business update. Despite revenue being at the lower end of guidance, SMCI's gross margin outlook of 15–17% and a $6...
Super Micro Computer (SMCI) remains one of the most affordable stocks for AI exposure, with preliminary guidance indicating strong potential for revenue and profit growth. Despite recent underperformance, the stock trades at a modest forward price-to...
PN Smart Energy surged 131.76% driven by its dual focus on solar power and HPC hardware. Advanced Biomed rose 73.02% after a 1-for-20 reverse stock split to boost share value. The Defiance Daily Target 2X Long SMCI ETF gained 39.53% following strong ...
