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Why Super Micro (SMCI) Stock Is Up Today
StockStory13d agoneutral
Why Super Micro (SMCI) Stock Is Up Today

Shares of server solutions provider Super Micro (NASDAQ:SMCI) jumped 22.9% in the morning session after the company reported strong preliminary fourth-quarter results, highlighted by a massive surge in its gross margin forecast, record-breaking new orders, and a major data center partnership with SpaceX. The company projected its gross margin would reach between 15% and 17%, nearly double its previous estimate of 8.2% to 8.4%. Management attributed this improved profitability to a highly favorab

MT Newswires14d agoneutral
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Arrowhead Pharmaceuticals (ARWR) said Wednesday topline results from its global phase 3 clinical stu

Price Prediction: SMCI Will Double on This Date
24/7 Wall St.14d agoneutral
Price Prediction: SMCI Will Double on This Date

Super Micro Computer is growing revenue triple digits while its stock sits 54% below where it was a year ago, and the reason behind that disconnect points directly to whether shares can surge past $50 by next summer.

Why Supermicro Stock Is Surging Even as Revenue Falls Short
Insider Monkey14d agobearish
Why Supermicro Stock Is Surging Even as Revenue Falls Short

Super Micro Computer Inc. (NASDAQ:SMCI) gave investors conflicting figures in its Q4 preliminary update on July 21. Fiscal Q4 revenue is expected near the bottom of its $11 billion to $12.5 billion guidance, below the $11.67 billion analyst consensus, yet shares jumped 17.5% after hours. Our take is that the market was not celebrating sales; […]

Why Super Micro Computer (SMCI) Is Down 7.8% After Forecasting Record AI Server Backlog And Higher Margins
Simply Wall St.14d agoneutral
Why Super Micro Computer (SMCI) Is Down 7.8% After Forecasting Record AI Server Backlog And Higher Margins

Earlier in July, Super Micro Computer reported preliminary fourth-quarter results showing gross margins projected at 15%–17% and a record AI server order backlog, with new orders exceeding US$60 billion to be filled over future quarters. This combination of sharply higher profitability and an exceptionally large backlog highlights how Supermicro’s AI-focused product mix is reshaping its business profile and earnings quality. We’ll now explore how this record US$60 billion AI server backlog...

At Last, Some Good News for Super Micro Stock
Barrons.com14d agoneutral
At Last, Some Good News for Super Micro Stock

Super Micro Computer stock surged in premarket trading after the artificial-intelligence server firm released preliminary results for the quarter ending in June. The highlight was Super Micro’s gross margins for the quarter ending in June will be in the range of 15% to 17%—double the 8.2% to 8.4% it had previously expected. The margin news was good enough to cause investors to look past Super Micro’s revenue guidance, which is on track to be near the lower end of prior guidance of $11 billion to $12.5 billion.

Super Micro Stock Surges 15% on Gross Margin Expansion
The Wall Street Journal14d agobullish
Super Micro Stock Surges 15% on Gross Margin Expansion

Shares in Super Micro Computer jumped more than 15% in premarket trading after the AI server company projected fourth-quarter gross margins of 15% to 17%—nearly double its prior 8.2% to 8.4% target. The surprise margin expansion puts Super Micro’s fourth-quarter earnings per share on track to top current Wall Street estimates by at least 80%, JPMorgan analysts said.