Super Micro Computer, Inc. (SMCI) has experienced fluctuations in both coverage and financial performance. With some analysts resuming coverage as financial risks recede, others have deemed the stock extremely attractive. Nonetheless, trouble lies in the company's Q3 earnings, which were viewed with negativity leading to stock sinkage and reduced guidance. The company is grappling with AI server delays and Nvidia supply limits, which contributed to lowered forecasts and disappointing earnings. Despite mixed results, Q3 earnings and revenues surpassed estimates. However, a revenue pushout worth around $1 billion has been a concern, as customers continue to evaluate new Blackwell-Based offerings. SMCI issued weak guidance amid economic uncertainty and tariffs, impacting revenue outlook negatively. Meanwhile, despite its disappointments, the stock has received an upgrade to a Zacks Rank #1 (Strong Buy).
Jim Cramer, however, prefers
Dell over
Super Micro. The company remains a popular stock on
Robinhood, but investors express concern over the AI transition delays and decreased revenue. Notably, despite the drawbacks, some analysts predict a
150% surge in the next year.
Super Micro Computer SMCI News Analytics from Tue, 08 Apr 2025 07:00:00 GMT to Sat, 10 May 2025 16:15:00 GMT -
Rating -3
- Innovation 4
- Information 3
- Rumor -7
