Super Micro Computer Inc (SMCI) News

https://ir.supermicro.com/financials/sec-filings/sec-filings-details/default.aspx?FilingId=18226816

This should help SMCI https://www.forbes.com/sites/dereksaul/2025/02/26/nvidia-earnings-ai-giant-brought-in--39-billion-during-fourth-quarter-smashing-forecasts/

NVIDIA Announces Financial Results for Fourth Quarter and Fiscal 2025
Globe Newswire4:20 PM (UTC-05:00) Eastern Time (US & Canada) Feb 26, 2025


• Record quarterly revenue of $39.3 billion, up 12% from Q3 and up 78% from a year ago



• Record quarterly Data Center revenue of $35.6 billion, up 16% from Q3 and up 93% from a year ago



• Record full-year revenue of $130.5 billion, up 114%



SANTA CLARA, Calif., Feb. 26, 2025 (GLOBE NEWSWIRE) -- NVIDIA (NASDAQ: NVDA) today reported revenue for the fourth quarter ended January 26, 2025, of $39.3 billion, up 12% from the previous quarter and up 78% from a year ago.

For the quarter, GAAP earnings per diluted share was $0.89, up 14% from the previous quarter and up 82% from a year ago. Non-GAAP earnings per diluted share was $0.89, up 10% from the previous quarter and up 71% from a year ago.

For fiscal 2025, revenue was $130.5 billion, up 114% from a year ago. GAAP earnings per diluted share was $2.94, up 147% from a year ago. Non-GAAP earnings per diluted share was $2.99, up 130% from a year ago.

“Demand for Blackwell is amazing as reasoning AI adds another scaling law — increasing compute for training makes models smarter and increasing compute for long thinking makes the answer smarter,” said Jensen Huang, founder and CEO of NVIDIA.

“We’ve successfully ramped up the massive-scale production of Blackwell AI supercomputers, achieving billions of dollars in sales in its first quarter. AI is advancing at light speed as agentic AI and physical AI set the stage for the next wave of AI to revolutionize the largest industries.”

NVIDIA will pay its next quarterly cash dividend of $0.01 per share on April 2, 2025, to all shareholders of record on March 12, 2025.

So, what do the underlying fundamentals support?......

Thanks

Margins for the quarter ending 12/31/24 decreased 300 basis point.   Results were still ok but growth rate seems to be slowing.

Many investors seem to be counting on a short squeeze here but the underlying fundamentals don't seem to support this at the moment.  

Head scratcher right now.

I remember seeing this stock move huge percentages in a day. Before I owned it. My guess is once things settle down the stock will move higher.

…or, somebody (shorts, MMs) emptied half my cup!

I have bought another 500 shares at 52, hopefully it goes back to 64 after nvda earnings.

I see the same pattern playing out all over the place on both big and small stocks. Personally I am neither a cup half full or half empty guy. I am generally a "You have twice as much cup as you need" sort of guy which might explain my attitudes a lot of the time!

DOW is negative, SP 500 flatline, and NASDAQ barely positive. SMCI is up 13% and I think that's great! Reminds me of how SMCI outperformed the market by a mile not so long ago. I tend to be a cup half full person🙂

is this the secret deal that block on time reporting? now getting realized via dell pr this am. i asked chatgpt about supermicro computer's potential role in this dell pr and it said, "Supermicro, a leading provider of enterprise computing, storage, and networking solutions, offers a comprehensive range of products tailored for telecom cloud applications. Their solutions are designed to meet the demanding requirements of modern telecommunications infrastructure, including 5G networks, edge computing, and cloud-based services.

Key Offerings for Telecom Cloud:

High-Performance Servers: Supermicro provides servers optimized for telecom workloads, featuring high-speed DDR5 memory, multiple PCIe slots, and advanced networking options. These systems are engineered for enhanced power efficiency and performance-per-watt, enabling operators to develop high-performance, customized solutions.
TECHPOWERUP.COM

Collaboration with Industry Leaders: Supermicro has partnered with companies like Rakuten Symphony to deliver next-generation servers and storage systems for cloud-based mobile services. This collaboration offers operators blueprints for implementing cloud-based Open RAN mobile networks, facilitating easier adoption of advanced networking architectures.
PRNEWSWIRE.COM

Integrated Cloud Solutions: Through alliances with organizations such as Hammerspace, Supermicro offers unified data platforms that integrate seamlessly into existing environments. These solutions cater to both file and object storage workloads, meeting the performance and scalability demands of modern AI, high-performance computing (HPC), and hybrid cloud environments.
HAMMERSPACE.COM

By focusing on innovation and strategic partnerships, Supermicro delivers robust and efficient solutions that empower telecom operators to build and manage advanced cloud infrastructures.

all the dark fiber of centurylink and level3, now Lumen. the clink ceo even went to prison? for misleading investors about a deal he said was secret, as i remember.

retail buyers need to step in when 52

gets tested to keep the big fundies

honest on shake outs...

have to pick a point each day to defend

to move price higher...

the upside has little resistance...

that is why the shaking is done to gather

more shares now...

70+ could be a short term move up with

so much relief with filings...

market forces are the debbie downer now...


so we watch...LJ

Can someone please explain the "death spiral" we are now seeing? Im beginning to think I should have taken profits this morning and gotten back in about now maybe.

It should go up based on the reports but market makers seems to have some other plans for short term atleast.

What are everyone's thoughts on concerns from SEC? No concerns, because NASDAQ considers SMCI to now be in good standing? Same question regarding the litigation section of the financials.... likely to be any significant impact on the business going forward?

Not really. Not by the charts I use. I know many use much shorter time lines to create a chart, but those are rarely correct.....at least by the IHUB posters I see around here.
Sometimes a stock outruns the resistance lines. Especially ones with wild swings like this one.

Did charts and technical analysis say $75?
I mentioned the other day we might have already had our explosion last week when the stock went from $28 to $66+ in about a week. It surely would have crashed (further) today without the filings but otherwise now the stock is stabilizing and will trade according to fundamentals and other market conditions. It’s a shame the market now relies on Nvda to know what direction things will go.
I expect a gangbuster report from NVDA and the market will react opposite, initially. Then, Kaboom!

NVDA is trading pretty wildly today. Afternoon trading will be interesting.
Surely SMCI isn't just going to track NVDA forever?
I'm a bit disappointed with the response we are seeing here today. Dino had me thinking $75 by the close today.
On Oct 30th when E&Y announced they were quitting the stock went from $49 to $32. I was hoping it would be up $16 today.

ptsd from owning SMCI so long always

kicks in when you see green...

We saw an awful flush exactly a week

ago today to flush option prices...

Market related drop it was...

Not expecting anything different today...

Could be good to late prep today for

hopefully good guidance from NVDA...

SMCI is volatile...

so we watch...LJ

Probably the next up or down is based on NVDA results

Tight spread and other than one guy looking to sell, it doesn't seem to have a leaning one way or the other and surprisingly little interest....

02/26/25 12:05:10 PM P 53.7700 JS 53.8000 1 X 30 BBO
02/26/25 12:05:10 PM P 53.7700 F 53.7900 1 X 1 BBO
02/26/25 12:05:10 PM O 53.7700 O 53.7900 1 X 1 BBO
02/26/25 12:05:10 PM O 53.7700 F 53.7900 1 X 2 BBO
02/26/25 12:05:10 PM O 53.7700 I 53.7900 1 X 1 BBO
02/26/25 12:05:10 PM O 53.7700 O 53.7900 1 X 2 BBO

You're right, but there isn't much to discuss, is there? The news is out, the price is up....it would be nice to see it up higher.
THERE!

Looks like we’ll need to churn for a while in the mid $50s before taking the next step. SMCI hit $58+ pre-market but only $56.12 so far once open. A run to $60 a little later wouldn’t surprise me.

Let’s discuss Super micro!!!

Thank you. We are not enemies here, just two people with different viewpoints.

You put so much into this post I had to copy it to remember to respond to all.....

Early on, the only thing I've truly lost on and learned from, was buying penny stocks. I bought 5 of them early....lost all on 4 and amazingly made a bunch on the 5th by sticking it to the pump and dumpers....so yes, I HATE penny stocks and warn others to stay away after I investigate them.

I don't understand the justification of announcing buys but not sells? You're either here to help....or brag. Selling is the hardest part about trading, why lead people in, but not out? And how can you be relied upon when a stock tanks and you announce you sold it a month ago? Where's the credibility in that?

I also don't post on any other stock boards. I've been here and only here for 25 years now.....with the same alias. And also a "solo".

I have my long term holds (typically dividend payers), and I have my swing traders, such as this one....I mean I watched the stock go from $38 to $1000!!!! And now back to pre-split $550. How can ya not swing trade this???

I do pay a lot in tax gains every year. The price of doing business I guess. Also, strongly against day trading. If a day trader tells you they make money, they are lying to themselves.

I neither consider myself a bull nor bear. I try to remain emotionless to the market and use analysis to make decisions. NEVER become in love with a stock, they are not your children and don't need positive reinforcement.

My crystal ball (and earnings projections) tell me this is going higher, but no resistance levels now so can't tell how high. I'll instead sell pieces on the way up.....hopefully.

I never guess, I read minds, I post my buys, but never my sells, I only tell the board that I am out if I find the stock to be a scam if I feel like it, otherwise I don't even tell the any board when I sell, I only tell 2-3 very close friends that I sold and moved on, they can choose to stay the course that is up to them. I never said, you are losing money, I said you lost money in the early days when you started, everyone has. I don't do research on anyone, I don't follow no one, I am solo, no X handle, no Facebook, no instagram, furthermore, there is nothing to research about, you are you and I am me and everyone else is them. I trade with common sense and sometimes technicals if I want to swing it, you on the other hand are a technical swing player, like I have indicated I am not in this to make ends meet, I am emotionally involved here, only because I don't want to pay short term capital gains, tired of that crap. All my long term calls are free now and plus more. No one is perfect in this arena, 97% of day traders lose money day in day out, only 2% make bread and butter and 1% make it to be very, very successful. I know of one day trader that makes 500,000 dollars a week, he is called the Patreon, real name is Gabriel, 13/48 chartist. I just don't like people try to warn people on a monster big cap stock like SMCI, but everyone has opinion, just like that one poster from earlier tried to warn everyone that this is going drop again after that phenomenal news, I don't know, have you seen his crystal ball? Cause my crystal ball says this is going to 300 dollars.

Fung seems to be good what he does. Everyone has their own strategy to make money as long someone is disciplined in this arena, they will make money. Remember, capital preservation in this arena is of utmost important.

For the record, I value the opinions of bears and bulls. I get the sense you are quite experienced and knowledgeable and would like to encourage you to continue expressing your thoughts!

I didn't find anything you said derogatory at all.   You gave your opinion and you made some real true statements with regard to the market.   Saying take profits along the way isn't a bad statement at all.   Everyone has their own way of trading and everyone should respect them.   

I was disgraceful????
Why, for speaking the truth? I never said anything bad about the guy, just mentioned the effect he has on the board.

You don't think he's the leader here and people listen to him? Just recently....

I'm in dino's camp, plan to wait at DL11 02/26/2025 10:13:26 AM
Looks like my little speculation might work out DL11 02/25/2025 04:52:41 PM
I am not making excuses, look you blinked dinogreeves 02/25/2025 04:48:09 PM
Because you can look at the responses. One fung_derf 02/25/2025 01:52:59 PM
How do you know how many people did TheDane 02/25/2025 12:37:56 PM
Not trying to throw it anyone's face. Just fung_derf 02/25/2025 12:12:20 PM
Dino is the best in this arena. you vinnie1965 02/19/2025 01:43:24 PM
lol dino been in it since the beginning koolmc 02/18/2025 05:44:40 PM
Great call dino!!! eur06 02/18/2025 09:56:38 AM
Huge dino!! eur06 02/11/2025 05:26:34 PM
Morning, Dino. Messages received and understood! Thanks. double_m 02/05/2025 09:56:26 AM
Great to see you Dino and fung here. Eagle1 01/31/2025 09:37:41 PM
Thanks for sharing info dino!! eur06 01/06/2025 12:17:07 AM
Very very happy for you dino! eur06 12/24/2024 01:36:13 PM
Hey Dino, Thanks for being a cheerleader on Gpheart2016 12/06/2024 06:48:08 PM
DINO: Judging merely by recent posts, you apparently la-tsla-fan 12/03/2024 12:55:19 PM
Congrats Dino, looks like you're back in the Bountiful_Harvest 11/18/2024 05:46:53 PM
Dino, I think everyone is scratching their heads Bountiful_Harvest 11/15/2024 10:19:34 PM

I'm in dino's camp, plan to wait at least until lst quarter FY 2026 financials are published and possibly beyond, unless it goes to $200 sooner🙂

I'm in the other camp. Think many will want to sell the news in front of NVDA earnings report. Then re-evaluate tomorrow morning.

It's a coin toss imo. If it can close above the 55 level, I would consider that bullish.

This should be an interesting day......many will want to jump on board today. In the meantime, some will want to take a quick profit and run. The question is, where is the boiling point? I'm thinking, run in the morning, pullback some around noon, then hopefully a bigger run in the afternoon after they've shaken out all the short timers.
I think the best strategy for the day may well be.....don't look at it.

Adam Johnson was on Fox "Bidness" last week......

and said it's going to $190.

Loop Capital Adjusts SMCI Price Target to $70 from $50 & Maintains Buy Rating

I'm already more attracted to you today than I was a couple days ago

tariffs. don't remember,3pm Trumph talk hit the market-especially nasd 2percent down. He is becoming worst fed Powell driving stocks down.

Why 3pm?

Beware of trump at 3pm driving the market down. maybe an opportunity for low prices

Green so far but trust no ne.

Consider an interesting comparison: SMCI vs SNOW. SNOW market cap $54B, SMCI market cap $27B. Both companies growing revenue exponentially, but SMCI achieved profitability, while SNOW still struggling with that (not unlike SOUN, just on a larger scale). Based on this, IMO, the market cap comparison between SMCI and SNOW is about to invert, i.e. SMCI will soon have double (or more) market cap than SNOW. Balance sheet comparison also widely favorable for SMCI.

These circumstances finally made me pull the trigger yesterday, along with a feeling that financials would be filed. Felt that SMCI was very cheap relative to other AI options. Excluding premarket, current SMCI price $45.54, current SNOW price $164.20.

Futures are greener tonight than SMCI shorts

after the filings hit...

OK, maybe not that green...

But we all need a green market day...


so we watch...LJ

That is because I am very good looking, so good looking even as a man you would fall in love with me.

You can never predict me, never. My own family can't even predict me.

Funny. Earlier in the day you called me out for bragging about wins. I guess when you do it it's ok

I never guess, I read minds, I post my buys, but never my sells, I only tell the board that I am out if I find the stock to be a scam if I feel like it, otherwise I don't even tell the any board when I sell, I only tell 2-3 very close friends that I sold and moved on, they can choose to stay the course that is up to them. I never said, you are losing money, I said you lost money in the early days when you started, everyone has. I don't do research on anyone, I don't follow no one, I am solo, no X handle, no Facebook, no instagram, furthermore, there is nothing to research about, you are you and I am me and everyone else is them. I trade with common sense and sometimes technicals if I want to swing it, you on the other hand are a technical swing player, like I have indicated I am not in this to make ends meet, I am emotionally involved here, only because I don't want to pay short term capital gains, tired of that crap. All my long term calls are free now and plus more. No one is perfect in this arena, 97% of day traders lose money day in day out, only 2% make bread and butter and 1% make it to be very, very successful. I know of one day trader that makes 500,000 dollars a week, he is called the Patreon, real name is Gabriel, 13/48 chartist. I just don't like people try to warn people on a monster big cap stock like SMCI, but everyone has opinion, just like that one poster from earlier tried to warn everyone that this is going drop again after that phenomenal news, I don't know, have you seen his crystal ball? Cause my crystal ball says this is going to 300 dollars.

LOL! I even predicted what you'd say.

SMCI about 10 times higher EPS than pltr,..

Pltr selling at over 6 times higher

market cap than SMCI...

Being in the Nasty 100 index doesn't make

a company a better buy...

SMCI being a leader in revenue growth on

the S&P 500 gives it a chance of gaining

more money flow from those market makers...

SMCI fud pricing for months may be a

reflection to fade into history...

Let us see what NVDA reveals from the

crystal ball of Ai future...


so we watch...LJ

why guess when if you're gonna assume, you can just as easily research? I post my buys and sells. You don't trade for 30 years losing money.

Almost 70,000 watchers on stocktwits, it will easily be 75,000 by end of April just like the early days of $GME and $AMC. The beast has spoken today loud and clear. Shorts will be toast after 80.