Super Micro Computer (SMCI) Stock Research

Monday

Moderately bullish activity in Super Micro with shares up 1.04%

SMCI

Aug 3, 3:54 PM

Over a week ago

Cboe data suggests bullish flow in Super Micro with shares up 1.42%

SMCI

Jul 23, 3:54 PM

Super Micro introduces new server portfolio with AMD EPYC 9006 Series CPUs

Jul 23, 2:38 PM

Super Micro price target lowered by $10 at Mizuho, here's why

SMCI

Jul 23, 8:41 AM

What You Missed On Wall Street On Wednesday

+24

Jul 22, 4:07 PM

Midday Fly By: AT&T reports Q2 beat, AMD invests $5B in Anthropic

+24

Jul 22, 12:07 PM

Super Micro rises 24.7%

SMCI

Jul 22, 12:00 PM

Super Micro call volume above normal and directionally bullish

SMCI

Jul 22, 10:05 AM

Super Micro rises 22.5%

SMCI

Jul 22, 10:00 AM

Early notable gainers among liquid option names on July 22nd

Jul 22, 9:55 AM

Unusually active option classes on open July 22nd

Jul 22, 9:40 AM

Super Micro price target raised by $2 at Northland, here's why

SMCI

Jul 22, 9:06 AM

Morning Movers: AT&T jumps, GE Vernova slips following reports

+13

Jul 22, 8:56 AM

Rosenblatt ups Super Micro target, sees entry point on selloff

SMCI

Jul 22, 7:28 AM

Super Micro price target raised by $4 at Barclays, here's why

SMCI

Jul 22, 5:24 AM

Super Micro sees Q4 revenue near low end of $11B-$12.5B, consensus $11.73B

SMCI

Jul 21, 4:07 PM

Moderately bullish activity in Super Micro with shares down 7.05%

SMCI

Jul 16, 1:12 PM

Cboe data shows mixed options sentiment in Super Micro with shares down 1.88%

SMCI

Jul 15, 3:37 PM

Super Micro price target raised by $2 at Citi, here's why

SMCI

Jul 13, 5:57 AM

AI Daily: OpenAI to launch GPT-5.6 model after delayed rollout

Jul 8, 1:53 PM

Super Micro announces launch of Kubernetes Edge AI

SMCI

Jul 8, 9:16 AM

Midday Fly By: OpenAI discussing giving U.S. stake, Alphabet loses EU appeal

+22

Jul 2, 11:58 AM

Early notable gainers among liquid option names on July 2nd

Jul 2, 9:55 AM

Prosecutors in Taiwan detain two Super Micro workers, Bloomberg says

Jul 2, 6:25 AM

Cboe data shows mixed options sentiment in Super Micro with shares up 4.37%

SMCI

Jun 30, 4:58 PM

AI/ML Optimization Leadership: Supermicro excels in designing highly optimized servers specifically for AI and Machine Learning workloads, often being first-to-market with integrated cutting-edge GPUs and advanced cooling solutions.

Modular Building Block Architecture: Their unique "building block" design principle allows for rapid configuration, customization, and scalability, enabling customers to quickly deploy tailored solutions.

Rapid Time-to-Market: SMCI consistently demonstrates agility in integrating the latest CPU, GPU, and memory technologies, bringing new, high-performance server solutions to market faster than many competitors.

Supply Chain Volatility and Geopolitical Tensions: The company's reliance on a global supply chain for critical components, including GPUs, CPUs, and other hardware, makes it vulnerable to disruptions caused by geopolitical events, trade disputes, natural disasters, or component shortages.

Intense Competition and Market Share Erosion: SMCI operates in a highly competitive market against larger, more established players like Dell, HPE, and Cisco, as well as emerging specialized providers. Aggressive pricing, product innovation, or new market entrants could reduce SMCI's market share or profitability.

Dependence on Key Customers and IT Spending Cycles: A significant portion of SMCI's revenue may come from a concentrated group of large data center and enterprise customers. A reduction in spending by these customers, delays in projects, or a broader economic downturn affecting IT budgets could materially impact financial performance.