Super Micro Computer WKN: A40MRM ISIN: US86800U3023 Kürzel: SMCI Forum: Aktien Thema: Hauptdiskussion

Blackrock ist kein Garant - wo ist Blackrock nicht investiert ? Die haben überalle ihre Griffel ......weil sie nicht wissen wohin mit der Knatter!!

Blackrock mit 10% ca

Sind einige große Banken investiert

So habe jetzt trotzdem nochmal nachgelegt und hoffe für mich persönlich bis Januar mit Kurs 56€ wäre Nice 👍

Na das klingt wiederum super haha schwierige Aktie 😅 deswegen wahrscheinlich das Risiko rot 🚦

Heute mal eingekauft und schon direkt im grünen Bereich. Wenn es sinkt, lege ich nach👍

nächste woche kommen die zahlen

Moin ☕️ Ich werde heute nachlegen und falls der Kurs noch runter geht, kaufe ich bis zum ER einfach weiter nachlegen! Weihnachtsfeier ist vorverlegt 🚀🚀🚀

Despite the recent ugly price action, I believe that Super Micro stock now warrants investor attention. In less than 2 weeks, the firm is expected to release its fiscal Q1 2025 report, and l anticipate that it will likely exceed analysts' consensus forecasts, potentially restoring confidence among investors who have been disappointed so far. The current negative market sentiment seems overblown, setting the stage for a strong positive react

As of today, my downgrade, which I have updated twice (most recently in August) has proven prescient: The stock has fallen by ~40%, while during the same period, the S&P 500 (SP500) (SPX) has risen by nearly 18%.

My Thesis Update I initiated my coverage of Super Micro Computer (NASDAQ:SMCI) stock in mid-January 2024 with a "Buy" rating, indicating that the company was undervalued at the moment. After the SMCI stock price rose from $34.55/share to about $79 per share, I downgraded my rating to "Hold" and advised investors to trim their positions, as I believed the stock had become too expensive. In the following months, Super Micro stock entered a consolidation phase, experiencing significant fluctuations: once it hit $120/share (on an adjusted basis, post-split price), it soon encountered issues. Many investors had anticipated relatively high business margins, but instead, SMCI's GP margin began to decline, which negatively impacted the stock price, in my understanding. The company then delayed the release of its annual financial report, which instilled uncertainty among market participants - as a result, investors continued to sell their shares quite actively, driving the price even lower.

Some sell-side research analysts suggest that Super Micro should have a fair valuation between $90-100 per share - this implies the potential for more than doubling in value. • Risks include DOJ investigations and margin performance uncertainty, but I believe positive Q1 results will shift sentiment favorably. SMCI is a "Strong Buy" right now. Looking for a helping hand in the market? Members of Beyond the Wall Investing get exclusive ideas and guidance to navigate any climate.

Super Micro Became A 'Strong Buy' Before Earnings Release Oct. 19, 2024 7:29 AM ET | Super Micro Computer, Inc. (SMCI) Stock, SMCI:CA Stock 30 Comments Oakoff Investments Investing Group Leader Summary I'm upgrading Super Micro Computer (SMCI) stock from "Hold" to "Strong Buy" due to anticipated strong Q1 2025 results amid poor sentiment and current undervaluation. Despite recent margin issues, SMCI's robust revenue growth and Al infrastructure leadership position suggest significant upside potential. Management's optimistic guidance and industry trends indicate improving margins and revenue, setting the stage for future stock appreciation.

Ich weiß

Man eiert dem Q Zahlen Termin entgegen. Dann Miss geliefert werden. Nachdem nun Monate nichts amtliches vorgezeigt wurde. Monate!

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