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

könnte eine Falle sein 😁

😂

hier blinkt was........

😂

SMCI put the soft revenue guide down to a limited supply of Nvidia’s upcoming Blackwell GPUs. Assessing the situation, Rosenblatt’s Hans Mosesmann, an analyst ranked 3rd amongst the thousands of Wall Street stock pros, wonders if the issue is an additional delay with Nvidia’s Blackwell GPUs or a yield problem – meaning production ramps up on schedule but results in fewer GPUs being available. ....

Super Micro Computer (NASDAQ:SMCI) faced yet another disastrous session on Wednesday, adding to a series of valuation-busting days. Shares plummeted after the AI server specialist’s preliminary fiscal first-quarter results fell short of expectations, leaving the stock down by more than half its value in just over a week. For the September quarter, the company said revenue will hit the range between $5.9 billion and $6 billion, below its prior expectations of $6 to $7 billion, and some distance behind the Street’s forecast of $6.44 billion. On the bottom line, adj. EPS is expected to be in the $0.75 to $0.76 range, above the 0.74 consensus estimate. Moving forward, the company anticipates December quarter revenue of $5.8 billion at the midpoint, missing analyst expectations of $6.84 billion. Likewise for adj. EPS, which is expected to land at $0.61 at the midpoint, below the Street’s estimate of $0.81. SMCI put the soft revenue guide down to a limited supply of Nvidia’s upcoming Blackwell GPUs. Assessing the situation, Rosenblatt’s Hans Mosesmann, an analyst ranked 3rd amongst the thousands of Wall Street stock pros, wonders if the issue is an additional delay with Nvidia’s Blackwell GPUs or a yield problem – meaning production ramps up on schedule but results in fewer GPUs being available. “Significant rack level liquid cooled capacity at scale is just waiting for Blackwell seemed to be the theme of the evening, .........

Na dann kannst du ja all dein Geld in diese Aktie stecken viel Spaß

Die Ampel fällt aus 😂

Die Ampel steht auf Rot😉

Heute wird es grün 🫢

Zufrieden mit der Performance?

JPMorgan analysts cut their price target by over 50% following the company's business update and earnings call.

The Goldman Sachs Group Issues Pessimistic Forecast for Super Micro Computer Stock Price https://www.marketbeat.com/instant-alerts/the-goldman-sachs-group-issues-pessimistic-forecast-for-super-micro-computer-nasdaqsmci-stock-price-2024-11-06/

Super Micro Computer Stock Dives on Sustained Risk of Nasdaq Delisting: Super Micro has been given until Nov. 16 to file the report and return to compliance with Nasdaq rules. https://www.investopedia.com/super-micro-stock-dives-on-sustained-risk-of-nasdaq-delisting-8740776

Jim Cramer on Super Micro Computer, Inc. (SMCI): ‘The Most Intriguing Story Coming Out Next Week’: “Now, the most intriguing story coming out next week is Super Micro. We know this company is on the firing line after its auditor, Ernst & Young, resigned noisily this week because they couldn’t swear by the numbers and no longer trust management. It’s suboptimal. I have no idea what Super Micro is gonna say. I do know this, ever since Ernst & Young resigned, one of Super Micro’s key competitors, Dell has seen its stock march relentlessly higher. I think that’s pretty ominous for Super Micro.” https://www.insidermonkey.com/blog/jim-cramer-on-super-micro-computer-inc-smci-the-most-intriguing-story-coming-out-next-week-1386273/