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Investor Insights

This summary was created by AI, based on 27 opinions in the last 12 months.

The reviews from different experts present a mixed picture of Super Micro Computer, Inc. Some experts highlight concerns about accounting irregularities and the resignation of the auditor, while others emphasize the company's innovative technology and strong growth prospects. The stock is seen as highly volatile and inherently risky, but also potentially undervalued and offering good value. Despite the differing opinions, there are also positive indicators such as the company's expansion into AI chips and the potential for strong earnings growth.

Consensus
Mixed
Valuation
Undervalued
RISKY
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research

SMCI has decided to replace the CFO and add more senior legal leadership. It says it will not need to restate any prior issued financials. This is also positive. But...the company did not specifically affirm guidance. Customers certainly may have backed off on purchase orders, so for the moment we would not rely on projections. The stock is very cheap and momentum and short covering will likely take it higher. But we will be more comfortable when we actually see a reported quarter which shows growth has not been negatively impacted by recent events. 
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Technology
DON'T BUY

It was set up really well with explosive growth and accelerating revenue and earnings. But the auditor quit and they haven't solved the numbers. At 5 i they feel that if the auditor quits then it is time to get out.

Technology
DON'T BUY

Auditor resigned, never a good sign, he'd never invest during accounting uncertainty. Stock dropped further. Merely a distributor. When something in the value chain doesn't actually add value, be wary of long-term prospects. Too risky.

Instead, invest in one of the majors making the chips such as NVDA, QCOM or AMD.

Technology
DON'T BUY

Their board did a review and found nothing wrong. Well, their accountants resigned for a reason, didn't they? Besides, it's the regulator's job to do a review. Shares keep sinking.

Technology
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TOP PICK

Super Micro Computer, Inc., together with its subsidiaries, develops and manufactures high-performance server and storage solutions based on modular and open architecture. Its solutions range from complete server, storage, modular blade servers, blades, workstations, full racks, networking devices, server management software, and server sub-systems, as well as support and services. The company also provides application-optimized server solutions, including rackmount and blade servers, storage systems, and subsystems and accessories; and server software management solutions, such as Server Management Suite, including Supermicro Server Manager, Supermicro Power Management software, Supermicro Update Manager, and SuperDoctor 5. In addition, it offers server subsystems and accessories comprising server boards, chassis, power supplies, and other accessories. Further, the company provides server and storage system integration, configuration, and software upgrade and update services; and technical documentation services, as well as identifies service requirements, creates and executes project plans, and conducts verification testing and training services. Additionally, it offers help desk and on-site product support services for its server and storage systems; and customer support services, including ongoing maintenance and technical support for its products. The company provides its products to enterprise data centers, cloud computing, artificial intelligence, and 5G and edge computing markets. Social media mentions are up 225% in the past 24h.

Technology
DON'T BUY

Is down over 30% today because their auditor quit, but still 41% in the past year. Don't touch this. Their delay on filing their 10K calls into questions the validity of the financials, showing a lack of corporate governance. Don't catch this falling knife.

Technology
TRADE

Doesn't mind nibbling here if we do have some upside until the end of the year. Just as long as you have the discipline to limit your risk near recent lows. If it moves below those lows, take off the position. A trade, since we're late cycle and we're rotating away from info tech. This could be a source of funds for investors, and so head lower.

Technology
COMMENT

It is much too volatile for them.

Technology
DON'T BUY

Stock price has almost been halved, so it has good value down here. Its technology is state of the art. Litigation problems are focused on management and accounting irregularities; an overhang that keeps him away. Whereas litigation of those in the Mag 7 is par for the course due to their various monopolies.

Technology
DON'T BUY

It is highly volatile and has not recaptured the rally. It has been added to the S&P 500 and is splitting 10 for 1 on October 1. Generally speaking the stock price goes down after a split.

Technology
DON'T BUY

Tough business as components that go into product are supplied from 3rd parties. Very hard to earn profits with this fragile business model. Would not recommend investing. 

Technology
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TOP PICK

Supermicro (nasdaq: smci) is a global leader in high performance, high efficiency server technology and innovation. we develop and provide end-to-end green computing solutions to the data center, cloud computing, enterprise it, big data, high performance computing, or hpc, and embedded markets. our solutions range from complete server, storage, blade and workstations to full racks, networking devices, server management software and technology support and services. we offer our customers a high degree of flexibility and customization by providing what we believe to be the industry's broadest array of server configurations from which they can choose the optimal solution which fits their computing needs. Social media mentions are up 54% in the past 24h. 

Technology
DON'T BUY
Wells Fargo cut the price target from $650 to $375

He agrees. Don't catch a falling knife now. Can't defend SMCI fundamentally. He bought this in late July but momentum flipped to the negative in August. 

Technology
PARTIAL BUY

Massive runway. He doesn't own it, mainly because of volatility and he prefers others. Buy in stages under $500, around $520, and then $547. Its scary chart won't happen to NVDA because SMCI has a market cap of only $32B.

(Analysts’ price target is $988.00)
Technology
DON'T BUY

Taking a hit today off of earnings. Peaked around $1200, struggled to stay above $900, and now the bottom is still falling out. Watch to see if any support around $500. Weak technically, under pressure.

With this kind of chart that moves so much, you have to think more like a trader than an investor.

Technology
Showing 1 to 15 of 30 entries

Super Micro Computer(SMCI-Q) Rating

Ranking : 4 out of 5

Bullish - Buy Signals / Votes : 8

Neutral - Hold Signals / Votes : 2

Bearish - Sell Signals / Votes : 11

Total Signals / Votes : 21

Stockchase rating for Super Micro Computer is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

Super Micro Computer(SMCI-Q) Frequently Asked Questions

What is Super Micro Computer stock symbol?

Super Micro Computer is a American stock, trading under the symbol SMCI-Q on the NASDAQ (SMCI). It is usually referred to as NASDAQ:SMCI or SMCI-Q

Is Super Micro Computer a buy or a sell?

In the last year, 21 stock analysts published opinions about SMCI-Q. 8 analysts recommended to BUY the stock. 11 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Super Micro Computer.

Is Super Micro Computer a good investment or a top pick?

Super Micro Computer was recommended as a Top Pick by on . Read the latest stock experts ratings for Super Micro Computer.

Why is Super Micro Computer stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is Super Micro Computer worth watching?

21 stock analysts on Stockchase covered Super Micro Computer In the last year. It is a trending stock that is worth watching.

What is Super Micro Computer stock price?

On 2024-12-03, Super Micro Computer (SMCI-Q) stock closed at a price of $41.16.