We Are
Summary
- A massive short-covering taking place in the Super Micro Computer stock after-hours trading: Bears started to panic. The downward pressure may be finally coming to an end now.
- Effectively, the firm missed on both the top and bottom lines as the consensus was waiting for $5.77 billion in sales and ~$0.61 EPS, according to Seeking Alpha data.
- On the other hand, SMCI’s strong relationship with Nvidia and readiness to offer advanced tech solutions underpin its competitive edge and future growth potential.
- I anticipated an eventual rise in gross profit and EBITDA margins post-SEC filings, with expected EPS revisions upwards beyond FY2026.
- Risks include potential stock volatility and SEC-related uncertainties, but management’s calming commentary provides hope for dip buyers.
- I am Danil Sereda, chief investment officer at a family office. I analyze information that ordinary retail investors do not have access to, and lead the investing group Beyond the Wall Investing.
Why Am I Upgrading Super Micro Today?
If you read my articles regularly, you probably know that I called Super Micro Computer, Inc. (NASDAQ:SMCI) a “Strong Buy” back in December 2022 when it was. Daniel Sereda is chief investment analyst at a family office whose investments span continents and diverse asset classes. This requires him to navigate through a plethora of information on a daily basis. His expertise is in filtering this wealth of data to extract the most critical ideas. He runs the investing group Beyond the Wall Investing, in which he provides access to the same information that institutional market participants prioritize in their analysis. Learn more.
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