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Here's How Much You'd Have If You Invested $1000 in Super Micro Computer a Decade Ago
For most investors, how much a stock's price changes over time is important. Not only can it impact your investment portfolio, but it can also help you compare investment results across sectors and industries. FOMO, or the fear of missing…
NTAP Q1 Earnings Beat Estimates on Hybrid, Public Cloud Revenue Growth
NetApp, Inc. NTAP recently reported a record first-quarter fiscal 2027, with strong momentum across its Hybrid Cloud and Public Cloud businesses. The company generated quarterly net revenues of $2.03 billion, up 29.9% year over year, while…
With global bond yields easing as inflation signals soften in the US, growth stocks are back in focus. Lower yield pressure can make the future earnings of fast growing companies look more attractive, especially when management has signifi…
Can VRT's UIG Deal Deepen Its AI Power Edge Over APH & SMCI?
Vertiv VRT has agreed to acquire UtilityInnovation Group (UIG) for approximately $1.45 billion in cash at closing, with additional consideration tied to future performance. The acquisition is expected to strengthen Vertiv's position in the…
Dell Just Jumped 16% and One Strategist Says That Is the Whole Tech Argument Right Now
Quick Read Dell surged 16% on a revenue beat and a $192 billion FY2027 guidance raise, but free cash flow collapsed 47% despite record AI server demand. NVIDIA's 75% gross margin versus Dell's 21% shows memory inflation captures AI server…
NTAP Q1 Earnings & Revenues Top Estimates on AI and All-Flash Strength
NetApp, Inc. NTAP delivered a record first quarter of fiscal 2027, with non-GAAP earnings of $2.58 per share, up 66.5% year over year. The figure beat the Zacks Consensus Estimate of $2.13 by 21.1%. Net revenues rose 29.9% to $2,025 millio…
1 Value Stock with Exciting Potential and 2 We Find Risky
1 Value Stock with Exciting Potential and 2 We Find Risky Value stocks typically trade at discounts to the broader market, offering patient investors the opportunity to buy businesses when they're out of favor. The key risk, however, is th…
3 Founder Backed Growth Stocks To Watch In September 2026
Government bond yields in many major economies are at multi year highs, which indicates that central banks are serious about keeping inflation in check. Higher yields can pressure some stocks, but they also push investors to look more clos…
Vertiv Plunges 20% in Three Months: Buy, Sell, or Hold the Stock?
Vertiv VRT shares have lost 20% in the trailing three months, underperforming the broader Zacks Computer and Technology sector's decline of 5.4%. The Zacks Computers - IT Services industry increased 0.2% in the same time frame. The decline…
Dell Falls 4% Ahead of Earnings as Its 266% Rally Raises the Bar, Super Micro and Hewlett Packard Enterprise Slip
Quick Read Dell (DELL) falls 4% into earnings despite a 266% YTD rally and a Strong Buy rating with a +6.2% positive earnings surprise indicator. Super Micro (SMCI) and HPE slip in sympathy, but their milder declines confirm Dell's selloff…
1 Mid-Cap Stock on Our Buy List and 2 Facing Headwinds
1 Mid-Cap Stock on Our Buy List and 2 Facing Headwinds Many investors pay attention to mid-cap stocks because they have established business models and expansive market opportunities. However, their paths to becoming $100 billion corporati…
Buy Dell Technologies Stock Before Q2 Earnings as AI Server Demand Soars?
Dell Technologies DELL) is set to report Q2 results after-market hours on Tuesday, September 1, with expectations running high following explosive growth in its AI infrastructure business. Dell is coming off a record first quarter, and ano…
Vertiv (VRT) Is Down From Its Peak. Is the Selloff Overdone
Has Vertiv Holdings Co (NYSE:VRT) hit a bottom? That's the big question as the stock has pulled back by roughly 32% from its peak reached in May. While even after the decline, the stock remains up nearly 45% year to date, it's been under i…
Super Micro Stock And 2 AI Infrastructure Names Trading Below Fair Value
With US PCE inflation steady at 3.7% and core PCE at 3.3% as of July, the focus is firmly on how reliably companies can turn revenue into cash. Markets are watching central banks, yet some stocks on the Undervalued Stocks Based On Cash Flo…
SMCI vs. NTAP: Which Stock Is the Better Value Option?
Investors interested in Computer- Storage Devices stocks are likely familiar with Super Micro Computer (SMCI) and NetApp (NTAP). But which of these two stocks presents investors with the better value opportunity right now? Let's take a clo…
AI Trade at Risk From US Voter Ire Over Buildout, Barclays Says
(Bloomberg) -- The relentless buildout of artificial intelligence infrastructure is drawing bipartisan backlash, which could introduce political risk to the market's beloved trade ahead of the US midterm election. Most Read from Bloomberg…
Here are three stocks with buy rank and strong value characteristics for investors to consider today, August 21: Mercury General Corporation MCY: This automobile-focused property and casualty insurer from the United States carries a Zacks…
This article first appeared on GuruFocus. Super Micro Computer (NASDAQ:SMCI) shares rose 3% Thursday after the server maker completed an independent review into allegations involving the diversion of export-controlled products. The inquiry…
Super Micro Says Top Management Didn’t Know of Diversion Scheme
(Bloomberg) -- Super Micro Computer Inc. completed an independent investigation into its export compliance program, with the investigation team concluding the company's senior managment had no knowledge of an alleged diversion scheme invol…
NVIDIA (NVDA): What Foxconn and Super Micro Are Telling Us about the AI Boom
NVIDIA Corporation (NASDAQ:NVDA) is heading into its August 26 earnings report with expectations already elevated. Wall Street firm Stifel believes it can clear this high bar, with its bull case built around independent checkpoints scatter…
Can Leading AI Chip Collaborations Help SMCI Challenge HPE & DELL?
Super Micro Computer SMCI leads the AI infrastructure space by enabling customers with early availability of new AI systems as a competitive advantage. In fourth-quarter fiscal 2026, the company was shipping volume products across NVIDIA's…
Super Micro’s Q2 Earnings Call: Our Top 5 Analyst Questions
Super Micro's Q2 Earnings Call: Our Top 5 Analyst Questions Super Micro's second quarter saw the company fall short of Wall Street's revenue expectations, yet the market responded positively to the results. Management pointed to a near dou…
AI Infrastructure Boom: Who Should Buy Vertiv and Who Should Buy Super Micro Computer
Quick Read VRT delivered 23% adjusted margins and $925M free cash flow while SMCI grew revenue 93% but burned cash and holds billions in debt. Supermicro's $60B order book signals massive demand, but Q1 FY27 margin guidance near 11% sugges…
Can Strong End Markets & Pricing Tailwinds Keep WDC's Momentum Alive?
Western Digital Corporation WDC has entered fiscal 2027 with a favorable combination of strong storage demand, improving pricing and better visibility across its key end markets – Cloud, Consumer and Client. Its latest performance suggests…
This article first appeared on GuruFocus. Super Micro Computer (NASDAQ:SMCI) shares surged about 25% last week as investors responded to a stronger-than-expected outlook for AI server demand and a sharp improvement in the company's earning…
Why Are Super Micro (SMCI) Shares Soaring Today What Happened? Shares of server solutions provider Super Micro (NASDAQ:SMCI) jumped 11.2% in the morning session after a cooler-than-expected wholesale inflation report provided a strong macr…
AMD, Intel and NVIDIA All Rally as Super Micro’s Blowout Numbers Reignite the AI Trade
Three of the biggest names in logic chips closed higher on August 12, following a strong earnings report deep in the AI server supply chain. Advanced Micro Devices, Inc. (NASDAQ:AMD) up 1.8% at $483, Intel Corporation (NASDAQ:INTC) up 3.3%…
Super Micro Computer (SMCI) Hit With DDR5 Patent Cases At ITC And Federal Court
Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Netlist has filed new patent complaints against Super Micro Computer (NasdaqGS:SMCI) at the U.S. International Trade Commiss…
Super Micro Computer (SMCI) Stock Gets Fair Value Boost After Analysts Lift Targets
Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Analysts have lifted their fair value estimate for Super Micro Comp…
Investing.com -- AI infrastructure names delivered a week of strong gains, with memory, server and neocloud stocks rallying on results and guidance, while a high-profile consumer name went the other way. Here are Investing.com's stocks of…
Earnings Prove AI Hardware Demand Is Strong. That’s Good News for Dell Stock.
Dell Technologies stock could have more room to run—even after this year’s meteoric rise—as artificial intelligence hardware demand remains resilient. Wells Fargo analyst Aaron Rakers raised his price target on Dell to $545 from $505 on Fr…