Workflow
超微电脑(SMCI)
icon
搜索文档
Super Micro Computer May Have Avoided a Major Risk. Is This Beaten-Down Stock a Buy?
The Motley Fool· 2024-11-21 17:15
Super Micro Computer (SMCI -8.74%) started the year with plenty of promise. The stock soared 188% in the first half, even beating market darling Nvidia, thanks to its dominance in the artificial intelligence (AI) equipment market. Investors piled into the stock as the company reported record demand for its data center equipment from AI customers -- and that resulted in triple-digit revenue growth.But troubling news started to pile up a few months ago, halting Supermicro's fantastic momentum -- and the share ...
This Is Why SMCI Stock Bounced Back, and Why It's Time to Buy
ZACKS· 2024-11-21 05:05
公司股价前期下跌原因 - 兴登堡研究指控公司存在会计违规行为导致股价受重创 [1] - 公司宣布延迟向美国证券交易委员会提交年度10 - K报告后股价进一步恶化 [1] - 美国司法部调查公司会计违规行为 纳斯达克发出不合规信函威胁将公司从指数中摘牌 公司审计师安永因财务报告标准问题辞职 [2] - 公司宣布不提交最近的季度报告引发投资者抛售股票 [3] 公司股价反弹原因 - 公司聘请独立审计师BDO 有助于快速提交年度10 - K报告并恢复市场信心 [4] - 若按时提交文件 公司从纳斯达克摘牌的可能性降低 且公司有与美国证券交易委员会成功解决会计披露问题的经验 [5] - BDO的参与表明公司财务状况比最初担心的更可控 且信任公司管理层的诚信度 [6] 看好公司股票的理由 - 公司业务与英伟达公司相互交织 且在人工智能服务器市场仅占10%份额 有业务扩展空间 [7] - 公司34%的净资产收益率高于计算机存储设备行业的20.4% 盈利能力强 [8] - 公司被纳斯达克摘牌的可能性降低且在人工智能服务器市场地位稳固 股票市盈率低于行业水平 价格相对较低 [10] - 公司股票被扎克斯评为2(买入) 经纪商认为股价将上涨 平均短期目标价提高157.2% 最高短期目标价为130美元 涨幅达503.5% [12]
Massive News for Super Micro Stock Investors
The Motley Fool· 2024-11-20 21:45
文章核心观点 - 无相关内容可总结 [1] 根据相关目录分别进行总结 - 无相关内容可总结 [1]
Super Micro's Compliance Plan: Is The Stock A Buy?
Forbes· 2024-11-20 18:00
POLAND - 2024/11/15: In this photo illustration, a Super Micro logo is displayed on a smartphone ... [+] with stock market percentages in the background. (Photo Illustration by Omar Marques/SOPA Images/LightRocket via Getty Images)SOPA Images/LightRocket via Getty ImagesSuper Micro Computer stock (NASDAQ: SMCI) surged by close to 40% in after-hours trading on Monday, following an announcement that it had hired a new public auditor and submitted a compliance plan to the Nasdaq stock exchange. The move is lik ...
Super Micro Computer: A Calculated Risk Worth Taking
Seeking Alpha· 2024-11-20 17:04
We bring a rigorous research-driven approach to uncovering high-conviction stocks with compelling growth potential across dynamic sectors like big tech, semiconductors, AI, and healthcare. Leveraging comprehensive sector insights, We analyze both low-risk and selective high-risk plays that have the potential to outperform. Each investment idea is backed by thorough research and strategic foresight, aimed at helping investors navigate today’s complex markets and secure strong returns. Follow for sophisticate ...
Why Supermicro Stock Is Up 30% Today
Investopedia· 2024-11-20 04:55
Key TakeawaysSupermicro's shares were up more than 30% in recent trading, extending a wild year that has seen both dramatic highs and steep declines.The company late yesterday issued a much-awaited announcement, naming a new auditor and filing a plan to avoid delisting by the Nasdaq.Despite today's jump, the stock is down 75% from its all-time highs in March. Shares of Super Micro Computer are flying today, though nowhere near their highs. The server maker’s shares were recently up more than 30% in Tuesday ...
Super Micro Computer Is Skyrocketing Today -- Is It Time to Buy the AI Stock?
The Motley Fool· 2024-11-20 03:07
公司股价表现 - Super Micro Computer股票在周二交易中涨幅巨大截至美国东部时间上午1:45股价上涨30.7% [1] 公司避免被摘牌相关 - 公司聘请BDO为新的财务审计师并向纳斯达克提交财务结果备案计划从而避免了昨日被摘牌这消除了投资者担忧的一个主要短期风险因素 [2] - 若未提交备案计划公司股票昨日将被纳斯达克摘牌摘牌后将在场外交易导致交易量减少投资者关注度降低且会被从主要交易所交易基金(ETFs)中移除不过虽暂时避免被摘牌但日后仍有被摘牌可能 [6] 公司审计相关 - 公司聘请BDO(全球第五大会计师事务所且声誉良好)为独立审计师这是一个重大积极进展鉴于此前公司及其会计操作存在争议聘请知名审计师是个好消息 [3] - 10月安永(EY)辞去公司财务结果审计师一职原因是不再相信能依赖公司管理团队和审计委员会的声明如今BDO入职后公司应能推进延迟的10 - K报告的提交工作并提交了关键的财务备案计划 [5] 公司面临的问题 - 8月做空机构兴登堡研究发布严厉的看空报告指控公司多次违反会计规定第二天公司宣布推迟提交年度10 - K报告 [4] - 据报道美国司法部正在对公司进行调查多数报道称调查与财务报告问题有关也有人猜测可能涉及公司是否违反向中国出售先进人工智能(AI)处理器的出口禁令鉴于公司仍有诸多不确定性只有风险承受能力非常高的投资者才应考虑该股票 [7]
Super Micro Computer Just Announced Big News and the Stock Is Soaring. Is the Worst Finally Over?
The Motley Fool· 2024-11-20 01:30
文章核心观点 - 超微电脑(Supermicro)是人工智能服务器制造商在经历一系列问题后采取了两个重要举措但仍面临风险其股票走势反映出公司状况投资者应谨慎对待 [1][2][8][10] 超微电脑相关事件 - 超微电脑是人工智能革命中专门设计服务器的主要提供商受益于人工智能的采用其股票自2023年初人工智能革命开始以来上涨超过1000% [1][4] - 超微电脑遭遇一系列问题包括兴登堡发布做空报告指控财务违规未披露关联方交易违反美国出口禁令随后宣布延迟向美国证券交易委员会(SEC)提交年度10 - K报告美国司法部(DOJ)对其进行调查收到纳斯达克不合规信函原审计师安永辞职无法按时提交最近的季度报告这些问题导致股票从今年早些时候的历史高点暴跌84%许多投资者离场 [4] - 超微电脑宣布已聘请BDO作为新的会计师事务所来完成审计并向纳斯达克提交合规计划以请求延长时间来重新符合上市要求这两个消息使股票周二上午上涨超过30%给投资者带来希望但仍存在风险 [6][7][2] 对投资者的影响 - 虽然公司的新举措是积极的但鉴于之前的问题投资者不应过于乐观之前审计师在做空报告后不久辞职增加了公司财务问题存在的可能性在未清楚导致公司突然失宠的问题之前不建议购买该公司股票 [8][9][10]
Super Micro Computer Soars 28%: Is It Really Out of the Woods?
MarketBeat· 2024-11-20 01:16
One of the biggest debacles in the stock market is whether the technology sector will make it out alright after this quarter. Particularly, the semiconductor industry has grown to represent a larger share of the overall economy and stock market, so it makes names like Super Micro Computer Inc. NASDAQ: SMCI and its main supplier, NVIDIA Co. NASDAQ: NVIDIA, carry more pressure today than ever before. Super Micro Computer TodaySMCISuper Micro Computer$28.97 +7.43 (+34.49%) 52-Week Range$17.25▼$122.90P/E Ratio ...
Super Micro Computer Did the Unthinkable at the Last Minute
The Motley Fool· 2024-11-20 00:40
公司相关 - 超微公司(Supermicro)聘请了新的审计师并相信能在允许的延长期限内提交所有报告 [1] - 视频中使用的股票价格为2024年11月18日的盘后价格且视频于2024年11月18日发布 [2]