This stock is one of the few affordable ways to bet on AI tech.Three years ago, OpenAI's ChatGPT introduced generative AI to the world. The technology has since grown to underpin a multi-billion-dollar industry, making chipmaker Nvidia the world's most valuable company. That said, investors now face the challenges of finding overlooked AI stocks that haven't been caught up in the hype. Let's discuss three reasons why Super Micro Computer (SMCI 0.46%) could be a good long-term pick. 1. The AI hardware opport ...

Dell Technologies Inc. (NYSE: DELL ) is set to report Q2 ’26 earnings on August 28, 2025 after the market close, with positive analyst expectations towards the upper end of the guidance range. AnalystsMonte Independent Investment Research: Michael Del Monte is a buy-side equity analyst with over 5 years of industry experience. Prior to working in the investment management industry, Michael spent over a decade in professional services working across industries that include O&G, OFS, Midstream, Industrials, I ...

核心财务预测 - 预计季度每股收益为231美元 同比增长222% [1] - 预计季度营收为2932亿美元 同比增长172% [1] - 过去30天共识每股收益预期上调12%至当前水平 [1] 细分业务收入预期 - 客户端解决方案部门净收入预计达1289亿美元 同比增长39% [4] - 基础设施解决方案部门净收入预计达1595亿美元 同比增长37% [4] - 服务器与网络业务收入预计达1186亿美元 同比增长546% [5] - 存储业务收入预计达409亿美元 同比增长29% [5] - 商用客户端收入预计达1131亿美元 同比增长71% [6] - 消费端收入预计达159亿美元 同比下降145% [6] 部门运营利润预测 - 客户端解决方案部门运营利润预计71088万美元 低于去年同期的76700万美元 [7] - 基础设施解决方案部门运营利润预计157亿美元 高于去年同期的128亿美元 [7] 股价表现与市场评级 - 过去一个月股价下跌03% 同期标普500指数上涨27% [7] - 公司获得Zacks二级买入评级 预计将跑赢整体市场 [7]

核心财务预测 - 预计季度每股收益0.74美元 同比下降10.8% [1] - 预计季度营收138.5亿美元 同比增长2.4% [1] - 过去30天内共识每股收益预期下调0.6% [2] 业务板块收入预测 - 个人系统商业收入预计71.1亿美元 同比增长6.4% [5] - 个人系统消费收入预计28.9亿美元 同比增长7.4% [5] - 个人系统总收入预计100亿美元 同比增长6.7% [5] - 打印耗材收入预计25.8亿美元 同比下降4.6% [6] - 商业打印收入预计11亿美元 同比下降4.2% [6] - 消费打印收入预计2.75亿美元 同比下降6.1% [7] - 打印业务总收入预计39.5亿美元 同比下降4.6% [7] 运营指标预测 - 应付账款天数预计133天 较上年同期131天增加 [8] - 应收账款周转天数预计32天 较上年同期31天增加 [8] - 库存周转天数预计69天 较上年同期67天增加 [9] - 个人系统运营收益预计5.297亿美元 较上年同期5.99亿美元下降 [9] - 打印业务运营收益预计7.215亿美元 较上年同期7.15亿美元微增 [10] 市场表现 - 过去一个月股价回报率3.5% 超越标普500指数1.1%的涨幅 [10] - Zacks评级为3级(持有) 预计表现与整体市场一致 [10]

投资组合调整 - Coatue Management清仓超微电脑股份 抛售8,886,735股 价值超过3.03亿美元[1][5][6] - 同期增持英伟达股份2,942,694股 持仓增加34% 为两年多来首次增持[12][13] 超微电脑投资分析 - 抛售原因包括锁定收益 股价从第四季度低于20美元涨至第二季度40-50美元区间 可能获得三位数百分比收益[7] - 公司曾面临做空机构欺诈指控 并延迟提交年报和第一季度业绩报告 影响投资者信任[8] - 独立特别委员会2024年12月调查未发现管理层不当行为 公司最终提交未经重述的财报[9] - AI数据中心基础设施竞争加剧 定制化机架服务器溢价定价能力可能随时间减弱 影响利润率[10] 英伟达投资逻辑 - 股价在1月初至4月初期间从峰值下跌约40% 为增持提供机会[14] - 公司在AI图形处理器领域保持绝对领先地位 Hopper和Blackwell芯片是AI加速数据中心首选[15] - CUDA软件平台有效维护客户生态 帮助开发者最大化AI-GPU计算潜力并构建大型语言模型[16] 行业竞争格局 - AI-GPU稀缺性随着内外竞争加剧而减弱 可能影响英伟达定价能力和毛利率[19] - 新技术普遍经历早期泡沫破裂阶段 企业尚未优化AI解决方案 存在过度乐观风险[18]

I'm a 19 year old passionate trader managing a 6 figure portfolio trying to and beating the major indexes with my stock picks. I am focused mostly on growth stocks, particularly stocks that implements AI into their operations, as well as stocks that has a moat over their sector. My personal strategy revolves around finding stocks with high growth potential and undervalued in the market, creating a portfolio with high growth potential rather than FOMO. I started researching and analysing stocks since 17, aim ...

Super Micro Computer (NASDAQ: SMCI ) has been experiencing a sell-off since announcing messy quarterly results . This reaction largely misses the forest for the trees. Beneath the headline misses is a company that exited "AWS Certified AI Practitioner Early Adopter"I am a DevOps Engineer for a major, wholly owned subsidiary of a large-cap Fortune 500. I am a true subject-matter expert on the actual buildout, deployment, and maintenance of AI tools and applications. I have increasingly deep knowledge on the ...

PARIS, FRANCE - JUNE 12: The logo of the computer hardware, software and services company, IBM is displayed during the 9th edition of the VivaTech show at Parc des Expositions Porte de Versailles on June 12, 2025 in Paris, France. (Photo by Chesnot/Getty Images) Getty Images IBM (NYSE:IBM) stock has declined 15% over the past month, lagging the S&P 500, which rose 2% over the same period. The slide largely reflects the latest quarterly report, where software segment sales came in below expectations. This sh ...

One thing's for sure: the tech industry is booming, with five major players—Amazon, Microsoft, Alphabet, Meta, and Oracle—investing heavily to make their ambitious plans a reality. The US has seen over $600 billion invested in new AI infrastructure development, earning these companies the nickname "hyperscalers." Super Micro Computer Today SMCI Super Micro Computer $45.86 +0.49 (+1.08%) 52-Week Range $17.25 ▼ $66.44 P/E Ratio 27.63 Price Target $44.75 One area that could be improved is data center efficienc ...

分析师评级与目标价 - 美国银行证券分析师Wamsi Mohan维持对戴尔科技的买入评级 目标价为165美元 [1] - 分析师预计公司在2026财年第二季度财报(8月28日公布)前 AI服务器业务将持续强劲 [1] 财务预测 - 预计第二季度营收294亿美元 EPS为235美元 均处于指引区间高端 [2] - AI服务器业务预计营收73亿美元 订单50亿美元 季度末积压订单达121亿美元 [2] - 预计2026财年AI服务器销售额将达207亿美元 超过公司当前150亿+美元的指引 [3] - 预计公司可能在第三季度财报中将AI服务器目标上调至至少180亿美元 甚至可能达到200亿美元 [3] 业务部门表现 - 基础设施解决方案集团(ISG)营收预计同比增长36% 主要由AI服务器出货驱动 [4] - ISG第二季度利润率预计为93% 并在2026财年持续改善 [4] - 客户解决方案集团(CSG)营收预计130亿美元 同比增长5% [5] - 商用PC销售预计增长8% 主要受关税前需求拉动 [5] 长期展望 - 预计到2030年长期每股收益潜力超过19美元 2025-2030年复合年增长率为15% [5] - 增长动力主要来自AI服务器 产品组合改善带来的利润率提升 以及AI PC的采用 [5] 市场表现 - 戴尔股价在周五交易中下跌032% 至13840美元 [5]