Computer Hardware
搜索文档
Dell Technologies (DELL): The Best All-Time High But Still Undervalued Stock to Invest In
Yahoo Finance· 2026-05-07 22:01
Dell Technologies Inc. (NYSE:DELL) is one of the 10 All-Time High But Still Undervalued Stocks to Invest In. On May 4, 2026, Dell Technologies Inc. (NYSE:DELL) said its Board of Directors unanimously approved a plan to change the company's state of incorporation from Delaware to Texas. The proposal will be presented for shareholder approval at the company's 2026 Annual Meeting on June 25. CEO Michael Dell said Texas has supported the company's growth for more than four decades and that the move reflects "wh ...
Super Micro Surges Over 20% as Margins Soar, Sales Fall Short
MarketBeat· 2026-05-07 20:20
Super Micro Computer NASDAQ: SMCI just roared back with its latest post-earnings pop. The artificial intelligence (AI) server company rose more than 24% after reporting. Super Micro Computer Today SMCI Super Micro Computer $34.63 +6.80 (+24.43%) 52-Week Range $19.48 ▼ $62.36 P/E Ratio 18.32 Add to Watchlist Get Super Micro Computer alerts: This marks the stock's second consecutive up move after earnings, as shares rose 14% following its February release. Despite these large moves, Super Micro shares are onl ...
One Stop Systems (NASDAQ:OSS) Stock Soars on Strong Q1 Performance and Analyst Optimism
Financial Modeling Prep· 2026-05-07 06:15
One Stop Systems reported a 55% year-over-year revenue increase to $8.1 million in Q1 2026. The company's profitability improved, with gross margin expanding by 610 basis points to 51.6%, and One Stop Systems generating $4 million in net cash from operations. A strong book-to-bill ratio of 1.8x and a 59.06% stock surge reflect healthy demand and strong investor confidence for One Stop Systems. One Stop Systems (NASDAQ:OSS) designs and manufactures high-performance computers for demanding applications. An an ...
联想集团达成新战略合作,将于5月22日发布全年业绩获券商看好
经济观察网· 2026-05-07 06:04
公司将于5月22日发布FY2025/26 Q4及全年业绩,市场关注其AI服务器订单转化情况及AI相关营收占比 能否维持高位。此前财报显示,公司AI相关收入增长迅速。 机构观点: 炒股就看金麒麟分析师研报,权威,专业,及时,全面,助您挖掘潜力主题机会! 经济观察网 联想集团与ServiceNow达成战略合作,将于5月发布新财年业绩,多家券商给出积极评级。 业务进展情况: 在拉斯维加斯举办的Knowledge 2026大会上,联想集团与全球企业工作流AI平台ServiceNow达成战略合 作,旨在将联想的实时设备智能能力与ServiceNow的AI平台打通,推动AI原生运营落地。 业绩经营情况: 近期,多家券商对联想集团给出积极评级。根据富途牛牛数据,近三个月有22位分析师覆盖,评级 以"强力推荐"和"买入"为主,平均目标价13.83港元。国海证券在4月10日的报告中指出,公司AI战略清 晰,并维持"买入"评级。 以上内容基于公开资料整理,不构成投资建议。 ...
Super Micro: Major Margin Recovery (NASDAQ:SMCI)
Seeking Alpha· 2026-05-07 02:50
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or ...
Super Micro Computer Q3 Earnings Beat Estimates, Revenues Rise Y/Y
ZACKS· 2026-05-07 01:16
Key Takeaways Super Micro Computer, Inc. (SMCI) posted third-quarter fiscal 2026 non-GAAP earnings of 84 cents per share, which beat the Zacks Consensus Estimate by 33.3%. The bottom line climbed 171% year over year. Super Micro Computer's Mix Shift Lifts Profitability Profile Super Micro Computer's non-GAAP gross margin expanded to 10.1% from 6.4% in the prior quarter, aided by customer and product mix improvements, along with lower tariffs, fewer expedite charges and reduced inventory reserve charges. Ope ...
Super Micro Surges on AI Forecast, but Questions Remain
247Wallst· 2026-05-07 00:53
Super Micro Surges on AI Forecast, but Questions Remain - 24/7 Wall St. Stock Market Live May 6, 2026: S&P 500 (SPY) Up on End-of-War Hopes Again Super Micro Surges on AI Forecast, but Questions Remain By Rich Duprey Published May 6, 12:53PM EDT Quick Read Super Micro Computer (SMCI) beat EPS by 34.51% at $0.84 but missed revenue expectations at $10.24B, yet raised full-year guidance to $38.9B-$40.4B driven by AI liquid-cooled racks and DCBBS datacenter platforms. Gross margin surged to 9.9% from 6.3% seque ...
Super Micro Computer Stock Explodes After Bullish Forecast
Schaeffers Investment Research· 2026-05-06 23:08
No fewer than five analysts have raised their price targets, with J.P. Morgan Securities hiking its target to $30 from $28. With 14 of 19 analysts carrying a "hold" or worse rating, and the 12-month consensus price target of $35.75 at a 9.1% discount to current levels, there is plenty of room for further bull notes. Today's surge as SMCI breaking above resistance at the 100-day moving average. SMCI has now added 22% this week alone and is on track for it best single-session gain in nearly a year. Over in th ...
Super Micro Computer: Sell The Rip While You Can
Seeking Alpha· 2026-05-06 22:20
Super Micro Computer ( SMCI ) reported earnings after the close Tuesday to great fanfare as the beaten down stock rose significantly in after hours trading. While operating results appear to be improving, governance Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other th ...
Super Micro Computer(SMCI) - 2026 Q3 - Earnings Call Presentation
2026-05-06 05:00
FQ3 2026 Results May 5th, 2026 Accelerate Everything © 2026 Supermicro Disclosures The unaudited interim financial information presented in this slide deck is preliminary. The final financial results reported for this period may also differ from the results reported in this deck. The financial results presented reflect the Company's preliminary estimated unaudited financial results, based upon information available to the Company as of the date of this slide deck. The Company has provided preliminary estima ...