Independent Research
SMCI Analysis
8 pieces of research on Super Micro Computer, Inc.. We find the signal management buried in the earnings call.
SMCI CEO Sold at $45 While Stock Rallies on AI Deals
SMCI insiders sold shares at prices to $45.02 but the stock now trades at $35.09, below all their sales prices, despite a 7.3% rally on news of a $5 billion Arg…
Read analysis →Super Micro Insiders Sell $15.4M; Stock Drops 8%
Super Micro Computer's CEO and a director sold $15.44 million in combined shares on September 3-4, with the stock dropping 8% days later despite a 77.3% earning…
Read analysis →Super Micro Computer Jumps 16% as AI Revenue Beat Shocks Shorts
Super Micro Computer surged 16% after preliminary Q1 revenue beat Wall Street estimates, but the 6.7x forward P/E and delayed 10-K filing cap how far any re-rat…
Read analysis →Super Micro Computer Falls 10% as CFO Exit Revives Governance Risk
Super Micro Computer fell 10% on a CFO change that revived governance concerns for a stock already under accounting scrutiny, with -$8.2bn FCF complicating a 5.…
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