- Simplify Wall Street
- Posts
- Super Micro Computer - Deep Dive Investment Analysis.
Super Micro Computer - Deep Dive Investment Analysis.
Worth The Investment?
Simplify Wall Street
February 13, 2025
Super Micro Computer Inc. (SMCI) has been a prominent player in the AI-driven server market. Recent developments, including earnings reports, stock movements, and financial reporting issues, have raised questions about its current investment potential. In this deep dive, we'll explore:
Earnings Overview 📊
Delayed 10-K Filing and Nasdaq Listing Concerns ⚠️
Stock Split and Current Valuation 📉
Investment Considerations: Balancing Growth and Risk 💡
Below is the preview of the first half page. Get Full Access HERE for only $4/month.
Use Code DDFT
🔹 Deep dive into company earning reports
🔹Deep Dive on long-term investments
🔹 Investing-Focused Analysis
🔹 We take stock requests 😄
1️⃣ Q2 2025 Earnings Overview 📊
On February 11, 2025, SMCI released its preliminary earnings for the quarter ending December 31, 2024. Key highlights include:
Revenue: Expected between $5.6 billion and $5.7 billion, representing a 54% year-over-year growth at the midpoint.
Gross Margin: Anticipated to be in the range of 11.8% to 11.9%.
GAAP Earnings Per Share (EPS): Projected between $0.50 and $0.52, flat compared to the same quarter last year.
Non-GAAP EPS: Expected between $0.58 and $0.60, indicating a 5% year-over-year increase.
Additionally, the company revised its fiscal year 2025 revenue guidance to $23.5 billion to $25 billion, down from the previous estimate of $26 billion to $30 billion.
Are we a buyer? Join and find out. Use code DDFT
Get Full Access HERE for only $4/month.
Use Code DDFT
Copyright © 2025 Simplify Wall Street. All Rights Reserved.
Powered by 5th Media under an exclusive publishing agreement.
Reply