Super Micro Computer WKN: A40MRM ISIN: US86800U3023 Kürzel: SMCI Forum: Aktien Thema: Hauptdiskussion

Klar, ganz klar … kaufen … das mache ich zumindest ;) ich danke diesen EK und habe auf insgesamt 500 Stück nachgelegt. Long ist das was zählt, du Affe

@milmar88 hat immer gute tipps der boy 🚀 der redet euch gern in solche aktien 🛸

Super Micro Computer: Valuation Mirrors FY2026 Revenue Guidance Aug. 06, 2025 7:27 AM ETSuper Micro Computer, Inc. (SMCI) Stock, SMCI:CA StockSMCI, SMCI:CA RI Research 967 Followers 5 Share Save (8min) Comment (1) About this article Ticker Analyst rating STRONG BUY Price at publication - Last price $57.26 Change since publication - S&P 500 change since publication - Days since publication 1 Summary I maintain my Strong Buy rating on SMCI despite the dual earnings miss, viewing the recent share price drop as a buying opportunity. The earnings miss was minor and temporary, with management citing resolved capital constraints and delayed revenue recognition from a major customer. SMCI's FY2026 sales guidance of $33 billion, driven by AI tailwinds and DCBBS innovation, signals robust growth and market expansion. Valuation remains extremely attractive with a forward P/S of 1 and P/E of 14. Суперкомпьютерная комната в форме круга CasarsaGuru/E+ via Getty Images Super Micro Computer (NASDAQ:SMCI) delivered a solid bull run since May 30 when I covered it last time with a Strong Buy rating. The share price was circa $40 then, significantly lower even if compared to yesterday's after-earnings panic that led it to around $48. I think that the dual earnings miss that triggered the after-market share price plunge provides investors with a great opportunity to initiate their SMCI positions or to double them down. SMCI's gross undervaluation definitely means that a Strong Buy rating should be maintained. Reasons to ignore the dual earnings miss SMCI closed at above $57 yesterday, but the dual earnings miss triggered a large sell-off which undermined the share price to around $48. Of course, this is painful for investors who love to track their unrealized profits every day. However, for me as a long-term SMCI investor the earnings miss and share price plunge