Super Micro Computer: Make Sure You Buy Before Feb 25
Portfolio Pulse from
Super Micro Computer (SMCI) missed revenue estimates for the Dec'24 quarter and guidance for Mar'25 and FY25. Despite this, a 65% growth outlook for FY26 and new product catalysts make the stock attractive. Valuations have corrected but still trade at a premium justified by expected growth.
February 17, 2025 | 1:30 pm
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Super Micro Computer missed revenue estimates for Dec'24 and guidance for Mar'25 and FY25. However, a 65% growth outlook for FY26 and new product catalysts are positive. Valuations have corrected but remain at a premium, justified by expected growth.
Despite missing revenue estimates, the strong growth outlook for FY26 and new product launches are expected to drive stock price up. The current premium valuation is justified by the anticipated growth, making it a favorable buy.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100