Super Micro Computer Has High Hopes But Analysts Aren't Convinced, Buy The Skepticism
Portfolio Pulse from
Super Micro Computer (SMCI) is optimistic about growth due to new data center capacity and AI initiatives, despite analyst skepticism. Oracle's strong cloud service demand and guidance may support SMCI's growth, especially with the transition to Blackwell GPUs.
March 13, 2025 | 2:00 pm
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POSITIVE IMPACT
Oracle's Q3'25 earnings show strong demand for cloud services, with a backlog of $130 billion. This demand may support Oracle's revenue guidance for eFY26 and indirectly benefit SMCI.
Oracle's strong cloud service demand and significant backlog indicate robust growth potential, which supports its revenue guidance. This indirectly benefits SMCI as it aligns with their growth initiatives.
CONFIDENCE 75
IMPORTANCE 60
RELEVANCE 60
POSITIVE IMPACT
Super Micro Computer is optimistic about growth with new data center capacity and AI initiatives, despite analyst skepticism. The transition to Blackwell GPUs and Oracle's strong cloud demand may support SMCI's expansion.
SMCI is expanding its data center capacity and AI initiatives, which are positive growth indicators. Despite analyst skepticism, Oracle's strong cloud demand and guidance could support SMCI's growth, especially with the transition to Blackwell GPUs.
CONFIDENCE 80
IMPORTANCE 70
RELEVANCE 80