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2023-08-10
看不懂
Super Micro Computer tumbles even as Wall Street praises Q4 results, guidance
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Wedbush Securities analyst Matt B","content":"<html><body><p>Super Micro Computer (<span>NASDAQ:SMCI</span>) <span>tumbled more than 17%</span> in early trading on Wednesday even as Wall Street praised the company's fourth-quarter results and guidance. </p> <p>Wedbush Securities analyst Matt Bryson, who has an underperform rating on Super Micro (SMCI), said the company<span> is obviously \"reaping the rewards\" of the boom in artificial intelligence, but expectations are high and concerns about the guidance may explain the drop. </span></p> <p>\"We are not particularly concerned by the presumed pause in SMCI's business implied by the company's [guide],\" Bryson wrote in an investor note. \"Rather we see this outlook as very much fitting with our conversations suggesting GPU tightness as generally governing near-term AI server shipments vs. any pause in demand, consistent with management's suggestion that FY 2024 growth expectations are being dictated by component availability.\"</p> <p>Bryson boosted his price target to $250 from $65, but said the underperform rating is related to the high valuation, uncertainty around the longevity of the \"steep increase\" in emerging AI cloud demand and the likelihood that margins for AI servers eventually starts to weaken.</p> <p>In addition, Bryson said the quarterly results from Super Micro (SMCI) still support the \"strong uptick\" for generative AI capabilities, with a read through seen as \"mixed to positive\" for Nvidia (NVDA), given that Nvidia is still largely the dominant player in GPUs for large language models.</p> <p>Northland Capital Markets analyst Nehal Chokshi, who has an outperform rating and $395 price target on Super Micro (SMCI), said he sees a path to the company earning at least $15 per share in fiscal 2024. </p> <p>Additionally, the company also confirmed Chokshi's expectation that AI-related revenue rose three times sequentially to roughly $1.1B, \"which we now triangulate to mean SMCI’s AI market share increased from ~7% in the Mar Q to an astonishing 17% in the [June quarter].\"</p> <h2>More on Super Micro Computer</h2> <ul> <li>Super Micro Computer, Inc. Q4 2023 Earnings Call Transcript</li> <li>Super Micro Computer: I Was Wrong, But I'll Wait For It To Burst First</li> <li>Super Micro Computer: A Long-Term Must Have</li> </ul></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Super Micro Computer tumbles even as Wall Street praises Q4 results, guidance</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSuper Micro Computer tumbles even as Wall Street praises Q4 results, guidance\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-08-09 21:40 GMT+8 <a href=https://seekingalpha.com/news/4000030-super-micro-computer-tumbles-even-as-wall-street-praises-q4-results-guidance><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Super Micro Computer (NASDAQ:SMCI) tumbled more than 17% in early trading on Wednesday even as Wall Street praised the company's fourth-quarter results and guidance. Wedbush Securities analyst Matt ...</p>\n\n<a href=\"https://seekingalpha.com/news/4000030-super-micro-computer-tumbles-even-as-wall-street-praises-q4-results-guidance\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1464561797/image_1464561797.jpg","relate_stocks":{"BK4503":"景林资产持仓","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","BK4551":"寇图资本持仓","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","BK4549":"软银资本持仓","LU0082616367.USD":"摩根大通美国科技A(dist)","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4548":"巴美列捷福持仓","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","BK4529":"IDC概念","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4554":"元宇宙及AR概念","LU0109392836.USD":"富兰克林科技股A","LU0353189763.USD":"ALLSPRING US ALL CAP GROWTH FUND \"I\" (USD) ACC","BK4532":"文艺复兴科技持仓","SMCI":"超微电脑","LU0053671581.USD":"摩根大通美国小盘成长股 A(dist)","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU0079474960.USD":"联博美国增长基金A","BK4585":"ETF&股票定投概念","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4534":"瑞士信贷持仓","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0097036916.USD":"贝莱德美国增长A2 USD","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","BK4587":"ChatGPT概念","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","NVDA":"英伟达","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","BK4543":"AI","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","BK4588":"碎股","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC"},"source_url":"https://seekingalpha.com/news/4000030-super-micro-computer-tumbles-even-as-wall-street-praises-q4-results-guidance","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2358290753","content_text":"Super Micro Computer (NASDAQ:SMCI) tumbled more than 17% in early trading on Wednesday even as Wall Street praised the company's fourth-quarter results and guidance. Wedbush Securities analyst Matt Bryson, who has an underperform rating on Super Micro (SMCI), said the company is obviously \"reaping the rewards\" of the boom in artificial intelligence, but expectations are high and concerns about the guidance may explain the drop. \"We are not particularly concerned by the presumed pause in SMCI's business implied by the company's [guide],\" Bryson wrote in an investor note. \"Rather we see this outlook as very much fitting with our conversations suggesting GPU tightness as generally governing near-term AI server shipments vs. any pause in demand, consistent with management's suggestion that FY 2024 growth expectations are being dictated by component availability.\" Bryson boosted his price target to $250 from $65, but said the underperform rating is related to the high valuation, uncertainty around the longevity of the \"steep increase\" in emerging AI cloud demand and the likelihood that margins for AI servers eventually starts to weaken. In addition, Bryson said the quarterly results from Super Micro (SMCI) still support the \"strong uptick\" for generative AI capabilities, with a read through seen as \"mixed to positive\" for Nvidia (NVDA), given that Nvidia is still largely the dominant player in GPUs for large language models. Northland Capital Markets analyst Nehal Chokshi, who has an outperform rating and $395 price target on Super Micro (SMCI), said he sees a path to the company earning at least $15 per share in fiscal 2024. Additionally, the company also confirmed Chokshi's expectation that AI-related revenue rose three times sequentially to roughly $1.1B, \"which we now triangulate to mean SMCI’s AI market share increased from ~7% in the Mar Q to an astonishing 17% in the [June quarter].\" More on Super Micro Computer Super Micro Computer, Inc. Q4 2023 Earnings Call Transcript Super Micro Computer: I Was Wrong, But I'll Wait For It To Burst First Super Micro Computer: A Long-Term Must Have","news_type":1},"isVote":1,"tweetType":1,"viewCount":836,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":6,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/207232314159272"}
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