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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":{"LU0353189763.USD":"ALLSPRING US ALL CAP GROWTH FUND \"I\" (USD) ACC","BK4503":"景林资产持仓","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4551":"寇图资本持仓","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU0109392836.USD":"富兰克林科技股A","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU0079474960.USD":"联博美国增长基金A","BK4549":"软银资本持仓","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","BK4548":"巴美列捷福持仓","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","BK4529":"IDC概念","SMCI":"超微电脑","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","BK4532":"文艺复兴科技持仓","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","BK4554":"元宇宙及AR概念","LU0053671581.USD":"摩根大通美国小盘成长股 A(dist)","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","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","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4587":"ChatGPT概念","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","NVDA":"英伟达","BK4543":"AI","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4588":"碎股"},"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":1389,"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,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":6,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/207232314159272"}
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