The company is enjoying its sixth quarter of 20%+ revenue growth. However, the shares are still fairly modestly priced. There has been some margin pressure due to memory pricing, audit cost and investment in a new facility, but it looks like we have seen the worst of that. There is something of a cloud hanging […]
Entries Tagged as 'SMCI'
May 10th, 2018 · Comments Off on Strong Revenue Growth Is Powering Super Micro Ahead
July 29th, 2017 · Comments Off on Optimism Returns To Super Micro Computer Stock
After a difficult fiscal 2016 things have stabilized in 2017 and there is increased optimism for growth in fiscal 2018 which has already started this month. That optimism seems justified, given the fast growth in Asia and certain sectors, and the arrival of new Intel server chips. We think only part of that optimism is […]