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Super Micro Computer Trades At Depressed Multiples

September 4th, 2018 · Comments Off on Super Micro Computer Trades At Depressed Multiples

There is only one a reason for that, which is the audit, as the company keeps on producing pretty stellar results. Given the tailwinds in the business, stellar results look likely to continue for some time. Everything that management has communicated about the audit process indicates the problem the timing, not the size of revenues […]

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Tags: SMCI

Strong Revenue Growth Is Powering Super Micro Ahead

May 10th, 2018 · Comments Off on Strong Revenue Growth Is Powering Super Micro Ahead

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 […]

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Tags: SMCI

Optimism Returns To Super Micro Computer Stock

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 […]

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Tags: SMCI