Super Micro Computer에 대한 매도 수량은 투자자에게 Super Micro Computer의 주식 하락에 베팅하는 정도를 알려줍니다. 매도 수량 데이터는 2주마다 업데이트됩니다.

Super Micro Computer (NASDAQ:SMCI) 주식, 공매도 수량 보고

SUPER MICRO COMPUTER INC

Super Micro Computer

Super Micro Computer Inc provides high-performance server technology services to cloud computing, data centers, Big Data, high-performance computing, and the "Internet of Things" embedded markets. Its solutions include server, storage, blade, and workstations to full racks, networking devices, and server management software. The firm follows a modular architectural approach, which provides flexibility to deliver customized solutions. The Company operates in one operating segment that develops and provides high-performance server solutions based upon an innovative, modular, and open-standard architecture. More than half of the firm's revenue is generated in the United States, with the rest coming from Europe, Asia, and other regions.

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주말을 마무리하며 기술 및 금융계의 흥미로운 소식들로 가득했던 한 주를 되돌아보자. 거대 검색 엔진의 잠재적 파괴력부터 주요 CEO의 인공지능 교육 요구까지 지난주는 결코 지루할 수 없는 한 주였다. 헤드라인을 장식한 주요 뉴스를 자세히 살펴보자.

주간 인공지능 뉴스: AI가 검색 대기업 위협, 엔비디아의 경쟁사 AMD의 강력한 시장 지위 등

Super Micro Computer SMCI

Analyst Color

Price Target

Reiteration

Analyst Ratings

Trading Ideas

슈퍼 마이크로 컴퓨터(NASDAQ:SMCI) 주가는 화요일(6일) 예상보다 부진한 3분기 실적을 발표한 후 수요일(7일)에 하락세를 보였다. 월가 애널리스트들은 슈퍼 마이크로 컴퓨터 주식을 재평가했다.

슈퍼 마이크로 컴퓨터, AI 서버 지연과 엔비디아 공급 제한에 영향 받아···애널리스트들 전망 하향 조정

슈퍼 마이크로 컴퓨터(NASDAQ:SMCI)는 화요일(6일) 실적 발표에서 4분기 매출 증가를 예상했다. 슈퍼 마이크로는 인공지능(AI) 인프라 솔루션에 대한 강한 수요를 예상하고 있으며, 특히 엔비디아(NASDAQ:NVDA)의 블랙웰(Blackwell) GPU가 탑재된 솔루션에 주목하고 있다.

슈퍼 마이크로 컴퓨터의 강력한 4분기 매출 전망, 엔비디아 블랙웰 통한 성장 촉진

Super Micro Computer, Inc. - Common Stock

Super Micro Computer Inc

<h3>Gainers</h3>
<ul>
<li>X3 Holdings (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/XTKG#NASDAQ">XTKG</a>) stock rose 40.9% to $1.55 during Tuesday's after-market session. The market value of their outstanding shares is at $21.2 million. </li>
<li>Maxeon Solar Technologies (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MAXN#NASDAQ">MAXN</a>) stock rose 19.43% to $4.24. The company's market cap stands at $70.8 million. </li>
<li>Super Micro Computer (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>) stock increased by 19.21% to $39.96. The market value of their outstanding shares is at $23.8 billion. </li>
<li>Wolfspeed (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WOLF#NYSE">WOLF</a>) stock increased by 15.88% to $3.87. The company's market cap stands at $602.3 million. As per the press release, Q3 earnings came out 3 days ago. </li>
<li>Wellchange Holdings (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WCT#NASDAQ">WCT</a>) shares moved upwards by 10.51% to $0.32. The company's market cap stands at $14.7 million. </li>
<li>BigBear.ai Hldgs (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BBAI#NYSE">BBAI</a>) stock moved upwards by 9.84% to $3.57. The company's market cap stands at $1.0 billion. </li>
</ul>
<h3>Losers</h3>
<ul>
<li>Aurora Innovation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AUR#NASDAQ">AUR</a>) stock fell 24.6% to $5.98 during Tuesday's after-market session. The company's market cap stands at $10.5 billion. The company's, Q1 earnings came out 3 days ago. </li>
<li>MicroAlgo (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MLGO#NASDAQ">MLGO</a>) stock decreased by 22.05% to $2.44. The company's market cap stands at $24.3 million. </li>
<li>Gryphon Digital Mining (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GRYP#NASDAQ">GRYP</a>) stock decreased by 14.09% to $1.22. The market value of their outstanding shares is at $84.6 million. </li>
<li>Nvni Group (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVNI#NASDAQ">NVNI</a>) stock decreased by 14.06% to $0.41. The market value of their outstanding shares is at $37.5 million. </li>
<li>Rigetti Computing (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RGTI#NASDAQ">RGTI</a>) shares declined by 12.91% to $10.06. The market value of their outstanding shares is at $2.8 billion. The company's, Q1 earnings came out yesterday. </li>
<li>Next Technology Holding (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NXTT#NASDAQ">NXTT</a>) stock fell 12.54% to $2.86. The company's market cap stands at $19.9 million. As per the news, the Q1 earnings report came out 2 days ago. 
See Also: <a href="http://www.benzinga.com/money/tech-stocks/" title="www.benzinga.com/money/tech-stocks/">www.benzinga.com/money/tech-stocks/</a></li>
</ul>
This article was generated by Benzinga's automated content engine and reviewed by an editor.

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GRYP

Maxeon Solar Technologies, Ltd. - Ordinary Shares

MAXN

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NVNI

Next Technology Holding Inc. - Ordinary Shares

NXTT

RGTI

WOLF

XTKG

12 Information Technology Stocks Moving In Tuesday's After-Market Session

Providing a diverse range of perspectives from bullish to bearish, 18 analysts have published ratings on Super Micro Computer (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>) in the last three months.
The table below offers a condensed view of their recent ratings, showcasing the changing sentiments over the past 30 days and comparing them to the preceding months.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">5</td>
<td align="right">1</td>
<td align="right">12</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">3</td>
<td align="right">0</td>
<td align="right">8</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">2</td>
<td align="right">0</td>
<td align="right">3</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
The 12-month price targets, analyzed by analysts, offer insights with an average target of $43.28, a high estimate of $70.00, and a low estimate of $30.00. Observing a downward trend, the current average is 1.46% lower than the prior average price target of $43.92. 
<img src="https://www.benzinga.com/files/images/story/2025/1747166633_0.png" alt="price target chart" />
<h2>Decoding Analyst Ratings: A Detailed Look</h2>
A comprehensive examination of how financial experts perceive Super Micro Computer is derived from recent analyst actions. The following is a detailed summary of key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Simon Leopold</td>
<td>Raymond James</td>
<td>Announces</td>
<td>Outperform</td>
<td>$41.00</td>
<td>-</td>
</tr>
<tr>
<td>Matt Bryson</td>
<td>Wedbush</td>
<td>Lowers</td>
<td>Neutral</td>
<td>$30.00</td>
<td>$40.00</td>
</tr>
<tr>
<td>Asiya Merchant</td>
<td>Citigroup</td>
<td>Lowers</td>
<td>Neutral</td>
<td>$37.00</td>
<td>$39.00</td>
</tr>
<tr>
<td>Quinn Bolton</td>
<td>Needham</td>
<td>Announces</td>
<td>Buy</td>
<td>$39.00</td>
<td>-</td>
</tr>
<tr>
<td>Samik Chatterjee</td>
<td>JP Morgan</td>
<td>Lowers</td>
<td>Neutral</td>
<td>$35.00</td>
<td>$36.00</td>
</tr>
<tr>
<td>Kevin Cassidy</td>
<td>Rosenblatt</td>
<td>Lowers</td>
<td>Buy</td>
<td>$50.00</td>
<td>$55.00</td>
</tr>
<tr>
<td>George Wang</td>
<td>Barclays</td>
<td>Lowers</td>
<td>Equal-Weight</td>
<td>$34.00</td>
<td>$59.00</td>
</tr>
<tr>
<td>Samik Chatterjee</td>
<td>JP Morgan</td>
<td>Lowers</td>
<td>Neutral</td>
<td>$36.00</td>
<td>$39.00</td>
</tr>
<tr>
<td>Vijay Rakesh</td>
<td>Mizuho</td>
<td>Lowers</td>
<td>Neutral</td>
<td>$34.00</td>
<td>$50.00</td>
</tr>
<tr>
<td>Kevin Cassidy</td>
<td>Rosenblatt</td>
<td>Maintains</td>
<td>Buy</td>
<td>$55.00</td>
<td>$55.00</td>
</tr>
<tr>
<td>Asiya Merchant</td>
<td>Citigroup</td>
<td>Announces</td>
<td>Neutral</td>
<td>$39.00</td>
<td>-</td>
</tr>
<tr>
<td>Samik Chatterjee</td>
<td>JP Morgan</td>
<td>Lowers</td>
<td>Neutral</td>
<td>$39.00</td>
<td>$45.00</td>
</tr>
<tr>
<td>Samik Chatterjee</td>
<td>JP Morgan</td>
<td>Raises</td>
<td>Neutral</td>
<td>$45.00</td>
<td>$35.00</td>
</tr>
<tr>
<td>Kevin Cassidy</td>
<td>Rosenblatt</td>
<td>Announces</td>
<td>Buy</td>
<td>$60.00</td>
<td>-</td>
</tr>
<tr>
<td>George Wang</td>
<td>Barclays</td>
<td>Announces</td>
<td>Equal-Weight</td>
<td>$59.00</td>
<td>-</td>
</tr>
<tr>
<td>Ananda Baruah</td>
<td>Loop Capital</td>
<td>Raises</td>
<td>Buy</td>
<td>$70.00</td>
<td>$50.00</td>
</tr>
<tr>
<td>Michael Ng</td>
<td>Goldman Sachs</td>
<td>Raises</td>
<td>Neutral</td>
<td>$40.00</td>
<td>$36.00</td>
</tr>
<tr>
<td>Michael Ng</td>
<td>Goldman Sachs</td>
<td>Raises</td>
<td>Neutral</td>
<td>$36.00</td>
<td>$32.00</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: In response to dynamic market conditions and company performance, analysts update their recommendations. Whether they 'Maintain', 'Raise', or 'Lower' their stance, it signifies their reaction to recent developments related to Super Micro Computer. This insight gives a snapshot of analysts' perspectives on the current state of the company.</li>
<li>Rating: Analysts unravel qualitative evaluations for stocks, ranging from 'Outperform' to 'Underperform'. These ratings offer insights into expectations for the relative performance of Super Micro Computer compared to the broader market.</li>
<li>Price Targets: Delving into movements, analysts provide estimates for the future value of Super Micro Computer's stock. This analysis reveals shifts in analysts' expectations over time.</li>
</ul>
To gain a panoramic view of Super Micro Computer's market performance, explore these analyst evaluations alongside essential financial indicators. Stay informed and make judicious decisions using our Ratings Table.
<a href="https://www.benzinga.com/quote/SMCI/analyst-ratings?adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Stay up to date on Super Micro Computer analyst ratings.</a>
<h2>Discovering Super Micro Computer: A Closer Look</h2>
Super Micro Computer Inc provides high-performance server technology services to cloud computing, data centers, Big Data, high-performance computing, and the "Internet of Things" embedded markets. Its solutions include server, storage, blade, and workstations to full racks, networking devices, and server management software. The firm follows a modular architectural approach, which provides flexibility to deliver customized solutions. The Company operates in one operating segment that develops and provides high-performance server solutions based upon an innovative, modular, and open-standard architecture. More than half of the firm's revenue is generated in the United States, with the rest coming from Europe, Asia, and other regions.
<h3>Super Micro Computer's Economic Impact: An Analysis</h3>
Market Capitalization Analysis: The company exhibits a lower market capitalization profile, positioning itself below industry averages. This suggests a smaller scale relative to peers.
Revenue Growth: Super Micro Computer's revenue growth over a period of 3M has faced challenges. As of 31 March, 2025, the company experienced a revenue decline of approximately -18.99%. This indicates a decrease in the company's top-line earnings. As compared to competitors, the company encountered difficulties, with a growth rate lower than the average among peers in the Information Technology sector.
Net Margin: Super Micro Computer's net margin excels beyond industry benchmarks, reaching 2.36%. This signifies efficient cost management and strong financial health.
Return on Equity (ROE): Super Micro Computer's ROE is below industry standards, pointing towards difficulties in efficiently utilizing equity capital. With an ROE of 1.72%, the company may encounter challenges in delivering satisfactory returns for shareholders.
Return on Assets (ROA): The company's ROA is a standout performer, exceeding industry averages. With an impressive ROA of 1.06%, the company showcases effective utilization of assets.
Debt Management: Super Micro Computer's debt-to-equity ratio is below the industry average at 0.39, reflecting a lower dependency on debt financing and a more conservative financial approach.
<h2>Understanding the Relevance of Analyst Ratings</h2>
Ratings come from analysts, or specialists within banking and financial systems that report for specific stocks or defined sectors (typically once per quarter for each stock). Analysts usually derive their information from company conference calls and meetings, financial statements, and conversations with important insiders to reach their decisions.
In addition to their assessments, some analysts extend their insights by offering predictions for key metrics such as earnings, revenue, and growth estimates. This supplementary information provides further guidance for traders. It is crucial to recognize that, despite their specialization, analysts are human and can only provide forecasts based on their beliefs.
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This article was generated by Benzinga's automated content engine and reviewed by an editor.

Forecasting The Future: 18 Analyst Projections For Super Micro Computer

Advanced Micro Devices, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) <a href="https://www.benzinga.com/pressreleases/25/05/g45374688/amd-unveils-epyc-4005-series-processors-delivering-workload-optimized-solutions-for-entry-level-en" target="_blank" rel="noreferrer noopener">announced the launch</a> of AMD EPYC 4005 Series processors on Tuesday.
These purpose-built processors enable right-sized solutions with enterprise-class features and leadership performance for small and medium businesses and hosted IT service providers.
AMD EPYC 4005 Series CPUs deliver the performance, features, and efficiency growing businesses need to power everything from enterprise applications and virtualized environments to dedicated, all-day hosted services in the cloud.
Also Read: <a href="https://www.benzinga.com/25/05/45260942/amd-shifts-chip-orders-to-taiwan-semiconductor-dropping-samsung-in-big-manufacturing-move" target="_blank" rel="noreferrer noopener">Advanced Micro Devices Drops Samsung, Shifts Chip Orders To Taiwan Semiconductor</a>
Utilizing the AM5 socket used for the AMD EPYC 4004 Series CPUs, the EPYC 4005 Series delivers an innovative compute solution for a broad set of enterprise-class form factors like servers, blades, and towers.
AMD EPYC 4005 Series processors enable various broadly deployed enterprise solutions.
Leading partners and customers support them, including Altos, ASRock Rack, Gigabyte, Lenovo (OTC:<a class="ticker" href="https://www.benzinga.com/stock/LNVGY#OTC">LNVGY</a>), and Super Micro Computer, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>).
AMD stock plunged over 27% in the last 12 months amid intense rivalry with Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) for GPU market share.
AMD reported <a target="_blank" href="https://www.benzinga.com/news/earnings/25/05/45237261/amd-q1-earnings-revenue-eps-beat-driven-by-expanding-data-center-ai-momentum-chipmaker-expects-strong-growth-in-2025" rel="noreferrer noopener">first-quarter revenue</a> of $7.44 billion, up 36%, beating&nbsp;analyst estimates of $7.13 billion. The chipmaker reported first-quarter adjusted earnings of 96 cents per share, beating analyst estimates of 94 cents per share.
AMD expects second-quarter revenue of approximately $7.4 billion, plus or minus $300 million. Analysts are currently forecasting second-quarter revenue of $7.24 billion.
Wall Street analyst <a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/05/45264199/amd-market-position-is-the-best-in-the-companys-history-says-analyst" target="_blank" rel="noreferrer noopener">highlighted the company&#8217;s</a> gross margin expansion to 54%, expecting strong sequential growth in the Client and Gaming segments. BofA Securities analyst Vivek Arya highlighted &#8220;multiple growth cylinders&#8221; and continued market share gains in PC/server CPU against Intel Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>). 
Price Action: AMD stock is trading up 3.34% to $111.73 at the last check on Tuesday.
Read Next:
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Image by sdx15 via Shutterstock

INTC

LNVGY

AMD Launches EPYC 4005 Chips For Small Business And Cloud

WIIM

Super Micro Computer shares are trading higher after Raymond James initiated coverage on the stock with an Outperform rating and announced a $41 price target.

U.S. stocks were lower, with the Dow Jones index falling around 100 points on Tuesday.
Shares of Archer Aviation Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ACHR#NASDAQ">ACHR</a>) rose sharply during Tuesday's session after the company reported better-than-expected <a href="https://www.benzinga.com/quote/ACHR/earnings">first-quarter EPS results</a>.
Archer reported a smaller-than-expected loss for the first quarter, posting a 17-cent loss versus estimates for a loss of 28 cents, per Benzinga Pro.
Archer Aviation shares jumped 21.5% to $11.05 on Tuesday.
Here are some other big stocks recording gains in today&#8217;s session.
<ul class="wp-block-list">
<li>Microvast Holdings, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MVST#NASDAQ">MVST</a>) shares jumped 27% to $3.0350 after the company reported better-than-expected first-quarter sales results.</li>
<li>Intuitive Machines, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LUNR#NASDAQ">LUNR</a>) gained 26.8% to $12.05 after the company issued FY25 sales guidance with its midpoint above estimates.</li>
<li>Array Technologies, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARRY#NASDAQ">ARRY</a>) rose 23.1% to $8.42.</li>
<li>Archer Aviation Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ACHR#NASDAQ">ACHR</a>) gained 21.5% to $11.05 after the company reported better-than-expected first-quarter EPS results.</li>
<li>First Solar, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FSLR#NASDAQ">FSLR</a>) rose 19.4% to $186.60. Wolfe Research analyst Steve Fleishman upgraded First Solar from Peer Perform to Outperform and announced a $221 price target.</li>
<li>Hallador Energy Company (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HNRG#NASDAQ">HNRG</a>) rose 18% to $17.92 following first-quarter results.</li>
<li>Shoals Technologies Group, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SHLS#NASDAQ">SHLS</a>) gained 17.3% to $6.29 following first-quarter results.</li>
<li>Sunrun Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RUN#NASDAQ">RUN</a>) gained 17% to $12.82.</li>
<li>NuScale Power Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SMR#NYSE">SMR</a>) gained 17% to $20.82 following better-than-expected quarterly sales.</li>
<li>Coinbase Global, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/COIN#NASDAQ">COIN</a>) rose 17% to $242.63 after it was announced that the company will join the S&amp;P 500, effective before the opening of trading on Monday, May 19.</li>
<li>Life360, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LIF#NASDAQ">LIF</a>) gained 16.4% to $57.61 following upbeat quarterly results.</li>
<li>Green Plains Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GPRE#NASDAQ">GPRE</a>) rose 14.4% to $5.32.</li>
<li>Super Micro Computer, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>) rose 12.1% to $37.58. Raymond James analyst Simon Leopold initiated coverage on Super Micro Computer with an Outperform rating and announced a price target of $41.</li>
<li>Nextracker Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NXT#NASDAQ">NXT</a>) gained 11.6% to $56.51.</li>
<li>Oklo Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/OKLO#NYSE">OKLO</a>) rose 10% to $31.73.</li>
<li>Arrowhead Pharmaceuticals, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARWR#NASDAQ">ARWR</a>) rose 8.6% to $15.17 after the company reported better-than-expected quarterly financial results.</li>
<li>Sea Limited (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SE#NYSE">SE</a>) gained 8% to $153.75 after the company reported better-than-expected first-quarter EPS results.</li>
</ul>
Now Read This: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/trading-ideas/long-ideas/25/05/45375319/jim-cramer-ok-harrow-recommends-buying-this-energy-stock">Jim Cramer Is &#8216;OK&#8217; With Harrow, Recommends Buying This Energy Stock</a> </li>
</ul>
Photo via Shutterstock

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Archer Aviation Posts Narrower-Than-Expected Loss, Joins Microvast, Intuitive Machines And Other Big Stocks Moving Higher On Tuesday

Raymond James analyst Simon Leopold initiates coverage on Super Micro Computer (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>) with a Outperform rating and announces Price Target of $41.

Initiation

Raymond James Initiates Coverage On Super Micro Computer with Outperform Rating, Announces Price Target of $41

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Shares of companies within the broader tech sector are higher after the US and China agreed to a temporary reduction in most tariffs on each other's goods. A reduction in tariffs could alleviate some supply chain concerns and improve macro sentiment as well as demand visibility.

As the weekend wraps up, we reflect on a week filled with intriguing developments in the tech and finance world. From the potential disruption of search engine giants to the call for artificial intelligence education by leading CEOs, the week was anything but dull. Let&#8217;s dive into the top stories that made headlines.
1. AI Threatens to Disrupt Search Giants
The week kicked off with news of Alphabet Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) and Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) stocks taking a hit. This came after reports that Apple is considering alternatives to its profitable search partnership with Google. The twist in the tale? The potential disruptor is none other than artificial intelligence. Apple&#8217;s Senior Vice President of Services, Eddy Cue, revealed during a U.S. antitrust trial that the company is actively exploring the integration of an AI-powered search engine into Safari. 
<a href="https://www.benzinga.com/markets/equities/25/05/45277969/ai-is-eating-search-google-rival-perplexity-ceo-arvind-srinivas-says-as-dan-nile-predicts-agents-to-take-future-share-amid-alphabet-apple-stock-fall">Read the full article here.</a>
2. CEOs Advocate for AI Education
In a remarkable show of unity, over 250 CEOs from Fortune 500 companies, including Satya Nadella, Michael Dell, Lisa Su, and Alex Karp, have urged state education leaders and policymakers to prioritize AI and computer science education for all K-12 students. This call to action was part of Unlock8, a national campaign led by Code.org and CSforALL. 
<a href="https://www.benzinga.com/25/05/45284261/satya-nadella-michael-dell-lisa-su-alex-karp-among-250-ceos-demanding-ai-education-for-all-k-12-students-in-open-letter-the-united-states-is-falling-behind">Read the full article here.</a>
See Also: <a href="https://benzinga.com/tech/25/05/45316899/tesla-fired-this-employee-for-creating-website-that-criticized-the-billionaire-elon-musk-report" target="_blank" rel="noreferrer noopener">Tesla Fired Employee Who Created Website Criticizing Billionaire Elon Musk: Report</a>
3. Palantir Stock Takes a Hit
Despite reporting better-than-expected earnings, Palantir Technologies Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>) saw its stock tumble by 9.25% in after-hours trading. Analysts remain divided on the future of Palantir, with some remaining bullish while others express concerns about a lack of institutional interest. 
<a href="https://www.benzinga.com/25/05/45213810/palantir-stock-drops-925-after-earnings-beat-dan-ives-stays-bullish-but-jefferies-brent-thill-says-institutions-still-arent-interested">Read the full article here.</a>
4. SMCI Forecasts Strong Q4 Revenue
Super Micro Computer Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>) issued a strong fourth-quarter revenue outlook, despite third-quarter revenue falling short of initial forecasts. The company expects a surge in demand for AI infrastructure solutions, particularly those powered by Nvidia Corp.'s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) Blackwell GPUs. 
<a href="https://www.benzinga.com/25/05/45245696/smci-issues-strong-q4-revenue-outlook-expects-nvidias-blackwell-to-fuel-growth">Read the full article here.</a>
5. AMD&#8217;s Market Position Strongest Ever, Says Analyst
Nvidia rival Advanced Micro Devices, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) reported better-than-expected quarterly results, with CEO Lisa Su calling it an &#8220;outstanding start to 2025.&#8221; Analysts have highlighted AMD&#8217;s market share gains as one of the strongest in the computing markets, recommending the stock&#8217;s near-term price weakness as a buying opportunity.
<a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/05/45264199/amd-market-position-is-the-best-in-the-companys-history-says-analyst">Read the full article here.</a>
Read Next: 
<ul class="wp-block-list">
<li><a href="https://benzinga.com/25/05/45316899/elon-musks-tesla-fired-this-employee-for-creating-website-that-criticized-the-billionaire-report" target="_blank" rel="noreferrer noopener">Tesla Fired This Employee For Creating A Website That Criticized The Billionaire Elon Musk: Report</a></li>
</ul>
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Image Via Shutterstock

AI Threatens To Disrupt Search Giants, Nvidia Rival AMD's Market Position Strongest Ever And More: This Week In Artificial Intelligence

Benzinga examined the prospects for <a href="http://www.benzinga.com/trading-ideas" target="_blank" rel="noreferrer noopener">many investors' favorite stocks</a> over the last week — here's a look at some of our top stories.
U.S. markets experienced a notable upswing this week, driven by President Donald Trump's announcement of a trade agreement with the United Kingdom. The deal includes reductions in tariffs on UK automobiles, steel, and aluminum, and grants the UK access to the U.S. beef market. This development spurred optimism for potential future trade agreements and contributed to a rally in equities, with the S&amp;P 500 and Nasdaq posting gains. Additionally, Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) surpassed the $100,000 mark, reflecting increased investor confidence and a shift toward riskier assets.
Despite the positive market response, concerns about the broader economic outlook persist. The Federal Reserve opted to maintain current interest rates, citing uncertainties related to the new tariff policies and their potential impact on inflation and employment. Analysts warn of the risk of stagflation — a combination of stagnant economic growth and high inflation—especially as the effects of the tariffs become more pronounced.
Looking ahead, high-level trade discussions between U.S. and Chinese officials are scheduled, aiming to address ongoing tensions and possibly adjust existing tariffs. Investors are closely monitoring these developments, as outcomes could significantly influence market dynamics and economic forecasts in the coming months.
Benzinga provides daily reports on the stocks most popular with investors. Here are a few of this past week's most bullish and bearish posts that are worth another look.

The Bulls
<a href="https://www.benzinga.com/25/05/45259042/ibm-thinks-big-ai-delivers-bigger-why-bulls-are-charging-toward-300">"IBM Thinks Big, AI Delivers Bigger – Why Bulls Are Charging Toward $300"</a>, by Surbhi Jain, reports that International Business Machines Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IBM#NYSE">IBM</a>) shares have climbed 48% over the past year and 13% year-to-date, driven by strong technical indicators and a bullish AI strategy, prompting Wedbush analyst Dan Ives to reiterate an Outperform rating with a $300 price target.
<a href="https://www.benzinga.com/25/05/45295534/novavax-reports-q1-profit-as-revenue-surges-to-over-600-million-and-lower-costs-raises-2025-forecasts">"Novavax reports Q1 profit as revenue surges to over $600 million and lower costs, raises 2025 forecasts"</a>, by Vandana Singh, reports that Novavax Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVAX#NASDAQ">NVAX</a>) posted a Q1 profit of $2.93 per share on $667 million in revenue — driven by $603 million from terminated advance purchase agreements — while raising its 2025 revenue forecast to $975 million-$1.025 billion and noting ongoing discussions with the FDA for full approval of its COVID-19 vaccine.
<a href="https://www.benzinga.com/25/05/45297555/hims-hers-stocks-100-surge-is-squeezing-shorts-and-it-might-just-be-getting-started">"Hims &amp; Hers stock's 100% surge is squeezing shorts—and it might just be getting started"</a>, by Surbhi Jain, reports that Hims &amp; Hers Health Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HIMS#NYSE">HIMS</a>) shares have doubled over the past month, fueled by strong Q1 earnings, a partnership with Novo Nordisk to offer Wegovy, and a high short interest of 33% of float, suggesting a classic short squeeze may be underway.
For additional bullish calls of the past week, check out the following:
<a href="https://www.benzinga.com/government/regulations/25/05/45298562/chipmakers-enter-bullish-seasonal-window-5-stocks-that-could-outperform">Chipmakers Enter Bullish Seasonal Window: 5 Stocks That Could Outperform</a>
<a href="https://www.benzinga.com/25/05/45291509/nvidia-broadcom-amd-surge-as-trump-reshapes-ai-chip-export-rules-to-ease-market-pressure">Nvidia, Broadcom, AMD Gain As Trump Reshapes AI Chip Export Rules To Ease Market Pressure</a>
<a href="https://www.benzinga.com/news/earnings/25/05/45268589/sunrun-stock-rallies-after-strong-q1-report-details">Sunrun Stock Rallies After Strong Q1 Report: Details</a>

The Bears
<a href="https://www.benzinga.com/news/earnings/25/05/45268429/arm-holdings-stock-plunges-after-q4-results-heres-why">"Arm Holdings Stock Plunges After Q4 Results: Here's Why"</a>, by Erica Kollmann, reports that Arm Holdings plc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARM#NASDAQ">ARM</a>) shares fell nearly 9% after the company beat Q4 expectations with $1.24 billion in revenue and $0.55 EPS but issued weaker-than-expected guidance for fiscal 2026, citing uncertainty in licensing deals and global trade tensions.
<a href="https://www.benzinga.com/25/05/45272331/super-micro-slides-as-ai-server-delays-nvidia-supply-limits-weigh-on-analyst-ratings">"Super Micro slides as AI server delays, Nvidia supply limits weigh on analyst ratings"</a>, by Anusuya Lahiri, reports that Super Micro Computer Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>) shares fell 5% after the company missed Q3 revenue and EPS expectations and issued a cautious Q4 outlook, attributing delays to customers awaiting NVIDIA Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) Blackwell GPUs and facing supply constraints, leading analysts to lower forecasts amid concerns over AI server demand and margin pressures.
<a href="https://www.benzinga.com/25/05/45261806/sarepta-therapeutics-stock-sinks-on-gloomy-forecast-analysts-cut-price-forecasts">"Sarepta Therapeutics stock sinks on gloomy forecast, analysts cut price forecasts"</a>, by Vandana Singh, reports that Sarepta Therapeutics Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SRPT#NASDAQ">SRPT</a>) shares fell after the company posted a deeper-than-expected Q1 loss and cut its 2025 forecast due to Elevidys rollout delays, despite beating revenue estimates.
For more bearish takes, be sure to see these posts:
<a href="https://www.benzinga.com/news/earnings/25/05/45239188/arista-networks-shares-fall-after-mixed-q1-results-eps-beat-revenues-miss-q2-guidance-below-estimates">Arista Networks Shares Fall After Mixed Q1 Results: EPS Beat, Revenues Miss, Q2 Guidance Below Estimates</a>
<a href="https://www.benzinga.com/news/earnings/25/05/45270996/cleveland-cliffs-stock-falls-on-q1-earnings-miss-steelmaker-idles-6-facilities-taking-decisive-action-to-streamline-our-operations">Cleveland-Cliffs Stock Falls On Q1 Earnings Miss, Steelmaker Idles 6 Facilities: ‘Taking Decisive Action To Streamline Our Operations'</a>
<a href="https://www.benzinga.com/news/earnings/25/05/45302422/coinbase-q1-earnings-highlights-revenue-eps-miss-2025">Coinbase Slips On Q1 Miss, Highlights SEC ‘Win' And Strategic Bitcoin Reserve Executive Order</a>

Keep up with all the latest breaking news and trading ideas by following <a href="https://twitter.com/Benzinga" target="_blank" rel="noreferrer noopener">Benzinga</a><a href="http://twitter.com/Benzinga" target="_blank" rel="noreferrer noopener"> on X</a>.
Image created using artificial intelligence via Midjourney.

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Benzinga Bulls And Bears: IBM, Novavax, Arm Holdings — And UK Trade Deal Boosts Markets

Super Micro Computer (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>) stock price dropped on Wednesday after the company reported worse-than-expected <a target="_blank" href="https://www.benzinga.com/25/05/45245696/smci-issues-strong-q4-revenue-outlook-expects-nvidias-blackwell-to-fuel-growth" rel="noreferrer noopener">third-quarter financial results</a> on Tuesday.
Wall Street analysts rerated the stock.
<ul>
<li>Needham analyst Quinn Bolton reinstated Super Micro Computer with a Buy and a <a href="https://www.benzinga.com/quote/SMCI/analyst-ratings" target="_blank" rel="noreferrer noopener">$39 price target</a>.</li>
<li>Wedbush analyst Matt Bryson reiterated Super Micro Computer with a Neutral rating and lowered his price target to $30 (from $40).</li>
<li>JP Morgan analyst Samik Chatterjee gave Super Micro Computer a neutral rating and a price target of $35 (down from $36).</li>
</ul>
Also Read: <a target="_blank" href="https://www.benzinga.com/analyst-ratings/price-target/25/04/45113405/super-micro-faces-cautious-analyst-view-amid-shifting-customer-demand-and-declining-margins" rel="noreferrer noopener">Super Micro Faces Cautious Analyst View Amid Shifting Customer Demand And Declining Margins</a>
Needham: Super Micro posted third-quarter revenue of $4.6 billion, -19.0% Q/Q and +19.5% Y/Y, in line with the company&#8217;s preliminary announcement but well below previous guidance (midpoint at $5.5 billion). The weakness was due to customers waiting and evaluating next-gen AI platforms (Blackwell), which led to delayed commitments.
The quarterly adjusted gross margin came in at 9.7%, below the Street&#8217;s 10.1% estimate. Margins were negatively affected by higher inventory reserve charges on older Hopper systems, lower volume, and accelerated new-product costs.
The quarterly adjusted EPS was $0.31, which is in line with the preliminary announcement but well below the previous guidance (midpoint at $0.54). The miss was driven by lower revenue and margins.
The company guided fourth-quarter revenue to $6.0 billion at the midpoint, +30.4% Q/Q and +13.0% Y/Y, well below Bolton&#8217;s estimate of $7.0 billion and the Street&#8217;s estimate of $6.59 billion.
The quarterly adjusted EPS should come in at $0.45 at the midpoint, below Bolton&#8217;s prior estimate of $0.74 and the Street&#8217;s estimate of $0.64.
Super Micro has been at the forefront of liquid cooling technology, and the announcement of DLC-2 further solidifies its leadership.
Management highlighted product transitions from Hopper to Blackwell and tariff uncertainty as key contributors to near-term weakness.
Despite near-term headwinds, Bolton became incrementally more positive for the company as it filed its 2024 10-K and 2025 10-Qs and added to its management bench. The analyst found the valuation extremely attractive for a company targeting AI/HPC end markets and being at the forefront of liquid-cooled data centers.
Wedbush: Bryson noted that GB200 and B200 availability was limited early in the quarter, with initial parts primarily shipping to select Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) accounts.
This situation has been largely rectified, supporting a rebound in the next quarter. Super Micro is effectively guiding for a slight dip in gross margins on older products that it likely needs to discount to sell. The analyst noted OEMs were pushed to take Hopper, given B200 shortages.
He said Super Micro&#8217;s choice to step away from guiding for a gross margin rebound was properly pragmatic, particularly given uncertainty around the US administration&#8217;s next steps. In the intermediate to longer term, Bryson expects better pricing and margins on initial B200 servers in light of the tight supply. Super Micro&#8217;s diversified manufacturing presence could allow it to better navigate US policy than some of its peers.
Bryson projected fourth-quarter revenue of $5.95 billion and adjusted EPS of $0.45.
JP Morgan: Super Micro posted results primarily in line with the pre-announcement that had represented a roughly $900 million miss on revenue and an approximately 200 bps+ miss on gross margins to the earlier stated outlook for the fiscal third quarter.
With the company pre-announcement implying that the miss was led by one-off factors like customer platform decisions and inventory write-downs, expectations were for a sharper earnings rebound through revenue and margins.
However, the update from the company about fiscal fourth-quarter expectations highlights customer push-out of deployments in fiscal third-quarter was not limited to one or two customers and represents an ongoing challenge about customers deciding between multiple platforms as well as data center readiness to accept shipments as planned.
Lower cost inventory-related headwinds to gross margins are still not entirely behind the company, with up to 100 bps of gross margin impact in the fiscal fourth quarter, driving guidance for ~10% gross margins.
There remains the potential for further risks to gross margin if the company does not manage to sell its Hopper inventory. On the business drivers, the company continued to highlight leadership relative to the time to market for the latest technology-based servers in the high-growth AI servers market, as well as the expected launch of Data Canter Building Block Solutions (DCBBS), featuring their next-generation Direct Liquid Cooling (DLC 2.0) capabilities.
Chatterjee projected fourth-quarter revenue of $6 billion and adjusted EPS of $0.44.
Price Action: SMCI stock closed at $32.48 on Wednesday.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/tech/25/05/45235394/nvidia-broadcom-lead-fund-manager-buys-even-as-semiconductor-sector-cools-analysts" target="_blank" rel="noreferrer noopener">Nvidia, Broadcom Lead Fund Manager Buys Even As Semiconductor Sector Cools: Analysts</a></li>
</ul>
Photo courtesy: CryptoFX via Shutterstock

Super Micro Impacted By AI Server Delays And Nvidia Supply Limits, Analysts Lower Forecast

Super Micro Computer, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>) shares are trading lower Wednesday after the company reported worse-than-expected third-quarter financial results on Tuesday after <a href="https://www.benzinga.com//node/45236823">the market closed</a>.
The Details: Super Micro reported adjusted earnings per share of 31 cents, missing the consensus estimate of 50 cents. In addition, the company reported sales of $4.60 billion, missing the consensus estimate of $5.42 billion.
Super Micro reported cash flow from operations of $627 million and capital expenditures of $33 million.
&#8220;We continue to make great progress with our DCBBS (Data Center Building Block Solution), DLC (Direct Liquid Cooled-2) and AI technology leadership, but some customers delayed making platform decisions in the quarter,&#8221; said Charles Liang, Founder, President, and CEO of Supermicro. 
&#8220;We do expect many of those commitments to land in the June and September quarters, reinforcing my confidence in our ability to meet our long-term targets, however economic uncertainty and tariff impacts may have a short-term impact. We believe that we are well positioned in the long-term to capitalize on the growing market opportunity.&#8221;
Outlook: The company lowered its fiscal-year 2025 sales guidance. The company previously saw sales from $23.50 to $25 billion. It now anticipates sales from $21.80 billion to $22.60 billion, versus the consensus estimate of $23.94 billion.
For the fourth quarter, Super Micro sees adjusted earnings per share from 40 cents to 50 cents, versus the consensus estimate of 69 cents. Furthermore, the company sees sales from $5.60 billion to $6.40 billion, versus the consensus estimate of $6.82 billion.
Analyst Changes: Following the earnings report, multiple analysts issued price target adjustments.
<ul>
<li>Wedbush analyst Matt Bryson maintained a Neutral rating on Super Micro and lowered the price target from&nbsp;$40&nbsp;to&nbsp;$30.</li>
<li>Citigroup analyst Asiya Merchant maintained a Neutral rating on Super Micro and lowered the price target from&nbsp;$39&nbsp;to&nbsp;$37.</li>
<li>Needham analyst Quinn Bolton reinstated a Buy rating on Super Micro and announced a &nbsp;$39&nbsp;price target.</li>
<li>Rosenblatt analyst Kevin Cassidy maintained a Buy rating on Super Micro and lowered the price target from&nbsp;$55&nbsp;to&nbsp;$50.</li>
</ul>
See Also: <a href="https://www.benzinga.com/news/earnings/25/05/45260347/crowdstrike-stock-is-sliding-wednesday-whats-going-on">CrowdStrike Stock Is Sliding Wednesday: What&#8217;s Going On?</a>
SMCI Price Action: At the time of publication, Super Micro shares are trading 6.31% lower at $30.84, per data from <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>.
Image: via Shutterstock

Super Micro Computer Stock Is Tumbling Wednesday: What's Going On?

U.S. stocks traded mixed at midday Wednesday, as investors remained cautious ahead of the Federal Reserve&#8217;s upcoming policy decision, with Chair Jerome Powell set to <a href="https://www.benzinga.com/economics/macro-economic-events/25/05/45258146/all-eyes-on-powell-betting-markets-reveal-what-the-fed-chair-is-most-likely-to-say-on-wednesday">speak at 2:30 p.m. ET.</a>
Trade developments continued to influence market sentiment. During a Senate hearing, Treasury Secretary Scott Bessent confirmed that initial talks with China will begin in Switzerland later this week, though he emphasized they are only preliminary.
Alphabet Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) led notable decliners, plunging over 7% after a Bloomberg report indicated an Apple executive's testimony suggested AI may be eroding traditional search market share.
The Dow Jones outperformed, while tech-heavy indexes like the Nasdaq 100 and S&amp;P 500 lagged under pressure from Alphabet&#8217;s sharp decline. Sector performance was positive overall, with modest gains led by financials.
In commodities, U.S. natural gas prices at the Henry Hub surged over 5% to $3.640 per million British units, driven by recovering feedgas flows to Freeport LNG and forecasts for early-season heat boosting demand.
Gold retreated 1.5% after a strong two-day rally, while oil dipped 1.2% to $58.30 following a brief spike to $60 overnight.
Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) held steady at around $96,800.
<h3 class="wp-block-heading">Wednesday&#8217;s Performance In Major US Indices, ETFs</h3>
<figure class="wp-block-table is-style-stripes"> 
<table>
<tbody>
<tr>
<td>Major Indices</td>
<td>Price</td>
<td>1-day %</td>
</tr>
<tr>
<td>Dow Jones</td>
<td>41,115.49</td>
<td>0.7%</td>
</tr>
<tr>
<td>Russell 2000</td>
<td>1,993.68</td>
<td>0.5%</td>
</tr>
<tr>
<td>S&amp;P 500</td>
<td>5,619.12</td>
<td>0.2%</td>
</tr>
<tr>
<td>Nasdaq 100</td>
<td>19,781.12</td>
<td>-0.1%</td>
</tr>
</tbody>
</table>
<figcaption class="wp-element-caption">Updated by 12:10 p.m. ET </figcaption></figure>
According to&nbsp;<a href="https://www.benzinga.com/pro/?utm_source=BZprocontent&amp;t=be2bearmibe3na1">Benzinga Pro</a>&nbsp;data:
<ul>
<li>The&nbsp;SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) inched 0.2% up to $559.98.</li>
<li>The&nbsp;SPDR Dow Jones Industrial Average&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIA#NYSE">DIA</a>) rose 0.7% to $410.96.</li>
<li>The tech-heavy&nbsp;Invesco QQQ Trust Series&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>)&nbsp;fell 0.2% to $480.71.</li>
<li>The&nbsp;iShares Russell 2000 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IWM#NYSE">IWM</a>) rose 0.6% to $197.89.</li>
<li>The&nbsp;Financials&nbsp;Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLF#NYSE">XLF</a>) outperformed, up 0.9%; the&nbsp;Communication Services&nbsp;Select Sector SPDR Fund&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLC#NYSE">XLC</a>) lagged, down 0.8%.</li>
</ul>
<h3 class="wp-block-heading">Wednesday&#8217;s Stock Movers</h3>
Stocks reacting to earnings included:
<ul>
<li>Arista Networks Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ANET#NYSE">ANET</a>) down 6.84%</li>
<li>Gen Digital Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GEN#NASDAQ">GEN</a>) up 9.16%</li>
<li>Advanced Micro Devices Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) up 0.89%</li>
<li>International Flavors &amp; Fragrances Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IFF#NYSE">IFF</a>) down 6.09%</li>
<li>Electronic Arts Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/EA#NASDAQ">EA</a>) up 0.41%</li>
<li>Mosaic Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MOS#NYSE">MOS</a>) up 3.58%</li>
<li>Corpay Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CPAY#NYSE">CPAY</a>) down 1.80%</li>
<li>Wynn Resorts Ltd. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WYNN#NASDAQ">WYNN</a>) up 0.56%</li>
<li>Jack Henry &amp; Associates Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/JKHY#NASDAQ">JKHY</a>) down 0.67%</li>
<li>Devon Energy Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DVN#NYSE">DVN</a>) down 0.16%</li>
<li>Super Micro Computer Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>) down 6.04%</li>
<li>Coty Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/COTY#NYSE">COTY</a>) down 9.09%</li>
<li>Rivian Automotive Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RIVN#NASDAQ">RIVN</a>) down 2.90%</li>
<li>The Walt Disney Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIS#NYSE">DIS</a>) up 11.46%</li>
<li>Uber Technologies, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UBER#NYSE">UBER</a>) down 2.02%</li>
<li>Emerson Electric Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EMR#NYSE">EMR</a>) up 2.72%</li>
<li>Johnson Controls International plc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JCI#NYSE">JCI</a>) up 1.52%</li>
<li>Vistra Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VST#NYSE">VST</a>) down 4.78%</li>
<li>Verisk Analytics, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/VRSK#NASDAQ">VRSK</a>) up 4.22%</li>
<li>Rockwell Automation, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ROK#NYSE">ROK</a>) up 12.29%</li>
<li>Cheniere Energy Partners, L.P. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CQP#NYSE">CQP</a>) down 0.82%</li>
<li>CDW Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CDW#NASDAQ">CDW</a>) up 6.90%</li>
<li>NiSource Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NI#NYSE">NI</a>) up 3.13%</li>
</ul>
Stocks slated to report earnings after the close include Fortinet Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FTNT#NASDAQ">FTNT</a>), Axon Enterprise Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAXN#NASDAQ">AAXN</a>), Corteva Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CTVA#NYSE">CTVA</a>), Occidental Petroleum Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/OXY#NYSE">OXY</a>), Texas Pacific Land Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TPL#NYSE">TPL</a>), Atmos Energy Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ATO#NYSE">ATO</a>), Fidelity National Financial Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FNF#NYSE">FNF</a>), and Western Gas Partners LP (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WES#NYSE">WES</a>).
Read Next:
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<li><a href="https://www.benzinga.com/markets/cryptocurrency/25/05/45257429/michael-saylor-calls-bitcoin-the-corporate-survival-strategy-for-96-of-companies">Michael Saylor Calls Bitcoin The &#8216;Corporate Survival Strategy&#8217; For 96% of Companies</a></li>
</ul>
Powell will be speaking at 2:30 p.m. ET. Watch below.
<figure class="wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio"> 
<div class="wp-block-embed__wrapper">
<iframe loading="lazy" title="&#x1f534;WATCH LIVE: FOMC Rate Decision &#x7C; Fed Chair Powell Press Conference &#x7C; May 7, 2025" width="500" height="281" src="https://www.youtube.com/embed/xpIaAwIGoIA?feature=oembed" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen></iframe>
</div>
</figure>
Photo: Shutterstock

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Wall Street Mixed Ahead Of Fed Meeting, Alphabet Sinks: What's Driving Markets Wednesday?

Wedbush analyst Matt Bryson maintains Super Micro Computer (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>) with a Neutral and lowers the price target from $40 to $30.

Wedbush Maintains Neutral on Super Micro Computer, Lowers Price Target to $30

Citigroup analyst Asiya Merchant maintains Super Micro Computer (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>) with a Neutral and lowers the price target from $39 to $37.

Citigroup Maintains Neutral on Super Micro Computer, Lowers Price Target to $37

Needham analyst Quinn Bolton reinstates Super Micro Computer (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>) with a Buy and announces $39 price target.

Needham Reinstates Buy on Super Micro Computer, Announces $39 Price Target

Rosenblatt analyst Kevin Cassidy maintains Super Micro Computer (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>) with a Buy and lowers the price target from $55 to $50.

Rosenblatt Maintains Buy on Super Micro Computer, Lowers Price Target to $50

Super Micro Computer, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>) stock declined 4.98% during the pre-market trading session on Wednesday company&#8217;s Q3 results failed to meet analyst expectations.
What Happened: Super Micro Computer announced its <a href="https://www.benzinga.com/news/earnings/25/05/45236823/super-micro-computer-stock-slips-after-q3-results-uncertainty-and-tariffs-may-have-a-short-term-impact-ceo-says">Q3 earnings</a> post the market close. The company&#8217;s earnings stood at 31 cents per share, falling short of the analyst consensus estimate of 50 cents by 38%. The company&#8217;s quarterly revenue was $4.6 billion, 15.1% less than the estimated $5.42 billion.
The company reported a non-GAAP gross margin of 9.7%, after excluding $7 million in stock-based compensation expenses. Previously, Super Micro Computer had forecasted Q3 revenue between $4.5 billion and $4.6 billion, with adjusted earnings expected to range from 29 to 31 cents per share.
Charles Liang, the CEO of Super Micro Computer, noted that some customers had postponed platform decisions during the quarter. He said, &#8220;We do expect many of those commitments to land in the June and September quarters, reinforcing my confidence in our ability to meet our long-term targets, however, economic uncertainty and tariff impacts may have a short-term impact.&#8221;
 The company&#8217;s stock fell 4.07% in after-hours trading to $31.60 following the announcement.
SEE ALSO: <a href="https://benzinga.com/25/05/45241136/jeff-bezos-says-he-won-the-lottery-with-his-teen-mom-she-had-him-at-17-took-him-to-night-school-then-invested-her" target="_blank" rel="noreferrer noopener">Jeff Bezos Says He &#8216;Won the Lottery&#8217; With His Teen Mom—She Had Him at 17, Took Him to Night School, Then Invested Her $245K Savings In Amazon</a>
Why It Matters: Despite the disappointing Q3 results, Super Micro Computer has <a href="https://www.benzinga.com/25/05/45245696/smci-issues-strong-q4-revenue-outlook-expects-nvidias-blackwell-to-fuel-growth">projected a strong</a> Q4 revenue outlook. The company expects Q4 net sales to be between $5.6 billion and $6.4 billion and non-GAAP net income to be 40 cents to 50 cents per diluted share.
SMCI also anticipates robust demand for artificial intelligence infrastructure solutions, particularly those powered by Nvidia Corp.'s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) Blackwell GPUs. 
However, the company&#8217;s stock had suffered an 80% fall from its AI peak, as traders turned <a href="https://www.benzinga.com/trading-ideas/technicals/25/05/45231793/super-micro-computer-suffers-80-fall-from-ai-peak-traders-wary-ahead-of-q3-earnings">wary ahead</a> of the Q3 earnings. The company&#8217;s future performance will be closely watched in the light of these developments.
<ul>
<li>READ MORE: <a href="https://benzinga.com/markets/25/05/45243129/nvidia-ceo-jensen-huang-says-losing-access-to-chinas-potential-50-billion-ai-market-would-be-a-tremendous" target="_blank" rel="noreferrer noopener">Nvidia CEO Jensen Huang Says Losing Access To China&#8217;s Potential $50 Billion AI Market Would Be A &#8216;Tremendous Loss&#8217;</a></li>
</ul>
Image via Shutterstock
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

SMCI Stock Falls Nearly 5% In Wednesday Pre-Market: What's Going On?

Super Micro Computer shares are trading lower after the company reported worse-than-expected Q3 financial results, issued Q4 guidance below estimates, and cut its FY25 sales guidance.

Super Micro Computer Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>) guided for higher fourth quarter revenue during its earnings call on Tuesday. The company anticipated strong demand for artificial intelligence infrastructure solutions, specifically those powered by Nvidia Corp.&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) Blackwell GPUs.
What Happened: Despite reporting <a href="https://www.benzinga.com/pressreleases/25/05/b45235128/supermicro-announces-third-quarter-fiscal-year-2025-financial-results">third-quarter revenue</a> that fell short of its initial forecast, the company anticipates a significant upswing in the current quarter, projecting net sales in the range of $5.6 billion to $6.4 billion.
The company&#8217;s third-quarter performance saw net revenue reach $4.6 billion, a 19% increase year-over-year but a 19% decrease quarter-over-quarter.
This dip, as explained by CEO Charles Liang during the earnings call, was primarily attributed to customers delaying commitments as they evaluated AI platforms based on the current Hopper architecture versus the upcoming Blackwell GPUs.
However, Liang expressed strong optimism for the coming quarters. &#8220;We expect many of these engagements to materialize in the June and September quarters, strengthening our confidence in meeting our long-term growth targets as we close out this eventful fiscal year,&#8221; he stated.
He further emphasized that Blackwell is now in full volume production, leading to increasing order momentum.
The anticipated growth in the fourth quarter is heavily reliant on the ramp-up of Blackwell-based systems. Supermicro highlighted its &#8220;first-to-market&#8221; advantage with new generation AI products, including air-cooled 10U and liquid-cooled 4U NVIDIA B200 HGX systems, as well as GB200 NVL72 racks.
The company has also begun offering solutions featuring AMD&#8217;s MI-325X GPUs, further broadening its AI portfolio. Looking ahead, SMCI is poised to offer platforms based on NVIDIA&#8217;s B300 and GB300, and Advanced Micro Devices Inc.&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) MI-350 this summer.
See Also: <a href="https://www.benzinga.com/general/market-summary/25/05/45218040/warren-buffett-expresses-disappointment-over-dollar-depreciation-dont-want-to-own-assets-in-a-currency-that-is-really-going-to-hell">Warren Buffett Expresses Disappointment Over Dollar Depreciation: Don&#8217;t Want To Own Assets In A Currency That Is &#8216;Really Going To Hell&#8217;</a>
Why It Matters: While the near-term macroeconomic environment and tariff uncertainties were acknowledged as potential headwinds, Supermicro&#8217;s global manufacturing footprint, including expanding facilities in the US, Taiwan, and Malaysia, positions it to navigate these challenges.
The company also reported a strong cash flow from operations in Q3 at $627 million and a positive net cash position.
SMCI <a href="https://www.benzinga.com/news/earnings/25/05/45236823/super-micro-computer-stock-slips-after-q3-results-uncertainty-and-tariffs-may-have-a-short-term-impact-ceo-says">reported quarterly earnings</a> of 31 cents per share, which missed the analyst consensus estimate of 50 cents by 38%. Quarterly revenue came in at $4.6 billion, which missed the analyst consensus estimate of $5.42 billion by 15.1%. 
Shares ended 2.39% higher on Tuesday and fell by 4.77% in after-hours. It has gained 9.62% on a year-to-date basis and fallen 59.79% over a year.
Benzinga Edge Stock Rankings shows that SMCI had a weak price trend over the short, medium, and long term. Its momentum ranking was weak at 29.32th percentile, whereas its value ranking was good at 72.94th percentile; the details of other metrics are <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">available here</a>. 
<figure class="wp-block-image size-large"><a href="https://www.benzinga.com/report/SMCI"><img loading="lazy" decoding="async" width="1024" height="148" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/07035019/SMCI-Edge-new-1024x148.png" alt="" class="wp-image-904986" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/07035019/SMCI-Edge-new-1024x148.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/07035019/SMCI-Edge-new-300x43.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/07035019/SMCI-Edge-new-768x111.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/07035019/SMCI-Edge-new.png 1207w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
Read Next:
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<li><a href="https://www.benzinga.com/markets/futures/25/05/45220427/cathie-wood-bucks-consensus-predicts-economic-boom-and-broad-bull-market-the-opportunity-is-now">Cathie Wood Bucks Consensus, Predicts Economic Boom And Broad Bull Market: &#8216;The Opportunity Is Now&#8217;</a></li>
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Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Photo courtesy: CryptoFX / Shutterstock.com

SMCI Issues Strong Q4 Revenue Outlook, Expects Nvidia's Blackwell To Fuel Growth

Press Releases

Super Micro Computer Long-Term Shareholder Announcement: Johnson Fistel Encourages Investors to Reach Out For More Information About Continuing Investigation

Legal

Investor Alert: Super Micro Computer, Marqeta, SentinelOne, and New Fortress Energy: Johnson Fistel, PLLP Investigates Claims on Behalf of Investors

SteelDome and Supermicro Unite to Power AI-Driven, Hyperconverged Infrastructure from the Edge to the Enterprise

Investor Alert: Super Micro Computer, Marqeta, SentinelOne, and ON Semiconductor Corporation: Johnson Fistel, LLP Investigates Claims on Behalf of Investors

Supermicro Provides Third Quarter Fiscal 2025 Business Update and Preliminary Financial Results

Investor Alert: Super Micro Computer, Methode Electronics, Inc., SentinelOne, and New Fortress Energy: Johnson Fistel, PLLP Investigates Claims on Behalf of Investors

Supermicro Announces Third Quarter Fiscal Year 2025 Financial Results

Supermicro Announces Participation in Upcoming Investor Events

Supermicro Delivers Best-In-Class Cost and Density Per Server Instance with the New MicroCloud, a Multi-Node Solution for Lightweight Entry Class Workloads Powered by AMD EPYC™ 4005 Series Processors

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