Sharemaestro Newsreel

Dell, HPE gain pre-market as SMCI posts blowout revenue guidance

Investing.com -- Super Micro Computer projected fiscal 2027 revenue of $65–$72 billion, shattering analysts' average estimate of $52.50 billion and sending its shares up roughly 9% in pre-market trading Wednesday. Dell Technologies (NYSE: DELL) and Hewlett Packard Enterprise (NYSE: HPE) are rising in sympathy …

The Old Fear-Based Paradigm Around Memory Cyclicality is Dead, So I’m Buying Micron

Quick Read Micron's HBM ships under multi-year, non-cancellable hyperscaler contracts, structurally ending the commodity memory boom-bust cycle that spooked investors for decades. MU guides for $50 billion in Q4 revenue and trades at a forward P/E of 6, backed by $18 billion in quarterly …

illumynt Appoints Matt Popieniuck as Vice President of Customer Success & Delivery

28-year Dell Technologies veteran, most recently leading services sustainability strategy, joins to own end-to-end program execution as illumynt scales its AI hardware lifecycle business BURLINGTON, Mass., August 12, 2026--(BUSINESS WIRE)--illumynt, a technology-driven leader in AI hardware lifecycle recovery and IT asset disposition (ITAD), today …

3 of Wall Street’s Favorite Stocks to Research Further

3 of Wall Street's Favorite Stocks to Research Further The stocks in this article have caught Wall Street's attention in a big way, with price targets implying returns above 20%. But investors should take these forecasts with a grain of salt because analysts typically …

CoreWeave, Super Micro climb on signs of sustained AI buildout

By Akriti Shah Aug 12 (Reuters) - Shares of CoreWeave and Super Micro Computer climbed premarket on Wednesday after ‌upbeat forecasts from the two AI infrastructure companies ‌reinforced demand expectations for computing capacity. Shares of neocloud provider CoreWeave rose more ​than 18%, with peer …

Super Micro targets $65B-$72B FY 2027 revenue as it guides Q1 sales of $14.5B-$15.5B

Earnings Call Insights: Super Micro Computer, Inc. (SMCI) Q4 fiscal 2026 MANAGEMENT VIEW * "Fiscal year 2026 was a historic milestone for Super Micro as we nearly doubled our revenue year-over-year, growing from $22 billion last year to $39 billion fiscal year '26." (Founder, …

Stocks Supported by Renewed Middle East Optimism

The S&P 500 Index ($SPX) (SPY) today is up +0.04%, the Dow Jones Industrial Average ($DOWI) (DIA) is up +0.32%, and the Nasdaq 100 Index ($IUXX) (QQQ) is down -0.07%. September E-mini S&P futures (ESU26) are up +0.02%, and September E-mini Nasdaq futures (NQU26) …

Super Micro Computer (SMCI) Q4 Earnings and Revenues Top Estimates

Super Micro Computer (SMCI) came out with quarterly earnings of $1.7 per share, beating the Zacks Consensus Estimate of $0.68 per share. This compares to earnings of $0.41 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents …

Super Micro Computer stock surges 9% as guidance shatters expectations

Investing.com -- Super Micro Computer Inc. (NASDAQ: SMCI) sent shares rallying 9% after reporting robust fourth-quarter profits and issuing aggressive forward guidance that blew past Wall Street consensus. The blowout outlook served as a sharp positive surprise for investors, who had braced for headwind …

Super Micro Stock Climbs as Earnings Soar Past Expectations

Super Micro reported adjusted earnings of $1.70 per share, compared to the 92 cents per share analysts were expecting. Continue Reading

Super Micro (NASDAQ:SMCI) Beats Q2 CY2026 Non-GAAP EPS Estimates, Stock Soars 9.7%

Server solutions provider Super Micro (NASDAQ:SMCI) missed Wall Street's revenue expectations in Q2 CY2026, but sales rose 93.2% year on year to $11.12 billion. On the other hand, next quarter's outlook exceeded expectations with revenue guided to $15 billion at the midpoint, or 26.7% …

Super Micro Computer pops on strong outlook

[Supermicro headquarters in San Jose, California, USA] JHVEPhoto Super Micro Computer (SMCI [https://seekingalpha.com/symbol/SMCI]) shares rose 8% in extended trading on Tuesday after the artificial intelligence server maker offered up guidance for the coming fiscal first quarter that was well above Wall Street's forecast. For …

Super Micro Computer Non-GAAP EPS of $1.70 beats by $0.74, revenue of $11.12B misses by $440M

* Super Micro Computer press release [https://seekingalpha.com/pr/20615668-supermicro-announces-fourth-quarter-and-full-fiscal-year-2026-financial-results] (SMCI [https://seekingalpha.com/symbol/SMCI]): Q4 Non-GAAP EPS of $1.70 beats by $0.74. * Revenue of $11.12B (+91.7% Y/Y) misses by $440M. * As of June 30, 2026, total cash and cash equivalents was $7.5 billion and total bank debt …

Chasing NVIDIA? Western Digital May Be the Smarter AI Bet

With the rise of artificial intelligence (AI), NVIDIA Corporation NVDA has emerged as a prime beneficiary, with its shares soaring and helping the company surpass a $5-trillion market capitalization. The rally has been fueled by incessant demand for NVIDIA's advanced chips and CUDA software …

DELL is Overvalued at 21.92X P/E: Should You Still Buy the Stock?

Dell Technologies DELL shares are trading at a premium, as suggested by a Value Score of C. In terms of the forward 12-month price/earnings (P/E), DELL is trading at 21.92X, higher than the broader Zacks Computer and Technology sector's 21.59X. Dell is trading at …

Seagate Technology Gains From AI Boom: Is Long-Term Growth Secured?

Seagate Technology Holdings plc STX is emerging as a direct beneficiary of artificial intelligence ("AI") workload proliferation, with rising data storage needs creating a durable demand tailwind. A key factor is Seagate's data center business, which accounted for 89% of total exabyte shipments in …

WDC Q2 Deep Dive: Market Reacts to Inventory Build Despite Strong AI-Driven Demand

WDC Q2 Deep Dive: Market Reacts to Inventory Build Despite Strong AI-Driven Demand Leading data storage manufacturer Western Digital (NASDAQ: WDC) reported Q2 CY2026 results beating Wall Street's revenue expectations , with sales up 43.8% year on year to $3.75 billion. Guidance for next …

Can Micron's Take-or-Pay Deals Improve Revenue Growth Visibility?

Micron Technology, Inc. MU is using take-or-pay agreements to make its memory business more predictable. The strategy is important because DRAM and NAND markets have historically been highly cyclical, with revenues and profits changing sharply as memory prices and supply conditions move. Micron's new …

SK Hynix Has Suffered Post-IPO as Memory Flags: A Wall Street Pro Remains Sanguine With 160% Returns Predicted

Quick Read SK Hynix dropped 20% post-IPO from $168 to $135 as a broader AI selloff triggered limit-down trading in South Korea's Nextrade system. Macquarie's Daniel Kim sets a Street-high $355 target on SKHY, implying 162% upside from its near-monopoly position supplying NVDA's AI …

Super Micro Computer Q4 26 Earnings Conference Call At 5:00 PM ET

(RTTNews) - Super Micro Computer Inc. (SMCI) will host a conference call at 5:00 PM ET on August 11, 2026, to discuss Q4 26 earnings results. To access the live webcast, log on to https://ir.supermicro.com/events-and-presentations/default.aspx The views and opinions expressed herein are the views …

Super Micro Already Told Us Its Revenue, Its Margins, and Its Orders. Tuesday's Report Has One Number Left.

Key Points Supermicro's July 21 preliminary update put fiscal fourth-quarter revenue near the low end of its $11.0 billion to $12.5 billion guidance. Preliminary gross margin of 15% to 17% is roughly double the 8.2% to 8.4% management guided for the quarter. The company …

Dell (DELL) Stock May Be Undervalued On A Huge Five Year Run

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Dell Technologies stock has delivered very strong long term returns, yet current valuation checks still suggest the shares may trade below an estimate …

What Does Super Micro Computer (SMCI) Winning A Gigawatt AI Data Center Mean?

Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Super Micro Computer (NasdaqGS: SMCI) has announced a new collaboration to build a gigawatt-scale data center for SpaceX and xAI. The project is positioned …

Western Digital (WDC) Is Down 17.6% After AI-Fueled Earnings Surge And Dividend Boost - Has The Bull Case Changed?

Western Digital reported fourth-quarter 2026 sales of US$3,747 million and net income of US$3,195 million, with full-year sales reaching US$12.92 billion and net income US$9.42 billion, alongside a US$0.15 per-share cash dividend declared for payment in September 2026. Management highlighted that AI customers are …

The Next Breakout For This Tech Stock Could Be Hiding in Plain Sight

Quick Read SanDisk (SNDK) surged 2,879% over the past year, pulled back 30%, and now offers 55% upside to our $1,882.90 high-conviction BUY target. Micron (MU) carries a $991B market cap versus SanDisk's $177B, while SanDisk's 84.6% gross margin far outpaces Western Digital (WDC) …

Super Micro Faces a $60 Billion Earnings Test

This article first appeared on GuruFocus. Super Micro Computer Inc. (SMCI, Financials), the AI server maker, heads into earnings with investors weighing softer revenue against a much stronger profit picture. Warning! GuruFocus has detected 5 Warning Signs with SMCI. Is SMCI fairly valued? Test …

Super Micro Rises 4% Ahead of Earnings; HPE Gains 4%, Dell Climbs 3% as AI Server Stocks Advance

Quick Read SMCI rose 4% ahead of earnings, dragging HPE up 4% and Dell up 3%, yet SMCI still sits 27% below year-ago levels. IYW's flat close confirms a server-specific rotation, while NVDA's push into integrated AI systems raises supply-chain dependency questions for SMCI. …

Super Micro Computer Q4 earnings preview: Order backlog, margin expansion and cash flow in focus

[Supermicro headquarters in San Jose, California, USA] JHVEPhoto Super Micro Computer (SMCI [https://seekingalpha.com/symbol/SMCI]) is scheduled to announce Q4 earnings results on Tuesday, August 11th, after the market closes. Wall Street expects the San Jose, Calif.-based company to post EPS of $0.96 on revenue of …

Does STX Stock Still Have More Room to Run After Solid Q4 Earnings?

Seagate Technology Holdings plc STX has delivered dramatic turnarounds in the AI-driven storage space in 2026. The fiscal fourth quarter was a record quarter for profitability and cash flow, driven by strong data center demand, faster HAMR adoption and value-based pricing. The company generated …

Western Digital Aktie: 13-Prozent-Rutsch wegen Ausblick

Super Micro Computer Continues Its 3-Month Fall: One Wall Street Bull’s Thesis Predicts 55% Upside From Here

Quick Read One bull sees 55% upside for SMCI, citing $60 billion in new orders and gross margins rebounding from 6% to nearly 10%. DELL surged 264% and HPE jumped 124% year to date on AI server demand, while SMCI lags under a company-specific …

Sandisk Has Surged More Than 3,000% in 12 Months. Is a Stock Split Coming?

Key Points Sandisk has become a prime stock-split candidate after an extraordinary 3,000%+ rally pushed its share price into quadruple digits, even though the company has not announced any plans. A stock split wouldn't change Sandisk's business or its value. The real investment story …

Western Digital Aktie: 55 bis 56 Prozent Margenprognose

Memory Sector Stocks Are Down 30% or More From Their Highs, But These 2 Are Worth Buying Now

Key Points Western Digital's sharp pullback looks more like a valuation reset than a sign of weakening fundamentals. Silicon Motion offers a different way to play the AI storage trend, backed by rapid revenue growth and new AI-focused products. Select names with solid execution …

Super Micro Computer Landed $60 Billion in Orders Last Quarter, but Trades at Just $30

Key Points Supermicro booked more than $60 billion in new AI server orders in one quarter and expects significantly higher gross margins (15% to 17%). The market remains cautious because some orders are not firm commitments. The company is raising $7 billion through equity-related …

Where Will Dell Technologies Stock Be in 3 Years?

Dell Technologies(NYSE: DELL) has turned out to be a solid investment over the past three years, clocking impressive gains of 120% as of this writing and beating the tech-laden Nasdaq-100 Technology Sector index's jump of just 14% by a big margin. However, a closer …