Sharemaestro Newsreel

Logitech Says Shareholders Approve Fiscal 2026 Dividend Increase

Logitech Shareholders Approve All Board Proposals, Including Increased Dividend, at 2026 Annual General Meeting

LAUSANNE, Switzerland & SAN JOSE, Calif., September 08, 2026--(BUSINESS WIRE)--Logitech International (SIX: LOGN) (Nasdaq: LOGI) today announced that during its annual general meeting (AGM) the Company's shareholders approved a Fiscal Year 2026 cash dividend of CHF 1.36 per share - an increase of CHF …

Super Micro Climbs 4%, Hewlett Packard Enterprise Advances 5%: Is the Margin Beat Already Guided Away?

Quick Read SMCI surged 4% on an 18% non-GAAP gross margin beat, but management has already guided the current quarter back down to just 10 to 11%. HPE outpaced SMCI on no fresh catalyst, while Dell lifted its fiscal 2027 revenue guide to $192 …

SMCI Outworks Its Peers And Costs Less

Photo by geralt on Pixabay In the world of AI hardware, one company is delivering top-tier growth from the bargain bin, forcing investors to ask if the market sees a flaw they are missing. Super Micro Computer builds the high-powered servers at the heart …

Investors Heavily Search Super Micro Computer, Inc. (SMCI): Here is What You Need to Know

Super Micro Computer (SMCI) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term. Shares of this server technology company have returned …

Don’t Fall for Supermicro’s Margin Magic: The Company Already Said It’s Temporary

Quick Read SMCI's 17.6% non-GAAP gross margin crushed the 8% guidance, but CFO David Weigand attributed 75% of the gain to deferred contracts, calling it non-recurring. Management's own next-quarter guidance of 10% to 11% gross margin signals the Q4 spike won't repeat, even as …

Logitech Unveils MX Keypad for Developers: The Customizable Multi-App AI Control Center

Master your AI workflow, with instant access to agents and coding tools Works Across Multiple AI Coding Tools and IDEs: Execute prompt macros, refactor code and launch commands across GitHub Copilot, Claude Code, VS Code and IntelliJ IDEA. Uniquely Customizable: Any key can be …

Super Micro Has Gained 35% in 2026. What Would It Take to Get SMCI Stock Up to $50?

Quick Read SMCI trades near $40 after crushing Q4 estimates with $1.70 EPS versus a $0.96 consensus and booking $60 billion in new orders. Dell surged 320% and HPE 118% because both converted AI demand into strong cash flow while SMCI burned $7 billion …

Warum die Aktie von Super Micro Computer (SMCI) um 6,8 % gestiegen ist, nachdem das Unternehmen gemeinsam mit NVIDIA der „Secure AI Factory“ von Cisco beigetreten ist

Supermicro's Revenue Boom Just Ran Into a Profit Test

This article first appeared on GuruFocus. Super Micro Computer Inc. (SMCI, Financials) is not lacking demand. The AI server division recorded $39.1 billion in sales in fiscal 2026, up from $22 billion a year earlier, and set a record backlog at the start of …

Hardware & Infrastructure Stocks Q2 Teardown: Super Micro (NASDAQ:SMCI) Vs The Rest

Hardware & Infrastructure Stocks Q2 Teardown: Super Micro (NASDAQ:SMCI) Vs The Rest The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let's take a look at how Super …

SMCI Rises 29% Year to Date: Time to Buy, Sell or Hold the Stock?

Super Micro Computer SMCI shares have gained 29.3% year to date compared with the Zacks Computer and Technology sector and Zacks Computer – Storage Devices industry's appreciation of 16% and 221.3%, respectively SMCI YTD Performance ChartZacks Investment Research Image Source: Zacks Investment Research Despite …

Can VRT's UIG Deal Deepen Its AI Power Edge Over APH & SMCI?

Vertiv VRT has agreed to acquire UtilityInnovation Group (UIG) for approximately $1.45 billion in cash at closing, with additional consideration tied to future performance. The acquisition is expected to strengthen Vertiv's position in the rapidly expanding artificial intelligence (AI) data-center infrastructure market by adding …

Zacks Industry Outlook Highlights Logitech International, Immersion and TransAct Technologies

For Immediate Release Chicago, IL – September 3, 2026 – Today, Zacks Equity Research discusses Logitech International S.A. LOGI, Immersion Corp. IMMR and TransAct Technologies Inc TACT. Industry: Computer Equipment Link: https://www.zacks.com/commentary/2983533/3-computer-peripheral-equipment-stocks-to-watch-amid-industry-woes The near-term outlook for companies in the Zacks Computer-Peripheral Equipment industry remains …

Fast-paced Momentum Stock Super Micro (SMCI) Is Still Trading at a Bargain

Momentum investing is essentially an exception to the idea of "buying low and selling high." Investors following this style of investing are usually not interested in betting on cheap stocks and waiting long for them to recover. Instead, they believe that "buying high and …

Why Super Micro Computer Stock Took Off in August

Shares of AI server leader Super Micro Computer (NASDAQ: SMCI) rallied 31.3% in August, according to data from S&P Global Market Intelligence. Super Micro reported its fiscal fourth-quarter results in August, delivering an earnings beat and an impressive outlook for the year ahead. Furthermore, …

Super Micro Computer (SMCI) Joins A Major Enterprise AI Infrastructure Build

Super Micro Computer (NasdaqGS:SMCI) announced a new partnership with Cisco to supply high density liquid and air cooled compute systems for AI infrastructure. The company's systems will be integrated into Cisco's Secure AI Factory architecture, which uses NVIDIA technologies for enterprise, neocloud and sovereign …

Nvidia, AMD and SMCI Test Key Levels as Rates Stay High

NVDA Technical AnalysisDaily price chart for NVDA highlighting the $215.00 support level and the 10-year Treasury yield at 4.796%. Source: TradingView The premarket for Nvidia is slightly positive after a somewhat negative couple of days. Ultimately, we have bounced from the $215 level, and …

The Zacks Analyst Blog Highlights NVIDIA, Super Micro Computer, Semtech, SiTime and Keysight Technologies

For Immediate Release Chicago, IL – September 2, 2026 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in …

Bull of the Day: Super Micro Computer (SMCI)

Super Micro Computer Company Overview Zacks Rank #1 (Strong Buy) stock Super Micro Computer (SMCI) designs and manufactures high-performance, energy-efficient, server and storage solutions. The Delaware-based company designs, develops, and manufactures server and storage systems optimized for data centers, cloud computing, artificial intelligence, and …

Should You Buy Super Micro Computer (SMCI) After Golden Cross?

From a technical perspective, Super Micro Computer, Inc. (SMCI) is looking like an interesting pick, as it just reached a key level of support. SMCI's 50-day simple moving average crossed above its 200-day simple moving average, which is known as a "golden cross" in …

Nvidia, Apple and SMCI Technical Outlook After Tech Selloff

Nvidia Technical AnalysisNVDA trades at 217.55 above the 50 EMA and the 215.00 horizontal level, with the 200 EMA trending upward near 196.34. Source: TradingView. Nvidia looks like it's going to start to try to recover as we are up a little bit in …

Super Micro Stock And 2 AI Infrastructure Names Trading Below Fair Value

With US PCE inflation steady at 3.7% and core PCE at 3.3% as of July, the focus is firmly on how reliably companies can turn revenue into cash. Markets are watching central banks, yet some stocks on the Undervalued Stocks Based On Cash Flows …

Why Is Logitech (LOGI) Down 2.7% Since Last Earnings Report?

A month has gone by since the last earnings report for Logitech (LOGI). Shares have lost about 2.7% in that time frame, underperforming the S&P 500. Will the recent negative trend continue leading up to its next earnings release, or is Logitech due for …

What Could Super Micro Computer (SMCI) Gain From This AI Infrastructure Partnership?

Super Micro Computer (NasdaqGS:SMCI) is expanding its AI infrastructure partnership with Cisco and NVIDIA to deliver integrated rack scale solutions for neocloud and sovereign cloud customers. The collaboration incorporates Supermicro high density, liquid cooled and air cooled servers into Cisco's Secure AI Factory infrastructure …

Prediction: SMCI Stock Will Hit $60 on This Date

Quick Read SMCI books $60 billion in new quarterly orders and guides fiscal 2027 revenue to $72 billion, yet shares trade at just 10x forward earnings. Enterprise revenue surged 172% YoY and gross margin recovered to 18% in Q4, suggesting analysts anchoring to prior-quarter …

SMCI vs. NTAP: Which Stock Is the Better Value Option?

Investors interested in Computer- Storage Devices stocks are likely familiar with Super Micro Computer (SMCI) and NetApp (NTAP). But which of these two stocks presents investors with the better value opportunity right now? Let's take a closer look. There are plenty of strategies for …

Zacks.com featured highlights Super Micro Computer, State Street and Pinnacle West Capital

For Immediate Release Chicago, IL – August 26, 2026 – Stocks in this week's Super Micro Computer, Inc. SMCI, State Street Corp. STT and Pinnacle West Capital Corp. PNW 3 Stocks with Sustainable Sales Growth Worth Buying Now U.S. equities have remained firmly in …

Super Micro Computer climbs 9% on Cisco partnership

[Server room background] piranka/E+ via Getty Images Shares of Super Micro Computer (SMCI [https://seekingalpha.com/symbol/SMCI]) climbed just over 9% on Tuesday. The stock closed at $38.46, gaining $3.29 after the AI server and IT infrastructure company announced a new partnership with Cisco to expand its …

SMCI's Backlogs are Growing at a Record Pace: What's Ahead?

Super Micro Computer's SMCI exposure to AI infrastructure remains a central growth driver. Fiscal 2026 revenues rose 78% to $39.1 billion, and management said more than $60 billion of new orders were received in the fourth quarter, leaving a record backlog heading into fiscal …

Super Micro Surges 8% as Taiwan Indicts Employees but Not the Company, Dell Climbs 4%

Quick Read SMCI surged 8% and DELL climbed 4% after Taiwan's indictment targeted nine individuals rather than the companies, clearing corporate liability concerns. SOXX gained 1% confirming a hardware-led rebound, with NVDA's August 26 earnings the next potential catalyst to reprice AI server stocks. …

Logitech Spot Just Made the Workplace Actually Responsive

Ten New Partner Integrations with Logitech Spot Turn Offices into Intelligent Ecosystems Smart technology integrations with ten industry partners transform room data from Logitech Spot into automated, AI-driven workplace experiences Spot enables partner platforms to power air quality, lighting, and room scheduling changes to …

Super Micro (SMCI) Stock Trades Down, Here Is Why

Super Micro (SMCI) Stock Trades Down, Here Is Why What Happened? Shares of server solutions provider Super Micro (NASDAQ:SMCI) fell 4.8% in the afternoon session after Taiwanese prosecutors indicted nine individuals, including two employees of the company's Taiwan unit, over an alleged scheme to …

Super Micro Computer (SMCI)’s Guidance Just Crushed Estimates. Can it Outrun its Legal Troubles?

On August 11, 2026, Super Micro Computer, Inc. (NASDAQ:SMCI) forecast revenue of $14.5 billion to $15.5 billion for the first quarter of FY27, topping even the highest analyst estimate of $13.3 billion. The company continues to ride surging demand for AI servers built around …

Supermicro's 60% Rally Is Starting to Unwind

This article first appeared on GuruFocus. Super Micro Computer Inc. (SMCI, Financials) is giving back some of a recent monstrous spike as investors re-evaluate the worries surrounding the AI server maker. Warning! GuruFocus has detected 5 Warning Signs with SMCI. Is SMCI fairly valued? …

Super Micro Computer stock plunges. Why the post-earnings rally is losing steam

This article first appeared on GuruFocus. Super Micro Computer (NASDAQ:SMCI) shares dropped about 5% Monday as investors continued to unwind gains from the server maker's recent rally. The stock had climbed roughly 60% around its Aug. 11 fiscal fourth-quarter results. While adjusted earnings of …