SMCI is reporting tomorrow. Here’s what to expect

On By Littum

AI (Artificial Intelligence) plays Super Micro Computer (SMCI) is ready to release its Q2 FY25 results on February 11th. The SMCI share has achieved over 56% over the past three months, driven by technological advances and strategic partnerships, including its collaboration with NVIDIA (NVDA). Wall Street analysts expect the company to report a $ 0.61 earnings. Share, reflecting an increase of 9% over the year.

Maximize your portfolio with data -driven insight:

  • Take advantage of the power of TiPranks’ Smart Score, a data -driven tool to help you uncover top priesting shares and make informed investment decisions.
  • Monitor your stock choices and compare them with Top Wall Street analysts’ recommendations with your smart portfolio

Meanwhile, revenue is expected to rise by 172% from the same quarter last year and reached $ 5.77 billion, according to data from TiPrank’s prognosis side.

It is important to emphasize that SMCI’s accounting problems are lasting for months. Following the delay in the submission of financial reports, NASDAQ warned that it must submit finances before February 25 or for a deliver. With growing legislative pressure, the key question is whether SMCI can overcome these challenges, deliver strong earnings and maintain its share price rally.

Analysts’ view of SMCI in front of Q2 results

At the forefront of SMCIS Q2 results, Loop Capital Markets analyst Ananda Baruah has increased his price target for Super Micro from $ 35 to $ 40 while maintaining a purchase rating. The five-star analyst considers SMCI an “important company in an important space” that benefits from growth drivers, such as solving its SEC archiving delays and strong basic conditions. The company quoted the expected ramp-up of Nvidia’s (NVDA) next generation of Blackwell AI chips as a remarkable catalyst that could further accelerate Super Micro’s growth.

Analyst Baruah emphasized that Super Micro Computer’s two largest customers have ambitious plans for 2025, which should be a significant benefit to SMCI. An important example is Coreweave, which plans to double its data centers from 30 by the end of 2024 to 60 in 2025.

Meanwhile, a few other analysts remain skeptical of SMCI shares due to several uncertainties, including timely archiving of financial reports and continued listing of NASDAQ. In December, analysts at Goldman Sachs and Wedbush repeated a holding of the Supermicro share.

Options expect a big step

With the help of TIPRANKS ‘OPTIONS Tools, we can see what options dealers expect from the share immediately after its earnings report. The expected earnings movement is determined by calculating the DE-MONEY-TRADE of the options closest to the expiry following the earnings announcement. If this sounds complicated, don’t worry, the setting tool does this for you.

In fact, it is currently saying options expect a 20.12% feature in both directions.

Is SMCI Stock a purchase?

The stock with Super Micro Computer has a consensus rating among five Wall Street analysts. This rating is based on a purchase, three possessions and a sales recommendation issued in the last three months. The average SMCI price target of $ 29.75 involves an 18% downward risk from the current levels.

See more SMCI -Analytics Reviews

Disclosure