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Supermicro joins Nasdaq 100 Index amid growth

EditorNatashya Angelica
Published 07/15/2024, 11:40 AM
SMCI
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SAN JOSE, Calif. - Super Micro Computer, Inc. (NASDAQ: NASDAQ:SMCI), known for its IT solutions in AI, Cloud, Storage, and 5G/Edge, has been added to the Nasdaq 100 Index. The inclusion in the index, which features 100 of the largest non-financial companies on the Nasdaq, reflects Supermicro's recent performance and market impact.

The Nasdaq 100 Index requires its constituents to hold a minimum weighting of 0.1%, a criterion Supermicro recently met, following a period of record highs for the company. Supermicro's President and CEO, Charles Liang, remarked that their entry into the index is recognition of the company's dedication to innovation and customer service, as well as its commitment to sustainable growth and shareholder value.

Supermicro's growth trajectory has included significant achievements such as being listed on the S&P 500 and experiencing a notable increase in revenue year-over-year. The company has been actively investing in technology and focusing on customer-centric solutions. Moreover, Supermicro has expanded its manufacturing capabilities to meet increasing demand and improve customer productivity.

With a mission to deliver first-to-market innovation, the company has been a key player in Enterprise, Cloud, AI, and 5G Telco/Edge IT Infrastructure. Supermicro designs and manufactures a wide range of products in-house, including server, AI, storage, IoT, and switch systems, as well as software and support services. The company emphasizes green computing, aiming to reduce environmental impact through its Server Building Block Solutions®.

While Supermicro's recent press release highlights its ambitions to increase market share with its DLC solutions, this article focuses on the factual achievement of its inclusion in the Nasdaq 100 Index. The information presented here is based on a press release statement from Supermicro, Inc.

In other recent news, Super Micro Computer has been the subject of positive analyst projections from Barclays, which maintains a $1,000 price target on the company. Barclays anticipates an in-line revenue report for the June quarter and expects better-than-expected revenue guidance for the September quarter, primarily due to the deployment of liquid cooling technologies in AI clouds.

The firm also suggests that Super Micro Computer could surpass its conservative gross margin guidance for the June quarter, potentially resulting in earnings per share that exceed current expectations.

The company's competitive position is deemed strong, especially as the industry transitions into the Blackwell era, a period marked by Super Micro Computer's leading role in liquid cooling technology. Super Micro Computer's allocation of shares for the GB200 is expected to foster further growth in the second half of fiscal year 2025 and beyond.

Super Micro Computer and Nvidia Corporation (NASDAQ:NVDA) have been making significant strides in the artificial intelligence sector, with Super Micro being the focus of Wall Street firms. The company's growth is expected to be driven by Tier 2 Cloud providers and high-end enterprises, including Tesla (NASDAQ:TSLA).

In other news, the FTSE Russell is preparing for its annual reconstitution, with a significant surge in artificial intelligence-related stocks, including Super Micro Computer and Nvidia, expected to heavily influence the new makeup of its benchmark indexes.

These are among the recent developments in the tech sector.

InvestingPro Insights

Super Micro Computer, Inc. (NASDAQ: SMCI) has not only made headlines with its Nasdaq 100 Index inclusion but also presents an intriguing financial profile according to the latest data from InvestingPro. A robust Revenue Growth of 79.79% over the last twelve months as of Q3 2024 underscores the company's expanding market presence. This growth is further exemplified by a staggering 200.01% quarterly revenue growth in Q3 2024, signaling a strong performance in the recent period.

InvestingPro Tips indicate that analysts are bullish about Supermicro's future, with 11 analysts having revised their earnings upwards for the upcoming period, suggesting confidence in the company's ability to sustain its growth trajectory.

Moreover, the company is trading at a low P/E ratio relative to near-term earnings growth, with a P/E ratio of 47.13 and a PEG Ratio of 0.73 as of Q3 2024, hinting at a potentially undervalued stock in light of its earnings growth potential.

Despite concerns over weak gross profit margins, with a Gross Profit Margin of 15.97% as of Q3 2024, Supermicro's market capitalization has reached a robust 53.28 billion USD, reflecting investor confidence in the company's market position and its role as a prominent player in the Technology Hardware, Storage & Peripherals industry.

For readers interested in a deeper dive into Supermicro's financials and future outlook, InvestingPro offers additional insights. There are 17 more InvestingPro Tips available for Super Micro Computer, Inc., which can be accessed for further analysis and investment considerations.

Investors looking to leverage these insights can use the exclusive coupon code PRONEWS24 to get up to 10% off a yearly Pro and a yearly or biyearly Pro+ subscription at InvestingPro.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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