1. Super Micro Computer reported mixed Q1/FY2025 results with weaker-than-expected sales; 2. Improved margins and decent cash generation helped offset the sales shortfall; 3. Disappointing second quarter guidance with sales and EPS below consensus expectations; 4. Weak sales outlook attributed to limited availability of Nvidia's next-generation GPUs; 5. Stock upgraded to 'Hold' despite nearly 50% decline from initial 'Sell' recommendation.
Related Articles
- STH Weekly Newsletters You Want to Subscribe in Q1 20254 months ago
- MikroTik RDS2216 Inbound with 20x U.2 NVMe and 100GbE on Arm5 months ago
- STH Weekly Newsletters You Want to Subscribe in Q4 20247 months ago
- ASRock Rack 6U8X-EGS2 H200 NVIDIA HGX H200 AI Server Review7 months ago
- NuScale: Improvements, But The $13B Market Cap Is Not Justifiedabout 5 hours ago
- Supermicro SYS-112C-TN Review 1P Intel Xeon 6 1U Server4 months ago
- Seagate's 24TB IronWolf Pro is only $399 for World Backup Day4 months ago
- World Backup Day: A reminder to protect against data loss4 months ago
- STH Q1 2025 Letter from the Editor Re-calibration and Expansion4 months ago
- Super Micro: The Dust Has Settled And A Comeback Is Coming (Rating Upgrade)4 months ago