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nukewind
2025-02-24
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Weekly Winners | Super Micro Soars 17%; Analog Devices Rallies 11%; Texas Instruments Gains 10%; Constellation Jumps 8%
nukewind
2025-02-16
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Super Micro Computer: Why A Breakout Move Higher Could Surprise The Bears
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stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1740276244,"share":"https://ttm.financial/m/news/1167614426?lang=en_US&edition=fundamental","pubTime":"2025-02-23 10:04","market":"us","language":"en","title":"Weekly Winners | Super Micro Soars 17%; Analog Devices Rallies 11%; Texas Instruments Gains 10%; Constellation Jumps 8%","url":"https://stock-news.laohu8.com/highlight/detail?id=1167614426","media":"Tiger Newspress","summary":"This week, which stocks lagged or dragged?","content":"<html><head></head><body><blockquote><p>This week, which stocks lagged or dragged? <em>Weekly Winners</em> column keeps up with market trends, helping Tigers sort out the week's hottest sectors, stock winners and important news.</p></blockquote><p>Below are top 10 S&P 500 stock gainers for the week ended December 6:</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e3f807bd71cf037573f942797b7baee1\" tg-width=\"1080\" tg-height=\"1571\"/></p><h3 id=\"id_1117753552\">Super Micro Computer Rally Rolls on After Rosy 2026 Revenue Forecast</h3><p><a href=\"https://laohu8.com/S/SMCI\">Super Micro Computer</a> shares soared 16% Tuesday, putting it on pace to extend its streak of gains since the company predicted significant sales growth in 2026 driven by demand for artificial intelligence servers. The stock is up 17% weekly.</p><p>Super Micro Computer CEO Charles Liang called for revenue to reach $40 billion in 2026, 60% more than what the company projects in 2025, as demand grows for infrastructure to support AI.</p><h3 id=\"id_2364982198\">Analog Devices Leads Chip Stocks Higher After Results; Lam Unveils New Products</h3><p> <a href=\"https://laohu8.com/S/ADI\">Analog Devices</a> rose 10%, leading chips stocks higher on Wednesday after its positive quarterly results and outlook kept analysts bullish, while Lam Research made key announcements alongside its investor day.</p><p>The analysts said the first-quarter sales of $2.4B were 3.1% above Street estimates. The second-quarter guidance of $2.5B was raised 2.2% above consensus of $2.4B, as management highlighted a gradual improvement in bookings during the quarter, with strength in Industrial and Auto positioning ADI to grow sequentially and year-over-year in its fiscal second quarter.</p><p style=\"text-align: left;\">The company also noted that it increased stock buyback authorization by $10B, bringing the total remaining authorization to about $11.5B.</p><p>Separately, chip equipment maker <a href=\"https://laohu8.com/S/LRCX\">Lam Research</a> rose about 1% on Wednesday after the company unveiled ALTUS Halo and Akara.</p><p>In addition, Lam noted at its investor event that it plans to return over 85% of FCF in the near term, Benzinga reported.</p><p>Other semiconductor stocks: <a href=\"https://laohu8.com/S/TXN\">Texas Instruments</a> +5%, <a href=\"https://laohu8.com/S/MCHP\">Microchip Technology</a> +10%, <a href=\"https://laohu8.com/S/MRVL\">Marvell Technology</a> +4%.</p><h3 id=\"id_271287338\">Toymaker Hasbro Unveils New Growth Plan; 2025 Revenue Forecast Underwhelms</h3><p> <a href=\"https://laohu8.com/S/HAS\">Hasbro</a> laid out a $1 billion cost-savings plan on Thursday as the U.S. toymaker navigates subdued demand for its products, sending its shares up about 13% despite a lackluster annual revenue forecast.</p><p>In its new strategic plan, the Nerf gun and Play-Doh maker will also target an average of mid-single digit revenue growth and 50-100 basis points of annual operating profit margin improvement through 2027.</p><p>"Hasbro's new 'Playing to Win' strategy takes a page from Lego's playbook, aiming for growth through franchises, tapping into the 'kidult' market, and expanding its appeal to girls and emerging markets," said Zak Stambor, an analyst with eMarketer.</p><h3 id=\"id_822770522\">Devon Energy Beats Q4 Earnings, Raises Quarterly Dividend</h3><p> <a href=\"https://laohu8.com/S/DVN\">Devon</a> reported fourth-quarter financial results Tuesday after the bell. Here’s a rundown of the report. Shares up 8% this week.</p><p style=\"text-align: start;\">Q4 Earnings: Devon Energy reported fourth-quarter earnings of $1.16 per share, beating analyst estimates of $1.00 per share, according to Benzinga Pro.</p><p style=\"text-align: start;\">Devon said oil production reached 398,000 barrels per day during the quarter, about 3% ahead of the company's previous guidance. The company said it generated $1.7 billion in operating cash flow and $738 million in free cash flow during the quarter.</p><p style=\"text-align: start;\">Devon returned $444 million to shareholders through dividends and repurchases during the quarter. The company repurchased $300 million of its common stock in the quarter and raised its quarterly fixed dividend to 24 cents per share, up from 15 cents per share previously. Devon ended the quarter with a cash balance of $846 million.</p><h3 id=\"id_66972036\">Berkshire Takes Swig of Modelo Maker Constellation; Cuts BofA, Citigroup</h3><p>Warren Buffett's Berkshire Hathaway last Friday disclosed a new investment in alcoholic beverages producer <a href=\"https://laohu8.com/S/STZ\">Constellation</a>, and said it has reduced its holdings in four banks, including Citigroup and Bank of America.</p><p>Berkshire owned $1.24 billion of Constellation stock at year end, after purchasing 5.62 million shares in the fourth quarter.</p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Weekly Winners | Super Micro Soars 17%; Analog Devices Rallies 11%; Texas Instruments Gains 10%; Constellation Jumps 8%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWeekly Winners | Super Micro Soars 17%; Analog Devices Rallies 11%; Texas Instruments Gains 10%; Constellation Jumps 8%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2025-02-23 10:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>This week, which stocks lagged or dragged? <em>Weekly Winners</em> column keeps up with market trends, helping Tigers sort out the week's hottest sectors, stock winners and important news.</p></blockquote><p>Below are top 10 S&P 500 stock gainers for the week ended December 6:</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e3f807bd71cf037573f942797b7baee1\" tg-width=\"1080\" tg-height=\"1571\"/></p><h3 id=\"id_1117753552\">Super Micro Computer Rally Rolls on After Rosy 2026 Revenue Forecast</h3><p><a href=\"https://laohu8.com/S/SMCI\">Super Micro Computer</a> shares soared 16% Tuesday, putting it on pace to extend its streak of gains since the company predicted significant sales growth in 2026 driven by demand for artificial intelligence servers. The stock is up 17% weekly.</p><p>Super Micro Computer CEO Charles Liang called for revenue to reach $40 billion in 2026, 60% more than what the company projects in 2025, as demand grows for infrastructure to support AI.</p><h3 id=\"id_2364982198\">Analog Devices Leads Chip Stocks Higher After Results; Lam Unveils New Products</h3><p> <a href=\"https://laohu8.com/S/ADI\">Analog Devices</a> rose 10%, leading chips stocks higher on Wednesday after its positive quarterly results and outlook kept analysts bullish, while Lam Research made key announcements alongside its investor day.</p><p>The analysts said the first-quarter sales of $2.4B were 3.1% above Street estimates. The second-quarter guidance of $2.5B was raised 2.2% above consensus of $2.4B, as management highlighted a gradual improvement in bookings during the quarter, with strength in Industrial and Auto positioning ADI to grow sequentially and year-over-year in its fiscal second quarter.</p><p style=\"text-align: left;\">The company also noted that it increased stock buyback authorization by $10B, bringing the total remaining authorization to about $11.5B.</p><p>Separately, chip equipment maker <a href=\"https://laohu8.com/S/LRCX\">Lam Research</a> rose about 1% on Wednesday after the company unveiled ALTUS Halo and Akara.</p><p>In addition, Lam noted at its investor event that it plans to return over 85% of FCF in the near term, Benzinga reported.</p><p>Other semiconductor stocks: <a href=\"https://laohu8.com/S/TXN\">Texas Instruments</a> +5%, <a href=\"https://laohu8.com/S/MCHP\">Microchip Technology</a> +10%, <a href=\"https://laohu8.com/S/MRVL\">Marvell Technology</a> +4%.</p><h3 id=\"id_271287338\">Toymaker Hasbro Unveils New Growth Plan; 2025 Revenue Forecast Underwhelms</h3><p> <a href=\"https://laohu8.com/S/HAS\">Hasbro</a> laid out a $1 billion cost-savings plan on Thursday as the U.S. toymaker navigates subdued demand for its products, sending its shares up about 13% despite a lackluster annual revenue forecast.</p><p>In its new strategic plan, the Nerf gun and Play-Doh maker will also target an average of mid-single digit revenue growth and 50-100 basis points of annual operating profit margin improvement through 2027.</p><p>"Hasbro's new 'Playing to Win' strategy takes a page from Lego's playbook, aiming for growth through franchises, tapping into the 'kidult' market, and expanding its appeal to girls and emerging markets," said Zak Stambor, an analyst with eMarketer.</p><h3 id=\"id_822770522\">Devon Energy Beats Q4 Earnings, Raises Quarterly Dividend</h3><p> <a href=\"https://laohu8.com/S/DVN\">Devon</a> reported fourth-quarter financial results Tuesday after the bell. Here’s a rundown of the report. Shares up 8% this week.</p><p style=\"text-align: start;\">Q4 Earnings: Devon Energy reported fourth-quarter earnings of $1.16 per share, beating analyst estimates of $1.00 per share, according to Benzinga Pro.</p><p style=\"text-align: start;\">Devon said oil production reached 398,000 barrels per day during the quarter, about 3% ahead of the company's previous guidance. The company said it generated $1.7 billion in operating cash flow and $738 million in free cash flow during the quarter.</p><p style=\"text-align: start;\">Devon returned $444 million to shareholders through dividends and repurchases during the quarter. The company repurchased $300 million of its common stock in the quarter and raised its quarterly fixed dividend to 24 cents per share, up from 15 cents per share previously. Devon ended the quarter with a cash balance of $846 million.</p><h3 id=\"id_66972036\">Berkshire Takes Swig of Modelo Maker Constellation; Cuts BofA, Citigroup</h3><p>Warren Buffett's Berkshire Hathaway last Friday disclosed a new investment in alcoholic beverages producer <a href=\"https://laohu8.com/S/STZ\">Constellation</a>, and said it has reduced its holdings in four banks, including Citigroup and Bank of America.</p><p>Berkshire owned $1.24 billion of Constellation stock at year end, after purchasing 5.62 million shares in the fourth quarter.</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MCHP":"微芯科技","SMCI":"超微电脑","HSY":"好时","BAX":"百特国际","ADI":"亚德诺","SJM":"斯马克","DVN":"德文能源","HAS":"孩之宝","TXN":"德州仪器","STZ":"星座品牌"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167614426","content_text":"This week, which stocks lagged or dragged? Weekly Winners column keeps up with market trends, helping Tigers sort out the week's hottest sectors, stock winners and important news.Below are top 10 S&P 500 stock gainers for the week ended December 6:Super Micro Computer Rally Rolls on After Rosy 2026 Revenue ForecastSuper Micro Computer shares soared 16% Tuesday, putting it on pace to extend its streak of gains since the company predicted significant sales growth in 2026 driven by demand for artificial intelligence servers. The stock is up 17% weekly.Super Micro Computer CEO Charles Liang called for revenue to reach $40 billion in 2026, 60% more than what the company projects in 2025, as demand grows for infrastructure to support AI.Analog Devices Leads Chip Stocks Higher After Results; Lam Unveils New Products Analog Devices rose 10%, leading chips stocks higher on Wednesday after its positive quarterly results and outlook kept analysts bullish, while Lam Research made key announcements alongside its investor day.The analysts said the first-quarter sales of $2.4B were 3.1% above Street estimates. The second-quarter guidance of $2.5B was raised 2.2% above consensus of $2.4B, as management highlighted a gradual improvement in bookings during the quarter, with strength in Industrial and Auto positioning ADI to grow sequentially and year-over-year in its fiscal second quarter.The company also noted that it increased stock buyback authorization by $10B, bringing the total remaining authorization to about $11.5B.Separately, chip equipment maker Lam Research rose about 1% on Wednesday after the company unveiled ALTUS Halo and Akara.In addition, Lam noted at its investor event that it plans to return over 85% of FCF in the near term, Benzinga reported.Other semiconductor stocks: Texas Instruments +5%, Microchip Technology +10%, Marvell Technology +4%.Toymaker Hasbro Unveils New Growth Plan; 2025 Revenue Forecast Underwhelms Hasbro laid out a $1 billion cost-savings plan on Thursday as the U.S. toymaker navigates subdued demand for its products, sending its shares up about 13% despite a lackluster annual revenue forecast.In its new strategic plan, the Nerf gun and Play-Doh maker will also target an average of mid-single digit revenue growth and 50-100 basis points of annual operating profit margin improvement through 2027.\"Hasbro's new 'Playing to Win' strategy takes a page from Lego's playbook, aiming for growth through franchises, tapping into the 'kidult' market, and expanding its appeal to girls and emerging markets,\" said Zak Stambor, an analyst with eMarketer.Devon Energy Beats Q4 Earnings, Raises Quarterly Dividend Devon reported fourth-quarter financial results Tuesday after the bell. Here’s a rundown of the report. Shares up 8% this week.Q4 Earnings: Devon Energy reported fourth-quarter earnings of $1.16 per share, beating analyst estimates of $1.00 per share, according to Benzinga Pro.Devon said oil production reached 398,000 barrels per day during the quarter, about 3% ahead of the company's previous guidance. The company said it generated $1.7 billion in operating cash flow and $738 million in free cash flow during the quarter.Devon returned $444 million to shareholders through dividends and repurchases during the quarter. The company repurchased $300 million of its common stock in the quarter and raised its quarterly fixed dividend to 24 cents per share, up from 15 cents per share previously. Devon ended the quarter with a cash balance of $846 million.Berkshire Takes Swig of Modelo Maker Constellation; Cuts BofA, CitigroupWarren Buffett's Berkshire Hathaway last Friday disclosed a new investment in alcoholic beverages producer Constellation, and said it has reduced its holdings in four banks, including Citigroup and Bank of America.Berkshire owned $1.24 billion of Constellation stock at year end, after purchasing 5.62 million shares in the fourth quarter.","news_type":1,"symbols_score_info":{"MCHP":1.1,"ADI":1.1,"SMCI":1.1,"STZ":1.1,"TXN":1.1,"DVN":1.1,"SJM":1.1,"BAX":1.1,"HSY":1.1,"HAS":1.1}},"isVote":1,"tweetType":1,"viewCount":636,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":404047617032264,"gmtCreate":1739668517311,"gmtModify":1739674312248,"author":{"id":"4182472974115812","authorId":"4182472974115812","name":"nukewind","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4182472974115812","authorIdStr":"4182472974115812"},"themes":[],"title":"","htmlText":" S","listText":" S","text":"S","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/404047617032264","repostId":"1125042221","repostType":2,"repost":{"id":"1125042221","kind":"news","pubTimestamp":1739592000,"share":"https://ttm.financial/m/news/1125042221?lang=en_US&edition=fundamental","pubTime":"2025-02-15 12:00","market":"us","language":"en","title":"Super Micro Computer: Why A Breakout Move Higher Could Surprise The Bears","url":"https://stock-news.laohu8.com/highlight/detail?id=1125042221","media":"Seeking Alpha","summary":"SummarySuper Micro Computer, Inc. investors have avoided getting hammered further, as I explained why its November lows have held on resiliently.The market has turned its attention to Blackwell produc","content":"<html><head></head><body><h2 id=\"id_1503090916\">Summary</h2><ul style=\"\"><li><p>Super Micro Computer, Inc. investors have avoided getting hammered further, as I explained why its November lows have held on resiliently.</p></li><li><p>The market has turned its attention to Blackwell production ramp, diverting its attention from the company's delayed regulatory filings.</p></li><li><p>SMCI still faces a race to meet its compliance with Nasdaq listing requirements, suggesting the coast isn't clear yet.</p></li><li><p>Still, I present my case why the potential prospects of outperforming through 2026 suggests its valuation seems too cheap to ignore.</p></li><li><p>With a possible breakout move higher hovering over the horizon, SMCI investors might consider this an opportune time to double down.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e678235f3d3a4c30f6900e649543eed9\" alt=\"JHVEPhoto\" title=\"JHVEPhoto\" tg-width=\"750\" tg-height=\"500\"/><span>JHVEPhoto</span></p><p>What a remarkable recovery for <strong>Super Micro Computer, Inc.</strong> (NASDAQ:SMCI) (“Supermicro”) stock since my pre-earnings update as I enunciated why risks of a further drawdown have already been contemplated in its valuation. Hence, I’m not a bit surprised with the almost 50% gain as I write this update, as buyers ignored the bearish prognosticators, although the all clear signal hasn’t been given yet.</p><p>While Supermicro management provided a somewhat mixed update at its recent fiscal second quarter FY 2025 prelim release, I believe investors are still awaiting with bated breath on whether the company can successfully file the delayed regulatory filings by February 25 to regain compliance with Nasdaq listing requirements.</p><p>Despite that, the fact that SMCI managed to hold its early February lows is likely indicative of accumulation and not distribution (increased selling intensity from strong hands to weak hands). I believe this is just what dip buyers have been looking for as we inch close to the filing deadline.</p><p>I believe SMCI management’s approach to offering constructive commentary for its business update is apt, focusing on the operational performance, while diverting the attention from the compliance matters. By doing so, it helps to rechannel optimism on its forward outlook, leveraging on $325B in AI hyperscaler CapEx forecasts for 2025.</p><p>I don’t think AI or semiconductor supply chain investors will need a reminder that DeepSeek (DEEPSEEK) has failed to stymie sentiments on building increasingly more capacity for Nvidia-based servers (NVDA). This is even as the possible risks of hyperscalers shifting more workloads toward higher cost-efficient custom chips could increase. Despite that, I believe these efforts serve to mitigate concentration risks with Nvidia, and not likely to supplant NVDA's dominance in the near to medium term.</p><p>Hence, the fact that Supermicro has started Nvidia’s Blackweill AI servers in full production corroborates the confidence in the GPU allocations from the Jensen Huang-led company. Yet, like typical product transitions, being first to market is critical, particularly for businesses like Supermicro’s where sustainable competitive moats are “temporal” at best, as it winds down its Hopper architecture leadership which served it well over the past two years.</p><p>Therefore, I believe the caution in Supermicro’s lowered guidance to a midpoint of $24.25B is justified and reasonable. This is especially true considering the production transition headwinds and also the more intense challenges it’s facing from rivals like Dell (DELL) and Hewlett Packard Enterprise (HPE), as these companies arguably have a more well-established enterprise base.</p><p>As a result, I believe it has placed immense pressure on SMCI to justify its confidence in hitting $40B in revenue for FY 2026, representing a nearly 65% gain from FY 2025’s midpoint projections. The slowdown from FY 2024’s triple digit topline growth is clearly over, although a 60+% upside is still nothing to scoff at. The focus now will understandably be on how fast Supermicro can ramp up its allocations from Nvidia, while navigating the challenges to its gross margins, which could suffer further dilution as it winds down its Hopper sales.</p><p>In other words, the forward outlook isn’t by any means clear, and it seems to be mired with several daunting challenges, even if we assume that the company can file in time and regain compliance with Nasdaq successfully (which remains a big if for now). Hence, I believe the market will remain cagey and circumspect when assessing the forward guidance for Supermicro, as we look more than one FY out, given the potential to pull forward demand by the hyperscalers.</p><p>Hence, it will place increased pressure on SMCI and its rivals to ship as much as possible through CY2026, as the risks of a digestion phase could creep in subsequently. With that in mind, I reckon that it's increasingly vital for SMCI to diversify its exposure to tier two hyperscalers, enterprise customers, or even Sovereign AI opportunities. But, I must also caution that these prospects don’t (yet) offer quite a clear route to another $300B in CapEx investments in the next one or two years. Concerns over AI guardrails, funding, monetization opportunities, and IT budget reallocation will affect the cadence of adoption. The silver lining of having lower AI compute costs in driving broader adoption for application developers and downstream customers could spur renewed vigor in a new growth vector for SMCI. However, the trajectory of the profitability dynamics remain unclear for now.</p><p>Supermicro unveiled that it has priced and raised $700M in new convertible offerings, which, I believe, is necessary to support its near term capacity growth. In addition, the successful adjustment to the $1.7B in convertible senior notes (due 2029) suggests that institutional interest in Supermicro’s financial profile remains resilient, notwithstanding the snafu that has engulfed the company since November last year.</p><p>Furthermore, Wall Street analysts haven’t gone FOMO on Supermicro’s FY 2026 outlook yet, and the cautious posture is palpable. Based on the revised estimates, analysts expect SMCI to post just over $33B, well below the $40B target (18% off) that management has assured us that it has the confidence to achieve. However, I believe the skepticism by Wall Street is apt. I believe it’s unreasonable for us to give full confidence to SMCI’s growth profile, which could be worsened by the introduction of tariffs by President Trump, potentially hitting several corners of its supply chain (including chips). Hence, the concomitant impact on Supermicro’s free cash flow margins could take another unanticipated hit. Investors will be careful into just focusing on topline growth metrics, and will like want to see how the increased direct liquid cooled server ramp with the Blackwell servers could translate into meaningful margins accretion for the company through FY 2026.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/18882d1650cf0e00c2796ab839150d5c\" alt=\"SMCI price chart (weekly, medium-term) (TradingView)\" title=\"SMCI price chart (weekly, medium-term) (TradingView)\" tg-width=\"1280\" tg-height=\"787\"/><span>SMCI price chart (weekly, medium-term) (TradingView)</span></p><p>I was initially very concerned about whether SMCI buyers could hold the pivotal November bottom, which is obviously a hugely important level to defend. It coincides with the 200-week moving average (purple line), so a failure to underpin that level will likely point to more downside ahead for investors to endure.</p><p>Then the report in early February highlighting that Supermicro is on its way to ramping up Blackwell production discernibly helped the stock find a higher support zone just above the $25 level. SMCI has since enjoyed a revival over the past two weeks.</p><p>With a forward PEG ratio of only 0.4, it's clear that SMCI isn’t expensive. However, cheap valuations aside, the focus should now be on whether:</p><ul style=\"\"><li><p>It fully clears Nasdaq compliance to maintain its listing.</p></li><li><p>Sufficient liquidity to ramp up shipments to outcompete peers in production ramp.</p></li><li><p>Garner enough allocations from Nvidia against a stretched supply chain.</p></li><li><p>Can deftly diversify its global production base to navigate possible tariffs, although it’s also expected to hit its rivals, mitigating the inherent impact.</p></li><li><p>Successfully transitions to Blackwell fully and lifting margins as it scales, while winding down its exposure to Hopper.</p></li><li><p>Bolsters its gross margins from the lows in FY 2025, although we might not know until it finishes the entire fiscal year.</p></li></ul><p>Given that the clarity into these headwinds and issues are expected to persist even if SMCI could regain Nasdaq compliance, I expect the stock to remain materially undervalued. Hence, investors expecting SMCI to regain the peak in achieved in early 2024 seems unrealistic, but it should not detract high conviction investors from betting on a breakout above the $50 level, potentially triggering a further recovery.</p><p>Rating; Maintain Buy.</p></body></html>","source":"lsy1728464409321","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Super Micro Computer: Why A Breakout Move Higher Could Surprise The Bears</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSuper Micro Computer: Why A Breakout Move Higher Could Surprise The Bears\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-15 12:00 GMT+8 <a href=https://seekingalpha.com/article/4758478-super-micro-computer-why-a-breakout-move-higher-could-surprise-the-bears><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummarySuper Micro Computer, Inc. investors have avoided getting hammered further, as I explained why its November lows have held on resiliently.The market has turned its attention to Blackwell ...</p>\n\n<a href=\"https://seekingalpha.com/article/4758478-super-micro-computer-why-a-breakout-move-higher-could-surprise-the-bears\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SMCI":"超微电脑"},"source_url":"https://seekingalpha.com/article/4758478-super-micro-computer-why-a-breakout-move-higher-could-surprise-the-bears","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125042221","content_text":"SummarySuper Micro Computer, Inc. investors have avoided getting hammered further, as I explained why its November lows have held on resiliently.The market has turned its attention to Blackwell production ramp, diverting its attention from the company's delayed regulatory filings.SMCI still faces a race to meet its compliance with Nasdaq listing requirements, suggesting the coast isn't clear yet.Still, I present my case why the potential prospects of outperforming through 2026 suggests its valuation seems too cheap to ignore.With a possible breakout move higher hovering over the horizon, SMCI investors might consider this an opportune time to double down.JHVEPhotoWhat a remarkable recovery for Super Micro Computer, Inc. (NASDAQ:SMCI) (“Supermicro”) stock since my pre-earnings update as I enunciated why risks of a further drawdown have already been contemplated in its valuation. Hence, I’m not a bit surprised with the almost 50% gain as I write this update, as buyers ignored the bearish prognosticators, although the all clear signal hasn’t been given yet.While Supermicro management provided a somewhat mixed update at its recent fiscal second quarter FY 2025 prelim release, I believe investors are still awaiting with bated breath on whether the company can successfully file the delayed regulatory filings by February 25 to regain compliance with Nasdaq listing requirements.Despite that, the fact that SMCI managed to hold its early February lows is likely indicative of accumulation and not distribution (increased selling intensity from strong hands to weak hands). I believe this is just what dip buyers have been looking for as we inch close to the filing deadline.I believe SMCI management’s approach to offering constructive commentary for its business update is apt, focusing on the operational performance, while diverting the attention from the compliance matters. By doing so, it helps to rechannel optimism on its forward outlook, leveraging on $325B in AI hyperscaler CapEx forecasts for 2025.I don’t think AI or semiconductor supply chain investors will need a reminder that DeepSeek (DEEPSEEK) has failed to stymie sentiments on building increasingly more capacity for Nvidia-based servers (NVDA). This is even as the possible risks of hyperscalers shifting more workloads toward higher cost-efficient custom chips could increase. Despite that, I believe these efforts serve to mitigate concentration risks with Nvidia, and not likely to supplant NVDA's dominance in the near to medium term.Hence, the fact that Supermicro has started Nvidia’s Blackweill AI servers in full production corroborates the confidence in the GPU allocations from the Jensen Huang-led company. Yet, like typical product transitions, being first to market is critical, particularly for businesses like Supermicro’s where sustainable competitive moats are “temporal” at best, as it winds down its Hopper architecture leadership which served it well over the past two years.Therefore, I believe the caution in Supermicro’s lowered guidance to a midpoint of $24.25B is justified and reasonable. This is especially true considering the production transition headwinds and also the more intense challenges it’s facing from rivals like Dell (DELL) and Hewlett Packard Enterprise (HPE), as these companies arguably have a more well-established enterprise base.As a result, I believe it has placed immense pressure on SMCI to justify its confidence in hitting $40B in revenue for FY 2026, representing a nearly 65% gain from FY 2025’s midpoint projections. The slowdown from FY 2024’s triple digit topline growth is clearly over, although a 60+% upside is still nothing to scoff at. The focus now will understandably be on how fast Supermicro can ramp up its allocations from Nvidia, while navigating the challenges to its gross margins, which could suffer further dilution as it winds down its Hopper sales.In other words, the forward outlook isn’t by any means clear, and it seems to be mired with several daunting challenges, even if we assume that the company can file in time and regain compliance with Nasdaq successfully (which remains a big if for now). Hence, I believe the market will remain cagey and circumspect when assessing the forward guidance for Supermicro, as we look more than one FY out, given the potential to pull forward demand by the hyperscalers.Hence, it will place increased pressure on SMCI and its rivals to ship as much as possible through CY2026, as the risks of a digestion phase could creep in subsequently. With that in mind, I reckon that it's increasingly vital for SMCI to diversify its exposure to tier two hyperscalers, enterprise customers, or even Sovereign AI opportunities. But, I must also caution that these prospects don’t (yet) offer quite a clear route to another $300B in CapEx investments in the next one or two years. Concerns over AI guardrails, funding, monetization opportunities, and IT budget reallocation will affect the cadence of adoption. The silver lining of having lower AI compute costs in driving broader adoption for application developers and downstream customers could spur renewed vigor in a new growth vector for SMCI. However, the trajectory of the profitability dynamics remain unclear for now.Supermicro unveiled that it has priced and raised $700M in new convertible offerings, which, I believe, is necessary to support its near term capacity growth. In addition, the successful adjustment to the $1.7B in convertible senior notes (due 2029) suggests that institutional interest in Supermicro’s financial profile remains resilient, notwithstanding the snafu that has engulfed the company since November last year.Furthermore, Wall Street analysts haven’t gone FOMO on Supermicro’s FY 2026 outlook yet, and the cautious posture is palpable. Based on the revised estimates, analysts expect SMCI to post just over $33B, well below the $40B target (18% off) that management has assured us that it has the confidence to achieve. However, I believe the skepticism by Wall Street is apt. I believe it’s unreasonable for us to give full confidence to SMCI’s growth profile, which could be worsened by the introduction of tariffs by President Trump, potentially hitting several corners of its supply chain (including chips). Hence, the concomitant impact on Supermicro’s free cash flow margins could take another unanticipated hit. Investors will be careful into just focusing on topline growth metrics, and will like want to see how the increased direct liquid cooled server ramp with the Blackwell servers could translate into meaningful margins accretion for the company through FY 2026.SMCI price chart (weekly, medium-term) (TradingView)I was initially very concerned about whether SMCI buyers could hold the pivotal November bottom, which is obviously a hugely important level to defend. It coincides with the 200-week moving average (purple line), so a failure to underpin that level will likely point to more downside ahead for investors to endure.Then the report in early February highlighting that Supermicro is on its way to ramping up Blackwell production discernibly helped the stock find a higher support zone just above the $25 level. SMCI has since enjoyed a revival over the past two weeks.With a forward PEG ratio of only 0.4, it's clear that SMCI isn’t expensive. However, cheap valuations aside, the focus should now be on whether:It fully clears Nasdaq compliance to maintain its listing.Sufficient liquidity to ramp up shipments to outcompete peers in production ramp.Garner enough allocations from Nvidia against a stretched supply chain.Can deftly diversify its global production base to navigate possible tariffs, although it’s also expected to hit its rivals, mitigating the inherent impact.Successfully transitions to Blackwell fully and lifting margins as it scales, while winding down its exposure to Hopper.Bolsters its gross margins from the lows in FY 2025, although we might not know until it finishes the entire fiscal year.Given that the clarity into these headwinds and issues are expected to persist even if SMCI could regain Nasdaq compliance, I expect the stock to remain materially undervalued. Hence, investors expecting SMCI to regain the peak in achieved in early 2024 seems unrealistic, but it should not detract high conviction investors from betting on a breakout above the $50 level, potentially triggering a further recovery.Rating; Maintain Buy.","news_type":1,"symbols_score_info":{"SMCI":1.1}},"isVote":1,"tweetType":1,"viewCount":453,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":404047617032264,"gmtCreate":1739668517311,"gmtModify":1739674312248,"author":{"id":"4182472974115812","authorId":"4182472974115812","name":"nukewind","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4182472974115812","idStr":"4182472974115812"},"themes":[],"title":"","htmlText":" S","listText":" S","text":"S","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/404047617032264","repostId":"1125042221","repostType":2,"repost":{"id":"1125042221","kind":"news","pubTimestamp":1739592000,"share":"https://ttm.financial/m/news/1125042221?lang=en_US&edition=fundamental","pubTime":"2025-02-15 12:00","market":"us","language":"en","title":"Super Micro Computer: Why A Breakout Move Higher Could Surprise The Bears","url":"https://stock-news.laohu8.com/highlight/detail?id=1125042221","media":"Seeking Alpha","summary":"SummarySuper Micro Computer, Inc. investors have avoided getting hammered further, as I explained why its November lows have held on resiliently.The market has turned its attention to Blackwell produc","content":"<html><head></head><body><h2 id=\"id_1503090916\">Summary</h2><ul style=\"\"><li><p>Super Micro Computer, Inc. investors have avoided getting hammered further, as I explained why its November lows have held on resiliently.</p></li><li><p>The market has turned its attention to Blackwell production ramp, diverting its attention from the company's delayed regulatory filings.</p></li><li><p>SMCI still faces a race to meet its compliance with Nasdaq listing requirements, suggesting the coast isn't clear yet.</p></li><li><p>Still, I present my case why the potential prospects of outperforming through 2026 suggests its valuation seems too cheap to ignore.</p></li><li><p>With a possible breakout move higher hovering over the horizon, SMCI investors might consider this an opportune time to double down.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e678235f3d3a4c30f6900e649543eed9\" alt=\"JHVEPhoto\" title=\"JHVEPhoto\" tg-width=\"750\" tg-height=\"500\"/><span>JHVEPhoto</span></p><p>What a remarkable recovery for <strong>Super Micro Computer, Inc.</strong> (NASDAQ:SMCI) (“Supermicro”) stock since my pre-earnings update as I enunciated why risks of a further drawdown have already been contemplated in its valuation. Hence, I’m not a bit surprised with the almost 50% gain as I write this update, as buyers ignored the bearish prognosticators, although the all clear signal hasn’t been given yet.</p><p>While Supermicro management provided a somewhat mixed update at its recent fiscal second quarter FY 2025 prelim release, I believe investors are still awaiting with bated breath on whether the company can successfully file the delayed regulatory filings by February 25 to regain compliance with Nasdaq listing requirements.</p><p>Despite that, the fact that SMCI managed to hold its early February lows is likely indicative of accumulation and not distribution (increased selling intensity from strong hands to weak hands). I believe this is just what dip buyers have been looking for as we inch close to the filing deadline.</p><p>I believe SMCI management’s approach to offering constructive commentary for its business update is apt, focusing on the operational performance, while diverting the attention from the compliance matters. By doing so, it helps to rechannel optimism on its forward outlook, leveraging on $325B in AI hyperscaler CapEx forecasts for 2025.</p><p>I don’t think AI or semiconductor supply chain investors will need a reminder that DeepSeek (DEEPSEEK) has failed to stymie sentiments on building increasingly more capacity for Nvidia-based servers (NVDA). This is even as the possible risks of hyperscalers shifting more workloads toward higher cost-efficient custom chips could increase. Despite that, I believe these efforts serve to mitigate concentration risks with Nvidia, and not likely to supplant NVDA's dominance in the near to medium term.</p><p>Hence, the fact that Supermicro has started Nvidia’s Blackweill AI servers in full production corroborates the confidence in the GPU allocations from the Jensen Huang-led company. Yet, like typical product transitions, being first to market is critical, particularly for businesses like Supermicro’s where sustainable competitive moats are “temporal” at best, as it winds down its Hopper architecture leadership which served it well over the past two years.</p><p>Therefore, I believe the caution in Supermicro’s lowered guidance to a midpoint of $24.25B is justified and reasonable. This is especially true considering the production transition headwinds and also the more intense challenges it’s facing from rivals like Dell (DELL) and Hewlett Packard Enterprise (HPE), as these companies arguably have a more well-established enterprise base.</p><p>As a result, I believe it has placed immense pressure on SMCI to justify its confidence in hitting $40B in revenue for FY 2026, representing a nearly 65% gain from FY 2025’s midpoint projections. The slowdown from FY 2024’s triple digit topline growth is clearly over, although a 60+% upside is still nothing to scoff at. The focus now will understandably be on how fast Supermicro can ramp up its allocations from Nvidia, while navigating the challenges to its gross margins, which could suffer further dilution as it winds down its Hopper sales.</p><p>In other words, the forward outlook isn’t by any means clear, and it seems to be mired with several daunting challenges, even if we assume that the company can file in time and regain compliance with Nasdaq successfully (which remains a big if for now). Hence, I believe the market will remain cagey and circumspect when assessing the forward guidance for Supermicro, as we look more than one FY out, given the potential to pull forward demand by the hyperscalers.</p><p>Hence, it will place increased pressure on SMCI and its rivals to ship as much as possible through CY2026, as the risks of a digestion phase could creep in subsequently. With that in mind, I reckon that it's increasingly vital for SMCI to diversify its exposure to tier two hyperscalers, enterprise customers, or even Sovereign AI opportunities. But, I must also caution that these prospects don’t (yet) offer quite a clear route to another $300B in CapEx investments in the next one or two years. Concerns over AI guardrails, funding, monetization opportunities, and IT budget reallocation will affect the cadence of adoption. The silver lining of having lower AI compute costs in driving broader adoption for application developers and downstream customers could spur renewed vigor in a new growth vector for SMCI. However, the trajectory of the profitability dynamics remain unclear for now.</p><p>Supermicro unveiled that it has priced and raised $700M in new convertible offerings, which, I believe, is necessary to support its near term capacity growth. In addition, the successful adjustment to the $1.7B in convertible senior notes (due 2029) suggests that institutional interest in Supermicro’s financial profile remains resilient, notwithstanding the snafu that has engulfed the company since November last year.</p><p>Furthermore, Wall Street analysts haven’t gone FOMO on Supermicro’s FY 2026 outlook yet, and the cautious posture is palpable. Based on the revised estimates, analysts expect SMCI to post just over $33B, well below the $40B target (18% off) that management has assured us that it has the confidence to achieve. However, I believe the skepticism by Wall Street is apt. I believe it’s unreasonable for us to give full confidence to SMCI’s growth profile, which could be worsened by the introduction of tariffs by President Trump, potentially hitting several corners of its supply chain (including chips). Hence, the concomitant impact on Supermicro’s free cash flow margins could take another unanticipated hit. Investors will be careful into just focusing on topline growth metrics, and will like want to see how the increased direct liquid cooled server ramp with the Blackwell servers could translate into meaningful margins accretion for the company through FY 2026.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/18882d1650cf0e00c2796ab839150d5c\" alt=\"SMCI price chart (weekly, medium-term) (TradingView)\" title=\"SMCI price chart (weekly, medium-term) (TradingView)\" tg-width=\"1280\" tg-height=\"787\"/><span>SMCI price chart (weekly, medium-term) (TradingView)</span></p><p>I was initially very concerned about whether SMCI buyers could hold the pivotal November bottom, which is obviously a hugely important level to defend. It coincides with the 200-week moving average (purple line), so a failure to underpin that level will likely point to more downside ahead for investors to endure.</p><p>Then the report in early February highlighting that Supermicro is on its way to ramping up Blackwell production discernibly helped the stock find a higher support zone just above the $25 level. SMCI has since enjoyed a revival over the past two weeks.</p><p>With a forward PEG ratio of only 0.4, it's clear that SMCI isn’t expensive. However, cheap valuations aside, the focus should now be on whether:</p><ul style=\"\"><li><p>It fully clears Nasdaq compliance to maintain its listing.</p></li><li><p>Sufficient liquidity to ramp up shipments to outcompete peers in production ramp.</p></li><li><p>Garner enough allocations from Nvidia against a stretched supply chain.</p></li><li><p>Can deftly diversify its global production base to navigate possible tariffs, although it’s also expected to hit its rivals, mitigating the inherent impact.</p></li><li><p>Successfully transitions to Blackwell fully and lifting margins as it scales, while winding down its exposure to Hopper.</p></li><li><p>Bolsters its gross margins from the lows in FY 2025, although we might not know until it finishes the entire fiscal year.</p></li></ul><p>Given that the clarity into these headwinds and issues are expected to persist even if SMCI could regain Nasdaq compliance, I expect the stock to remain materially undervalued. Hence, investors expecting SMCI to regain the peak in achieved in early 2024 seems unrealistic, but it should not detract high conviction investors from betting on a breakout above the $50 level, potentially triggering a further recovery.</p><p>Rating; Maintain Buy.</p></body></html>","source":"lsy1728464409321","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Super Micro Computer: Why A Breakout Move Higher Could Surprise The Bears</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSuper Micro Computer: Why A Breakout Move Higher Could Surprise The Bears\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-15 12:00 GMT+8 <a href=https://seekingalpha.com/article/4758478-super-micro-computer-why-a-breakout-move-higher-could-surprise-the-bears><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummarySuper Micro Computer, Inc. investors have avoided getting hammered further, as I explained why its November lows have held on resiliently.The market has turned its attention to Blackwell ...</p>\n\n<a href=\"https://seekingalpha.com/article/4758478-super-micro-computer-why-a-breakout-move-higher-could-surprise-the-bears\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SMCI":"超微电脑"},"source_url":"https://seekingalpha.com/article/4758478-super-micro-computer-why-a-breakout-move-higher-could-surprise-the-bears","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125042221","content_text":"SummarySuper Micro Computer, Inc. investors have avoided getting hammered further, as I explained why its November lows have held on resiliently.The market has turned its attention to Blackwell production ramp, diverting its attention from the company's delayed regulatory filings.SMCI still faces a race to meet its compliance with Nasdaq listing requirements, suggesting the coast isn't clear yet.Still, I present my case why the potential prospects of outperforming through 2026 suggests its valuation seems too cheap to ignore.With a possible breakout move higher hovering over the horizon, SMCI investors might consider this an opportune time to double down.JHVEPhotoWhat a remarkable recovery for Super Micro Computer, Inc. (NASDAQ:SMCI) (“Supermicro”) stock since my pre-earnings update as I enunciated why risks of a further drawdown have already been contemplated in its valuation. Hence, I’m not a bit surprised with the almost 50% gain as I write this update, as buyers ignored the bearish prognosticators, although the all clear signal hasn’t been given yet.While Supermicro management provided a somewhat mixed update at its recent fiscal second quarter FY 2025 prelim release, I believe investors are still awaiting with bated breath on whether the company can successfully file the delayed regulatory filings by February 25 to regain compliance with Nasdaq listing requirements.Despite that, the fact that SMCI managed to hold its early February lows is likely indicative of accumulation and not distribution (increased selling intensity from strong hands to weak hands). I believe this is just what dip buyers have been looking for as we inch close to the filing deadline.I believe SMCI management’s approach to offering constructive commentary for its business update is apt, focusing on the operational performance, while diverting the attention from the compliance matters. By doing so, it helps to rechannel optimism on its forward outlook, leveraging on $325B in AI hyperscaler CapEx forecasts for 2025.I don’t think AI or semiconductor supply chain investors will need a reminder that DeepSeek (DEEPSEEK) has failed to stymie sentiments on building increasingly more capacity for Nvidia-based servers (NVDA). This is even as the possible risks of hyperscalers shifting more workloads toward higher cost-efficient custom chips could increase. Despite that, I believe these efforts serve to mitigate concentration risks with Nvidia, and not likely to supplant NVDA's dominance in the near to medium term.Hence, the fact that Supermicro has started Nvidia’s Blackweill AI servers in full production corroborates the confidence in the GPU allocations from the Jensen Huang-led company. Yet, like typical product transitions, being first to market is critical, particularly for businesses like Supermicro’s where sustainable competitive moats are “temporal” at best, as it winds down its Hopper architecture leadership which served it well over the past two years.Therefore, I believe the caution in Supermicro’s lowered guidance to a midpoint of $24.25B is justified and reasonable. This is especially true considering the production transition headwinds and also the more intense challenges it’s facing from rivals like Dell (DELL) and Hewlett Packard Enterprise (HPE), as these companies arguably have a more well-established enterprise base.As a result, I believe it has placed immense pressure on SMCI to justify its confidence in hitting $40B in revenue for FY 2026, representing a nearly 65% gain from FY 2025’s midpoint projections. The slowdown from FY 2024’s triple digit topline growth is clearly over, although a 60+% upside is still nothing to scoff at. The focus now will understandably be on how fast Supermicro can ramp up its allocations from Nvidia, while navigating the challenges to its gross margins, which could suffer further dilution as it winds down its Hopper sales.In other words, the forward outlook isn’t by any means clear, and it seems to be mired with several daunting challenges, even if we assume that the company can file in time and regain compliance with Nasdaq successfully (which remains a big if for now). Hence, I believe the market will remain cagey and circumspect when assessing the forward guidance for Supermicro, as we look more than one FY out, given the potential to pull forward demand by the hyperscalers.Hence, it will place increased pressure on SMCI and its rivals to ship as much as possible through CY2026, as the risks of a digestion phase could creep in subsequently. With that in mind, I reckon that it's increasingly vital for SMCI to diversify its exposure to tier two hyperscalers, enterprise customers, or even Sovereign AI opportunities. But, I must also caution that these prospects don’t (yet) offer quite a clear route to another $300B in CapEx investments in the next one or two years. Concerns over AI guardrails, funding, monetization opportunities, and IT budget reallocation will affect the cadence of adoption. The silver lining of having lower AI compute costs in driving broader adoption for application developers and downstream customers could spur renewed vigor in a new growth vector for SMCI. However, the trajectory of the profitability dynamics remain unclear for now.Supermicro unveiled that it has priced and raised $700M in new convertible offerings, which, I believe, is necessary to support its near term capacity growth. In addition, the successful adjustment to the $1.7B in convertible senior notes (due 2029) suggests that institutional interest in Supermicro’s financial profile remains resilient, notwithstanding the snafu that has engulfed the company since November last year.Furthermore, Wall Street analysts haven’t gone FOMO on Supermicro’s FY 2026 outlook yet, and the cautious posture is palpable. Based on the revised estimates, analysts expect SMCI to post just over $33B, well below the $40B target (18% off) that management has assured us that it has the confidence to achieve. However, I believe the skepticism by Wall Street is apt. I believe it’s unreasonable for us to give full confidence to SMCI’s growth profile, which could be worsened by the introduction of tariffs by President Trump, potentially hitting several corners of its supply chain (including chips). Hence, the concomitant impact on Supermicro’s free cash flow margins could take another unanticipated hit. Investors will be careful into just focusing on topline growth metrics, and will like want to see how the increased direct liquid cooled server ramp with the Blackwell servers could translate into meaningful margins accretion for the company through FY 2026.SMCI price chart (weekly, medium-term) (TradingView)I was initially very concerned about whether SMCI buyers could hold the pivotal November bottom, which is obviously a hugely important level to defend. It coincides with the 200-week moving average (purple line), so a failure to underpin that level will likely point to more downside ahead for investors to endure.Then the report in early February highlighting that Supermicro is on its way to ramping up Blackwell production discernibly helped the stock find a higher support zone just above the $25 level. SMCI has since enjoyed a revival over the past two weeks.With a forward PEG ratio of only 0.4, it's clear that SMCI isn’t expensive. However, cheap valuations aside, the focus should now be on whether:It fully clears Nasdaq compliance to maintain its listing.Sufficient liquidity to ramp up shipments to outcompete peers in production ramp.Garner enough allocations from Nvidia against a stretched supply chain.Can deftly diversify its global production base to navigate possible tariffs, although it’s also expected to hit its rivals, mitigating the inherent impact.Successfully transitions to Blackwell fully and lifting margins as it scales, while winding down its exposure to Hopper.Bolsters its gross margins from the lows in FY 2025, although we might not know until it finishes the entire fiscal year.Given that the clarity into these headwinds and issues are expected to persist even if SMCI could regain Nasdaq compliance, I expect the stock to remain materially undervalued. Hence, investors expecting SMCI to regain the peak in achieved in early 2024 seems unrealistic, but it should not detract high conviction investors from betting on a breakout above the $50 level, potentially triggering a further recovery.Rating; Maintain Buy.","news_type":1,"symbols_score_info":{"SMCI":1.1}},"isVote":1,"tweetType":1,"viewCount":453,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":406864864079992,"gmtCreate":1740360042399,"gmtModify":1740361462752,"author":{"id":"4182472974115812","authorId":"4182472974115812","name":"nukewind","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4182472974115812","idStr":"4182472974115812"},"themes":[],"title":"","htmlText":"O","listText":"O","text":"O","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/406864864079992","repostId":"1167614426","repostType":2,"repost":{"id":"1167614426","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1740276244,"share":"https://ttm.financial/m/news/1167614426?lang=en_US&edition=fundamental","pubTime":"2025-02-23 10:04","market":"us","language":"en","title":"Weekly Winners | Super Micro Soars 17%; Analog Devices Rallies 11%; Texas Instruments Gains 10%; Constellation Jumps 8%","url":"https://stock-news.laohu8.com/highlight/detail?id=1167614426","media":"Tiger Newspress","summary":"This week, which stocks lagged or dragged?","content":"<html><head></head><body><blockquote><p>This week, which stocks lagged or dragged? <em>Weekly Winners</em> column keeps up with market trends, helping Tigers sort out the week's hottest sectors, stock winners and important news.</p></blockquote><p>Below are top 10 S&P 500 stock gainers for the week ended December 6:</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e3f807bd71cf037573f942797b7baee1\" tg-width=\"1080\" tg-height=\"1571\"/></p><h3 id=\"id_1117753552\">Super Micro Computer Rally Rolls on After Rosy 2026 Revenue Forecast</h3><p><a href=\"https://laohu8.com/S/SMCI\">Super Micro Computer</a> shares soared 16% Tuesday, putting it on pace to extend its streak of gains since the company predicted significant sales growth in 2026 driven by demand for artificial intelligence servers. The stock is up 17% weekly.</p><p>Super Micro Computer CEO Charles Liang called for revenue to reach $40 billion in 2026, 60% more than what the company projects in 2025, as demand grows for infrastructure to support AI.</p><h3 id=\"id_2364982198\">Analog Devices Leads Chip Stocks Higher After Results; Lam Unveils New Products</h3><p> <a href=\"https://laohu8.com/S/ADI\">Analog Devices</a> rose 10%, leading chips stocks higher on Wednesday after its positive quarterly results and outlook kept analysts bullish, while Lam Research made key announcements alongside its investor day.</p><p>The analysts said the first-quarter sales of $2.4B were 3.1% above Street estimates. The second-quarter guidance of $2.5B was raised 2.2% above consensus of $2.4B, as management highlighted a gradual improvement in bookings during the quarter, with strength in Industrial and Auto positioning ADI to grow sequentially and year-over-year in its fiscal second quarter.</p><p style=\"text-align: left;\">The company also noted that it increased stock buyback authorization by $10B, bringing the total remaining authorization to about $11.5B.</p><p>Separately, chip equipment maker <a href=\"https://laohu8.com/S/LRCX\">Lam Research</a> rose about 1% on Wednesday after the company unveiled ALTUS Halo and Akara.</p><p>In addition, Lam noted at its investor event that it plans to return over 85% of FCF in the near term, Benzinga reported.</p><p>Other semiconductor stocks: <a href=\"https://laohu8.com/S/TXN\">Texas Instruments</a> +5%, <a href=\"https://laohu8.com/S/MCHP\">Microchip Technology</a> +10%, <a href=\"https://laohu8.com/S/MRVL\">Marvell Technology</a> +4%.</p><h3 id=\"id_271287338\">Toymaker Hasbro Unveils New Growth Plan; 2025 Revenue Forecast Underwhelms</h3><p> <a href=\"https://laohu8.com/S/HAS\">Hasbro</a> laid out a $1 billion cost-savings plan on Thursday as the U.S. toymaker navigates subdued demand for its products, sending its shares up about 13% despite a lackluster annual revenue forecast.</p><p>In its new strategic plan, the Nerf gun and Play-Doh maker will also target an average of mid-single digit revenue growth and 50-100 basis points of annual operating profit margin improvement through 2027.</p><p>"Hasbro's new 'Playing to Win' strategy takes a page from Lego's playbook, aiming for growth through franchises, tapping into the 'kidult' market, and expanding its appeal to girls and emerging markets," said Zak Stambor, an analyst with eMarketer.</p><h3 id=\"id_822770522\">Devon Energy Beats Q4 Earnings, Raises Quarterly Dividend</h3><p> <a href=\"https://laohu8.com/S/DVN\">Devon</a> reported fourth-quarter financial results Tuesday after the bell. Here’s a rundown of the report. Shares up 8% this week.</p><p style=\"text-align: start;\">Q4 Earnings: Devon Energy reported fourth-quarter earnings of $1.16 per share, beating analyst estimates of $1.00 per share, according to Benzinga Pro.</p><p style=\"text-align: start;\">Devon said oil production reached 398,000 barrels per day during the quarter, about 3% ahead of the company's previous guidance. The company said it generated $1.7 billion in operating cash flow and $738 million in free cash flow during the quarter.</p><p style=\"text-align: start;\">Devon returned $444 million to shareholders through dividends and repurchases during the quarter. The company repurchased $300 million of its common stock in the quarter and raised its quarterly fixed dividend to 24 cents per share, up from 15 cents per share previously. Devon ended the quarter with a cash balance of $846 million.</p><h3 id=\"id_66972036\">Berkshire Takes Swig of Modelo Maker Constellation; Cuts BofA, Citigroup</h3><p>Warren Buffett's Berkshire Hathaway last Friday disclosed a new investment in alcoholic beverages producer <a href=\"https://laohu8.com/S/STZ\">Constellation</a>, and said it has reduced its holdings in four banks, including Citigroup and Bank of America.</p><p>Berkshire owned $1.24 billion of Constellation stock at year end, after purchasing 5.62 million shares in the fourth quarter.</p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Weekly Winners | Super Micro Soars 17%; Analog Devices Rallies 11%; Texas Instruments Gains 10%; Constellation Jumps 8%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWeekly Winners | Super Micro Soars 17%; Analog Devices Rallies 11%; Texas Instruments Gains 10%; Constellation Jumps 8%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2025-02-23 10:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>This week, which stocks lagged or dragged? <em>Weekly Winners</em> column keeps up with market trends, helping Tigers sort out the week's hottest sectors, stock winners and important news.</p></blockquote><p>Below are top 10 S&P 500 stock gainers for the week ended December 6:</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e3f807bd71cf037573f942797b7baee1\" tg-width=\"1080\" tg-height=\"1571\"/></p><h3 id=\"id_1117753552\">Super Micro Computer Rally Rolls on After Rosy 2026 Revenue Forecast</h3><p><a href=\"https://laohu8.com/S/SMCI\">Super Micro Computer</a> shares soared 16% Tuesday, putting it on pace to extend its streak of gains since the company predicted significant sales growth in 2026 driven by demand for artificial intelligence servers. The stock is up 17% weekly.</p><p>Super Micro Computer CEO Charles Liang called for revenue to reach $40 billion in 2026, 60% more than what the company projects in 2025, as demand grows for infrastructure to support AI.</p><h3 id=\"id_2364982198\">Analog Devices Leads Chip Stocks Higher After Results; Lam Unveils New Products</h3><p> <a href=\"https://laohu8.com/S/ADI\">Analog Devices</a> rose 10%, leading chips stocks higher on Wednesday after its positive quarterly results and outlook kept analysts bullish, while Lam Research made key announcements alongside its investor day.</p><p>The analysts said the first-quarter sales of $2.4B were 3.1% above Street estimates. The second-quarter guidance of $2.5B was raised 2.2% above consensus of $2.4B, as management highlighted a gradual improvement in bookings during the quarter, with strength in Industrial and Auto positioning ADI to grow sequentially and year-over-year in its fiscal second quarter.</p><p style=\"text-align: left;\">The company also noted that it increased stock buyback authorization by $10B, bringing the total remaining authorization to about $11.5B.</p><p>Separately, chip equipment maker <a href=\"https://laohu8.com/S/LRCX\">Lam Research</a> rose about 1% on Wednesday after the company unveiled ALTUS Halo and Akara.</p><p>In addition, Lam noted at its investor event that it plans to return over 85% of FCF in the near term, Benzinga reported.</p><p>Other semiconductor stocks: <a href=\"https://laohu8.com/S/TXN\">Texas Instruments</a> +5%, <a href=\"https://laohu8.com/S/MCHP\">Microchip Technology</a> +10%, <a href=\"https://laohu8.com/S/MRVL\">Marvell Technology</a> +4%.</p><h3 id=\"id_271287338\">Toymaker Hasbro Unveils New Growth Plan; 2025 Revenue Forecast Underwhelms</h3><p> <a href=\"https://laohu8.com/S/HAS\">Hasbro</a> laid out a $1 billion cost-savings plan on Thursday as the U.S. toymaker navigates subdued demand for its products, sending its shares up about 13% despite a lackluster annual revenue forecast.</p><p>In its new strategic plan, the Nerf gun and Play-Doh maker will also target an average of mid-single digit revenue growth and 50-100 basis points of annual operating profit margin improvement through 2027.</p><p>"Hasbro's new 'Playing to Win' strategy takes a page from Lego's playbook, aiming for growth through franchises, tapping into the 'kidult' market, and expanding its appeal to girls and emerging markets," said Zak Stambor, an analyst with eMarketer.</p><h3 id=\"id_822770522\">Devon Energy Beats Q4 Earnings, Raises Quarterly Dividend</h3><p> <a href=\"https://laohu8.com/S/DVN\">Devon</a> reported fourth-quarter financial results Tuesday after the bell. Here’s a rundown of the report. Shares up 8% this week.</p><p style=\"text-align: start;\">Q4 Earnings: Devon Energy reported fourth-quarter earnings of $1.16 per share, beating analyst estimates of $1.00 per share, according to Benzinga Pro.</p><p style=\"text-align: start;\">Devon said oil production reached 398,000 barrels per day during the quarter, about 3% ahead of the company's previous guidance. The company said it generated $1.7 billion in operating cash flow and $738 million in free cash flow during the quarter.</p><p style=\"text-align: start;\">Devon returned $444 million to shareholders through dividends and repurchases during the quarter. The company repurchased $300 million of its common stock in the quarter and raised its quarterly fixed dividend to 24 cents per share, up from 15 cents per share previously. Devon ended the quarter with a cash balance of $846 million.</p><h3 id=\"id_66972036\">Berkshire Takes Swig of Modelo Maker Constellation; Cuts BofA, Citigroup</h3><p>Warren Buffett's Berkshire Hathaway last Friday disclosed a new investment in alcoholic beverages producer <a href=\"https://laohu8.com/S/STZ\">Constellation</a>, and said it has reduced its holdings in four banks, including Citigroup and Bank of America.</p><p>Berkshire owned $1.24 billion of Constellation stock at year end, after purchasing 5.62 million shares in the fourth quarter.</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MCHP":"微芯科技","SMCI":"超微电脑","HSY":"好时","BAX":"百特国际","ADI":"亚德诺","SJM":"斯马克","DVN":"德文能源","HAS":"孩之宝","TXN":"德州仪器","STZ":"星座品牌"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167614426","content_text":"This week, which stocks lagged or dragged? Weekly Winners column keeps up with market trends, helping Tigers sort out the week's hottest sectors, stock winners and important news.Below are top 10 S&P 500 stock gainers for the week ended December 6:Super Micro Computer Rally Rolls on After Rosy 2026 Revenue ForecastSuper Micro Computer shares soared 16% Tuesday, putting it on pace to extend its streak of gains since the company predicted significant sales growth in 2026 driven by demand for artificial intelligence servers. The stock is up 17% weekly.Super Micro Computer CEO Charles Liang called for revenue to reach $40 billion in 2026, 60% more than what the company projects in 2025, as demand grows for infrastructure to support AI.Analog Devices Leads Chip Stocks Higher After Results; Lam Unveils New Products Analog Devices rose 10%, leading chips stocks higher on Wednesday after its positive quarterly results and outlook kept analysts bullish, while Lam Research made key announcements alongside its investor day.The analysts said the first-quarter sales of $2.4B were 3.1% above Street estimates. The second-quarter guidance of $2.5B was raised 2.2% above consensus of $2.4B, as management highlighted a gradual improvement in bookings during the quarter, with strength in Industrial and Auto positioning ADI to grow sequentially and year-over-year in its fiscal second quarter.The company also noted that it increased stock buyback authorization by $10B, bringing the total remaining authorization to about $11.5B.Separately, chip equipment maker Lam Research rose about 1% on Wednesday after the company unveiled ALTUS Halo and Akara.In addition, Lam noted at its investor event that it plans to return over 85% of FCF in the near term, Benzinga reported.Other semiconductor stocks: Texas Instruments +5%, Microchip Technology +10%, Marvell Technology +4%.Toymaker Hasbro Unveils New Growth Plan; 2025 Revenue Forecast Underwhelms Hasbro laid out a $1 billion cost-savings plan on Thursday as the U.S. toymaker navigates subdued demand for its products, sending its shares up about 13% despite a lackluster annual revenue forecast.In its new strategic plan, the Nerf gun and Play-Doh maker will also target an average of mid-single digit revenue growth and 50-100 basis points of annual operating profit margin improvement through 2027.\"Hasbro's new 'Playing to Win' strategy takes a page from Lego's playbook, aiming for growth through franchises, tapping into the 'kidult' market, and expanding its appeal to girls and emerging markets,\" said Zak Stambor, an analyst with eMarketer.Devon Energy Beats Q4 Earnings, Raises Quarterly Dividend Devon reported fourth-quarter financial results Tuesday after the bell. Here’s a rundown of the report. Shares up 8% this week.Q4 Earnings: Devon Energy reported fourth-quarter earnings of $1.16 per share, beating analyst estimates of $1.00 per share, according to Benzinga Pro.Devon said oil production reached 398,000 barrels per day during the quarter, about 3% ahead of the company's previous guidance. The company said it generated $1.7 billion in operating cash flow and $738 million in free cash flow during the quarter.Devon returned $444 million to shareholders through dividends and repurchases during the quarter. The company repurchased $300 million of its common stock in the quarter and raised its quarterly fixed dividend to 24 cents per share, up from 15 cents per share previously. Devon ended the quarter with a cash balance of $846 million.Berkshire Takes Swig of Modelo Maker Constellation; Cuts BofA, CitigroupWarren Buffett's Berkshire Hathaway last Friday disclosed a new investment in alcoholic beverages producer Constellation, and said it has reduced its holdings in four banks, including Citigroup and Bank of America.Berkshire owned $1.24 billion of Constellation stock at year end, after purchasing 5.62 million shares in the fourth quarter.","news_type":1,"symbols_score_info":{"MCHP":1.1,"ADI":1.1,"SMCI":1.1,"STZ":1.1,"TXN":1.1,"DVN":1.1,"SJM":1.1,"BAX":1.1,"HSY":1.1,"HAS":1.1}},"isVote":1,"tweetType":1,"viewCount":636,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
