Super Micro Computer Is Down 18% From Its All-Time Highs. Time to Buy?

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Super Micro Computer Is Down 18% From Its All-Time Highs. Time to Buy?

Motley Fool03-29

Super Micro Computer is benefitting from the same wave that lifted Nvidia.Management has dramatically raised its fiscal-year revenue guidance.The stock is still quite expensive, even after a pullback....

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·03-30
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Time to Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-29 22:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2024/03/28/super-micro-computer-is-down-18-from-its-all-time/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Super Micro Computer is benefitting from the same wave that lifted Nvidia.Management has dramatically raised its fiscal-year revenue guidance.The stock is still quite expensive, even after a pullback....</p>\n\n<a href=\"https://www.fool.com/investing/2024/03/28/super-micro-computer-is-down-18-from-its-all-time/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0256863811.USD","symbol_name":"ALLIANZ US EQUITY \"A\" INC","start_time":0,"source_url":"https://www.fool.com/investing/2024/03/28/super-micro-computer-is-down-18-from-its-all-time/","article_id":"2422041166","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2422041166","pubTimestamp":1711720800,"sourceInfo":{"source_id":"fool_stock","name":"Motley Fool"},"weMediaInfo":null,"summary":"Super Micro Computer has had an incredible run in 2024.","collect":0,"end_time":0,"defaultTopTitle":"fool.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4549":"软银资本持仓","BK4548":"巴美列捷福持仓","LU0109391861.USD":"富兰克林美国机遇基金A Acc","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0079474960.USD":"联博美国增长基金A","SMCI":"超微电脑","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0056508442.USD":"贝莱德世界科技基金A2","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU0061474960.USD":"天利环球焦点基金AU Acc","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0109392836.USD":"富兰克林科技股A","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","BK4543":"AI","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","BK4550":"红杉资本持仓","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","BK4141":"半导体产品","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0444971666.USD":"天利全球科技基金","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","BK4551":"寇图资本持仓","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC"},"translate_title":"超微计算机从历史高点下跌了18%。该买了？","themeId":"","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"SMCI":0.9},"content_text":"Super Micro Computer is benefitting from the same wave that lifted Nvidia.Management has dramatically raised its fiscal-year revenue guidance.The stock is still quite expensive, even after a pullback.It's hard to proclaim any stock other than Super Micro Computer as the stock of 2024 (so far). It has been an unbelievable investment and has gained more than 255% so far this year. However, the stock is cooling a bit, as that number used to be as high as 318%.So, with Super Micro Computer sitting around 18% off from its all-time high, is now a second opportunity to hop into the stock?Super Micro Computer is a leader in server designSuper Micro Computer is an investor's second chance at buying Nvidia, the stock that ruled 2023. While Nvidia sells the GPUs that make up data centers that can be used to create powerful artificial intelligence (AI) models, many companies don't have the expertise to assemble their own data centers to get the most use out of them.Instead, they turn to companies like Supermicro that specialize in server design. With Supermicro's expertise, customers can highly customize their server to meet any workload size or specialization, be it drug discovery, AI model training, or engineering simulations.Because Supermicro is essentially one order down the value chain, it didn't see the benefits from growing AI demand until now. In the first quarter of fiscal year 2024 (ending Sept. 30, 2023), its revenue rose 14% year over year to $2.12 billion. But in Q2 (ending Dec. 31), its revenue rocketed 103% higher to $3.67 billion, confirming investors' suspicions that Super Micro Computer was slated for massive revenue growth due to AI demand.Alongside that massive quarter was a huge bump to its annual revenue forecast. In Q1, management's fiscal 2024 revenue guidance was $10 billion to $11 billion. However, thanks to strong Q2 results and impressive demand, management raised its 2024 guidance, forecasting $14.3 billion to $14.7 billion.This massive guidance increase excited many investors and ignited Super Micro Computer's run-up.But is it worth buying at its current price, even with the pullback?The stock still trades at a hefty premiumWhen a company rises that much, it's safe to assume the stock has gotten a bit expensive. While that's true, there's also another part to the story.SMCI PE Ratio (Forward) data by YChartsSupermicro entered the year trading around 13 times forward earnings. The market should have known great quarters were coming due to its industry, so the first 100% return was essentially getting Supermicro to where it should have been trading all along.However, its current price tag of 45 times forward earnings seems a bit steep, especially when Nvidia is currently trading for 38 times forward earnings and has never traded for more than 51 times throughout the massive AI-fueled run-up.Supermicro also has much more competition than Nvidia, as it faces companies like Hewlett-Packard and IBM in the server business. In contrast, Nvidia essentially had the best-in-class graphics processing units (GPUs) for AI.As a result, I can't recommend Supermicro at this price. The company will likely continue to do well throughout this year, as it's slated to post strong growth thanks to server demand. But, the stock has already priced in massive success, making it difficult to grow meaningfully.If you bought Super Micro Computer stock based on my Jan. 10 recommendation, congratulations -- you're up around 205%. But I think now is the time to take gains and move on, as there are plenty of other options in the market that will be easier to make money on.","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":0},"commentList":[{"id":289788609613944,"gmtCreate":1711755716690,"gmtModify":1711755718632,"author":{"id":"3555362771681553","authorId":"3555362771681553","name":"selwyn","avatar":"https://static.tigerbbs.com/a7e6473ec2cec348d167d7d95fbdb76c","vip":1,"crmLevel":7,"crmLevelSwitch":0},"htmlText":"Thanks&nbsp;","listText":"Thanks&nbsp;","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/289788609613944","repostId":2422041166,"repostType":2,"repost":{"id":"2422041166","pubTimestamp":1711720800,"share":"https://www.laohu8.com/m/news/2422041166?lang=&edition=full","pubTime":"2024-03-29 22:00","market":"us","language":"en","title":"Super Micro Computer Is Down 18% From Its All-Time Highs. Time to Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=2422041166","media":"Motley Fool","summary":"Super Micro Computer has had an incredible run in 2024.","content":"<html><head></head><body><ul style=\"\"><li><p>Super Micro Computer is benefitting from the same wave that lifted Nvidia.</p></li><li><p>Management has dramatically raised its fiscal-year revenue guidance.</p></li><li><p>The stock is still quite expensive, even after a pullback.</p></li></ul><p>It&#39;s hard to proclaim any stock other than <strong>Super Micro Computer </strong>as the stock of 2024 (so far). It has been an unbelievable investment and has gained more than 255% so far this year. However, the stock is cooling a bit, as that number used to be as high as 318%.</p><p>So, with Super Micro Computer sitting around 18% off from its all-time high, is now a second opportunity to hop into the stock?</p><h2 id=\"id_1247947634\">Super Micro Computer is a leader in server design</h2><p>Super Micro Computer is an investor&#39;s second chance at buying <strong>Nvidia</strong>, the stock that ruled 2023. While Nvidia sells the GPUs that make up data centers that can be used to create powerful artificial intelligence (AI) models, many companies don&#39;t have the expertise to assemble their own data centers to get the most use out of them.</p><p>Instead, they turn to companies like Supermicro that specialize in server design. With Supermicro&#39;s expertise, customers can highly customize their server to meet any workload size or specialization, be it drug discovery, AI model training, or engineering simulations.</p><p>Because Supermicro is essentially one order down the value chain, it didn&#39;t see the benefits from growing AI demand until now. In the first quarter of fiscal year 2024 (ending Sept. 30, 2023), its revenue rose 14% year over year to $2.12 billion. But in Q2 (ending Dec. 31), its revenue rocketed 103% higher to $3.67 billion, confirming investors&#39; suspicions that Super Micro Computer was slated for massive revenue growth due to AI demand.</p><p>Alongside that massive quarter was a huge bump to its annual revenue forecast. In Q1, management&#39;s fiscal 2024 revenue guidance was $10 billion to $11 billion. However, thanks to strong Q2 results and impressive demand, management raised its 2024 guidance, forecasting $14.3 billion to $14.7 billion.</p><p>This massive guidance increase excited many investors and ignited Super Micro Computer&#39;s run-up.</p><p>But is it worth buying at its current price, even with the pullback?</p><h2 id=\"id_2406048680\">The stock still trades at a hefty premium</h2><p>When a company rises that much, it&#39;s safe to assume the stock has gotten a bit expensive. While that&#39;s true, there&#39;s also another part to the story.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5d5968ddf780000d54b304364bb2f6d4\" alt=\"SMCI PE Ratio (Forward) data by YCharts\" title=\"SMCI PE Ratio (Forward) data by YCharts\" tg-width=\"720\" tg-height=\"441\"/><span>SMCI PE Ratio (Forward) data by YCharts</span></p><p>Supermicro entered the year trading around 13 times forward earnings. The market should have known great quarters were coming due to its industry, so the first 100% return was essentially getting Supermicro to where it should have been trading all along.</p><p>However, its current price tag of 45 times forward earnings seems a bit steep, especially when Nvidia is currently trading for 38 times forward earnings and has never traded for more than 51 times throughout the massive AI-fueled run-up.</p><p>Supermicro also has much more competition than Nvidia, as it faces companies like <strong>Hewlett-Packard </strong>and <strong><a href=\"https://laohu8.com/S/IBM\">IBM</a> </strong>in the server business. In contrast, Nvidia essentially had the best-in-class graphics processing units (GPUs) for AI.</p><p>As a result, I can&#39;t recommend Supermicro at this price. The company will likely continue to do well throughout this year, as it&#39;s slated to post strong growth thanks to server demand. But, the stock has already priced in massive success, making it difficult to grow meaningfully.</p><p>If you bought Super Micro Computer stock based on my Jan. 10 recommendation, congratulations -- you&#39;re up around 205%. But I think now is the time to take gains and move on, as there are plenty of other options in the market that will be easier to make money on.</p></body></html>","source":"fool_stock","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 Is Down 18% From Its All-Time Highs. Time to Buy?</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\">\nSuper Micro Computer Is Down 18% From Its All-Time Highs. Time to Buy?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-29 22:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2024/03/28/super-micro-computer-is-down-18-from-its-all-time/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Super Micro Computer is benefitting from the same wave that lifted Nvidia.Management has dramatically raised its fiscal-year revenue guidance.The stock is still quite expensive, even after a pullback....</p>\n\n<a href=\"https://www.fool.com/investing/2024/03/28/super-micro-computer-is-down-18-from-its-all-time/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4549":"软银资本持仓","BK4548":"巴美列捷福持仓","LU0109391861.USD":"富兰克林美国机遇基金A Acc","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0079474960.USD":"联博美国增长基金A","SMCI":"超微电脑","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0056508442.USD":"贝莱德世界科技基金A2","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU0061474960.USD":"天利环球焦点基金AU Acc","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0109392836.USD":"富兰克林科技股A","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","BK4543":"AI","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","BK4550":"红杉资本持仓","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","BK4141":"半导体产品","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0444971666.USD":"天利全球科技基金","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","BK4551":"寇图资本持仓","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC"},"source_url":"https://www.fool.com/investing/2024/03/28/super-micro-computer-is-down-18-from-its-all-time/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2422041166","content_text":"Super Micro Computer is benefitting from the same wave that lifted Nvidia.Management has dramatically raised its fiscal-year revenue guidance.The stock is still quite expensive, even after a pullback.It's hard to proclaim any stock other than Super Micro Computer as the stock of 2024 (so far). It has been an unbelievable investment and has gained more than 255% so far this year. However, the stock is cooling a bit, as that number used to be as high as 318%.So, with Super Micro Computer sitting around 18% off from its all-time high, is now a second opportunity to hop into the stock?Super Micro Computer is a leader in server designSuper Micro Computer is an investor's second chance at buying Nvidia, the stock that ruled 2023. While Nvidia sells the GPUs that make up data centers that can be used to create powerful artificial intelligence (AI) models, many companies don't have the expertise to assemble their own data centers to get the most use out of them.Instead, they turn to companies like Supermicro that specialize in server design. With Supermicro's expertise, customers can highly customize their server to meet any workload size or specialization, be it drug discovery, AI model training, or engineering simulations.Because Supermicro is essentially one order down the value chain, it didn't see the benefits from growing AI demand until now. In the first quarter of fiscal year 2024 (ending Sept. 30, 2023), its revenue rose 14% year over year to $2.12 billion. But in Q2 (ending Dec. 31), its revenue rocketed 103% higher to $3.67 billion, confirming investors' suspicions that Super Micro Computer was slated for massive revenue growth due to AI demand.Alongside that massive quarter was a huge bump to its annual revenue forecast. In Q1, management's fiscal 2024 revenue guidance was $10 billion to $11 billion. However, thanks to strong Q2 results and impressive demand, management raised its 2024 guidance, forecasting $14.3 billion to $14.7 billion.This massive guidance increase excited many investors and ignited Super Micro Computer's run-up.But is it worth buying at its current price, even with the pullback?The stock still trades at a hefty premiumWhen a company rises that much, it's safe to assume the stock has gotten a bit expensive. While that's true, there's also another part to the story.SMCI PE Ratio (Forward) data by YChartsSupermicro entered the year trading around 13 times forward earnings. The market should have known great quarters were coming due to its industry, so the first 100% return was essentially getting Supermicro to where it should have been trading all along.However, its current price tag of 45 times forward earnings seems a bit steep, especially when Nvidia is currently trading for 38 times forward earnings and has never traded for more than 51 times throughout the massive AI-fueled run-up.Supermicro also has much more competition than Nvidia, as it faces companies like Hewlett-Packard and IBM in the server business. In contrast, Nvidia essentially had the best-in-class graphics processing units (GPUs) for AI.As a result, I can't recommend Supermicro at this price. The company will likely continue to do well throughout this year, as it's slated to post strong growth thanks to server demand. But, the stock has already priced in massive success, making it difficult to grow meaningfully.If you bought Super Micro Computer stock based on my Jan. 10 recommendation, congratulations -- you're up around 205%. But I think now is the time to take gains and move on, as there are plenty of other options in the market that will be easier to make money on.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":6,"commentSize":0,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}