Super Micro Computer, Inc. (NASDAQ:SMCI)

CAPS Rating: 3 out of 5

The Company designs, develops, manufactures and sells application optimized, performance server solutions based on an innovative, modular and open-standard x86 architecture.

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Member Avatar ScalaAnalyst (< 20) Submitted: 2/3/2016 1:52:54 PM : Outperform Start Price: $31.74 SMCI Score: -3.98

20160203
Sure Asian, European and Chinese markets are slowing down. However, products that SMCI provides will endure for many years. Remember, this is a small company with a market cap of only 1.50B. They have plenty of room to grow. With a PE of only 16.44 we are seeing prices near middle of a 52Week H/L or 21 and 42..

SMCI "offers its products to data center, cloud computing, enterprise IT, big data, high performance computing, and embedded markets. It sells its server systems, and server subsystems and accessories primarily through distributors that comprise value added resellers and system integrators, and OEMs, as well as through direct sales force." This is accomplished buy providing "a range of application optimized server solutions, including rackmount and blade server systems; and server subsystems and accessories comprising server boards, and chassis and power supplies, as well as other system accessories, including microprocessors, and memory and disc drives.

This is not your average desktop PC desktop manufacture, which we have seen drop in sales due to mobile products. This is the sale of main frame computer products that end up in Internet servers..

Looking that the data, they have mostly exceeded street estimates in the last 4 quarters. Their current year annual and next year annual will be modest but at least in the double digit range. They have released a guidance below street averages so there is a good chance they may beat these expectations now that these cards are on the table. Given that the world economy is slowly down a bit. it would be prudent to find a safe haven now that the storm has passed over SMCI.

Insiders owns about 21.25% of the company. I believe they will do their best to keep profitability moving in a positive direction.

Qtrly Revenue Growth (yoy) is 27%, Qtrly Earnings Growth (yoy): is 11.00% with a debt to Equity(MRQ) is only 13.90. . So, a few of these number will slip a bit this year. It will be difficult to time the stock, but one may consider looking at all the numbers and making an intelligent decision.

Street Estimates say that this Current Qtr ( reporting end of April 2016 ) will be a modest 4.3%, but the next quarter should pump up to 19.30 This year will be modest with estimates at only 1.90%, but next year they are predicting grown of 23.70%. If you are patient, then this stock might be worth the wait.

Will this stock continue to fall? Has it bottomed out? Will servers no longer be needed for the Internet of the future? It wouldn't hurt to look into it and do a little more research. Check the Income statement and the Cash Flow and see if it could work for you.

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Member Avatar subsurfacemapper (35.20) Submitted: 1/22/2014 11:47:04 PM : Outperform Start Price: $22.79 SMCI Score: +30.51

high RS in ibd and high comp

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Member Avatar scrubs62074 (< 20) Submitted: 1/23/2013 2:03:57 PM : Outperform Start Price: $12.15 SMCI Score: +122.64

High volume breakout 1/23/13

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Member Avatar tommyboy1969 (46.28) Submitted: 2/2/2011 12:58:03 PM : Outperform Start Price: $14.55 SMCI Score: +64.13

like this company solid numbers with good growth.....i think? lol

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Member Avatar tipsung (95.94) Submitted: 9/4/2010 1:58:35 PM : Outperform Start Price: $9.92 SMCI Score: +134.36

headed to $15 in Sept/Oct

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Member Avatar scoobamang (< 20) Submitted: 8/27/2010 12:43:49 AM : Outperform Start Price: $9.23 SMCI Score: +149.85

Good growth, just had a big drop.

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Member Avatar kayceygirl (69.02) Submitted: 8/14/2010 1:39:18 AM : Outperform Start Price: $9.00 SMCI Score: +160.88

This is one of my STARZ.
Here is the thought process on this STAR:
a) Divided rate over Zero
b) 3 Year Beta between -5 & +3
c) 15% + Insider ownership
d) No greater than -50% Growth rate for the last 3 years (tough last couple of years so good that insiders are still owning the stocks)
e) Current CAPS rating between 3 Stars & 5 Stars
Open to all Industries and Sectors screened this down to just 250 stocks. I like round numbers. 12 of them I already own through other screening tools. I tend to be somewhat conservative but looking for 3 things at this point in my investing:
1. Stability & Strength
2. Yield and Modest Growth
3. Strong Position within a sector regardless of whether the
entire sector is strong or not. Each sector has to perform to some degree for the whole world economy to function. I am looking for 5 or more years down the road, ROI, and Growth. Not looking for rockets, just stars. This is a Star!!

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Member Avatar franktejon (< 20) Submitted: 8/13/2010 7:30:03 PM : Outperform Start Price: $9.00 SMCI Score: +160.88

strong buy get rich

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Member Avatar chicachick (73.20) Submitted: 8/4/2010 1:45:39 PM : Outperform Start Price: $10.39 SMCI Score: +124.05

bravobevo

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Member Avatar jamtime111 (57.44) Submitted: 10/9/2009 3:18:42 PM : Outperform Start Price: $8.45 SMCI Score: +181.84

5star,ROE better than industry avg

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Member Avatar lllchicalll (76.59) Submitted: 9/15/2009 3:50:48 AM : Outperform Start Price: $8.36 SMCI Score: +182.08

portefueille

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Member Avatar yourstruly336 (< 20) Submitted: 4/3/2009 2:05:40 PM : Underperform Start Price: $5.30 SMCI Score: -341.80

Technically SMCI has short spurts of gains over the S&P every once in a while, however the company's performance in the long run isn't very good. The company itself has low revenue expectations for 2nd & 3rd quarters for 2009.

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Member Avatar Trimalerus (82.40) Submitted: 3/23/2009 6:15:01 PM : Outperform Start Price: $4.86 SMCI Score: +386.45

A lot of tech stocks have been pummeled by the market in the last 6 months and earnings have been worse than expected for Super Micro, which makes it a worthwhile buy for the long term climb out of our economic hole.

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Member Avatar ahgang (< 20) Submitted: 6/17/2008 5:28:35 PM : Outperform Start Price: $7.60 SMCI Score: +251.66

fast revenue growth, low PEG ratio, extremely undervalue. Top technolgy, energy saving server should gain momentum as more companies aboard the "Green" train.

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Member Avatar JohnnyiPhone (< 20) Submitted: 6/13/2008 8:37:01 AM : Outperform Start Price: $7.54 SMCI Score: +254.77

Member of the "Mini-Cap Monsters."

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Member Avatar NoTouch5Yr (96.93) Submitted: 5/22/2008 4:53:04 PM : Outperform Start Price: $7.32 SMCI Score: +271.30

As with all my picks: A very attractive P/E, excellent EPS growth rate and high five year growth prospects.

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Member Avatar fchild (< 20) Submitted: 5/20/2008 12:33:15 PM : Outperform Start Price: $7.42 SMCI Score: +268.56

Seems to have a good potential. Just had some good news.

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Member Avatar greenpursenurse (< 20) Submitted: 4/8/2008 2:38:41 PM : Outperform Start Price: $9.50 SMCI Score: +174.59

A great semiconductor stock. Past the 6 month IPO scary stage. Ready to fly. Semiconductors heating up.

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Member Avatar ChrisFinPA (< 20) Submitted: 1/31/2008 11:41:48 AM : Outperform Start Price: $9.78 SMCI Score: +164.33

This one's a gamble. But I like their financials. Growth appears likely to me.

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Member Avatar teletuna (43.09) Submitted: 10/12/2007 1:13:20 PM : Outperform Start Price: $9.89 SMCI Score: +178.54

A better version of RACK - they make money and have since inception.

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