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 (25.48) Submitted: 1/21/2015 1:43:54 PM : Outperform Start Price: $34.72 SMCI Score: -4.45

20150121
What caught my attention to this stock, SMCI is that on Jan 20, 15, they reported quarterly earnings that beat the street estimates by 0.18/sh which gave us a 38% surprise. With a current PE of 26.12 it seems a bit high, but it has been traded with a PE in the 30's. Revenues are now up 41.1% (yoy)

The company also reported that they will meet or exceed the street estimates in the next few quarters.

On the Jan 20th, the stock rose 7% or so and I thought this was just going to pass me by. After hours, the stock jumped another 5.5%. However today, Jan 21, 15 the stock fell by 7%. That was a shocker. This must be a fickle market. People seem to be selling even when there are good earnings reports or there is a chance I'm missing something.

Looking at the company's last four quarters they reported earnings of 0.37/sh, 0.40/sh, 0.46/sh and most recently 0.65/sh. That is some growth. The next two quarters are estimated at 0.45/sh and 0.52/sh, slightly down from the Dec 14 quarter. Perhaps that is why there is some sell off of this stock.

But, with an average of 21% quarterly growth and about 45% growth for the year, they are looking good.. For more icing on the cake: Insider own 23% and their current ratio is 2.18. So, It would be hard for me to pass up this stock.

Granted the world economy looks bleak with the Swiss not backing the Euro, Russia economy collapsing, gasoline at 1.90/Gal, and China's growth slowing down. but let's face it, we are a computer and information society and these guys produce some durable large data servers for corporations and Internet cloud companies.

I think they will be able to continue this growth for the next 3 to 5 years.

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Member Avatar Staka (96.98) Submitted: 8/31/2014 6:54:44 AM : Outperform Start Price: $24.90 SMCI Score: +33.07

Positive:
- Growth stock in the cloud (hardware) sector
- Very good last quarter, improved outlook
- High insider ownership, very good management performance

Negative:
- A cyclical stock, not cheap anymore and therefore very sensitive to negative market swings

Category: DPVp

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Member Avatar subsurfacemapper (52.09) Submitted: 1/22/2014 11:47:04 PM : Outperform Start Price: $22.79 SMCI Score: +35.78

high RS in ibd and high comp

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Member Avatar scrubs62074 (71.74) Submitted: 1/23/2013 2:03:57 PM : Outperform Start Price: $12.15 SMCI Score: +139.74

High volume breakout 1/23/13

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Member Avatar tommyboy1969 (62.43) Submitted: 2/2/2011 12:58:03 PM : Outperform Start Price: $14.55 SMCI Score: +74.19

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

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Member Avatar tipsung (97.77) Submitted: 9/4/2010 1:58:35 PM : Outperform Start Price: $9.92 SMCI Score: +153.55

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: +171.07

Good growth, just had a big drop.

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Member Avatar kayceygirl (84.50) Submitted: 8/14/2010 1:39:18 AM : Outperform Start Price: $9.00 SMCI Score: +183.44

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: +183.44

strong buy get rich

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Member Avatar chicachick (74.35) Submitted: 8/4/2010 1:45:39 PM : Outperform Start Price: $10.39 SMCI Score: +141.91

bravobevo

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Member Avatar jamtime111 (67.47) Submitted: 10/9/2009 3:18:42 PM : Outperform Start Price: $8.45 SMCI Score: +207.03

5star,ROE better than industry avg

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Member Avatar lllchicalll (79.09) Submitted: 9/15/2009 3:50:48 AM : Outperform Start Price: $8.36 SMCI Score: +207.35

portefueille

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Member Avatar yourstruly336 (< 20) Submitted: 4/3/2009 2:05:40 PM : Underperform Start Price: $5.30 SMCI Score: -387.68

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 (85.59) Submitted: 3/23/2009 6:15:01 PM : Outperform Start Price: $4.86 SMCI Score: +437.99

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: +285.12

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: +288.62

Member of the "Mini-Cap Monsters."

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Member Avatar NoTouch5Yr (98.98) Submitted: 5/22/2008 4:53:04 PM : Outperform Start Price: $7.32 SMCI Score: +307.15

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: +304.03

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: +198.41

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: +186.89

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

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