Super Micro Computer ($SMCI) reported earnings after the markets closed, with an EPS beat by 65c but a revenue miss. The company raised its Q4 guidance and saw significant growth in net sales and net income. Institutional holders decreased their positions in Q1. After-hours trading saw the stock initially rise but then fall, with a 15.6% drop. AMD ($AMD) also reported earnings, with strong data center revenue growth but a decline in gaming revenue. The stock fell after its AI sales forecast failed to impress investors.
AI server maker Super Micro’s 200% revenue growth wasn’t enough for investors as stock falls https://t.co/Fo6HxMFlMf @SiliconANGLE @Mike_Wheatley “But today’s investor reaction is a sharp reminder that even in the middle of a boom, you need...” - @holgermu https://t.co/F0mbCNGaQm
Analysts revise SuperMicro stock price target after earnings https://t.co/yozYJWbBt8
.@AMD’s stock falls after revised AI revenue outlook falls short of expectations https://t.co/rVLpZDMBZO @SiliconANGLE @Mike_Wheatley “The question is whether or not those declines are cyclical, or if AMD is maybe focusing a little too much on AI, at the...” - @holgermu https://t.co/S7F2tY0hyN
.@AMD Q1 delivers data center, AI sales surge of 80% https://t.co/HE9BLMqHqp By unit, AMD posted record data center revenue in the first quarter of $2.3 billion, up 80% from a year ago. Growth was driven by AMD Instinct GPUs and 4th Gen AMD EPYC CPUs. @ldignan https://t.co/JMgIrKMnn9
AI stocks plunge after AMD gives weak forecast for chip sales https://t.co/WoSBvEiMBw
AMD's gaming revenue nosedives 48%, not expected to recover until 2025 https://t.co/AdRk9kvk9n https://t.co/h9MTrG7oEQ
$SMCI watching the 749ish level next
⚠️ JUST IN: *AMD SHARES DIVE 9% AS AI CHIP REVENUE FORECAST FAILS TO IMPRESS $AMD https://t.co/oCJR9Biwow
$SMCI $700 support held.
AMD, which makes chips for the PS5, Xbox, and Steam Deck, reports a 48% year-over-year drop in gaming revenue for Q1. https://t.co/kyJidqo2ST
$SMCI -15.75% but near a bigger inflexion point https://t.co/CHqHfe7uxW
⚠️ AI-RELATED STOCKS PLUNGE $NVDA: -5.30% $AMD: -9.60% $SMCI: -16.18%
Super Micro Computer earnings: what the headlines didn't tell you.📉 https://t.co/cVqk0TULCw $SMCI 🎙️ @DrillDownPod #DrillDownEarnings @FuturumGroup #DDE #Super Micro Computer
AMD, Super Micro shares tumble as earnings fall short of lofty AI expectations https://t.co/Z6WEQHcW39
730 target almost attained in $smci after I became bull. https://t.co/JqNr1Djha1
Super Micro stock plummets 18% after posting revenue miss https://t.co/IQzKMPLiE3
NVIDIA SHARES EXTEND DECLINES, LAST DOWN 4.5%
$NVDA NVIDIA SHARES EXTEND DECLINES, LAST DOWN 4.5%
$SMCI just hit $700. Down 18%. $NVDA down almost 5%.
AMD's Muted AI Sales Forecast Fails To Unleash Bulls https://t.co/zxjBsndgSy
I am now bull on $SMCI at 699. If drops to 650 I will add. Target is 770-810.
AMD, Super Micro tumble as earnings fall short of lofty AI expectations $AMD -6.9% $NVDA -2.4% $SMCI -15.6% https://t.co/ye4DhaL8P8
Why Super Micro’s stock is falling despite an upbeat growth outlook https://t.co/PHZ9JrrJHk
#AMD just reported its financial results for the first few months of 2024, and its gaming business isn't doing so hot. https://t.co/1llrS8gAgL
AMD, Super Micro tumble as earnings fall short https://t.co/N2wLf02cvW https://t.co/5OnkKfskDi
⚠️ JUST IN: *SUPER MICRO COMPUTER STOCK TUMBLES 15% AS WEAK GUIDANCE OVERSHADOWS Q3 EARNINGS BEAT $SMCI https://t.co/4rKAXuCia6
$SMCI (-9.4% pre) Super Micro Stumbles After Missing Market’s High Expectations https://t.co/9oYOlA9UHa
$AMD (-6.2% pre) AMD says it will sell $4 billion in AI chips this year; stock drops on in-line forecast https://t.co/BaUKVeCZhg
AMD's start to 2024: Big gains in client and data center, big falls in gaming. https://t.co/hc8bRIbajc https://t.co/vTmLSLRXXF
Is there a bottom in sight for $SMCI? Yes. I think as we approach the week of 5/20, and stock reaches 650-680, there could be room for bounce back above $710. It’s $740 now after we became bear at $900.
AMD, Super Micro tumble as earnings fall short of lofty AI expectations https://t.co/PloXtOsuMl https://t.co/lz7Kx0DL0p
⚠️ AMD, SUPER MICRO TUMBLE AS EARNINGS FALL SHORT OF LOFTY AI EXPECTATIONS Full Story → https://t.co/z0KvqW4fz6 Shares of Advanced Micro Devices and Super Micro Computer sank on Wednesday, sparking a selloff in chip stocks, after their earnings disappointed investors who have… https://t.co/9fYhvD57b7
AMD Drags Down Nvidia Stock After Disappointing Guidance https://t.co/StLcj1qmx3
NVIDIA SHARES DOWN 1.8%, MICRON TECHNOLOGY DOWN 1.5% PREMARKET AFTER PEER AMD'S FORECAST FOR AI CHIPS FAILED TO IMPRESS INVESTORS
Super Micro Computer $SMCI stock plummeted by as much as 25% in after-hours trading, before rebounding, following a disappointing earnings report, revealing a revenue miss and slowing quarterly growth. Guidance for the year, however, beat. The market's jittery state (higher… https://t.co/hOs51guJxK
$SMCI 🚨 Just Beyond Impressive 300% EPS Growth and 200% Rev Growth! Although lot of that was expected show me other company with so much Growth. Will be buyer on any big dips. Tomorrow action might not matter so will trade based on intraday system short or long. https://t.co/9hWfn9V3e1
AI server maker Super Micro’s 200% revenue growth wasn’t enough for investors as stock falls https://t.co/boWa28iNAf
AMD AI chip revenue forecast fails to impress, shares dive 7% https://t.co/ZTcJRAwCaE https://t.co/UEkUh6Latn
AMD’s stock falls after revised AI revenue outlook falls short of expectations https://t.co/fm2EZgZDxU
Super Micro Computer earnings analysis: the must-know details. $SMCI 🎙️ @DrillDownPod #DrillDownEarnings @FuturumGroup #DDE #Super Micro Computer
AMD projects its MI300 lineup to generate ~$4B in revenue in 2024, up $500M from an earlier forecast, but short of expectations; AMD drops 6%+ after hours (@ianmking / Bloomberg) https://t.co/nJfiuEbllt 📫 Subscribe: https://t.co/OyWeKSRpIM https://t.co/UMoXPwH04r
SMCI longs today. https://t.co/U3SwWl5Oz9
⚠️ AMD AI chip revenue forecast fails to impress, shares dive 7% Full Story → https://t.co/lgxWVDi0p7
Super Micro $SMCI is now down almost 15% in after hours following its earnings https://t.co/fz7xibx9lc
Super Micro misses quarterly revenue estimates on stiff competition, shares fall https://t.co/SWZMFYaL83 https://t.co/svHntJWmKC
AMD stock falls as earnings, outlook come in line with expectations https://t.co/4mgoqoiCFw https://t.co/UfMDzeA5UR
Super Micro Computer raises 2024 revenue outlook after earnings beat, shares down https://t.co/zPb21WMiIq https://t.co/09kA4mO9DA
AMD CEO Lisa Su comments indicate that AMD's supply constrained for MI300X and that's holding them back. Su says the demand-side of the AI chip market is "very strong" while supply is "tight" and that the company is building an AI demand backlog. $AMD
AMD CEO foresees sustained growth driven by insatiable demand for AI #AI #AMD https://t.co/F13FheoiGR via @VentureBeat
Gaming is dragging down results. AMD reports strong Q1 data center revenue offset by weak gaming https://t.co/aaKpUlDDLs via @GamesBeat
Advanced Micro Devices CEO Lisa Su said it's an exciting time for the industry as the widespread deployment of AI is driving demand for significantly more compute. https://t.co/YMyY61JNM3
AMD: $4 billion of AI chip sales for 2024, up $500 million from prior forecast. Wall Street: ain't enough.
AMD’s outlook fails to impress, and its stock falls https://t.co/cWptl8UjOz
$AMD CEO Lisa Su just said AMD increased its estimates for sales of its AI data center chip the MI300 “We now expect data center GPU revenue to exceed $4 billion in 2024, up from the $3.5 billion we guided in January”
$AMD down ~7% in AH. AMD raised the forecast for its AI accelerator sales to $4B (from $3.5B) and it seems investors are disappointed. $INTC: $500M this year in Gaudi sales $AMD: $4B for MI300X $NVDA will likely do $40B in AI accelerator sales this year.
$AMD raises its 2024 data center GPU sales guide to $4B+ from $3.5B+ on its call. Stock is down 7.5% AH (markets were looking for a bigger guidance hike).
$SMCI 1272 bulls today. https://t.co/FLceiPWrA5
AMD beats on Q1 revenue and EPS, but light guidance sends stock lower https://t.co/H6IIjSpFB5 by @DanielHowley
$NVDA down 1.5%
The quick category by category for AMD. Look at those datacenter and client numbers above 80% MI300 fastest product in AMD history to hit a billion in revenue. Client growth looks great heading into AI PC cycle. Gaming and Embedded less of a story. FPGA slow across the… https://t.co/Qa8vvczJPI
Super Micro Computer reported quarterly sales that tripled from the same period last year but fell slightly short of estimates, disappointing investors who had sky-high expectations. https://t.co/eSZbzp5eSP
$SMCI Ohh my Now 1272.
Super Micro Computer a strong "Double Beat" -- $SMCI up 9% after the close, now down 5%, on 100% YoY revenue growth based on guidance. Raised full-year outlook, yet NOT enough for the beast inside the mkt.
$SMCI surprised at how it’s still holding at $830s
What's old is new! $AMD impact from weaker gaming demand is really interesting. Second-quarter revenue will be approximately $5.7 billion (touch below consensus estimates). But again, much of the hope is on AI accelerator and MI300X
AMD’s gaming-chip sales drop nearly 50%, and stock falls 3% https://t.co/aFzohWuUnt
$AMD CEO: "This is an incredibly exciting time for the industry as widespread deployment of AI is driving demand for significantly more compute across a broad range of markets. We are executing very well as we ramp our data center business and enable AI capabilities across our… https://t.co/YFfNJWXxw0 https://t.co/BBnWBiirbC
AMD's data center business grew 80% but the stock is down https://t.co/DdhfMsdJrW
AMD gaming revenue falls 48% year-over-year and the stock is down https://t.co/fVdsOk0tJA
$SMCI 800 dollar target attained. https://t.co/aHGusipNM0
$SMCI Q1 earnings results: Net sales up 200% y/y to $3.85B, +5.2% q/q. Gross margin was 15.5%, down 2.1 percent points from a year ago. Net income up 367% y/y to $402M, +35.81% q/q. Expect current quarter net sales to be min $5.1B, up 134% y/y. https://t.co/n3GuoetZIC… https://t.co/9B6rBO7Vn9 https://t.co/FlpxYxcgJQ
Advanced Micro Devices reported strong data center revenue that grew 80% in the first quarter ended March 31, but gaming revenue fell 48%. https://t.co/DMZfe64ThX
Super Micro earnings: Follow live coverage as revenue outlook tops expectations https://t.co/rCRs44aR04
AMD's Q1 data center and PC chip sales up strongly, but declines in gaming and embedded chips held total revenue growth to 2%.
Super Micro Computer beats on EPS, misses on revenues. CEO: "While we continue to win new partners, our current end customers continue to demand more Supermicro’s optimized AI computer platforms & rack-scale Total IT Solutions" $SMCI: -0.2% AH https://t.co/Mk0PEkYP99
wow crazy after hours $SMCI https://t.co/FV27zX9skE
$SMCI 🎯🎯🎯 https://t.co/b78btRpIPx https://t.co/9joMgTZDVW
$SMCI: EPS beat by 65c Rev Miss Guides up Q 2
$SMCI SMCI: raises Q4 Guidance SMCI: EPS beat by 65c Rev Miss -- Rev $3.85B .. Exp $4.1B https://t.co/FZHoDGbPyK
$SMCI SEES 4Q NET SALES $5.1B TO $5.5B, EST. $4.73B
$SMCI $AMD $AMZN earnings after today's closing bell, which one are you most excited about?
$SMCI is to report Q1 earnings after market close today. Institutional holders took profits in Q1 as latest Q1 #13F data shows. Shares held by institutional holders who reported holding $SMCI positions decreased by 18%+ Q/Q. However new buyers increased significantly,… https://t.co/7GxzZVULsk https://t.co/nf6D98JL34
Super Micro $SMCI reports earnings today after the markets close, Wall ST is expecting numbers of EPS of $5.57 up 241.7% YoY Revenue of $3.9B up 204.7% YoY
All eyes on AMD and Amazon in earnings today after markets close: $AMZN $AMD $SMCI $SBUX $PINS $LMND $POWL $AMCR $MDLZ $OKE $SKWS $RIOT https://t.co/9v4mHIETuD
$SMCI need back to 895+
Largest stocks that report earnings today after the markets close Amazon $AMZN $AMD Stryker $SYK Starbucks $SBUX Mondelexz $MDLZ Republic Service $RSG Super Micro $SMCI OneOk $OKE Public Storage $PSA Prudential $PRU Diamondback $FANG Extra Spaces $EXR Edison $EIX Keysight $KEYS… https://t.co/84RHiSGg79
Will $SMCI investors be disappointed with earnings this afternoon?
$SMCI Being loaded ahead of earnings https://t.co/8Kh4U7Umr3
$SMCI lets break 953+ today then 1000+ AH