+19% vs analyst target · new source · 3 agree · 0 dissent
Why BUY: Our read: Super Micro now sees Q1 revenue of $18.5-19.5B vs a $14.5-15.5B guide and margins of 12-12.5%; ride the gap.
⚠ Shares are already up ~12% premarket and the numbers are preliminary; SMCI gap-ups have faded before.