Super Micro Computer: February’s Catalyst Could Be A Game-Changer

Summary
  • SMCI’s intrinsic value is calculated at $85, presenting a potential 160% upside from the current share price of $32.6.
  • The factor that still heavily weighs on SMCI’s share price is the fact that the company still did not submit required filings, but now we have the date, February 25.
  • From the business perspective Super Micro Computer still looks rock-solid with massive revenue growth, positive EPS dynamic, and extremely strong AI tailwinds behind the back.

My thesis

My previous bullish call on Super Micro Computer (NASDAQ:SMCI) went live on October 5 when the stock price was $41.5. At the moment, SMCI is around 21% cheaper, but I am still bullish and still believe that the stock

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