3 No-Brainer Reasons to Buy Super Micro Computer Before Its Stock Split - Motley Fool
超微计算机公司（SMCI）今年经历了波动很大的行情，股价从年初的280美元飙升至接近1200美元，然后在第四季度财报不及预期后跌至约500美元。然而，随着10月1日即将实施的10股拆1股的拆股计划，股价将降至约50美元。尽管股价回落，但有三个重要理由表明现在是买入该股的好时机：
在AI基础设施中的重要作用：超微计算机对AI基础设施至关重要，提供高度定制化且节能的服务器，公司将长期收入目标从150亿美元提升至500亿美元。
2025财年的强劲前景：尽管第四季度每股收益（EPS）不及预期，但超微计算机预计2025财年收入将增长88%，而第一季度的增长预计达到207%。
有吸引力的估值：目前的股价更为合理，前瞻市盈率为15.6倍，使其在拆股前成为一个值得购买的选择。公司在未来几年中前景光明。
Super Micro Computer (SMCI) has had a volatile year, with its stock price soaring from $280 to nearly $1,200 before dropping to around $500 after a disappointing Q4 earnings report. However, a 10-for-1 stock split on Oct. 1 will reduce the price to about $50 per share. Despite the dip, there are three compelling reasons to buy the stock:
Vital Role in AI Infrastructure: Supermicro is crucial for AI infrastructure, providing highly customizable, energy-efficient servers, with a long-term revenue goal of $50 billion, up from $15 billion.
Strong Fiscal 2025 Outlook: Despite missing Q4 EPS guidance, Supermicro expects 88% revenue growth in fiscal 2025, with Q1 growth projected at 207%.
Attractive Valuation: The stock is now more reasonably priced at 15.6 times forward earnings, making it a good buy before the stock split. The company is well-positioned for future success.
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Smiley Tiger 168 : 我认为在Nvidia发布结果之前，它将继续走高。
Silverbat : “该公司注意到需求增加，正在增加工厂，以支持人工智能和企业机架级液冷解决方案的发展。SMCI表示：“新设施将成为新的液冷生态系统的一部分，从而缩短向全球客户交付所需的时间。”