Super Micro Computer Stock Rallied 31% in August on Earnings and Investigation Clearance

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Super Micro Computer shares surged 31.3% in August after the company reported strong fiscal fourth-quarter earnings, completed an internal investigation into illegal server shipments to China, and announced a partnership with Cisco. The investigation cleared senior management of wrongdoing, easing governance concerns. Revenue rose 91.7% year over year to $11.1 billion, slightly missing estimates, but adjusted earnings per share of $1.70 beat by $0.74. Gross margins nearly doubled to 17.5%, exceeding the company's traditional target range, driven by a shift to enterprise servers and higher-margin data center building block solutions. Management forecast revenue of $65 billion to $72 billion for the current fiscal year, well above analyst expectations of $53 billion. The stock still trades at only nine times forward earnings, making it one of the cheapest AI hardware stocks.

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