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# Super Micro Computer: Make Sure You Buy Before Feb 25 (Archive)
- URL: https://www.huntingalphas.com/super-micro-computer-make-sure-you-buy-before-feb-25-archive/
- Published: 2025-02-17T13:06:00.000Z
- Updated: 2026-02-28T14:39:54.000Z
- Description: SMCI’s liquid-cooled AI servers offer powerful growth, attractive valuation, and improving sentiment.
- Author: Vish (Hunting Alphas)
- Tags: 5-Minute Pitches, #noindex, Archive, #sa-origin, SMCI, Tech

*This 5-Minute Pitch was originally published on Seeking Alpha before the launch of the Hunting Alphas website. It is shared here to showcase my previous work and track record. New 5-Minute Pitches published on this site will not be disseminated anywhere else.*

## Elevator Pitch

- SMCI missed revenue estimates for the Dec'24 quarter and also revenue guidance estimates for Mar'25 and FY25\. But I am bullish due to a 65% growth outlook for FY26.
- Margin erosion is a headwind and although there are positive catalysts ahead associated with new Blackwell products, I am unsure about whether those margin boosts would be permanent.
- Valuations have corrected sharply closer to longer-term averages. SMCI stock trades at a \~30% premium to those averages currently, but this is justified given >60% YoY growth ahead.
- Relative technicals on SMCI vs SPX500 show bullish strength ahead as the buyers react strongly off a key support level.
- Management has unequivocally assured investors that they would meet the 25 Feb '25 deadline to catch up on delayed filings. There are also no changes to previously reported financials. I think this is lifting an overhang on the stock. It seems opportune to buy before 25 Feb.

Read the full article [here](https://seekingalpha.com/article/4758976-super-micro-computer-make-sure-you-buy-before-feb-25?ref=huntingalphas.com).

#### Disclosures and Disclaimers

**Past performance ≠ future results. Not investment advice. See* [**full Disclaimer*](https://www.huntingalphas.com/disclaimer/)**.*