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SMCI
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188 days

Super Micro Stock Rises. Why SMCI Update Raises More Questions. - Barron's

1. SMCI shares rose 9.5% after a strong revenue outlook. 2. Company anticipates $40 billion revenue in 2026, above $29.2 billion consensus. 3. Concerns remain over annual report deadline to avoid Nasdaq delisting. 4. Former auditor raised concerns; new auditor BDO appointed. 5. Subpoenas received from SEC and DOJ after short-seller allegations.

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FAQ

Why Bullish?

Despite past issues, revenue guidance indicates strong future growth potential, similar to companies rebounding after regulatory scrutiny.

How important is it?

Revenue forecasts and compliance status influence investor confidence crucial for SMCI's stock performance.

Why Long Term?

Revenue projections suggest significant valuation increase over time, comparable to tech firms with recovery post-investigations.

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