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🚨 Alert #2320 Tue Aug-11 13:00:57

Super Micro Computer Earnings Are Imminent; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call
benzinga · Tue Aug-11 11:21:05 published · Tue Aug-11 13:00:57 alerted · alerted 1h 39m after publish · read at www.benzinga.com ↗ · earnings · mat 65

Analysts have revised price targets for Super Micro Computer ahead of its imminent fourth-quarter earnings report, with expectations of significant revenue growth driven by a record backlog.

🎯 Tickers & verdicts

tickerdirectionverdictsince close30mday loday hiintraday px
primary SMCI· unclearPRICED+2.29%+0.16%30.9634.77
peer NVDA· unclearREPRICING+1.12%+0.05%216.49221.79
AMD· unclearFRESH+0.76%-0.16%463.93475.78

🧭 Decisions

strategytickeractionsiderationale
S1SMCI○ skipdirection unclear for SMCI → close -2.71%
S2-○ skipno counterparty in universe
S3NVDA○ skipdirection unclear for NVDA → close -0.93%
S4SMCI○ skipdirection unclear for SMCI

📈 Trades

no trades spawned

📖 Glossary

  • S1 primary — trades the alert's primary ticker in the direction the article itself indicates; exits at the same day's close.
  • S2 counterparty — trades the inferred counterparty ticker (weakest signal, LLM-inferred sympathy); exits at the same day's close.
  • S3 peer — trades an inferred peer ticker (also LLM-inferred sympathy); exits at the same day's close.
  • S4 overnight — holds the primary ticker from today's close to the NEXT day's close.
  • Verdicts are decided top-to-bottom, first match wins; REPRICING is also the fallback when nothing else matches (2026-08-08 #220).
  • UNKNOWN — a needed price input (move since close or move in the last 30m) is missing.
  • PRICED — |move since previous close| ≥ 2.0%: already reflected in price.
  • REPRICING — |move in the last 30m| ≥ 0.5%: the tape is actively moving on it. Also covers a quieter move — |move since previous close| in [1.0, 2.0) with a quiet last-30m tape: still developing, not yet priced.
  • FRESH — |move since previous close| < 1.0%: a genuinely new move.
  • materiality — how market-moving the story was judged, 0-100 — alerts require materiality ≥ 60.

← #2319 · #2321 → · 📅 2026-08-11 day report