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SMCI stock jumps on report it plans to submit plan to retain Nasdaq listing

Published 18/11/2024, 15:24
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SMCI
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Investing.com -- Shares of Super Micro Computer (NASDAQ:SMCI) surged almost 11% in premarket trading on Monday after a report emerged that the company plans to submit a proposal to maintain its listing on the Nasdaq Stock Market.

The news comes amid regulatory concerns and significant challenges for the server maker, known for its role in the artificial intelligence boom.

A source familiar with the matter told Barron's that SMCI intends to present a compliance plan by Monday. The move is critical for the company to avoid being delisted from the Nasdaq following delayed financial filings and the resignation of its auditor.

Super Micro had received a delisting warning in September, requiring it to either file its overdue reports or submit a plan by November 16.

Super Micro's troubles mark a stark reversal from its earlier success. At its March peak, the company's stock was up 318% for the year, fueled by its position as a leader in AI computing.

However, the momentum has sharply waned, with shares now down 33% year-to-date.

Following the Barron's report, analysts at Lynx Equity Strategies said it "should not come as a surprise since the CFO had said as much during the recent earnings call."

"We note that as of this writing, we are not aware of a formal announcement from SMCI regarding submitting a plan," added the firm.

Even so, the firm says that with the delisting possibility likely priced in, it is not unreasonable to "expect the shorts who followed the recommendation of the short-seller report on 8/27 to cover positions."

"At current level, we think the stock is trading at a deep discount," Lynx states, adding that they believe it  "may be a couple of headlines away from a rapid reversal."

The firm has a price target of $45 per share on SMCI's stock.

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