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MasterBrand Inc operates as a residential cabinet manufacturer in North America. It offers a comprehensive portfolio of residential cabinetry products for the kitchen, bathroom, and other parts of the home. The firm sells its products throughout the United States and Canada through three primary channels: dealers, retailers, and builders.

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<a target="_blank" href="https://www.benzinga.com/topic/artificial-intelligence" rel="noreferrer noopener">Artificial intelligence server</a> company Super Micro Computer, Inc.&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>) stock has risen over 1,336% in the last five years, backed by demand for AI hardware and infrastructure in line with the AI boom.
Aswath Damodaran, a Professor of Finance at the Stern School of Business at New York University, proclaimed the need for investments in infrastructure to accomplish <a target="_blank" href="https://aswathdamodaran.substack.com/p/ais-winners-losers-and-wannabes-valuing" rel="noreferrer noopener">AI ambitions</a>.
The launch of ChatGPT in 2022 posed a positive catalyst for the server market, as demand for AI servers increased with the generative AI boom.
Also Read: <a target="_blank" href="https://www.benzinga.com/25/02/43442520/strong-iphone-upgrades-ai-features-and-services-growth-fuel-apples-momentum-bofa-analyst-says" rel="noreferrer noopener">Apple May Face Limited Tariff Impact, Trump Administration Could Ease DOJ Pressure: BofA</a>
Dell, Super Micro, and Hewlett Packard are the Big 3 Original Equipment Manufacturers of the AI server market. However, &#8220;Original Design Manufacturer direct&#8221; sales dominate as Microsoft Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) and its Big Tech peers continue to have their servers custom-made, as per <a target="_blank" href="https://www.counterpointresearch.com/insight/post-insight-research-notes-blogs-ai-servers-are-now-one-third-of-the-global-server-market" rel="noreferrer noopener">Counterpoint</a>.
Super Micro&#8217;s <a target="_blank" href="https://ir.supermicro.com/financials/sec-filings/default.aspx" rel="noreferrer noopener">gross margin</a> ranged between 15%-18% in the last three fiscals <a target="_blank" href="https://investors.hpe.com/financial/annual-reports" rel="noreferrer noopener">compared to</a> Hewlett Packard&#8217;s 33.4%-35% and <a target="_blank" href="https://investors.delltechnologies.com/financial-information/sec-filings?field_nir_sec_form_group_target_id=471&amp;field_nir_sec_date_filed_value=&amp;filter_type=&amp;relative_date_range_after=&amp;relative_date_range_before=&amp;exact_date_range_after=&amp;exact_date_range_before=&amp;items_per_page=10" rel="noreferrer noopener">Dell&#8217;s 22%-24%</a> due to the companies&#8217; diversified product portfolio with potentially higher margin segments.
Also, Super Micro priced its AI servers at a discount versus rivals to win market share, Reuters cited CFO David Weigand during a quarterly earnings call.
Super Micro&#8217;s stock value lost 25% in the <a target="_blank" href="https://www.benzinga.com/24/12/42520765/super-micro-drops-below-50-day-average-faces-nasdaq-100-removal-just-months-after-entry" rel="noreferrer noopener">last six months</a> as auditor Ernst &amp; Young quit in October over governance concerns. The company tapped BDO USA as its new auditor.
Super Micro, scrutinized by a Hindenburg Research report and a U.S. Department of Justice probe for alleged accounting fraud, has until February 25 to file its delayed financial reports. The stock lost its position in the Nasdaq 100 index in December 2024, months after joining it in July 2024.
According to the AI server company&#8217;s latest <a target="_blank" href="https://d18rn0p25nwr6d.cloudfront.net/CIK-0001375365/b47ec77a-b669-438b-82d3-553ab0d77e45.html" rel="noreferrer noopener">quarterly report</a>, Super Micro&#8217;s <a target="_blank" href="https://www.benzinga.com/news/24/10/41355570/super-micro-expands-liquid-cooled-ai-servers-with-nvidia-power" rel="noreferrer noopener">customers include</a> Intel Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>), Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), Advanced Micro Devices, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>), Samsung Electronics (OTC:<a class="ticker" href="https://www.benzinga.com/stock/SSNLF#OTC">SSNLF</a>), and Micron Technology, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MU#NASDAQ">MU</a>).
Super Micro remains <a target="_blank" href="https://www.benzinga.com/24/12/42709635/super-micro-and-nvidia-expand-in-taiwan-with-green-energy-and-ai-projects" rel="noreferrer noopener">engaged in constructive endeavors</a>, including collaborating with Taiwan&#8217;s Guo Rui to form a renewable-energy-powered computation center in Taiwan. Reportedly, Nvidia plans to build a secondary headquarters in Taiwan.
Super Micro launched new <a target="_blank" href="https://www.benzinga.com/trading-ideas/movers/25/02/43500503/whats-going-on-with-ai-infrastructure-provider-supermicros-stock-today" rel="noreferrer noopener">AI data center solutions</a> with Nvidia Blackwell, and it has production plants in San Jose, Europe, and Asia.
In January, Super Micro began shipping <a target="_blank" href="https://www.benzinga.com/markets/equities/25/01/42900090/super-micro-begins-shipping-max-performance-servers-with-intel-xeon-6900-series-processors" rel="noreferrer noopener">max-performance servers</a> with Intel Xeon 6900 processors optimized for AI, HPC, and GPU-intensive tasks.
On January 30, Super Micro CEO Charles Liang <a target="_blank" href="https://x.com/charlesliang/status/1885087135922847978" rel="noreferrer noopener">tweeted</a> about expanding its partnership with Elon Musk&#8217;s AI startup,&nbsp;xAI.
On Tuesday, Super Micro reported <a target="_blank" href="https://www.benzinga.com/25/02/43646949/supermicro-sees-conservative-40-billion-revenue-target-despite-auditor-exit-stocks-50-slide" rel="noreferrer noopener">preliminary second-quarter</a> revenue of $5.6 billion—$5.7 billion (below the $5.89 billion consensus), up 54%.&nbsp;
The company cut its fiscal year 2025 guidance to $23.5 billion—$25 billion from its previous forecast of $26 billion—$30 billion (versus the $24.92 billion consensus). It projected fiscal year 2026 revenue of $40 billion versus the $29.92 billion consensus.
The company expects to file&nbsp;its delayed annual and quarterly reports to the U.S. SEC <a target="_blank" href="https://www.benzinga.com/25/02/43651025/smci-climbs-66-in-wednesday-pre-market-whats-going-on" rel="noreferrer noopener">by the deadline</a>.
Analysts rerated the stock upon the results.
<ul>
<li>Wedbush analyst Matt Bryson maintained Super Micro with a Neutral and raised the price target from $24 to $40.</li>
<li>JP Morgan analyst Samik Chatterjee maintained Super Micro with an Underweight and raised the price target from $23 to $35.</li>
<li>Needham analyst Quinn Bolton suspended the rating on Super Micro.</li>
</ul>
Wedbush: Super Micro&#8217;s softer, uninspiring results, the vision of a significantly more robust future, and plans to file its financials before the deadline should reduce uncertainty.
Bryson expects the business to expand considerably in the first half of 2026. However, he is also hesitant to model as aggressively as management forecasts.
JP Morgan: Despite the near-term softness, Super Micro surprised with an updated full-year guide, which implied a strong revenue inflection that the company expects will start a robust AI server revenue cycle.
The price target boost reflects increased conviction from the management team to meet regulatory deadlines.
Needham: Super Micro&#8217;s preliminary revenue and gross margin results fell slightly short of expectations as customers waited to order new Blackwell systems and aggressive pricing on Hopper products.
Bolton maintained his suspended rating as he awaited the filing of the annual and quarterly reports.
Investors can gain exposure to Super Micro through Vanguard Total Stock Market ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VTI#NYSE">VTI</a>) and Vanguard S&amp;P 500 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VOO#NYSE">VOO</a>).
Price Action:&nbsp;SMCI stock closed at $39.68 on Wednesday.
Also Read:
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<li><a href="https://www.benzinga.com/25/02/43442424/meta-outspends-apple-and-amazon-on-arvr-betting-big-on-future-of-smart-glasses-and-ai" target="_blank" rel="noreferrer noopener">Meta Bets Big on Future of Smart Glasses and AI, Outspends Apple and Amazon on AR/VR</a></li>
</ul>
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SSNLF

Super Micro Rides AI Server Boom, Analysts See Big 2026 Growth Despite Near-Term Challenges

West Fraser Timber (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WFG#NYSE">WFG</a>) reported quarterly earnings of $0.10 per share which beat the analyst consensus estimate of $0.06 by 66.67 percent. This is a 105.35 percent increase over losses of $(1.87) per share from the same period last year. The company reported quarterly sales of $1.41 billion which missed the analyst consensus estimate of $1.42 billion by 0.78 percent. This is a 7.20 percent decrease over sales of $1.51 billion the same period last year.

Earnings

Earnings Beats

Earnings Misses

West Fraser Timber Q4 Adj $0.10 Beats $0.06 Estimate, Sales $1.41B Miss $1.42B Estimate

CORRECTION: Kinross Gold Q4 2024 Adj EPS $0.20 Misses $0.25 Estimate, Sales $1.42B Miss $1.47B Estimate

Sun Life Financial (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SLF#NYSE">SLF</a>) reported quarterly earnings of $1.68 per share which missed the analyst consensus estimate of $1.79 by 6.15 percent. This is a 36.59 percent increase over earnings of $1.23 per share from the same period last year.

Sun Life Financial Q4 2024 Adj EPS C$1.68 Misses C$1.79 Estimate

Fastly, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FSLY#NYSE">FSLY</a>) reported its fourth-quarter financial results after Wednesday's closing bell. Here's a look at the <a href="http://Fastly Announces Fourth Quarter and Full Year 2024 Financial Results">details from the report. </a>
The Details: The San Francisco-based company reported quarterly losses of 3 cents per share. That&#8217;s down from earnings of 1 cent in the prior year&#8217;s quarter. Quarterly revenue came in at $140.58 million, beating the $138.27 million analyst consensus estimate.
<ul>
<li>Network services revenue was $427.7 million, representing 6% year-over-year growth. </li>
<li>Security revenue was $103 million, representing 11% year-over-year growth. </li>
<li>Other revenue was $12.9 million, representing 61% year-over-year growth.&nbsp;</li>
<li>Enterprise customer count was 596 in the fourth quarter, up 20 from the third quarter of 2024.</li>
<li>Fastly&#8217;s top ten customers accounted for 32% of revenue in the fourth quarter compared to 40% in the fourth quarter of 2023.</li>
</ul>
Read Next: <a href="https://www.benzinga.com/25/02/43667841/inflation-is-hot-and-getting-hotter">Inflation Runs Hot In January: &#8216;Houston We Have A Problem,&#8217; Experts Warn</a>&nbsp;
"We are pleased to report record fourth quarter revenue, exceeding the high-end of our guidance range," said Todd Nightingale, CEO of Fastly.
"Our platform strategy is delivering an accelerated innovation velocity and faster time to value for anyone building web experiences," continued Nightingale. &#8220;We enter 2025 with a strengthened balance sheet, a motivated go-to-market team, and intense focus on efficient customer acquisition and long-term revenue growth."
Outlook:&nbsp;Fastly expects first-quarter losses of between 9 cents and 5 cents per share, versus the loss of 1 cent estimate, and revenue in a range of $136 million to $140 million, versus the $137.05 million estimate. 
FSLY Price Action: According to data from <a href="https://pro.benzinga.com/?gspk=YWRhbWVja2VydDUzMzY&amp;gsxid=zBMR4PKmcgBw">Benzinga Pro</a>, Fastly shares are down 18.57% after hours at $8.20 Wednesday.  
Read Next:
<ul>
<li><a href="https://www.benzinga.com/general/social-media/25/02/43535256/palantir-adds-elon-musks-ai-chatbot-grok-to-aip">Palantir Adds Elon Musk&#8217;s AI Chatbot Grok To AIP</a></li>
</ul>
Image: Shutterstock

Movers

FSLY

Fastly Shares Tumble After Q4 Report, Weak Forward Guidance

Scorpio Tankers (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/STNG#NYSE">STNG</a>) reported quarterly earnings of $0.63 per share which missed the analyst consensus estimate of $1.01 by 37.62 percent. This is a 77.09 percent decrease over earnings of $2.75 per share from the same period last year. The company reported quarterly sales of $203.97 million which missed the analyst consensus estimate of $222.39 million by 8.28 percent. This is a 39.35 percent decrease over sales of $336.31 million the same period last year.

STNG

Scorpio Tankers Q4 2024 Adj EPS $0.63 Misses $1.01 Estimate, Sales $203.97M Miss $222.39M Estimate

SolarWinds (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SWI#NYSE">SWI</a>) reported quarterly earnings of $0.51 per share which beat the analyst consensus estimate of $0.27 by 88.89 percent. This is a 112.5 percent increase over earnings of $0.24 per share from the same period last year. The company reported quarterly sales of $210.31 million which beat the analyst consensus estimate of $202.95 million by 3.63 percent. This is a 6.14 percent increase over sales of $198.14 million the same period last year.

SolarWinds Q4 2024 Adj EPS $0.51 Beats $0.27 Estimate, Sales $210.31M Beat $202.95M Estimate

MKS Instruments (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MKSI#NASDAQ">MKSI</a>) is looking for Q1 GAAP EPS of $0.35-$0.91 vs $1.07 analyst estimate..

Guidance

MKSI

MKS Instruments Sees Q1 GAAP EPS $0.35-$0.91 vs $1.07 Est

MKS Instruments (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MKSI#NASDAQ">MKSI</a>) is looking for Q1 Adj EPS of $1.13-$1.67 vs $1.62 analyst estimate. sees sales of $870.000 million-$950.000 million vs $908.69 million analyst estimate.

MKS Instruments Sees Q1 Adj EPS $1.13-$1.67 vs $1.62 Est; Sees Sales $870.000M-$950.000M vs $908.69M Est

MKS Instruments (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MKSI#NASDAQ">MKSI</a>) reported quarterly earnings of $2.15 per share which beat the analyst consensus estimate of $1.95 by 10.26 percent. This is a 83.76 percent increase over earnings of $1.17 per share from the same period last year. The company reported quarterly sales of $935.00 million which beat the analyst consensus estimate of $914.18 million by 2.28 percent. This is a 4.70 percent increase over sales of $893.00 million the same period last year.

MKS Instruments Q4 Adj $2.15 Beats $1.95 Estimate, Sales $935.00M Beat $914.18M Estimate

WIIM

Kadant shares are trading lower. The company reported Q4 financial results,

Oportun Financial (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/OPRT#NASDAQ">OPRT</a>) sees Q1 sales of $225.000 million-$230.000 million vs $249.78 million analyst estimate.

OPRT

Oportun Financial Sees Q1 Sales $225.000M-$230.000M vs $249.78M Est

Oportun Financial (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/OPRT#NASDAQ">OPRT</a>) is looking for FY2025 Adj EPS of $1.10-$1.30 vs $1.00 analyst estimate. sees sales of $945.000 million-$970.000 million vs $1.02 billion analyst estimate.

Oportun Financial Sees FY2025 Adj EPS $1.10-$1.30 vs $1.00 Est; Sees Sales $945.000M-$970.000M vs $1.02B Est

ASPN

Aspen Aerogels shares are trading lower after the company issued Q1 guidance below estimates.

MGM Resorts International (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MGM#NYSE">MGM</a>) shares are rising in extended trading Wednesday after the company reported better-than-expected financial results for <a href="https://www.benzinga.com/quote/mgm">the fourth quarter</a>.
<ul>
<li>Q4 Revenue: $4.35 billion, versus <a href="https://www.benzinga.com/calendars/earnings">estimates</a> of $4.27 billion</li>
</ul>
<ul>
<li>Q4 Adjusted EPS: 45 cents, versus estimates of 30 cents</li>
</ul>
Total revenue was down 1% on a year-over-year basis. Las Vegas Strip revenue came in at $2.2 billion, down 6% year-over-year. Regional revenue totaled $932 million, up 7% year-over-year. MGM China revenue totaled $1 billion, up 4% year-over-year, and MGM digital revenue increased 15% year-over-year to $140 million.
MGM noted that BetMGM accelerated its revenue growth throughout 2024 and is on track to be profitable in 2025. 
The company repurchased approximately 3 million shares during the quarter for approximately $121 million. MGM had $826 million remaining under its buyback as of Dec. 31. The company ended the quarter with $2.42 billion in cash and cash equivalents.
&#8220;MGM Resorts is proud to report the best full-year consolidated net revenues in the history of the company, driven by record performance from MGM China,&#8221; said Bill Hornbuckle, president and CEO of MGM Resorts International.
&#8220;We&#8217;re also encouraged by the strong demand we&#8217;re seeing in the business so far in 2025, which positions us well for continued growth. In fact, December was our highest convention booking month on record, and in January we saw revenue growth in our Las Vegas Strip Resorts and Regional Operations as well as strong future bookings.&#8221;
MGM executives will further discuss the quarter on a call with investors and analysts at 5 p.m. ET.
MGM Price Action: <a href="http://benzinga.com/quote/mgm">MGM shares</a> were up 8% after hours, trading at $37.12 at the time of publication Wednesday, per <a href="http://pro.benzinga.com">Benzinga Pro</a>.
Read Next:
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<li><a href="https://www.benzinga.com/general/sports-betting/25/02/43673996/draftkings-q4-earnings-preview-analyst-says-super-bowl-lix-big-win-for-the-birds-and-the-books">DraftKings Q4 Earnings Preview: Analyst Says Super Bowl LIX = &#8216;Big Win For The Birds And The Books&#8217;</a></li>
</ul>
Photo: Shutterstock.

Global

MGM Resorts International Q4 Earnings: Revenue Beat, EPS Beat, 'Strong Demand' To Start 2025, BetMGM On Track To Turn Profitable This Year

GXO Logistics shares are trading lower. The company reported Q4 financial results.

Oportun Financial (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/OPRT#NASDAQ">OPRT</a>) reported quarterly earnings of $0.49 per share. This is a 190.74 percent increase over losses of $(0.54) per share from the same period last year. The company reported quarterly sales of $250.900 million which beat the analyst consensus estimate of $248.118 million by 1.12 percent. This is a 4.46 percent decrease over sales of $262.600 million the same period last year.

Oportun Financial Q4 2024 Adj. EPS $0.49 Up From $(0.54) YoY, Sales $250.900M Beat $248.118M Estimate

QTWO

Q2 Holdings shares are trading higher after the company reported a year-over-year increase in Q2 financial results,

CRBG

Corebridge Financial shares are trading lower after the company reported Q4 financial results and missed its revenue estimate.

Tronox Holdings (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TROX#NYSE">TROX</a>) sees FY2025 sales of $3.000 billion-$3.400 billion vs $3.21 billion analyst estimate.

TROX

Tronox Holdings Sees FY2025 Sales $3.000B-$3.400B vs $3.21B Est

Affirms FY24 revenue growth view of up low single-digit percentage, one estimate $2.76B. Published first on TheFly – the ultimate source for real-t...

MasterBrand affirms FY24 EPS view of $1.50-$1.62, two estimates $1.48

The latest update is out from MasterBrand Inc ( ($MBC) ). MasterBrand, Inc., the leading cabinet maker in North America, reported a 6% increase in ...

MasterBrand Reports Sales Growth Despite Net Income Drop

MasterBrand, Inc. (MBC) Q3 2024 Earnings Call Transcript

MasterBrand Inc ( ($MBC) ) has released its Q3 earnings. Here is a breakdown of the information MasterBrand Inc presented to its investors. MasterB...

MasterBrand Inc. Reports Q3 2024 Earnings

Gibraltar Industries: A Justified Downgrade On Unexpected Weakness

The latest announcement is out from MasterBrand Inc ( ($MBC) ). MasterBrand, Inc., the leading North American residential cabinet manufacturer, has...

MasterBrand Inc Pursues Growth Amidst Financial Challenges

MasterBrand: Market Share Gains And End Market Recovery Should Drive Upside

In a report released today, Garik Shmois from Loop Capital Markets maintained a Buy rating on MasterBrand Inc (MBC – Research Report), with a price...

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