Super Micro Computer, Inc. Stock News

Super Micro's stock is under pressure due to missed earnings as a realist of the prior delayed 10-K. The company faced capital constraints and customer order delays hurting FQ4 results, but a $2.3B debt raise addressed the funding issue. Super Micro guided to FY26 revenue of at least $33B, with potential for the original $40B target, offering significant EPS upside versus consensus.

SMCI's 20% post-earnings drop is a buying opportunity; the market misreads a timing-related revenue miss as a business weakness. SMCI is transforming into a full-stack AI infrastructure leader with DCBBS and DLC-2 liquid cooling, far outpacing traditional server vendors. International growth, sovereign AI projects, and rapid data center deployments position SMCI for outsized revenue and margin ...

Super Micro Computer, Inc.'s 18% post-earnings drop on Wednesday is unjustified. Heightened volatility presents a buying opportunity in a leading AI hardware company at a discounted valuation. Despite missing fiscal Q4 estimates and sequential gross margin declines, SMCI remains profitable and is set for massive top-line growth in FY 2026. SMCI sees 50% top-line growth in FY 2026, but the EPS o...

Upgrading Super Micro Computer to Buy as market expectations have reset, de-risking the stock after a messy quarter and cautious guidance. Despite margin pressure and missed earnings, strong operating cash flow and resolved capital constraints support the SMCI investment case. Management's ambitious $33B revenue target offers upside if achieved, while current valuation already reflects skeptici...

Time to downgrade Super Micro Computer, Inc. stock, as I now realize my previous bullish rating  may have overstated my confidence in SMCI's recovery. Ongoing intense competition from Dell and HPE, plus supply chain constraints around Nvidia's GB300, are weighing on SMCI's growth and margins. Management's rather aggressive revenue target for FY2026 seems increasingly challenging to achieve, lik...

Major U.S. equities indexes pushed higher in the midweek trading session, bolstered by strength in the tech sector following reports that Apple (AAPL) was preparing to announce major investments in domestic manufacturing.

Super Micro Computer (NASDAQ: SMCI) shares plunged on Wednesday, trading at $46.88 at press time, down 18% on the day and at one point sliding as much as 20%.

U.S. equites gained at midday, lifted by several strong corporate earnings reports. The Dow Jones Industrial Average, S&P 500, and Nasdaq all advanced.