Super Micro Computer, Inc. Stock News

Super Micro shares plunged after the server maker posted disappointing earnings and guidance. CEO Charles Liang said the company is taking steps to "reduce the impact" of President Donald Trump's tariffs.

Two of the tech industry's AI hardware companies are seeing their share prices drop after they reported their most recent quarterly earnings after the closing bell yesterday.

Super Micro Computer (SMCI), shares plunged Wednesday after the server maker reported weaker-than-expected results, as it faced higher costs from tariffs and changes required by a major customer.

Super Micro Computer delivered strong revenue and cash flow, but declining margins and rising inventory signal underlying risks that haven't improved. Super Micro's gross margin fell below 10% despite the AI boom, highlighting intense competition and eroding pricing power, which is a major red flag for long-term investors. Management's aggressive FY26 revenue guidance requires flawless executio...

The three tech stocks in this analysis all look as if they are trying to build a case for volatility on Wednesday, as the momentum is at extremes when looking at these stocks. Tesla remains sluggish, while Palantir is extremely bullish, and Super Micro Computer just missed on earnings.

The server maker's forecast is lower than it was earlier this year, but analysts seem doubtful about the new target as well — and worried about competition.

I maintain my Strong Buy rating on SMCI despite the dual earnings miss, viewing the recent share price drop as a buying opportunity. The earnings miss was minor and temporary, with management citing resolved capital constraints and delayed revenue recognition from a major customer. SMCI's FY2026 sales guidance of $33 billion, driven by AI tailwinds and DCBBS innovation, signals robust growth an...

Super Micro Computer's gross margins continue to decline despite strong revenue growth and a positive long-term AI demand outlook. SMCI stock now trades at 20.65x 2026 EPS, no longer cheap with the PEG ratio ballooning from