SMCI Stock Rally: 45% Gain in 2 Days Could Be Just the Start
After more than a year of struggles and uncertainties, the market for Super Micro Computer NASDAQ: SMCI is ready to rebound, rebound strongly, and continue rallying on into the year's end. The reason is that the accounting issues are behind it, and the news cycle is increasingly positive.
SMCI is now the most shorted stock in the S&P 500
Super Micro Computer stock (NASDAQ: SMCI) is currently the most heavily-shorted equity in the benchmark S&P 500 index.
Super Micro Computer: The DataVolt Deal Is Huge
The multi-year $20 billion partnership with DataVolt is poised to have a transformative impact, representing an amount comparable to the company's TTM revenue. The company's robust R&D investment and alignment with industry leaders position SMCI to benefit from the ongoing AI infrastructure boom. While Wall Street remains cautious, I am confident in SMCI's fundamentals and management's execution to deliver substantial shareholder value.
Super Micro's stock keeps surging. Here's what might come next.
Saudi Arabia's plan to invest $20 billion in U.S. artificial-intelligence data centers and energy infrastructure creates big opportunities for AI stocks.
Super Micro Computer (NASDAQ: SMCI) Futures are Pointing to 18% Upside at Open
If you're looking for a megatrend with massive potential, make sure to grab a complimentary copy of our “The Next NVIDIA” report.
Super Micro Computer Stock Extends Gains. What's Behind the Server Maker's Surge.
The server maker rallies on a wave of good news but remains down from its February highs.
SMCI Value & Speculative Trade, Resurgence of A.I. Risk-Taking
George Tsilis says investors should watch Supermicro (SMCI) carefully with "how quickly it's moving." The company's high-beta aspects make it a volatile trade for investors, seen in its rally higher today.
Super Micro Computer (NASDAQ: SMCI) Stock Price Prediction and Forecast (May 2025)
Super Micro Computer Inc. (NASDAQ: SMCI) stock has its bullish supporters, some of whom feel it can withstand global trade issues and that it may be one of the best artificial intelligence (AI) stocks this year.
Here is What to Know Beyond Why Super Micro Computer, Inc. (SMCI) is a Trending Stock
Zacks.com users have recently been watching Super Micro (SMCI) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Super Micro Computer: A Contrarian AI Play
Super Micro Computer's shares crashed 17% after preliminary Q3 '25 earnings due to missing guidance & estimates. The release of full earnings last week did not help the share price either. Despite a bad quarter, long-term fundamentals in the Data Center industry and AI spending trends remain strong. SMCI's gross margin came under pressure in the third quarter, but the AI server maker remained widely profitable regardless.
SMCI 3.0: The Next Upcycle In H2
Supermicro's Q3 FY25 revenue dropped 19% sequentially to $4.6B, while gross margin fell to 9.7% from 11.9% in Q2. Management attributed the decline to delayed customer orders amid the transition from Nvidia's Hopper to next-gen Blackwell GPU platforms. Inventory write-downs tied to older systems compressed margins by 220 basis points, exposing vulnerability in SMCI's ramp-first strategy.
Super Micro Computer Q3: The Less-Discussed Topics (Rating Downgrade)
This article serves as a review for Super Micro Computer, Inc.'s fiscal Q3 2025 earnings report. It focuses on a few topics less mentioned including its Silicon Valley expansion projects, EBITDA margin pressure, and also declining fixed asset turnover rates. The margin pressure and slowing turnover rate could indicate the start of a contracting phase of its business cycle.
