SMCI vs. CSCO: Which Server Stock is the Better Buy Now?
Cisco's AI-driven server momentum, billion-dollar orders, and lower valuation make it a stronger buy than Super Micro Computer right now.
Super Micro Computer: AI Champion, Priced For Distress
Super Micro Computer, Inc.'s recent earnings miss was minor; FY2026 revenue guidance is robust, highlighting strong AI tailwinds and continued growth potential. AI demand remains powerful, supported by cloud giants' growth and chip industry trends, positioning SMCI to benefit from ongoing sector momentum. SMCI stock valuation is extremely attractive: forward P/E and P/S ratios are low, technicals suggest a rebound, and fair value per share is estimated at $75.
Super Micro Stock Falls 23%: Falling Knife Or Buying Opportunity?
Super Micro Computer stock (NASDAQ:SMCI) has declined by close to 23% over the last five trading sessions, falling to about $45 per share. The sell-off follows the company's tough Q4 2025 earnings report, which missed estimates and saw margins contract.
Super Micro Computer, Inc. (SMCI) Is a Trending Stock: Facts to Know Before Betting on It
Super Micro (SMCI) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
Supermicro Shares Plunge on Outlook. Is This a Red Flag or a Buying Opportunity?
Super Micro Computer (SMCI -4.34%) shares plunged following the release of its fiscal 2025 fourth-quarter results, reinforcing its status as one of the more volatile stocks in the market. The stock now trades down around 25% over the past year, but it is still up nearly 50% year to date, as of this writing.
Should You Buy Super Micro Stock After Its 20% Post-Earnings Drop? Wall Street Says This Will Happen Next.
Super Micro Computer (SMCI -0.39%) shares tumbled nearly 20% on Aug. 6, because of disappointing financial results. But most Wall Street analysts think the selling was slightly overdone.
Super Micro: Buy The Fear
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.
Super Micro Computer: I Am Buying The Dip On The Earnings "Miss" That Wasn't One
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 expansion.
Super Micro Computer: Expectations Reset, Upside If Execution Follows (Upgrade)
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 skepticism about execution.
Super Micro Computer: Let's Not Make Another Mistake Again (Downgrade)
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, likely requiring margin sacrifices to achieve competitive pricing.
SMCI stock just collapsed; Here's why
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%.
Super Micro Computer Q4 Earnings Miss Estimates, Revenues Rise Y/Y
SMCI's fourth-quarter fiscal 2025 results reflect an unfavorable product mix, like low margin hyperscale and GPU rack shipments contracting the bottom line.
