Super Micro Computer, Inc. (SMCI)
SMCI Deepens its AI-Centric Server Expertise: Will it Deliver Growth?
Super Micro Computer expands its AI-focused server lineup with new edge systems and integrated NVIDIA and AMD solutions to fuel rapid revenue growth.
Why Super Micro Could Outrun The AI Hype Cycle
Super Micro Computer reported $22 billion in FY2025 revenue, up 47% year-over-year, and guided for at least $33 billion in FY2026. Over 70% of Q4 FY2025 revenue came from AI platforms, confirming a shift toward compute-heavy, high-value rack-scale systems. The company expects volume ramp of Nvidia B200 and GB300 systems through FY2026, driving margin recovery and operating leverage.
Super Micro Computer: Load Up While The Market Ignores (Upgrade)
Super Micro Computer, Inc. stock is looking primed for another move higher as aggressive AI CapEx by hyperscalers signals renewed growth potential. SMCI's early-mover advantage in AI server solutions and Blackwell ramp positions it well, despite intense competition from DELL and HPE. Dip buying has remained resilient, highlighting that the market is confident of its performance for FY2026.
Super Micro Computer: Dirt Cheap, Keep Buying
Super Micro Computer thrives at the center of the AI infrastructure boom, with robust long-term growth drivers. SMCI's early shipments of NVIDIA Blackwell systems, strategic partnerships, and exposure to institutional investors position SMCI for continued AI-driven expansion. With a forward P/S below 1 and P/E below 20, SMCI trades at a bargain valuation for its double-digit growth potential, despite manageable risks.
SMCI Rises 6.4% in a Month: Should You Buy, Sell or Hold the Stock?
Super Micro Computer stock rises 6.4% this month, but increasing competition and margin pressures keep investors cautious.
Will SMCI's DCBBS Push Spark Growth in its Data Center Business?
Super Micro Computer's DCBBS plug-and-play design and liquid cooling are fueling momentum in AI and HPC data centers.
Can SMCI's Cooling Platforms Emerge as the Next Revenue Pillar?
Super Micro Computer's air- and liquid-cooled AI platforms now drive 70% of revenues, powering strong growth.
Super Micro Computer: What's Happening With SMCI Stock?
Super Micro Computer stock (NASDAQ:SMCI) has fallen by almost 29% over the last month, as investors reevaluate its role as one of the primary players in AI. The firm, regarded as a vital provider of servers essential for implementing Nvidia's newest GPU chips, is facing challenges on two fronts.
Super Micro shares dip after AI server maker flags financial control concerns
Super Micro Computer's shares fell nearly 5% on Friday after the artificial intelligence-optimized server maker reiterated weaknesses in internal control over financial reporting.
Super Micro Computer Can Become Wall Street's Biggest AI Comeback Story
Super Micro Computer, Inc. missed Q4 consensus, but temporary factors caused the shortfall, not operational issues; 25% QoQ revenue growth shows underlying business resilience despite recent challenges. Management guides "at least $33B" FY2026 revenue versus $31.93 billion consensus, suggesting 50% growth potential with conservative analyst estimates creating upside opportunity. DCBBS technology offers 40% power savings and 20% TCO reduction, positioning SMCI for margin recovery as deployment scales across an expanding customer base.
SMCI Projects $33B FY26 Revenues: Is the Growth Target Realistic?
Super Micro Computer targets $33B revenues in FY26, banking on AI demand and data center solutions to fuel growth momentum.
Super Micro Computer Stock Hasn't Priced in Growth Yet
Speculation and news headlines aside, there is a pretty simple way for investors to know whether a stock has priced in its future growth yet or not, creating a reliable manner to measure whether they should stay invested in a company through the hard times or whether it is time to liquidate and go hunting for the next best deal. This can all be done with a single ratio.
