Recently, Zacks.com users have been paying close attention to Super Micro (SMCI). This makes it worthwhile to examine what the stock has in store.
Super Micro shifted from guidance-driven valuation to contracted reality, reporting over $13 billion in firm orders tied largely to Nvidia GB300. FY26 revenue guidance increased to at least $36 billion, while $1.5 billion of Q1 revenue was deferred, not canceled. DCBBS marks a structural pivot from server integration to full data center infrastructure, improving long-term margin potential beyond box hardware.
Super Micro Computer NASDAQ: SMCI stock recently experienced another series of daily declines, pushing the share price down to the low $30s. To the casual observer, this looks like a warning sign.
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 going forward.
Super Micro Computer, Inc. (SMCI) Presents at Barclays 23rd Annual Global Technology Conference Transcript
Super Micro Computer's shares slide as expansion strains margins and cash flow, even as AI server demand and new platforms fuel long-term growth ambitions.
Super Micro Computer stock fell 22.1% after repeatedly missing revenue estimates and guidance, raising execution concerns. SMCI's Q1 sales declined 15% YoY, gross margins dropped to 9.5%, and EPS fell 53%, with delays attributed to customer upgrades and data center readiness. Management guides for $10–11 billion Q2 sales and at least $36 billion for FY, but persistent guidance misses and margin pressure raise risk.
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 (SMCI) reported earnings 30 days ago. What's next for the stock?
Super Micro Computer targets $36B in FY26 revenues despite a quarterly dip, betting on AI demand and its modular data center strategy to drive growth.
Super Micro Computer has experienced significant volatility recently, dropping from $60 to near $30, a key support level. In addition to being just above a strong support level of $30, SMCI is also massively oversold. Despite a notable FY2026 revenue guidance boost, the stock's recent price movement leaves it massively undervalued, with its P/S ratio near crisis levels.
Super Micro Computer (SMCI) shares are down 31.0% over the last 21 trading days. This recent decline highlights worries regarding intensified competition in the AI server market and shrinking margins following an earnings miss.