Super Micro Computer Inc (SMCI)
Should You Hold or Fold Super Micro Computer Stock Before Q2 Earnings?
SMCI heads into Q2 earnings with 84% revenue growth expected, but EPS seen down, as AI server demand collides with margin and cash-cycle risks.
Super Micro Q2 Preview: What I Need To See To Change My Mind (Rating Downgrade)
Super Micro Computer remains rated Hold due to persistent margin pressures and unresolved accounting concerns, despite strong AI-driven revenue growth. SMCI's Q2 '26 guidance suggests robust demand, with a $13B+ backlog and potential for further expansion, but margin contraction overshadows topline momentum. Gross margin deterioration—now at 10 consecutive quarters—remains a critical risk; recovery hinges on successful adoption of higher-margin DCBBS products.
Super Micro Computer (SMCI) Stock Sinks As Market Gains: Here's Why
In the latest trading session, Super Micro Computer (SMCI) closed at $30.78, marking a -2.9% move from the previous day.
Super Micro Computer faces margin pressures despite strong AI server demand, says Bank of America
Super Micro Computer Inc (NASDAQ:SMCI) could see revenue gains from strong demand for AI servers and racks, but margins are likely to remain under pressure, according to a Bank of America analyst note on Thursday. The investment bank maintained an Underperform rating on the stock, with a price target of $34, slightly above Wednesday's close of $32.24.
Jim Cramer Thinks It's Time to Sell Super Micro Computer. Is That the Right Call?
Mad Money host Jim Cramer is a great guy to listen to when the volatility really starts picking up.
SMCI's Server and Storage Segmental Revenues Surge: What Lies Ahead?
Super Micro Computer's server and storage revenues jump 50.2% YoY to $21.31B in fiscal 2025, fueled by AI servers, rack-scale expansion and a $36 billion FY26 outlook.
'Super Micro Computer Is Priced For Failure': Why I Disagree
Super Micro Computer, Inc. is positioned for long-term AI infrastructure growth despite recent market pessimism and margin pressures. SMCI's deep partnership with Nvidia and leadership in liquid-cooled AI systems provide a structural advantage as data center demand accelerates. Valuation remains attractive with a forward P/E of 18.7x and EV/Sales of 0.5x, offering upside as technical support holds near $30.
Super Micro Computer: I Think It Should Finally Explode On Earnings (Preview)
Super Micro Computer, Inc. remains a Buy ahead of Q2 earnings, despite recent underperformance and market skepticism. SMCI's record backlog tied to Nvidia's Blackwell architecture and ramping production capacity underpins strong future growth potential. Short-term margin pressure is expected due to capital-intensive expansion and aggressive market share defense, but medium-term margin recovery is likely.
SMCI vs. META: Which AI Infrastructure Stock Has an Edge Now?
Meta Platforms' massive AI capex, custom chips and mega clusters contrast with Super Micro Computer's cash strain, giving META a diversified edge in AI infrastructure.
Super Micro Computer (SMCI) Declines More Than Market: Some Information for Investors
In the closing of the recent trading day, Super Micro Computer (SMCI) stood at $31.42, denoting a -3.75% move from the preceding trading day.
Short Squeeze Season: Is Super Micro Ready to Fly?
In the middle of January 2026 the stock market witnessed a shift in momentum for one of its most controversial companies. Shares of Super Micro Computer NASDAQ: SMCI jumped nearly 11%, closing the session at around $32.75.
2 Analysts Sour On Super Micro: Can SMCI Recover Amid +40% Fall?
Shares of artificial intelligence (AI) server stock Super Micro Computer NASDAQ: SMCI went on a wild ride in 2025. The stock was up as much as 99% through late July, but ultimately closed down 4% on the year.
