Super Micro Computer Inc (SMCI)
Super Micro Computer (SMCI) Suffers a Larger Drop Than the General Market: Key Insights
In the closing of the recent trading day, Super Micro Computer (SMCI) stood at $30.32, denoting a -4.32% move from the preceding trading day.
Down 50% in The Year, Is SMCI a Buy?
Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) has had a brutal stretch.
Super Micro Computer (SMCI) Earnings Expected to Grow: What to Know Ahead of Next Week's Release
Super Micro (SMCI) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
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.
Super Micro Computer (SMCI) Stock Sinks As Market Gains: Here's Why
In the latest trading session, Super Micro Computer (SMCI) closed at $28.45, marking a -4.56% move from the previous day.
I Was Wrong About Super Micro Computer (Rating Upgrade)
Super Micro Computer's preliminary results showed gross margins of 15%-17%, nearly double guidance, suggesting a structural shift toward higher-value AI infrastructure solutions. New orders exceeded $60 billion, indicating demand remains exceptionally strong despite revenue being constrained by deployment timing and customer readiness. Shares trade at only 11x forward non-GAAP EPS, 0.55x price-to-sales, and a 0.38 forward PEG, well below major infrastructure peers.
Super Micro Computer: The Margin Shock Matters (Rating Downgrade)
Super Micro Computer, Inc. demonstrated significant gross margin improvement, with Q4 preliminary margins at 15%-17% versus prior 8.2%-8.4% guidance. SMCI received over $60 billion in new Q4 orders, reinforcing robust AI infrastructure demand, though revenue is expected at the low end of guidance. I now rate SMCI a Buy (down from Strong Buy), pending confirmation of margin sustainability, cash flow, and order quality in the 11 August Q4 report.
Super Micro: Market Remains Far Too Pessimistic
Super Micro Computer, Inc. delivered preliminary FQ4 results with gross margins of 15–17%, nearly double guidance, and over $60 billion in new orders. SMCI's path to $100 billion in annual revenue is supported by surging orders and expanded manufacturing capacity, with DCBBS products driving margin expansion. The company has a clear path to $10+ EPS by FY28, while consensus estimates remain far lower despite massive order momentum.
SMCI vs. HPE: Which AI Infrastructure Stock Has More Upside Now?
Hewlett Packard Enterprise's diversified AI, networking and private cloud strategy makes it a better choice than Super Micro Computer at present.
Super Micro Computer: Mispriced Risk, Underpriced AI Exposure
Super Micro Computer remains one of the cheapest AI exposure plays, despite recent underperformance. Preliminary guidance signals potential for significant revenue and bottom-line growth, reinforcing my Strong Buy rating. SMCI trades at a modest forward P/E, suggesting market concerns may already be priced in.
Price Prediction: SMCI Will Double on This Date
Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) has become the AI infrastructure story Wall Street loves to hate.
Super Micro Just Disclosed $60 Billion in New Orders and a Massive Margin Beat
All eyes are on Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) on Wednesday as the company disclosed preliminary fiscal Q4 2026 results with more than $60 billion in new orders received during the quarter and a record backlog.
