Super Micro Computer, Inc. Aktie News

Super Micro Computer (SMCI 3.77%) sits at the heart of the AI server boom, with deep ties to Nvidia and a potential massive run-up in revenue. Margin recovery will determine whether this stock delivers its full upside potential.

Artificial intelligence (AI) is a multitrillion-dollar addressable market that's caught the attention of Wall Street analysts. Sustainable competitive advantages can launch three widely-owned AI stocks to the moon in 2026.

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.

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.

Super Micro Computer trades at just 0.5x forward sales, reflecting extreme market skepticism over gross margin pressures. Despite industry-wide margin compression, the server maker is expanding its customer and product mix to stabilize and potentially pivot gross margins. Super Micro's valuation is deeply discounted versus peers like Dell, with book value and revenue multiples signaling a contr...

With the US stocks closed on Monday, but setting up for big moves.

Super Micro Computer has pulled back to yearly lows due to recent accounting concerns and order upshots despite strong AI server demand. SMCI's Data Center Building Block Solutions positions it to capture a significant share of the $5.2–$8.0 trillion AI data center buildout by 2030. Consensus analysts underestimate SMCI's margin potential; even Base Case FY27 EPS of $3.30 implies the stock is u...

Super Micro Computer ( NASDAQ:SMCI ) was once a Wall Street favorite, riding the artificial intelligence (AI) wave with shares surging nearly 100% in early 2025.