Super Micro Computer, Inc. Aktie News

Super Micro Computer's top line has been growing at a torrid pace in recent years. Its gross margin is low, and it's expected to shrink further in 2026.

Super Micro Computer (SMCI +1.40%) is facing slowing growth, but its expanding role in AI infrastructure and edge computing could flip the script. With new partnerships and analyst targets pointing higher, this stock may be closer to a breakout than the chart suggests.

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; reco...

The highest-growth U.S. telecom is down 33% off its highs, giving investors a buying opportunity. This server-maker recently saw shares cut in half, but is set to grow by leaps and bounds as AI proliferates.

SAN JOSE, Calif.--(BUSINESS WIRE)--Super Micro Computer, Inc. (SMCI), a Total IT Solution Provider for AI/ML, HPC, Cloud, Storage, and 5G/Edge, today announced that it will host its second quarter fiscal 2026 financial results conference call on Tuesday, February 3rd, 2026, at 5:00 p.m. ET / 2:00 p.m. PT. The webcast will be available at https://ir.supermicro.com. A replay of the webcast will b...

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.

Super Micro Computer, Inc. is downgraded to Hold due to persistent shipment delays, volatile operations, and low profit margins despite strong AI infrastructure demand. SMCI's growth catalysts include advanced liquid cooling, rapid full-rack solutions, global expansion, and a major Nvidia partnership, but these are offset by operational risks. Q2'26 revenue guidance is supply-driven, reflecting...

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