Super Micro Computer, Inc. Aktie News
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Super Micro Computer, Inc. Aktie News
Positiv
24/7 Wall Street
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etwa 6 Stunden alt
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.
Positiv
Seeking Alpha
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ein Tag alt
Super Micro Computer (SMCI) is uniquely positioned to deliver next-gen GPU rack systems rapidly, with strong demand and a growing backlog exceeding $13B. SMCI's DCBBS offering is critical for future margin expansion, aiming to capitalize on high-density AI infrastructure needs and deployment speed. Despite guiding for at least $36B in FY revenue, SMCI trades at a steep growth-adjusted valuation...
Positiv
The Motley Fool
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2 Tage alt
AI-fueled server demand, surging trading volume, and sector momentum put this hardware maker in sharp focus, today, Jan. 16, 2026.
Positiv
Seeking Alpha
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2 Tage alt
Super Micro Computer is my top investment play for 2026, driven by AI-led server demand and undervalued at a 10x forward P/E. SMCI's growth is fueled by strong AI infrastructure spending, especially in liquid-cooled data centers and its partnership with NVIDIA. Despite a 15% YoY revenue decline and gross margin pressure, new high-margin B300 systems could catalyze a margin rebound in 2026.
Neutral
Business Wire
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3 Tage alt
SANTA MONICA, Calif.--(BUSINESS WIRE)---- $SMCI #AIInfrastructure--Binarly unveils firmware bypass chains blinding EDR and 2 Supermicro BMC vulns (CVE-2025-12006, CVE-2025-12007), impacting enterprise & AI security.
Positiv
Seeking Alpha
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3 Tage alt
Super Micro Computer, Inc. is deeply undervalued, trading at a forward PEG of 0.48 versus the sector's 1.71, despite robust AI-driven growth prospects. SMCI's aggressive innovation, diversified partnerships with Nvidia, Intel, and AMD, and expansion into edge AI and retail AI solutions support a bullish outlook. Forward P/E and P/S ratios are significantly below sector medians, with Wall Street...
Neutral
The Motley Fool
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4 Tage alt
Super Micro Computer (SMCI 0.32%) manufactures NVIDIA-powered, liquid-cooled servers built for hyperscale demand. With analysts projecting triple-digit upside, this stock could surprise investors willing to look past short-term margin pressure.
Negativ
The Motley Fool
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5 Tage alt
On Jan. 13, 2026, fresh analyst skepticism clashed with big AI infrastructure ambitions, putting Super Micro's profit outlook in focus.
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