Super Micro Computer, Inc. Aktie News

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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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 ho...

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 ...

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.

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