Super Micro Computer, Inc. Aktie News

Supermicro shares fell despite the company raising its full-year revenue forecast. The company has been struggling forecasting revenue and with its gross margin.

Super Micro Computer is misunderstood by the market after earnings, despite strong FY26 revenue guidance and robust AI infrastructure demand. SMCI's order book is expanding, with over $13 billion in Blackwell Ultra orders and FY26 revenue guidance raised to at least $36 billion, up from $33 billion. The company faces short-term margin pressure due to high-volume deals and new product ramps, but...

Super Micro Computer missed expectations by a wide margin in the latest quarter, supposedly because its customers were waiting for newer hardware. The stock trades at an attractive valuation, assuming its margins don't keep going down.

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Super Micro Computer is poised for substantial growth driven by its innovative hardware solutions and increasing demand in the data center sector. One of its biggest risks is its low gross margins. The company recently reported declining gross margins in its first quarter FY 2026 report, sparking a selloff.

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Super Micro Computer missed Q1'26 estimates and reported a drop in non-GAAP gross margins but raised its FY 2025 revenue outlook. SMCI's strong $13B order backlog and expanding AI-driven data center market support a favorable long-term growth outlook despite short-term margin pressure. The company's revenues fell due to customer-driven configuration changes that are set to push revenues into th...

Super Micro Computer, Inc. shares plunged after a Q1 miss and we think this is a crash worth buying. SMCI has a recurring pattern of overpromising and underdelivering, which creates short-term buying opportunities as weakness gets priced in and expectations reset. We share market concern over pricing pressure as SMCI competition intensifies, but we think this has been priced in for the near term.