Super Micro Computer, Inc. Aktie News

Last month, when concerns about an AI bubble spilled over and sparked a sell-off, stocks spent several weeks in a pullback. However, the fallout adversely affected some equities more than others—even those that have no direct ties to the AI industry.

Super Micro Computer (SMCI) shares are down 31.0% over the last 21 trading days. This recent decline highlights worries regarding intensified competition in the AI server market and shrinking margins following an earnings miss.

Super Micro Computer (SMCI) is upgraded to Buy due to its extremely attractive 0.5x FY26 revenue multiple, despite ongoing margin pressures. SMCI faces volatile gross margins, intense competition from OEMs and ODMs, and management's inconsistent guidance, leading to market skepticism. Despite projected 65% FY26 revenue growth, SMCI's gross margin-adjusted revenue growth is estimated at only 11%...

Is it time to start buying tech stocks again?

U.S. major stocks attempted a modest recovery on Friday after a broad selloff, with Tesla, Palantir, and Super Micro Computer all showing early signs of stabilization. Key EMAs and established support levels remain crucial as traders look for broader market participation before committing to new positions.

Super Micro Computer, Inc. suffered after the recent earnings release, but Nvidia's solid outlook assurances has lent a calming influence. SMCI faces near-term margin pressures and fierce competition, but its rapid deployment and hyperscaler focus underpin its growth strategy. SMCI is expected to increase its capacity to prime for the expanded ramp up. Opportunities beyond the hyperscalers are ...

SAN JOSE, Calif.--(BUSINESS WIRE)--Super Micro Computer, Inc. (Nasdaq: SMCI) (“Supermicro” or the “Company”), a Total IT Solution Provider for AI, Cloud, Storage, and 5G/Edge, today announced its participation in the upcoming investor conferences: UBS Global Technology and AI Conference Date: December 1-2, 2025 1x1 meetings only Location: Scottsdale, AZ Raymond James TMT & Consumer Conference D...

CoreWeave stock was gaining alongside AMD, Super Micro and a number of other companies as Nvidia relieved concerns over the artificial-intelligence trade.