Super Micro Computer, Inc. Aktie News

Super Micro Computer delivered a record quarter, posting $12.7B in sales and 123% YoY growth, yet the stock barely rallied. The AI server company guided to $12.3B in FQ3 sales and raised FY26 revenue targets to $40B, but these appear conservative given current run rates. Gross margins remain pressured at 6.4% due to discounted contracts, but management expects DCBBS solutions to drive some gros...

Super Micro Computer, Inc. reported solid Q2 2026 earnings. Revenue grew significantly, and SMCI raised its FY2026 outlook. Despite these results, operating leverage continues to deteriorate.

Super Micro Computer (SMCI) delivered record Q2'26 results, with 123% revenue growth and robust AI server demand driving a 14% share price gain after earnings. Despite intense competition and non-GAAP gross margin contraction to 6.4%, SMCI remains highly profitable and benefits from accelerating hyperscaler CapEx trends. Super Micro is set to benefit from demand for the new Vera Rubin NVL72 rac...

Super Micro Computer has benefited from strong demand for its AI servers. Its margins, however, are incredibly low and have been declining.

Supermicro's revenues have soared amid the AI infrastructure buildout. However, its gross margins have been under extreme pressure.

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Super Micro Computer ( NASDAQ:SMCI ) reported robust artificial intelligence (AI) growth in its fiscal second-quarter results on Tuesday after the markets closed, with revenue surging 123% year-over-year to $12.7 billion, exceeding estimates around $10.4 billion.