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SAN JOSE, Calif.--(BUSINESS WIRE)--Super Micro Computer, Inc. (Nasdaq: SMCI), a Total IT Solution Provider for AI/ML, HPC, Cloud, Storage, and 5G/Edge, today announced its participation in the upcoming investor conferences: Morgan Stanley Technology, Media & Telecom Conference Date: March 2, 2026 1x1 meetings only Location: San Francisco, CA Keybanc Emerging Technology Summit Date: March 3, 202...
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...
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