Super Micro Computer, Inc. Aktie News

There's still time to profit despite a frothy market, Seaport Global says.

Super Micro Computer reported $22 billion in FY2025 revenue, up 47% year-over-year, and guided for at least $33 billion in FY2026. Over 70% of Q4 FY2025 revenue came from AI platforms, confirming a shift toward compute-heavy, high-value rack-scale systems. The company expects volume ramp of Nvidia B200 and GB300 systems through FY2026, driving margin recovery and operating leverage.

Super Micro Computer is evolving into a leading rack-scale integrator, capitalizing on AI factory buildouts and liquid cooling leadership. SMCI's ramped volume shipments of NVIDIA Blackwell platforms and a $33B fiscal 2026 sales target signal accelerating AI infrastructure demand and execution. Liquid cooling, rapid rack integration, and global manufacturing capacity provide SMCI with structura...

The Monday premarket session looks very bullish for major US technology stocks, as we are continuing to see buyers jump into the market and put pressure on things. Ultimately, I have no interest in shorting these names.

If you're looking for the best growth stocks of 2025, it would be wise to consider the technology sector. According to Yahoo!

The three stocks in this analysis all look a bit sideways and quiet in the premarket hours, as we are looking forward to the Non-Farm Payroll announcement. At this point, these stocks all look positive over the longer term, but are likely to take a break for the time being.

Super Micro Computer, Inc. stock is looking primed for another move higher as aggressive AI CapEx by hyperscalers signals renewed growth potential. SMCI's early-mover advantage in AI server solutions and Blackwell ramp positions it well, despite intense competition from DELL and HPE. Dip buying has remained resilient, highlighting that the market is confident of its performance for FY2026.

I won't keep you waiting. The two worst-performing stocks in the S&P 500 (^GSPC -0.50%) in August 2025 were The Trade Desk (TTD -0.23%) and Super Micro Computer (SMCI 0.05%).