Super Micro Computer, Inc. Aktie News

Supermicro operates on the pick-and-shovel side of the artificial intelligence market. Its share price growth over the past three years has lagged behind AI industry leaders like Nvidia.

As picks and shovels of the ongoing AI boom, Super Micro and Vertiv offer rather different investment theses, with one being a notable laggard and another a beneficiary. Despite having the first mover advantage in late 2022, SMCI's deteriorating gross margins imply a lack of pricing power worsened by the ongoing delay in revenue recognition. VRT obviously does not experience a similar issue as ...

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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