Super Micro Computer, Inc. Aktie News

The three stocks in this analysis all look strong overall, but they are all in different parts of the market cycle. With this, we look to buy, not sell anytime soon.

Artificial intelligence (AI) is an all-consuming investment thesis that will last for years, if not decades. For many investors, that means investing in some of the year's hottest stocks, such as NVIDIA NASDAQ: NVDA or Palantir NASDAQ: PLTR.

Shares of Super Micro Computer (SMCI 2.18%), also known as Supermicro, have fallen 20% since the company's August 5, 2025, Q4 earnings report, which offered only mild results for investors.

Super Micro Computer, Inc. faces ongoing revenue and margin pressures, missing Q4 estimates and struggling to forecast gross margin improvements. SMCI's aggressive pricing strategy to gain market share has eroded margins, with tariffs and inventory write-downs adding further headwinds. The company targets FY 2026 sales of $33 billion but lacks clarity on margin outlook, especially from its DCBB...

While you must not chase a stock only because it has undergone a split, it makes sense to put your money to work if it's the stock you've been eyeing for a while.

Super Micro Computer, Inc. is a key AI infrastructure enabler, trading at an attractive valuation despite rapid growth and strong Nvidia partnership. SMCI leads in delivering turnkey AI data center solutions, capitalizing on Nvidia Blackwell shipments and guiding for at least $33B in FY2026 revenue. Recent stock volatility reflects short-term concerns over financial controls and margins, but SM...

Super Micro Computer, Inc. is positioned as a leading, undervalued player in the high-performance server and storage solutions market for AI workloads. SMCI's forward P/E of 16.82 and 10% market share highlight its value, despite recent volatility from accounting concerns and delayed SEC filings. The server storage market is projected to double by 2029, providing significant growth opportunitie...

Many artificial intelligence (AI) stocks have taken off this year, rebounding strongly from early-year weakness. Still, there has been differentiation among AI beneficiaries.