Super Micro Computer, Inc. Aktie News

These three stocks all looked down and out toward the end of 2024. Through the first 10 months of 2025, however, they were all up more than 70%.

Super Micro Computer, Inc. remains a compelling recovery play despite recent flat price performance and failure to break above $60/share. The Q1 revenue shortfall was not lost but simply delayed into the future quarters, with management guiding for a massive uptick for the upcoming quarter. Short-term gross margin pressure is a temporary consequence of scaling production for major new platforms...

Super Micro Computer remains a Strong Buy with a $52 price target, offering 30% upside despite recent volatility and a double-miss quarter. SMCI's FQ1 2026 results showed a 15% revenue decline and margin pressure, but no structural issues; future quarters' margins warrant close monitoring. Management guides for at least $36 billion FY2026 revenue, driven by strong AI data center demand and expa...

Super Micro Computer (SMCI 1.92%) just projected up to $11 billion in next-quarter sales and a minimum of $36 billion for fiscal 2026. Investors are watching closely as the company turns short-term margin pressure into a setup for major growth in the AI hardware race.

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...