Super Micro Computer, Inc. (SMCI)
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Super Micro (SMCI) Down 3.3% Since Last Earnings Report: Can It Rebound?
Published: March 05, 2026 by: Zacks Investment Research
Sentiment: Negative
Super Micro (SMCI) reported earnings 30 days ago. What's next for the stock?
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Why Super Micro Computer Surged Double-Digits in February
Published: March 05, 2026 by: The Motley Fool
Sentiment: Positive
Super Micro reported December quarter earnings that beat expectations. CEO Charles Liang outlined steps to improve the company's gross margin.
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Mirantis and Supermicro Accelerate Sovereign AI and Hybrid Cloud Deployments
Published: March 03, 2026 by: Business Wire
Sentiment: Neutral
CAMPBELL, Calif.--(BUSINESS WIRE)-- #AI--Mirantis, delivering Kubernetes-native infrastructure for AI, today announced validation of Supermicro's modular server architecture with Mirantis k0rdent, automating operations for sovereign AI and hybrid GPU cloud environments. The validation provides AI data center builders and neoclouds with a verified, Kubernetes-native stack for deploying and operating GPU-accelerated infrastructure at scale. As organizations race to operationalize AI at scale, infrastru.
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Unloved Super Micro Computer Is Due For A Rally
Published: March 03, 2026 by: Seeking Alpha
Sentiment: Negative
Super Micro Computer is regaining momentum, with business activity and revenue growth sharply rebounding after a period of weakness. SMCI delivered a massive revenue beat and raised FY2026 revenue guidance to at least $40B, implying 82% YoY growth and strong business acceleration. Despite gross margin contraction to 6.4% and commoditization headwinds, their new integrated AI platform with VAST Data signals differentiation efforts.
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Super Micro Computer, Inc. (SMCI) is Attracting Investor Attention: Here is What You Should Know
Published: March 03, 2026 by: Zacks Investment Research
Sentiment: Positive
Super Micro (SMCI) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
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Super Micro: Why the Shadow of NVIDIA Is a Profitable Place to Be
Published: March 02, 2026 by: MarketBeat
Sentiment: Neutral
For weeks, Wall Street whispered about a potential bubble in the artificial intelligence (AI) sector. Anxiety regarding a potential slowdown in capital spending gripped the market, causing significant volatility in major semiconductor stocks.
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Can Super Micro Flip The 2025 Script - Rise When Tech Is Faltering?
Published: February 27, 2026 by: Seeking Alpha
Sentiment: Positive
I initiated a position in Super Micro Computer (SMCI) in recent days, following its sharp decline from $122 to $33 over two years, as a rebound looks to be next. SMCI's projected sales and income growth remains robust this year, with only a moderate slowdown expected in 2027. Today's forward P/E of 12x and EV/EBITDA of 10.6x suggest SMCI is now attractively valued, approaching pre-AI mania multiples.
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Super Micro: Margin Compression Has Caused The Market To Misprice The Stock
Published: February 26, 2026 by: Seeking Alpha
Sentiment: Positive
Super Micro is rated 'Buy' due to strong AI server demand, unique solutions, and undervaluation despite margin compression. SMCI's modular design and DLC scale enable it to launch NVIDIA Blackwell systems four weeks ahead of the competition. Trading at a 42.9% EV/Sales discount to peers, SMCI offers a conservative target of $37 and a bullish recovery potential to $62.
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SNDK, SMCI and WDC Forecast – AI Data Centers in Focus
Published: February 26, 2026 by: FXEmpire
Sentiment: Neutral
The AI trade has moved from just chips to other parts of the data center. These three stocks all look likely to be a big part of that move.
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Supermicro and VAST Data Launch a New Enterprise AI Data Platform Solution with NVIDIA to Accelerate AI Factory Deployment
Published: February 25, 2026 by: PRNewsWire
Sentiment: Neutral
Platform brings high-performance compute, scalable data infrastructure, and intelligent software together as one ready-to-run solution. Fully integrated AI infrastructure stack includes Supermicro compute and storage servers, VAST AI OS, and NVIDIA accelerated computing models and software.
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SMCI Doubles Down on DCBBS: Is it the Next Growth Engine?
Published: February 25, 2026 by: Zacks Investment Research
Sentiment: Positive
Super Micro Computer is doubling down on DCBBS, targeting AI-driven growth and a bigger profit share by 2026 as it ramps up racks and new platforms.
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CPower, Bentaus and Supermicro Successfully Flex AI Compute Load for Demand Response
Published: February 25, 2026 by: PRNewsWire
Sentiment: Neutral
Joint test proves GPU-based workloads can be real-time grid resources as power demand for AI surges tenfold BALTIMORE and DALLAS and SAN JOSE, Calif., Feb. 25, 2026 /PRNewswire/ -- CPower Energy ("CPower"), a leading Virtual Power Plant (VPP) platform, and Bentaus, a leading developer of AI-driven energy orchestration platforms, in collaboration with Supermicro (NASDAQ: SMCI), a global leader in Application-Optimized Total IT Solutions, today announced the successful completion of a joint demonstration of how AI compute infrastructure can provide fast, reliable flexibility to the electric grid.
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CPower, Bentaus and Supermicro Successfully Flex AI Compute Load for Demand Response
Published: February 25, 2026 by: PRNewsWire
Sentiment: Neutral
Joint test proves GPU-based workloads can be real-time grid resources as power demand for AI surges tenfold BALTIMORE and DALLAS and SAN JOSE, Calif., Feb. 25, 2026 /PRNewswire/ -- CPower Energy ("CPower"), a leading Virtual Power Plant (VPP) platform, and Bentaus, a leading developer of AI-driven energy orchestration platforms, in collaboration with Supermicro (NASDAQ: SMCI), a global leader in Application-Optimized Total IT Solutions, today announced the successful completion of a joint demonstration of how AI compute infrastructure can provide fast, reliable flexibility to the electric grid.
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Super Micro Computer Has A New Problem
Published: February 24, 2026 by: Seeking Alpha
Sentiment: Neutral
Super Micro Computer, Inc. reinstates its $40 billion FY 2026 revenue guidance after strong fiscal Q2 results, but margin compression risks persist. While SMCI aims to improve margins by complementing its more profitable DCBBS ramp with a pivot towards enterprise opportunities where it has stronger pricing leverage, elevated execution risks remain. The enterprise-led margin recovery strategy has become increasingly prone to intensifying server CPU supply constraints, most acutely felt at Intel.
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Super Micro Computer, Inc. (SMCI) Is a Trending Stock: Facts to Know Before Betting on It
Published: February 20, 2026 by: Zacks Investment Research
Sentiment: Positive
Recently, Zacks.com users have been paying close attention to Super Micro (SMCI). This makes it worthwhile to examine what the stock has in store.
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DELL vs. SMCI: Which AI-Server Stock Offers Better Growth Opportunity?
Published: February 18, 2026 by: Zacks Investment Research
Sentiment: Positive
Super Micro Computer's AI-driven revenue surge, rack-scale expansion and lower valuation stack up against Dell's margin pressures in the AI server race.
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Super Micro Computer (SMCI) Trading 35% Below Analyst Targets After 11% Weekly Drop
Published: February 17, 2026 by: 24/7 Wall Street
Sentiment: Neutral
Super Micro Computer (Nasdaq: SMCI | SMCI Price Prediction) is trading at $30.54, down 11.2% over the past week.
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Supermicro Announces Participation in Upcoming Investor Events
Published: February 13, 2026 by: Business Wire
Sentiment: Neutral
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, 2026 1x1 meetings only Location: San Francisco, CA Loop Capital Markets 7th Annual Investor Conferenc.
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Super Micro Computer: This Stock Is Still Dead Money
Published: February 10, 2026 by: Seeking Alpha
Sentiment: Negative
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.
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Super Micro Computer (SMCI) Shares Pull Back After Earnings Rally: What Investors Need To Know
Published: February 09, 2026 by: Benzinga
Sentiment: Neutral
Shares of Super Micro Computer Inc (NASDAQ: SMCI) are trading slightly lower Monday morning, giving back a portion of last week's post-earnings rally as investors digested analyst rating updates and ongoing volatility in the high-flying AI server name. Here's what investors need to know.
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Investors Heavily Search Super Micro Computer, Inc. (SMCI): Here is What You Need to Know
Published: February 09, 2026 by: Zacks Investment Research
Sentiment: Positive
Super Micro (SMCI) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
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Why Super Micro Computer (SMCI) is a Top Value Stock for the Long-Term
Published: February 06, 2026 by: Zacks Investment Research
Sentiment: Positive
The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.
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SMCI Sees Earnings Surge, Analysts Remain Mixed on Outlook
Published: February 04, 2026 by: Schwab Network
Sentiment: Positive
Supermicro's (SMCI) self-described "near-term margin pressure" didn't stop investors from buying shares of the company. Marley Kayden turns to the earnings drawing Wall Street back to the beaten-down tech stock.
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Super Micro Computer Q2 Earnings Beat Estimates, Revenues Rise Y/Y
Published: February 04, 2026 by: Zacks Investment Research
Sentiment: Positive
SMCI tops Q2 EPS and revenue estimates as sales surge 123% Y/Y, fueled by hyperscale AI demand and strong U.S. data center deployments.
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Super Micro Computer shares jump on Q2 results, upbeat outlook
Published: February 04, 2026 by: Proactive Investors
Sentiment: Positive
Super Micro Computer Inc (NASDAQ:SMCI) shares surged more than 13% after the company reported fiscal second quarter earnings that exceeded analyst expectations and issued forward guidance above Wall Street estimates, reflecting continued demand for AI-focused infrastructure hardware. The San Jose, California–based company reported non-GAAP diluted EPS of $0.69 for fiscal Q2 ended December 31, 2025, surpassing the $0.49 Wall Street consensus.
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Super Micro Computer Rallies After Raising Full-Year Revenue Guidance to $40 Billion From $33 Billion
Published: February 04, 2026 by: 24/7 Wall Street
Sentiment: Positive
Yesterday we were watching whether Super Micro Computer (NASDAQ: SMCI) could finally reverse its recent string of earnings disappointments, which included three misses over the past five quarters.
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Super Micro: The $12B AI Illusion -- A Record Beat Is A Major Red Flag
Published: February 04, 2026 by: Seeking Alpha
Sentiment: Negative
Super Micro Computer, Inc. delivered record Q2 '26 revenue of $12.7B, but gross margins collapsed to 6.3%, highlighting severe profitability pressures. SMCI's business is structurally squeezed—Nvidia commands premium pricing, hyperscalers demand low prices, and SMCI is left with little bargaining power or moat. Customer concentration is acute: 63% of Q2 revenue came from a single client, amplifying financial and execution risk.
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Super Micro Computer Reports After the Close, and Wall Street Expects 82% Revenue Growth
Published: February 03, 2026 by: 24/7 Wall Street
Sentiment: Neutral
Super Micro Computer (NASDAQ: SMCI) reports Q2 fiscal 2026 earnings today, Feb.
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Super Micro Computer earnings expected to reflect strong AI infrastructure momentum
Published: February 02, 2026 by: Proactive Investors
Sentiment: Positive
Super Micro Computer (NASDAQ:SMCI) is set to report fiscal second quarter 2026 earnings after the close on Tuesday, with Wedbush analysts saying the report could show meaningful upside or downside depending on margins, supply chain conditions, and guidance. Wall Street analysts expect Super Micro to report revenue of $10.44 billion, more than doubling from $5.6 billion in the year-ago quarter, and earnings per share of $0.49, down about 20% year-over-year.
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Traction in AI-GPU Platform and DCBBS to Propel SMCI's Q2 Earnings
Published: February 02, 2026 by: Zacks Investment Research
Sentiment: Positive
Super Micro Computer heads into Q2 FY26 with AI-server momentum, Blackwell/B300 platforms and DCBBS traction despite inventory and cash flow strains.
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About Super Micro Computer, Inc. (SMCI)
- IPO Date 2007-03-29
- Website https://www.supermicro.com
- Industry Computer Hardware
- CEO Charles Liang
- Employees 5684