
Worries over how the AI infrastructure boom gets paid for are rippling through hardware stocks again. Hewlett Packard Enterprise (NYSE:HPE | HPE Price Prediction) stock is down 5% at $55.
Super Micro Computer, Inc. develops and manufactures high-performance server and storage solutions based on an open, modular architecture. The company is headquartered in San Jose, California.
| Revenue (TTM) | $39.06B |
| Gross Profit (TTM) | $4.23B |
| EBITDA | $2.82B |
| Operating Margin | 13.40% |
| Return on Equity | 21.50% |
| Return on Assets | 7.88% |
| Revenue/Share (TTM) | $64.91 |
| Book Value | $15.61 |
| Price-to-Book | 2.65 |
| Price-to-Sales (TTM) | 0.53 |
| EV/Revenue | 0.837 |
| EV/EBITDA | 10.63 |
| Quarterly Earnings Growth (YoY) | 434.70% |
| Quarterly Revenue Growth (YoY) | 93.20% |
| Shares Outstanding | $656.97M |
| Float | $557.72M |
| % Insiders | 12.66% |
| % Institutions | 69.36% |
Volatility is currently contracting

Worries over how the AI infrastructure boom gets paid for are rippling through hardware stocks again. Hewlett Packard Enterprise (NYSE:HPE | HPE Price Prediction) stock is down 5% at $55.

Despite suffering a 21.92% plunge since October 7 and failing to gain the confidence of the wider Wall Street, Super Micro Computer (NASDAQ: SMCI) stock is not entirely bereft of bulls.

Dell Technologies (NYSE:DELL | DELL Price Prediction) is leading a fresh retreat in artificial intelligence (AI) hardware, as doubts about the timing of enterprise spending hit server makers hardest. In morning trading, Dell stock is at $465.31, down 8%.

Super Micro appoints Mark Long as chief financial officer

Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) stock dropped 8% to $35.85 this afternoon, leaving the stock up 22% in 2026.

Dell Technologies (NYSE:DELL | DELL Price Prediction) stock is down 8% to $526.86 in morning trading after Barclays cut its rating on the shares to Equal Weight from Overweight.

Digi Power X Inc (NASDAQ:DGXX, FRA:1NQ0, NEO:DGX) is using Super Micro Computer Inc (NASDAQ:SMCI) servers built around Nvidia's latest Blackwell chips to sell AI computing capacity to enterprise customers, according to a Supermicro case study. The company owns and operates the infrastructure behind its NeoCloudz platform, from power generation and substations to Tier III data centers.

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.

Integrated Open Compute Project (OCP) based portfolio spans rack-scale AI/HPC systems, ORv3 and ORW racks, 48V DC power, networking, and liquid cooling solutions to enable higher-density compute in existing and new data centers Portfolio extends from infrastructure to intelligent operations with DCBBS Coolants, in-rack CDUs, switches, and Supermicro System Management Software Suite for infrastructure management Supermicro DCBBS brings these OCP-based technologies together into integrated rack-scale solutions, simplifying and speeding deployment across compute, power, networking, and cooling for a faster Time-to-Online (TTO) SAN JOSE, Calif., Oct. 13, 2026 /PRNewswire/ -- Super Micro Computer, Inc. (NASDAQ: SMCI), an AI, Enterprise, Storage, and 5G/Edge Total IT Solution Provider featuring Data Center Building Block Solutions® (DCBBS), today announced an expanded portfolio of Open Compute Project Accepted™ systems, racks, and rear door heat exchangers (RDHx).

Super Micro (SMCI) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Tiblio connects your broker and runs your put-and-call-writing strategy for you — on SMCI and any ticker you trade — then tracks every position and per-strategy win rate.