Super Micro Computer, Inc. (SMCI)

US — Technology Sector
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News

Super Micro Computer Q4 Earnings Miss Estimates, Revenues Rise Y/Y
SMCI
Published: August 06, 2025 by: Zacks Investment Research
Sentiment: Negative

SMCI's fourth-quarter fiscal 2025 results reflect an unfavorable product mix, like low margin hyperscale and GPU rack shipments contracting the bottom line.

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image for news Super Micro Computer Q4 Earnings Miss Estimates, Revenues Rise Y/Y
Top Stock Movers Now: McDonald's, Shopify, Super Micro Computer, and More
MCD, SHOP, SMCI
Published: August 06, 2025 by: Investopedia
Sentiment: Positive

U.S. equites gained at midday, lifted by several strong corporate earnings reports. The Dow Jones Industrial Average, S&P 500, and Nasdaq all advanced.

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image for news Top Stock Movers Now: McDonald's, Shopify, Super Micro Computer, and More
Super Micro Slumps As Analysts Weigh Nvidia AI Tailwinds Against Margin Pressures
SMCI
Published: August 06, 2025 by: Benzinga
Sentiment: Negative

Super Micro Computer SMCI shares are trading lower on Wednesday after the company reported worse-than-expected fourth-quarter financial results.

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image for news Super Micro Slumps As Analysts Weigh Nvidia AI Tailwinds Against Margin Pressures
Super Micro Computer: Earnings Aren't As Bad As Everyone Thinks (Upgrade)
SMCI
Published: August 06, 2025 by: Seeking Alpha
Sentiment: Positive

Super Micro Computer, Inc.'s Q4 earnings disappointed on EPS and guidance, triggering a 16% stock drop, but revenue growth and FY26 targets remain robust. Despite margin pressure and high expectations, I see the current selloff as a buying opportunity given strong AI-driven demand and undervalued valuation multiples. SMCI's DCBBS platform and rapid deployment capabilities position it as a top AI infrastructure partner, supporting long-term margin expansion.

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image for news Super Micro Computer: Earnings Aren't As Bad As Everyone Thinks (Upgrade)
Super Micro Computer: The Illusion Of A Miss
SMCI
Published: August 06, 2025 by: Seeking Alpha
Sentiment: Negative

The stock dropped on the illusion of a miss, guiding $33B vs. $29.8B, but misjudged against a vague $40B comment. Supermicro guided FY 2026 revenue of at least $33 billion, implying over 50% YoY growth from FY 2025's $22 billion result. Q4 FY 2025 non-GAAP gross margin dropped to 9.6%, impacted by hyperscaler mix and next-gen platform ramp costs.

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image for news Super Micro Computer: The Illusion Of A Miss
Super Micro Computer Stock Plummets After Q4 Results
SMCI
Published: August 06, 2025 by: Schaeffers Research
Sentiment: Negative

Super Micro Computer Inc (NASDAQ:SMCI) stock was last seen down 20.7% at $45.43 today, after the server maker's fiscal fourth-quarter earnings and revenue miss.

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image for news Super Micro Computer Stock Plummets After Q4 Results
Super Micro Computer and AMD stock prices tumble as AI growth fears overshadow earnings
AMD, SMCI
Published: August 06, 2025 by: Fast Company
Sentiment: Negative

Two of the tech industry's AI hardware companies are seeing their share prices drop after they reported their most recent quarterly earnings after the closing bell yesterday.

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image for news Super Micro Computer and AMD stock prices tumble as AI growth fears overshadow earnings
Why Supermicro Stock Is Plunging Today
SMCI
Published: August 06, 2025 by: Investopedia
Sentiment: Negative

Super Micro Computer (SMCI), shares plunged Wednesday after the server maker reported weaker-than-expected results, as it faced higher costs from tariffs and changes required by a major customer.

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image for news Why Supermicro Stock Is Plunging Today
Super Micro Computer Likely To Report Lower Q4 Earnings; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call
SMCI
Published: August 05, 2025 by: Benzinga
Sentiment: Negative

Super Micro Computer, Inc. SMCI will release earnings results for the fourth quarter, after the closing bell on Tuesday, Aug. 5.

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image for news Super Micro Computer Likely To Report Lower Q4 Earnings; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call
HPC Server and DLC Traction Likely to Boost SMCI's Q4 Earnings
SMCI
Published: August 01, 2025 by: Zacks Investment Research
Sentiment: Positive

Super Micro Computer's fourth-quarter fiscal 2025 performance is likely to have benefited from booming demand for AI-servers and DLC.

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image for news HPC Server and DLC Traction Likely to Boost SMCI's Q4 Earnings
Super Micro Should Get A Super Catalyst (Earnings Preview)
SMCI
Published: August 01, 2025 by: Seeking Alpha
Sentiment: Positive

I maintain my Buy rating on Super Micro Computer, Inc., expecting a strong Q4 driven by robust AI demand, new product launches, and global expansion. SMCI's recent margin pressures and Q3 reset have set a low bar for Q4, creating a high probability for a double-beat on revenue and EPS. The company's rapid expansion in liquid-cooled and Blackwell-based AI solutions, plus a $20 billion DataVolt partnership, positions SMCI for a strong Q4 shipment ramp and margin recovery.

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image for news Super Micro Should Get A Super Catalyst (Earnings Preview)
Should Investors Buy, Sell or Hold SMCI Stock Before Q4 Earnings?
SMCI
Published: July 31, 2025 by: Zacks Investment Research
Sentiment: Positive

Super Micro Computer's fourth-quarter fiscal 2025 results are likely to benefit from direct liquid cooling and server offerings.

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image for news Should Investors Buy, Sell or Hold SMCI Stock Before Q4 Earnings?
Is Wall Street Overreacting? Super Micro Computer Still Looks Like A Buy
SMCI
Published: July 31, 2025 by: Seeking Alpha
Sentiment: Neutral

Super Micro shows strong revenue growth, with 45–51% YoY guidance for FY25. SMCI's fundamentals remain robust, with solid financials, and healthy debt metrics compared to peers. Short-term risks include shipment delays, customer hesitation due to upcoming GPU cycles and $200–300M annualized cost headwinds from U.S.-China tariffs.

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image for news Is Wall Street Overreacting? Super Micro Computer Still Looks Like A Buy
Buy or Sell Super Micro Stock Ahead of Earnings?
SMCI
Published: July 31, 2025 by: Forbes
Sentiment: Positive

Super Micro Computer (NASDAQ:SMCI) is expected to announce its Q4 2025 earnings close to August 5, 2025 (June year). The stock has performed exceptionally well in recent months leading up to the fourth quarter earnings, increasing by nearly 60% in the past three months.

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image for news Buy or Sell Super Micro Stock Ahead of Earnings?
RAVEL Expands Its Orchestrate AI Software and Launches New Turnkey AI Workload Solution Pre-Configured for Supermicro Systems to Accelerate AI Adoption
SMCI
Published: July 30, 2025 by: GlobeNewsWire
Sentiment: Neutral

New solutions eliminate friction in deploying, managing, and scaling AI workloads—from creative studios to data centers New solutions eliminate friction in deploying, managing, and scaling AI workloads—from creative studios to data centers

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image for news RAVEL Expands Its Orchestrate AI Software and Launches New Turnkey AI Workload Solution Pre-Configured for Supermicro Systems to Accelerate AI Adoption
Analysts Estimate Super Micro Computer (SMCI) to Report a Decline in Earnings: What to Look Out for
SMCI
Published: July 29, 2025 by: Zacks Investment Research
Sentiment: Negative

Super Micro (SMCI) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

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image for news Analysts Estimate Super Micro Computer (SMCI) to Report a Decline in Earnings: What to Look Out for
Investors Heavily Search Super Micro Computer, Inc. (SMCI): Here is What You Need to Know
SMCI
Published: July 28, 2025 by: Zacks Investment Research
Sentiment: Positive

Zacks.com users have recently been watching Super Micro (SMCI) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

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image for news Investors Heavily Search Super Micro Computer, Inc. (SMCI): Here is What You Need to Know
Super Micro: The Takeoff Is Just Getting Started (Upgrade)
SMCI
Published: July 25, 2025 by: Seeking Alpha
Sentiment: Positive

Super Micro Computer, Inc. investors are lauding the good old days again, as SMCI's recent outperformance primes it for a potentially decisive breakout. SMCI's expansion into Europe and partaking in sovereign AI themes positions it as a credible first-mover, though European demand and regulatory hurdles present risks. Valuation has rebounded markedly, with SMCI trading at a forward EBITDA multiple in line with tech sector median, not significantly overvalued yet.

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image for news Super Micro: The Takeoff Is Just Getting Started (Upgrade)
Super Micro Computer Sees Unusual Volume—Catalyst Ahead?
SMCI
Published: July 25, 2025 by: MarketBeat
Sentiment: Positive

Whenever investors spot a spike in trade activity for a given stock, there is typically a significant event already underway in the company, causing new capital to flow into or out of the stock, or some unknown information has been leaked, triggering such an unusual action. This is why tracking unusual trade activity can be a helpful tool to remember.

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image for news Super Micro Computer Sees Unusual Volume—Catalyst Ahead?
TSLA, PLTR and SMCI Forecast – Major NASDAQ Stocks Look Strong
PLTR, SMCI, TSLA
Published: July 23, 2025 by: FXEmpire
Sentiment: Positive

The three stocks in this analysis all look as if they are ready to rally further, but the one to watch over the next 24 hours will be Tesla, as there is an earnings report after the bell on Wednesday. Ultimately, these are all favorites of traders and look to

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image for news TSLA, PLTR and SMCI Forecast – Major NASDAQ Stocks Look Strong
Super Micro Computer's HPC Solutions Propel Server Growth: What's Next?
SMCI
Published: July 22, 2025 by: Zacks Investment Research
Sentiment: Positive

SMCI's server and storage revenues skyrocket on soaring demand for HPC and AI workload.

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image for news Super Micro Computer's HPC Solutions Propel Server Growth: What's Next?
SMCI Surges 69.3% in 3 Months: Should You Buy, Sell or Hold the Stock?
SMCI
Published: July 21, 2025 by: Zacks Investment Research
Sentiment: Neutral

Super Micro Computer stock skyrockets in 3 months, but rising costs, fierce competition, and margin pressure now raise red flags.

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image for news SMCI Surges 69.3% in 3 Months: Should You Buy, Sell or Hold the Stock?
Supermicro Schedules Conference Call and Webcast for Fourth Quarter and Fiscal Year 2025 Financial Results on August 5, 2025
SMCI
Published: July 21, 2025 by: Business Wire
Sentiment: Neutral

SAN JOSE, Calif.--(BUSINESS WIRE)--Super Micro Computer, Inc. (SMCI), a Total IT Solution Provider for AI, Cloud, Storage, and 5G/Edge, today announced that it will provide fourth quarter and fiscal year 2025 financial results on Tuesday, August 5th, 2025, at 5:00 p.m. ET / 2:00 p.m. PT. The webcast will be available at https://ir.supermicro.com. A replay of the webcast will be available shortly after the call at the same website and will remain accessible for one year. About Super Micro Comput.

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image for news Supermicro Schedules Conference Call and Webcast for Fourth Quarter and Fiscal Year 2025 Financial Results on August 5, 2025
2 Top AI Stocks to Buy With $1,000
AMD, SMCI
Published: July 21, 2025 by: The Motley Fool
Sentiment: Positive

There is a lot you can do with $1,000. But if you want to get a step closer to sustainable wealth, consider putting that money to work in the stock market.

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image for news 2 Top AI Stocks to Buy With $1,000
Digi Power X signs purchase order with Supermicro to launch NVIDIA B200-powered AI platform
DGXX, NVDA, SMCI
Published: July 17, 2025 by: Proactive Investors
Sentiment: Positive

Digi Power X Inc (NASDAQ:DGXX, TSX-V:DGX) has signed a definitive purchase order with Super Micro Computer Inc (NASDAQ:SMCI) to supply NVIDIA B200-powered systems for the launch of NeoCloud, the company's modular Tier 3 artificial intelligence (AI) infrastructure platform. The systems will be installed inside Digi Power X's proprietary ARMS 200, or AI-Ready Modular Solution, pods, with the first deployment scheduled to go live in Alabama in the fourth quarter of 2025.

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image for news Digi Power X signs purchase order with Supermicro to launch NVIDIA B200-powered AI platform
Super Micro Stock May Benefit as Cooling Demand Takes Off
SMCI
Published: July 16, 2025 by: MarketBeat
Sentiment: Positive

Most companies in the technology sector are now beginning to recognize the importance of having the right footprint and infrastructure in place for their data center capacity. As the demand for artificial intelligence and cloud computing has skyrocketed and continues to rise, this has become an undeniable theme in the industry.

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image for news Super Micro Stock May Benefit as Cooling Demand Takes Off
Supermicro Stock May Benefit as Cooling Demand Takes Off
SMCI
Published: July 16, 2025 by: MarketBeat
Sentiment: Positive

Most companies in the technology sector are now beginning to recognize the importance of having the right footprint and infrastructure in place for their data center capacity. As the demand for artificial intelligence and cloud computing has skyrocketed and continues to rise, this has become an undeniable theme in the industry.

Read More
image for news Supermicro Stock May Benefit as Cooling Demand Takes Off
Super Micro Computer Stock Is Getting Interesting (Technical Analysis, Upgrade)
SMCI
Published: July 15, 2025 by: Seeking Alpha
Sentiment: Positive

Super Micro Computer, Inc.'s technicals are improving, with momentum building and a potential breakout from a triangle pattern that could spark a 50% rally. Short-term trading opportunity exists for the next 3-6 months, but I remain cautious on SMCI as a long-term investment due to fundamental concerns. Key risks include margin pressure, heavy competition, reliance on a few clients, and volatility around upcoming earnings.

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image for news Super Micro Computer Stock Is Getting Interesting (Technical Analysis, Upgrade)
Wall Street's Red Flag: This AI Stock Could Plummet 30%
SMCI
Published: July 14, 2025 by: 24/7 Wall Street
Sentiment: Negative

Key Points in This Article: Despite the AI boom, Super Micro Computer‘s (SMCI) server growth is threatened by competition that could pressure margins.

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image for news Wall Street's Red Flag: This AI Stock Could Plummet 30%
Super Micro Computer Rides on DLC Momentum: What Lies on the Horizon?
SMCI
Published: July 14, 2025 by: Zacks Investment Research
Sentiment: Positive

SMCI's DLC tech delivers growth as hyperscalers and AI-data centers drive its demand.

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image for news Super Micro Computer Rides on DLC Momentum: What Lies on the Horizon?

About Super Micro Computer, Inc. (SMCI)

  • IPO Date 2007-03-29
  • Website https://www.supermicro.com
  • Industry Computer Hardware
  • CEO Charles Liang
  • Employees 5684

Super Micro Computer, Inc., together with its subsidiaries, develops and manufactures high performance server and storage solutions based on modular and open architecture in the United States, Europe, Asia, and internationally. Its solutions range from complete server, storage systems, modular blade servers, blades, workstations, full racks, networking devices, server sub-systems, server management software, and security software. The company provides application-optimized server solutions, rackmount and blade servers, storage, and subsystems and accessories; and server software management solutions, such as Server Management Suite, including Supermicro Server Manager, Supermicro Power Management software, Supermicro Update Manager, SuperCloud Composer, and SuperDoctor 5. In addition, it offers server subsystems and accessories comprising server boards, chassis, power supplies, and other accessories. Further, the company provides server and storage system integration, configuration, and software upgrade and update services; and technical documentation services, as well as identifies service requirements, creates and executes project plans, and conducts verification testing and technical documentation, and training services. Additionally, it offers help desk and on-site product support services for its server and storage systems; and customer support services, including ongoing maintenance and technical support for its products. The company provides its products to enterprise data centers, cloud computing, artificial intelligence, and 5G and edge computing markets. It sells its products through direct and indirect sales force, distributors, value-added resellers, system integrators, and original equipment manufacturers. The company was incorporated in 1993 and is headquartered in San Jose, California.