Super Micro: The $12B AI Illusion -- A Record Beat Is A Major Red Flag [Seeking Alpha]
Super Micro Computer, Inc. (SMCI)
Last super micro computer, inc. earnings: 8/3 04:05 pm
Check Earnings Report
US:NASDAQ Investor Relations:
ir.supermicro.com/investor-relations
Company Research
Source: Seeking Alpha
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. Despite a low forward P/E of 14.65, SMCI is valued as a commodity assembler, reflecting eroding pricing power and high structural risk. Lemon_tm/iStock via Getty Images Introduction My story with Super Micro Computer, Inc. ( SMCI ) goes way back before the short report and the volatility that came afterwards. I exited my position at a small loss, for an average price of about $42, if This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of NVDA either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no
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SMCI
News
- Why Super Micro Computer (SMCI) is a Top Value Stock for the Long-Term [Yahoo! Finance]Yahoo! Finance
- Super Micro Computer (NASDAQ:SMCI) had its price target raised by analysts at The Goldman Sachs Group, Inc. from $26.00 to $27.00. They now have a "sell" rating on the stock.MarketBeat
- Super Micro Computer (NASDAQ:SMCI) had its price target lowered by analysts at Raymond James Financial, Inc. from $50.00 to $35.00. They now have an "outperform" rating on the stock.MarketBeat
- Super Micro Computer (NASDAQ:SMCI) had its price target lowered by analysts at Sanford C. Bernstein from $42.00 to $37.00. They now have a "market perform" rating on the stock.MarketBeat
- Super Micro Computer, Inc. (SMCI): A Bull Case Theory [Yahoo! Finance]Yahoo! Finance
SMCI
Earnings
- 2/3/26 - Beat
SMCI
Sec Filings
- 2/6/26 - Form 10-Q
- 2/3/26 - Form 8-K
- 2/2/26 - Form 4
- SMCI's page on the SEC website