Super Micro: AI's Most Underrated Trade Of 2026 [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
Despite industry-wide margin compression, the server maker is expanding its customer and product mix to stabilize and potentially pivot gross margins. Super Micro's valuation is deeply discounted versus peers like Dell, with book value and revenue multiples signaling a contrarian opportunity. I recommend trading Super Micro's shares due to a coming pivot in their gross margins, which will likely come against all odds. PhonlamaiPhoto/iStock via Getty Images Investment Thesis Since my last coverage on AI server maker Super Micro Computer ( SMCI ) in November, the company 's shares have been range-bound, as bulls and bears battle it out for each side This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than f
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SMCI
News
- Super Micro Computer (NASDAQ:SMCI) had its price target lowered by analysts at Citigroup Inc. from $48.00 to $39.00. They now have a "neutral" rating on the stock.MarketBeat
- Why Super Micro (SMCI) Shares Are Trading Lower Today [Yahoo! Finance]Yahoo! Finance
- Insider-Owned Growth Stocks Poised For Success In January 2026 [Yahoo! Finance]Yahoo! Finance
- 3 Growth Companies With High Insider Ownership And Up To 79% Earnings Growth [Yahoo! Finance]Yahoo! Finance
- Super Micro: Likely The Most Hated AI Stock [Seeking Alpha]Seeking Alpha
SMCI
Earnings
- 11/4/25 - Beat
SMCI
Sec Filings
- 1/14/26 - Form 3
- 1/2/26 - Form 8-K/A
- 1/2/26 - Form 8-K
- SMCI's page on the SEC website