SMCI: From Bad To Worse [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
Unverified reports suggest Oracle may have canceled over $1 billion in SMCI orders, signaling potential broader customer flight. SMCI's competitive moat is insufficient; hyperscalers may rapidly diversify to competitors like Dell amid supply chain uncertainty. I maintain a Strong Sell rating, as trust erosion threatens growth estimates and could trigger a reflexive doom loop. Looking for a portfolio of ideas like this one? Members of The Pragmatic Investor get exclusive access to our subscriber-only portfolios. Learn More » Maria Vonotna/iStock via Getty Images Thesis Summary Just a few weeks ago, I downgraded Super Micro Computer ( SMCI ), going as far as calling it uninvestable. Since then, the situation has evolved, and while SMCI has struck a bottom, for now, the fundamentals look More on my IG service Macro moves markets, and this is what I do at The Pragmatic Investor Join today and enjoy: - Weekly Macro Newsletter - Access to our Portfolio - Deep dive
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SMCI
News
- Dear Super Micro Computer Stock Fans, Mark Your Calendars for May 26 [Yahoo! Finance]Yahoo! Finance
- INVESTOR ALERT: Pomerantz Law Firm Reminds Investors with Losses on their Investment in Super Micro Computer, Inc. Of Class Action Lawsuit and Upcoming Deadlines – SMCIGlobeNewswire
- Super Micro Computer Expands Silicon Valley AI Campus As Valuation Draws Attention [Yahoo! Finance]Yahoo! Finance
- Bronstein, Gewirtz & Grossman LLC Urges Super Micro Computer, Inc. Investors to Act: Class Action Filed Alleging Investor HarmGlobeNewswire
- SMCI Investors Have Opportunity to Lead Super Micro Computer, Inc. Securities Fraud Lawsuit with the Schall Law FirmGlobeNewswire
SMCI
Earnings
- 2/3/26 - Beat
SMCI
Sec Filings
- 4/20/26 - Form 8-K
- 3/27/26 - Form SCHEDULE
- 3/20/26 - Form 8-K
- SMCI's page on the SEC website