Super Micro Computer: Beaten Down And Not Ready To Bounce Back (Rating Downgrade) [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 declining ROIC and profit margins, now at 3.77%, signal loss of its prior first-mover edge. Rising inventories and negative free cash flow highlight capital allocation inefficiencies compared to Dell and HPE. SMCI trades at a premium multiple despite weaker fundamentals, and intensifying competition—especially from Foxconn—will likely pressure margins and growth. Nikada/E+ via Getty Images The Super Micro Computer Investment Thesis Super Micro Computer's SMCI ) stock has performed poorly in recent months after shares fell from over $50 to just roughly $35. And this is not an overreaction of the market, but justified This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of NVDA, AMD 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 business relationship with any
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SMCI
News
- Highlighting December 2025's Growth Leaders With Insider Ownership [Yahoo! Finance]Yahoo! Finance
- Supermicro(????????)?NVIDIA Blackwell ??????? 4U???2-OU(OCP)?? NVIDIA HGX B300 ???????? [CNET News]CNET News
- Here's What Blackwell Portfolio Expansion Means for Super Micro Computer (SMCI) [Yahoo! Finance]Yahoo! Finance
- Azio AI Advances Sovereign AI Infrastructure Strategy, Supporting Philippines' National Investment Fund Modernization and Positioning for Long-Term Public-Sector GrowthPR Newswire
- SMCI Declines 9% in a Year: Should You Hold or Fold the Stock? [Yahoo! Finance]Yahoo! Finance
SMCI
Earnings
- 11/4/25 - Beat
SMCI
Sec Filings
- 12/1/25 - Form 4
- 12/1/25 - Form 4
- 12/1/25 - Form 4
- SMCI's page on the SEC website