Super Micro CEO: We're at the Center of the AI Infrastructure Buildout [Yahoo! Finance]
Super Micro Computer, Inc. (SMCI)
Last super micro computer, inc. earnings: 8/3 04:05 pm
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US:NASDAQ Investor Relations:
ir.supermicro.com/investor-relations
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Source: Yahoo! Finance
Quick Read Super Micro Computer (SMCI) delivered Q2 FY2026 revenue of $12.68B against a $10.34B estimate and non-GAAP EPS of $0.69 versus $0.49 expected, with $13B+ in Blackwell Ultra orders already accumulated and full-year guidance raised to $40B from $36B. The company is scaling its Data Center Building Block Solutions platform, packaging compute, cooling, power, and networking into deployable units for hyperscalers and enterprises, while expanding large-scale data center customers from four to six to eight in FY2026. Super Micro is sacrificing GAAP gross margin, which fell to 6.3% from 11.8% year-over-year, to win market share during the peak AI infrastructure buildout, betting that margin recovery will follow once product mix shifts toward higher-value DCBBS solutions. The analyst who called NVIDIA in 2010 just named his top 10 AI stocks. Get them here FREE Super Micro Computer ( NASDAQ:SMCI ) just posted one of the most striking revenue beats in recent memory, and CEO C
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SMCI
News
- Hardware & Infrastructure Stocks Q4 In Review: Super Micro (NASDAQ:SMCI) Vs Peers [Yahoo! Finance]Yahoo! Finance
- Why Super Micro Computer (SMCI) Dipped More Than Broader Market Today [Yahoo! Finance]Yahoo! Finance
- Is It Time To Reassess Super Micro Computer (SMCI) After Recent Share Price Pullback? [Yahoo! Finance]Yahoo! Finance
- Is Super Micro Computer a Buy, Sell or Hold at P/E Multiple of 13.53X? [Yahoo! Finance]Yahoo! Finance
- What Makes Super Micro Computer (SMCI) Appear So Good [Yahoo! Finance]Yahoo! Finance
SMCI
Earnings
- 2/3/26 - Beat
SMCI
Sec Filings
- 3/12/26 - Form 4/A
- 3/3/26 - Form 4
- 3/3/26 - Form 4
- SMCI's page on the SEC website