Super Micro Computer: Commoditization Continues [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 gross and net margins have compressed sharply, now lagging peers like DELL and HPE, raising concerns about sustainable profitability. Rising DRAM and NAND costs threaten further margin pressure, with consensus net margin estimates falling to just 3% for the upcoming quarter. Despite a more reasonable valuation after the pullback, I remain cautious on SMCI due to competitive pressures and continued commoditization. Looking for a portfolio of ideas like this one? Members of Envision Early Retirement get exclusive access to our subscriber-only portfolios. Learn More » Just_Super/E+ via Getty Images SMCI stock: the balance between capacity and profitability My last analysis on Super Micro Computer, Inc. SMCI ) was published on Nov 24 under a title of “Super Micro Computer: 2 Charts Show Why You More on my IG service As you can tell, our core style is to provide actionable and unambiguous ideas from our independent research. If your share this investment style, chec
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SMCI
News
- Super Micro Computer Is One of the Most Shorted Stocks. Could a Squeeze Take It Higher in 2026? [Yahoo! Finance]Yahoo! Finance
- Super Micro Computer: My Top AI Rebound Pick For 2026 [Seeking Alpha]Seeking Alpha
- Super Micro Computer: Improving Business Mix, Dirt Cheap Valuation [Seeking Alpha]Seeking Alpha
- Top Growth Companies Insiders Are Backing In January 2026 [Yahoo! Finance]Yahoo! Finance
- Super Micro Computer (SMCI) Announces Collaboration with Technology Partners [Yahoo! Finance]Yahoo! Finance
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