Super Micro Computer's AI Orders Are There - Delivery Is The Bottleneck (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 growth catalysts include advanced liquid cooling, rapid full-rack solutions, global expansion, and a major Nvidia partnership, but these are offset by operational risks. Q2'26 revenue guidance is supply-driven, reflecting deferred Q1 sales rather than underlying demand acceleration, raising concerns on sustainability. SMCI trades at a premium P/E versus peers, with profitability lagging—EBITDA margin at 4.7% versus Dell's 10%—highlighting weak pricing power and high customer concentration risks. Freezman/iStock via Getty Images Investment Thesis I have downgraded my thesis on Super Micro Computer, Inc. ( SMCI ) since my last coverage , primarily due to the company continuing to face significant risks such as supply chain delays low This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Short position through short-selling of the stock, or purchase
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SMCI
News
- Supermicro to Report Second Quarter Fiscal 2026 Financial Results on February 3rd, 2026 [Yahoo! Finance]Yahoo! Finance
- Supermicro to Report Second Quarter Fiscal 2026 Financial Results on February 3rd, 2026Business Wire
- Super Micro Computer: I Think It Should Finally Explode On Earnings (Preview) [Seeking Alpha]Seeking Alpha
- 3 Top Growth Stocks With Significant Insider Ownership [Yahoo! Finance]Yahoo! Finance
- Insider Favorites: 3 Growth Stocks With Strong Ownership [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