Super Micro: The Correction Isn't A Green Light [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 valuation now assumes margin recovery from Q2 trough, but competitive pressures and lack of sticky moat heighten risk to sustained profitability. Gross margins, not revenue growth, are the critical swing factor for SMCI's fair value, with even small changes causing large valuation impacts. While AI tailwinds and backlog support FY2026 sales guidance, SMCI's position in a replaceable layer and customer concentration limit upside conviction. Rafal Wojtaszek/iStock via Getty Images Down 40% from recent highs, Super Micro Computer ( SMCI ) grabs attention, particularly for those who missed the first leg of the AI rally. However, a deeper dive shows that while topline growth may still remain strong, margins This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own o
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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