Super Micro Gifts Dell A Generational Opportunity [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 faces a strong sell rating due to systemic management failures, recent DOJ indictments, and heightened regulatory risk undermining business stability. DELL's AI server backlog surged to $45B in Q4, with AI servers now over 50% of the total backlog, and might further benefit from SMCI's regulatory hurdles. DELL trades at an attractive 0.87x sales multiple, with FY27 revenue expected at ~$140B and AI server business projected to grow over 2x. Jonathan Kitchen/DigitalVision via Getty Images Investment Thesis The AI server industry was supposed to be on thin ice with component costs rising and competition stiff. Super Micro Computer, Inc. SMCI ) and Dell Technologies Inc. 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 opinions. I am not receiving compe
Show less
Read more
Impact Snapshot
Event Time:
SMCI
Last Price
Price Change
Price Change%
Volume Shares
Max Up
Max Down
%
Volume Ratio
Performance Comparison
Updated
|
Event Day
Stock performance from the time of news release until the following 4pm ET market close
|
Last price at news event
|
Since Event
Multi-day stock performance from the time of the news release
|
|---|---|---|
|
EVENT DAY
Stock performance from the time of news release until the following 4pm ET market close
|
LAST
PRICE AT NEWS EVENT |
SINCE EVENT
Multi-day stock performance from the time of the news release
|
| Last Price | ||
| VWAP | ||
|
High:
|
Max Up |
High:
|
|
Low:
|
Max Down |
Low:
|
|
%
|
Post news range |
%
|
|
|
Price change |
|
|
|
Price Change Percentage |
|
|
|
S&P 500 (SPX) |
|
|
%
|
Volume ratio |
%
|
| Volume | ||
| Ticks | ||
|
|
Avg transaction size |
|
Don't Miss Out On The Next BIG Stock Move
Event day
Event Day Chart will not be displayed beyond 90-day period of the event
Performance since event
Time And Velocity Analysis
Be the first to know
Opt in for alerts from News Quantifed
Sign Up Today
Opt-in for
SMCI alerts
Learn More With NQ
Reading the Impact Report
Help Me Understand This Data
Help Me Understand This Data
How NQ Works
What is news-based trading?
And why is it so successful?
And why is it so successful?
Movers & Shakers
The biggest gainers and losers and WHY it moved
SMCI alerts
High impacting Super Micro Computer, Inc. news events
Weekly update
A roundup of the hottest topics
SMCI
News
- Super Micro Computer: More Issues Arise [Yahoo! Finance]Yahoo! Finance
- Stock Market Today, March 23: Super Micro Computer Jumps on Heavy Trading After Indictment [Yahoo! Finance]Yahoo! Finance
- Securities Fraud Investigation Into Super Micro Computer, Inc. (SMCI) Announced – Shareholders Who Lost Money Urged To Contact Glancy Prongay Wolke & Rotter LLP, a Leading Securities Fraud Law FirmBusiness Wire
- What's Going On With Super Micro Stock Today [Yahoo! Finance]Yahoo! Finance
- Super Micro Computer, Inc. (SMCI) Shareholders Who Lost Money – Contact Law Offices of Howard G. Smith About Securities Fraud InvestigationBusiness Wire
SMCI
Earnings
- 2/3/26 - Beat
SMCI
Sec Filings
- 3/20/26 - Form 8-K
- 3/12/26 - Form 4/A
- 3/3/26 - Form 4
- SMCI's page on the SEC website