Super Micro Computer Has A New Problem [Seeking Alpha]
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
Company Research
Source: Seeking Alpha
While SMCI aims to improve margins by complementing its more profitable DCBBS ramp with a pivot towards enterprise opportunities where it has stronger pricing leverage, elevated execution risks remain. The enterprise-led margin recovery strategy has become increasingly prone to intensifying server CPU supply constraints, most acutely felt at Intel. This is further compounded by SMCI's enterprise-focused BigTwin offering, which currently supports only Intel Xeon 6 processors, leaving it with limited mitigation against near-term supply headwinds. Despite robust revenue growth, SMCI's profit margins remain under pressure. Limited visibility into its earnings profile could risk further multiple compression for the stock from current levels. JHVEPhoto/iStock Editorial via Getty Images Super Micro Computer, Inc. ( SMCI ) has delivered strong fiscal Q2 results . The 123% y/y and 153% q/q growth in quarterly revenue to $12.7 billion was a bright spot. This far exceeded the top-end
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SMCI
News
- Super Micro Stock Pops After Unveiling Nvidia-Backed AI System [Yahoo! Finance]Yahoo! Finance
- Super Micro: Margin Compression Has Caused The Market To Misprice The Stock [Seeking Alpha]Seeking Alpha
- Supermicro en VAST Data lanceren nieuw AI-dataplatform voor ondernemingen met NVIDIA om AI-fabriek-implementatie te versnellenPR Newswire
- Jim Cramer Says “Super Micro Is in My No-Fly Zone” [Yahoo! Finance]Yahoo! Finance
- Supermicro Introduces Industry's Highest Density AMD EPYC™ 4005 Series MicroBlade® for Cloud, Edge, and SaaS WorkloadsPR Newswire
SMCI
Earnings
- 2/3/26 - Beat
SMCI
Sec Filings
- 2/19/26 - Form 4
- 2/19/26 - Form 4
- 2/19/26 - Form 4
- SMCI's page on the SEC website