Super Micro Computer: The Less Discussed FQ2 Accounting Items (Rating Upgrade) [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
SMCI's FQ2 2026 cash flow reconciliation reveals hyper-growth investments, with large AR and inventory changes expected to boost future cash flow. Valuation is compelling: SMCI trades at a forward P/E of ~14.4x, with consensus EPS growth of 8.67% for 2026 and 32.27% for 2027. AI CAPEX from hyperscalers supports secular demand, while margin pressure and customer concentration remain key risks. Looking for a portfolio of ideas like this one? Members of Envision Early Retirement get exclusive access to our subscriber-only portfolios. Learn More » Getty Images SMCI's FQ2 2026 earnings: the less discussed items My last analysis on Super Micro Computer, Inc. SMCI ) was published on Jan 10 under a title of “Super Micro Computer: Commoditization Continues.” The article was triggered by SMCI's 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, check out Envisio
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SMCI
News
- Assessing Super Micro Computer's Valuation After Mixed Returns And Strong Growth Expectations [Yahoo! Finance]Yahoo! Finance
- Super Micro Computer: Margins May Expand This Year (Rating Upgrade) [Seeking Alpha]Seeking Alpha
- Super Micro Computer (SMCI) Week in Review: 11% Stock Drop Despite 123% Growth [Yahoo! Finance]Yahoo! Finance
- Super Micro Computer (NASDAQ:SMCI) was upgraded by analysts at <a style="font-weight:bold" href="https://www.wallstreetzen.com/newsletters/zen-ratings?ticker=SMCI&utm_campaign=getratings&utm_medium=online&utm_source=MarketBeat">Wall StreMarketBeat
- Super Micro Computer's (SMCI) Increased Full year Outlook Still Conservative [Yahoo! Finance]Yahoo! Finance
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