Super Micro Computer: Locked And Loaded, But Forgotten (Rating Upgrade) [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 guides for over 40% revenue growth, with demand visibility supported by $13 billion in GB300 orders and 3,000 liquid-cooled racks. Margin expansion is plausible as SMCI shifts to full-stack AI infrastructure, targeting double-digit gross margins. A new $2 billion credit facility and bullish technical setup enhance flexibility and support a potential doubling in share price. This idea was discussed in more depth with members of my private investing community, The Pragmatic Investor. Learn More » Edgar G. Biehle/iStock via Getty Images Thesis Summary Super Micro Computer ( SMCI ) has had a rough year. Growth has slowed down, margins have compressed, and the market has moved on. Yet, this is a stock deeply embedded in the AI cycle, which is guiding for revenue growth of 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 Long position through
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 Is One of the Most Shorted Stocks. Could a Squeeze Take It Higher in 2026? [Yahoo! Finance]Yahoo! Finance
- Super Micro Computer: My Top AI Rebound Pick For 2026 [Seeking Alpha]Seeking Alpha
- Super Micro Computer: Improving Business Mix, Dirt Cheap Valuation [Seeking Alpha]Seeking Alpha
- Top Growth Companies Insiders Are Backing In January 2026 [Yahoo! Finance]Yahoo! Finance
- Super Micro Computer (SMCI) Announces Collaboration with Technology Partners [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