Super Micro: Margin Compression Has Caused The Market To Misprice The Stock [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
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Source: Seeking Alpha
SMCI's modular design and DLC scale enable it to launch NVIDIA Blackwell systems four weeks ahead of the competition. Trading at a 42.9% EV/Sales discount to peers, SMCI offers a conservative target of $37 and a bullish recovery potential to $62. Dragon Claws/iStock via Getty Images Investment Thesis Even though Super Micro Computer ( SMCI ) is one of the global leaders in the AI server segment, their ambitious goal of reaching $40 billion in revenue by 2026 faces a bunch This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of SMCI either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice i
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SMCI
News
- Super Micro Stock Pops After Unveiling Nvidia-Backed AI System [Yahoo! Finance]Yahoo! Finance
- 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
- 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