Super Micro Computer: Margins May Expand This Year (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
Pessimism is driven by the low profitability. Gross margin fell to 6.3% vs. 9.3% in Q1 and 11.8% a year ago. I think discounts are behind this pressure. I believe the margin expansion hinges on the Data Center Building Block Platform, expected to reach double-digit profit share by the end of 2026. Growth remains strong, mainly driven by AI GPU servers. Q2 revenue hit $12.68B, obliterating management's previous guidance, and Q3 was guided over $12.3B (vs. the Street's $10.17B). SMCI's key risks include more last-minute design changes by large customers and a breakout below $30 if margins don't show any signs of improvement in the next quarters. luza studios/E+ via Getty Images I'm upgrading Super Micro Computer, Inc. ( SMCI ) to a Strong Buy after the company posted blowout Q2 FY26 results and issued Q3 and full-year guidance that pushed the Street to revise its revenue This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative pos
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 (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
- Supermicro Announces Participation in Upcoming Investor EventsBusiness Wire
- Super Micro Computer (SMCI) Navigates Growth and Profitability Challenges [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