Super Micro: Market Still Showing No Love For A Big AI Boost [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
The AI server company guided to $12.3B in FQ3 sales and raised FY26 revenue targets to $40B, but these appear conservative given current run rates. Gross margins remain pressured at 6.4% due to discounted contracts, but management expects DCBBS solutions to drive some gross margins above 20%. Despite execution risks and lingering distrust, SMCI trades at just 10x base-case EPS, offering substantial upside if margins and growth materialize. Looking for a portfolio of ideas like this one? Members of Out Fox The Street get exclusive access to our subscriber-only portfolios. Learn More » pingingz/iStock via Getty Images Super Micro Computer, Inc. SMCI ) reported a brilliant quarter, and the stock hardly rallied last week. The good news is that the AI server company didn't fall with the general sell-off in AI stocks, but the More on my IG service If you'd like to learn more about how to best position yourself in under valued stocks mispriced by the market to start February,
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: This Stock Is Still Dead Money [Seeking Alpha]Seeking Alpha
- Super Micro Computer's AI Growth Meets Mounting Margin And Profit Concerns [Yahoo! Finance]Yahoo! Finance
- Super Micro's AI Boom Isn't Translating Into Profits (Rating Downgrade) [Seeking Alpha]Seeking Alpha
- Super Micro Computer's AI Surge Raises Questions On Value And Durability [Yahoo! Finance]Yahoo! Finance
- Why Super Micro Computer (SMCI) is a Top Value Stock for the Long-Term [Yahoo! Finance]Yahoo! Finance
SMCI
Earnings
- 2/3/26 - Beat
SMCI
Sec Filings
- 2/10/26 - Form 4
- 2/10/26 - Form 4
- 2/10/26 - Form 4
- SMCI's page on the SEC website