Super Micro's AI Boom Isn't Translating Into Profits (Rating Downgrade) [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 faces limited bargaining power, squeezed between dominant suppliers and hyperscaler customers, constraining margin expansion even as AI capital expenditures surge in 2026 and beyond. Intensifying competition from peers like Dell and potential full-stack offerings from Nvidia threaten SMCI's market share and profitability outlook. With forward earnings at 14x and mounting margin risks through 2027, SMCI's valuation aligns with peers, reducing near-term upside potential. Looking for a helping hand in the market? Members of Ultimate Growth Investing get exclusive ideas and guidance to navigate any climate. Learn More » JHVEPhoto/iStock Editorial via Getty Images Super Micro Computer ( SMCI ) offers us an intriguing look into the economic dynamics of the AI boom. For those who have been following SMCI for the past few years, I believe you have also seen More on my IG service A Growth Investing Service To Help You Outperform I'm a firm believer in growth, and tech pla
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SMCI
News
- Super Micro: Market Still Showing No Love For A Big AI Boost [Seeking Alpha]Seeking Alpha
- 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 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