Super Micro Computer: The Most Misunderstood AI Stock Today [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
Over 90% of SMCI revenue now comes from AI GPU platforms, but customer concentration remains high, with one hyperscale customer accounting for 63% of sales. Non-GAAP gross margin fell to 6.4%, but management expects sequential improvement and sees DCBBS solutions driving higher-margin growth into 2026. Capacity constraints are easing, enabling SMCI to deliver AI solutions faster than competitors and positioning the company for continued upside if execution remains strong. This idea was discussed in more depth with members of my private investing community, The Pragmatic Investor. Learn More » ariya j/iStock via Getty Images Thesis Summary Just last month, I upgraded Super Micro Computer, Inc. ( SMCI ) to a Strong Buy. Why? In simple terms, I believed the market was pricing SMCI like a low-margin business with no options of More on my IG service Macro moves markets, and this is what I do at The Pragmatic Investor Join today and enjoy: - Weekly Macro Newsletter
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SMCI
News
- Why Super Micro Computer (SMCI) is a Top Value Stock for the Long-Term [Yahoo! Finance]Yahoo! Finance
- Super Micro Computer (NASDAQ:SMCI) had its price target raised by analysts at The Goldman Sachs Group, Inc. from $26.00 to $27.00. They now have a "sell" rating on the stock.MarketBeat
- Super Micro Computer (NASDAQ:SMCI) had its price target lowered by analysts at Raymond James Financial, Inc. from $50.00 to $35.00. They now have an "outperform" rating on the stock.MarketBeat
- Super Micro Computer (NASDAQ:SMCI) had its price target lowered by analysts at Sanford C. Bernstein from $42.00 to $37.00. They now have a "market perform" rating on the stock.MarketBeat
- Super Micro Computer, Inc. (SMCI): A Bull Case Theory [Yahoo! Finance]Yahoo! Finance
SMCI
Earnings
- 2/3/26 - Beat
SMCI
Sec Filings
- 2/6/26 - Form 10-Q
- 2/3/26 - Form 8-K
- 2/2/26 - Form 4
- SMCI's page on the SEC website