Super Micro Computer: My Top AI Rebound Pick For 2026 [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 growth is fueled by strong AI infrastructure spending, especially in liquid-cooled data centers and its partnership with NVIDIA. Despite a 15% YoY revenue decline and gross margin pressure, new high-margin B300 systems could catalyze a margin rebound in 2026. Following a 50% share price correction, I rate SMCI a Strong Buy, citing favorable risk/reward and bullish long-term AI infrastructure trends. rattanavan Baunoi/E+ via Getty Images My Long Thesis About Super Micro Computer Super Micro Computer, Inc. ( SMCI ) has had its fair share of troubles in 2025, but 2026 presents a new opportunity for the business as AI-led server demand 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 relationshi
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SMCI
News
- Super Micro Computer Is One of the Most Shorted Stocks. Could a Squeeze Take It Higher in 2026? [Yahoo! Finance]Yahoo! Finance
- Super Micro Computer: Improving Business Mix, Dirt Cheap Valuation [Seeking Alpha]Seeking Alpha
- Top Growth Companies Insiders Are Backing In January 2026 [Yahoo! Finance]Yahoo! Finance
- Super Micro Computer (SMCI) Announces Collaboration with Technology Partners [Yahoo! Finance]Yahoo! Finance
- Insiders Favor These 3 High Growth Stocks For Potential Gains [Yahoo! Finance]Yahoo! Finance
SMCI
Earnings
- 11/4/25 - Beat
SMCI
Sec Filings
- 1/14/26 - Form 3
- 1/2/26 - Form 8-K/A
- 1/2/26 - Form 8-K
- SMCI's page on the SEC website