Super Micro Q2 Preview: What I Need To See To Change My Mind (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's Q2 '26 guidance suggests robust demand, with a $13B+ backlog and potential for further expansion, but margin contraction overshadows topline momentum. Gross margin deterioration—now at 10 consecutive quarters—remains a critical risk; recovery hinges on successful adoption of higher-margin DCBBS products. Valuation appears fair at current levels; I would only consider upgrading if margins stabilize or the stock experiences a significant pullback. JHVEPhoto/iStock Editorial via Getty Images Introduction Super Micro Computer, Inc. ( SMCI ) is going to report its Q2 '26 numbers on February 3 rd , so I wanted to give my thoughts on what would make me upgrade the 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 ha
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
- Top Growth Stocks With High Insider Ownership In January 2026 [Yahoo! Finance]Yahoo! Finance
- Should You Hold or Fold Super Micro Computer Stock Before Q2 Earnings? [Yahoo! Finance]Yahoo! Finance
- 3 Growth Companies Insiders Own With Up To 104% Earnings Growth [Yahoo! Finance]Yahoo! Finance
- January 2026's Top Growth Companies With Strong Insider Ownership [Yahoo! Finance]Yahoo! Finance
- Top Growth Stocks With High Insider Ownership For January 2026 [Yahoo! Finance]Yahoo! Finance
SMCI
Earnings
- 11/4/25 - Beat
SMCI
Sec Filings
- 1/29/26 - Form 8-K
- 1/26/26 - Form 8-K
- 1/14/26 - Form 3
- SMCI's page on the SEC website