Super Micro: The Risk Finally Shifted [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
FY26 revenue guidance increased to at least $36 billion, while $1.5 billion of Q1 revenue was deferred, not canceled. DCBBS marks a structural pivot from server integration to full data center infrastructure, improving long-term margin potential beyond box hardware. Capacity expansion targets up to 6,000 racks monthly by FY26, including 3,000 liquid-cooled racks priced near $3 million each. At roughly $32 per share, SMCI trades at mid-teens forward P/E and sub-1x EV/sales, pricing in skepticism. Oselote/iStock via Getty Images When I initiated coverage on Super Micro Computer ( SMCI ) in December 2024, I avoided the stock due to high execution risk and bad timing. My thesis proved right, as the stock lagged the broader market This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call opti
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SMCI
News
- Highlighting December 2025's Growth Leaders With Insider Ownership [Yahoo! Finance]Yahoo! Finance
- Supermicro(????????)?NVIDIA Blackwell ??????? 4U???2-OU(OCP)?? NVIDIA HGX B300 ???????? [CNET News]CNET News
- Here's What Blackwell Portfolio Expansion Means for Super Micro Computer (SMCI) [Yahoo! Finance]Yahoo! Finance
- Azio AI Advances Sovereign AI Infrastructure Strategy, Supporting Philippines' National Investment Fund Modernization and Positioning for Long-Term Public-Sector GrowthPR Newswire
- SMCI Declines 9% in a Year: Should You Hold or Fold the Stock? [Yahoo! Finance]Yahoo! Finance
SMCI
Earnings
- 11/4/25 - Beat
SMCI
Sec Filings
- 12/1/25 - Form 4
- 12/1/25 - Form 4
- 12/1/25 - Form 4
- SMCI's page on the SEC website