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0.00029169121979949 -0.00206246317030054 -0.00206246317030054 0.00559811431938709 0.0276959340011785 0.0518562168532704 0.0321361225692398 0.0450795521508543
Stock impact report

Super Micro: The Sell-Off Is Wildly Overdone [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 Q1 revenue miss is attributed to delayed recognition, not demand weakness, with management guiding for a strong Q2 and raising FY2026 revenue outlook to $36B. While margins are under pressure in a competitive AI server market, SMCI's rapid product cycles and manufacturing scale should support future margin expansion and earnings growth. At current valuations—below 17x forward P/E and with EPS consensus likely to rise—SMCI offers over 40% upside potential, justifying a continued Buy rating. Morsa Images/DigitalVision via Getty Images SMCI's Correction Is Widening It's been over 2 months since I last updated my bullish rating on Super Micro Computer, Inc. ( SMCI ), and the management has already reported for the calendar Q3 (fiscal More on my IG service Struggle to access the latest reports from banks and hedge funds? With just one subscription to Beyond the Wall Investing , you can save thousands of dollars a year on equity research reports from banks. You'll ke Show less Read more
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