Unloved Super Micro Computer Is Due For A Rally [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 delivered a massive revenue beat and raised FY2026 revenue guidance to at least $40B, implying 82% YoY growth and strong business acceleration. Despite gross margin contraction to 6.4% and commoditization headwinds, their new integrated AI platform with VAST Data signals differentiation efforts. With a forward P/E of 14.22 and a 34% sector discount, I see the risk/reward as highly attractive and reiterate my buy rating. luza studios/E+ via Getty Images It has been a long time since I have provided an update for Super Micro Computer, Inc. ( SMCI ). In my most recent article back in mid-July 2025, I concluded that the company had This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha
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SMCI
News
- Reflecting On Hardware & Infrastructure Stocks' Q4 Earnings: IonQ (NYSE:IONQ) [Yahoo! Finance]Yahoo! Finance
- Super Micro Computer, Inc. (SMCI) is Attracting Investor Attention: Here is What You Should Know [Yahoo! Finance]Yahoo! Finance
- Supermicro breidt de ondersteuning uit voor AI-RAN- en Sovereign AI-oplossingen om een hoogwaardige, efficiënte en schaalbare AI-infrastructuur te leverenPR Newswire
- Supermicro?AI-RAN?Sovereign AI????????????????????????????????AI??????? [CNET News]CNET News
- Supermicro Expands Support for AI-RAN and Sovereign AI Solutions to Deliver High-Performance, Efficient, and Scalable AI InfrastructurePR Newswire
SMCI
Earnings
- 2/3/26 - Beat
SMCI
Sec Filings
- 3/3/26 - Form 4
- 3/3/26 - Form 4
- 3/3/26 - Form ARS
- SMCI's page on the SEC website