Super Micro Computer: Why The 22% Dip Could Be A Buy Opportunity [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 Q1 sales declined 15% YoY, gross margins dropped to 9.5%, and EPS fell 53%, with delays attributed to customer upgrades and data center readiness. Management guides for $10–11 billion Q2 sales and at least $36 billion for FY, but persistent guidance misses and margin pressure raise risk. Despite a downwardly revised $49.57 price target, I maintain a buy rating given lower expectations, increased execution risk, and a more attractive re-entry point. denisik11/iStock via Getty Images Super Micro Computer (NASDAQ: SMCI ) stock has fallen 22.1% since my last report after the company missed Wall Street expectations once again. The company has substantial growth opportunities in support of AI inference demand. However, we see that More on my IG service If you want full access to all our reports, data and investing ideas, join The Aerospace Forum , the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our i
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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