Why BofA Remains Cautious on Super Micro (SMCI) Even as AI Demand Grows [Yahoo! Finance]
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: Yahoo! Finance
On January 22, BofA Securities analyst Ruplu Bhattacharya reiterated an “Underperform” rating with a $34.00 price target. The firm sees robust AI server demand for SMCI, but cautions about margin profile and execution risks limiting upside. BofA noted that while its revenue estimates for FY26/27 are already above Street expectations, it sees potential for further upside. There is robust demand for AI servers and racks, with SMCI bearing the potential to witness growth from existing and new customers both. However, the firm also cautioned how the market remains very competitive, and that future large deals may come at low margins amid aggressive bidding. SMCI ramped the GB300 platform in the December quarter (F2Q26), although revenue recognition of the large $12 billion design win announced last year would depend on manufacturing yield and timing of shipments. Looking ahead, the firm sees margins remaining pressures, and keeps it estimates unchanged. We see margins remaining pr
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SMCI
News
- Top Growth Stocks With High Insider Ownership In January 2026 [Yahoo! Finance]Yahoo! Finance
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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