SMCI Super Micro Computer, Inc.

Mentions (69)

• News (Marketaux)insidermonkey.com·2h ago·Positive

  AMD, Intel and NVIDIA All Rally as Super Micro’s Blowout Numbers Reignite the AI Trade (NASDAQ:AMD) up 1.8% at $483, Intel Corp[+328 characters]

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• News (RSS)thestreet·4h ago·Neutral

  A $72 billion forecast just raised the stakes for the AI trade In the midst of all the discussion about whether the artificial intelligence boom is getting too pricey, Super Micro Computer (SMCI) just revealed a number that’s difficult to ignore. The AI server specialist expectsfiscal 2027 revenue of $65 billion to $72 billion, dramatically above the $52.5 ...

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• PodcastAll In·17h ago·Positive

  and your savvy to pick what you think the winner is. That actually is, I think, super accurate. And I think Elon explicitly believes in open source and he believes that this is a technology that should be shared for the good of it. And in fact, that was his first 4A into this, which was backing open AI. And open AI's manifesto was rewritten this week, topic two, by Mark Zuckerberg, quite paradoxically, or ironically, in a 6,500 word essay. It's titled, "The Future is For Everyone The Path Throug

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• Newsbenzinga.com·18h ago·Negative

  NBIS, SMCI, CRWV and More: 5 Stocks Investors Couldn't Stop Buzzing About This Week Retail investors talked up five hot stocks during the week (Aug. 10 to Aug. 14) on X and Reddit's r/WallStreetBets, driven by retail hype, earnings, AI infrastructure momentum, and corporate news flow.

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• Newsbenzinga.com·1d ago·Negative

  Stock of the Day: Where Is the Top for Super Micro Computer? Shares of Super Micro Computer, Inc.  (NASDAQ:SMCI) are moving higher Friday. They have soared more than 60% since the beginning of the month.

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• Newsfxempire.com·1d ago·Neutral

  Tech Stocks Forecast – SMCI, SpaceX, and Cisco Eye Post-Earnings Levels Tech stocks look a touch lively in premarket trading.

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• Newsseekingalpha.com·1d ago·Neutral

  …Super Micro Computer is still well-positioned for a further rebound as the AI boom reignites, with shares supported by robust order backlogs and compute constraints. SMCI still faces near-term gross margin compression, guided to 10.6% for Q1 FY2027, as high-volume, low-margin hyperscale customers dominate the revenue mix. Despite margin pressures, SMCI's earnings multiple has compressed to 8.6x, well below peers, offering potential for upside if AI cloud demand accelerates.

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• News (RSS)nyt·1d ago·Neutral

  Miami’s Skyline Is Getting Super Tall At least 10 new skyscrapers, five of them supertalls, will be built in the next five years. Is that such a good idea?

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• Newsbarrons.com·1d ago·Positive

  Super Micro Stock Is on a Tear. Why the Market Loved Its Earnings More Than Cisco's. Hardware companies are benefiting big from the massive demand cycle for AI buildouts.

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• Newsinvezz.com·2d ago·Positive

  Do SMCI earnings make it a better pick than DELL? Supermicro (SMCI) shares are extending gains as investors continue to cheer its Q4 earnings. Despite facing significant macro headwinds and a reputational hangover, the AI server specialist has mounted an aggressive recovery, currently up a remarkable 70% versus its recent low.

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• Newsseekingalpha.com·2d ago·Neutral

  …AI date center projects, Super Micro Computer delivered much better-than-expected profitability and cash flows in the final quarter of fiscal year 2026. In addition, SMCI management provided first quarter and full fiscal year 2027 guidance well above consensus expectations. However, with annual sales projected to increase by 75%, working capital requirements are likely to consume the vast majority of the company's current cash position over the course of FY2027.

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• News247wallst.com·2d ago·Neutral

  Big Beat, Big Backlog, Big Caveats: Inside Super Micro's 33% Upside Potential Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) posted a 77.55% EPS beat on $11.12 billion in Q4 revenue, guided fiscal 2027 sales to $65 billion to $72 billion, and disclosed record backlog entering fiscal 2027.

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• Newsfool.com·2d ago·Negative

  Super Micro Guided Fiscal 2027 Revenue $16 Billion Above Wall Street and Missed the Quarter Anyway Supermicro's fiscal fourth-quarter revenue of $11.1 billion nearly doubled from a year ago but came in below the $11.55 billion analysts expected. Gross margin reached 17.5%, above even the preliminary 15% to 17% range the company flagged in July.

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• News (RSS)seekingalpha·2d ago·Positive

  Super Micro Computer: A Stronger Margin Outlook

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• News (RSS)seekingalpha·2d ago·Negative

  Super Micro Computer: Selling To Someone Other Than The Hyperscalers Finally Paid

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• Newsseekingalpha.com·2d ago·Neutral

  …in Outlook Super Micro Computer, Inc. executed a major $7B equity and convertible raise to fund explosive AI server demand, with dilution justified by robust growth. SMCI's Q4 results delivered a dramatic margin turnaround: gross margin surged to 17.5%, and operating profits exceeded $1.49B, supporting the capital-intensive business model. Forward guidance implies continued strong sales growth but moderating margins; Q1 non-GAAP EPS is expected to decline sequentially due to higher share count.

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• Newsseekingalpha.com·2d ago·Negative

  Super Micro Computer: Selling To Someone Other Than The Hyperscalers Finally Paid Super Micro Computer, Inc. is going through a customer diversification phase, which is clearly visible in the significant jump in gross margins. Non-GAAP gross margin printed at 17.6%, more than double the original guide from FQ3. That said, next quarter's guide drops straight back to 10.4%-10.8%. SMCI booked over $60B in new orders, resulting in a book-to-bill ratio above 5x, but it faces inventory risk if orders

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• News (RSS)investing·2d ago·Negative

  Super Micro Computer earnings analysis: questions answered and next catalysts

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• News (RSS)marketwatch·2d ago·Positive

  Super Micro gives a big sales forecast, but analysts wonder how long the momentum can last Super Micro Computer impressed Wall Street with its profitability trends and revenue projections, but some analysts aren’t sure that the momentum is sustainable.

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• News (Marketaux)rttnews.com·2d ago·Positive

  Super Micro Computer Stock Surges 15% Super Micro Comput[+263 characters]

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• Newsseekingalpha.com·2d ago·Neutral

  Super Micro Computer's $60 Billion Signal Changes The AI Story Super Micro Computer, Inc. booked over $60 billion of Q4 orders while targeting $65 billion to $72 billion in fiscal 2027 revenue. SMCI's Q4 revenue increased 93% to $11.1 billion despite infrastructure readiness delays pushing customer deployments into subsequent quarters. Enterprise and channel revenue surged 172% to $5.6 billion as Supermicro deliberately shifts toward higher-margin business.

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• Newsfool.com·2d ago·Neutral

  Is Super Micro Stock a No-Brainer Buy After Posting Incredible Q4 Numbers? Super Micro's sales nearly doubled in Q4. Its gross profit and net income also showed significant improvements from a year ago.

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• News (Marketaux)finance.yahoo.com·2d ago·Positive

  Super Micro Advances 13%, Dell Gains 5%, HPE Rises 3% on Blowout AI Server Guidance Shares of Super Micro [+325 characters]

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• Newszacks.com·3d ago·Positive

  Super Micro Computer Q4 Earnings Beat Estimates, Revenues Rise Y/Y SMCI posts a 315% earnings jump and 93% revenue growth, fueled by AI demand, record orders and a strong fiscal 2027 outlook.

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• News (RSS)zerohedge·3d ago·Neutral

  Futures Rise Led By Tech Before Key CPI Report Futures Rise Led By Tech Before Key CPI Report US: Futures are higher, led by Tech as AI infra earnings boost the theme while the Semis trade was bid overnight led by a surge in Korea's Kospi. As of 7:45am ET, S&P futures are up 0.2% ahead of today's CPI report, while Nasdaq futures gain 0.7% as investors react positively to updates from US technology firms. Semis / Memory are outpacing broader markets with Mag7 trading higher, too. Software is lowe

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• Newsproactiveinvestors.com·3d ago·Positive

  Super Micro Computer beats on earnings as margins surge Super Micro Computer Inc (NASDAQ:SMCI) reported a sharp increase in fourth quarter profit as margins improved, while revenue came in slightly below analysts' expectations.  The company's shares were up about 14% at about $36 on the report.

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• Newsseekingalpha.com·3d ago·Positive

  Super Micro Computer: A Good Quarter, But The Same Turbulent Margins Super Micro Computer, Inc. reported Q4 results with gross margins significantly above guidance and guidance slightly below. SMCI management forecast strong FY27 growth but guided to substantially lower margins in Q1. Super Micro warrants its cheap valuation due to continued margin volatility.

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• Newsfool.com·3d ago·Neutral

  Why Super Micro Computer Stock Popped Today Super Micro Computer beat on earnings but missed on sales last night. The server-maker forecast strong sales growth in fiscal 2027 -- but made no promises on free cash flow.

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• Newszacks.com·3d ago·Neutral

  SMCI Q4 Earnings Call Highlights Margin Mix and Record Backlog Super Micro Computer sees fiscal 2027 revenues of $65-$72 billion as it balances AI-driven growth with enterprise mix, DCBBS expansion and profitability discipline.

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• News (Marketaux)finance.yahoo.com·3d ago·Neutral

  Dow Jones Futures Rise With CPI Inflation Due; AI Stocks Rally As 3 Nvidia Partners Lead Earnings Movers Nvidia partners Lumentum, Super[+212 characters]

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• Newsinvestopedia.com·3d ago·Neutral

  Super Micro Computer Stock Rallies as Profits, Outlook Top Estimates Shares of Super Micro Computer are surging after the server maker's profits blew past estimates.

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• Newsseekingalpha.com·3d ago·Neutral

  Super Micro Earnings Review: Q4 Results Strengthen The Bull Case Super Micro Computer (SMCI) delivered a robust Q4, with 93% YoY revenue growth and a significant gross margin expansion to 17.5%. Despite a revenue miss due to supply chain delays, SMCI's $60B+ backlog and bullish FY2027 guidance ($65–$72B revenue) suggest strong forward momentum. SMCI's differentiated building block architecture, exclusive partnerships, and accelerating software revenue underpin a compelling medium-term growth the

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• Newsmarketwatch.com·3d ago·Positive

  Super Micro stock is rallying after results. Here's what Wall Street is saying. Here's what analysts are saying about Super Micro.

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• Newsbarrons.com·3d ago·Negative

  Super Micro Stock Surges as Earnings Smash Expectations and Revive AI Hope Super Micro reported adjusted earnings of $1.70 per share, compared with the 92 cents per share analysts were expecting.

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• News (RSS)seekingalpha·3d ago·Positive

  Super Micro Computer, Inc. (SMCI) Q4 2026 Earnings Call Transcript

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• 4chan /biz/biz·3d ago·Neutral

  >SMCI coreweave lumentum all beat Are there any bears left in this market? Seems like they were taken out cold by the woodshed

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• Newsinvezz.com·3d ago·Neutral

  Supermicro stock is surging, but one number should still worry investors Super Micro Computer stock (NASDAQ: SMCI) surged 7.6% in after-hours trading on Tuesday after the AI-server maker delivered an earnings beat and issued revenue guidance far above Wall Street expectations. Adjusted earnings reached $1.70 a share in the fiscal fourth quarter, versus roughly $0.92 expected, while adjusted gross margin climbed to 17.6%.

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• Newsseekingalpha.com·3d ago·Positive

  Super Micro Computer, Inc. (SMCI) Q4 2026 Earnings Call Transcript Super Micro Computer, Inc. (SMCI) Q4 2026 Earnings Call Transcript

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• Newsmarketbeat.com·3d ago·Negative

  Super Micro Computer Q4 Earnings Call Highlights Super Micro Computer NASDAQ: SMCI reported record fiscal 2026 revenue of $39.1 billion, up 78% from $22 billion in fiscal 2025, as demand for artificial intelligence infrastructure continued to drive growth. The company also projected fiscal 2027 revenue of $65 billion to $72 billion and said it entered the new year with a record backlog after receiving more than $60 billion in new orders during the fourth quarter.

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• News (RSS)investing.com·3d ago·Neutral

  Why is Super Micro Computer stock surging today?

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• News (RSS)investing.com·3d ago·Neutral

  After-Hours Movers: CRWV, NBIS, SMCI, LITE, CAVA, HRB

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• News (RSS)seekingalpha·3d ago·Neutral

  Stocks to watch on Tuesday after hours: CRWV, SMCI, LITE

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• News (RSS)investing.com·3d ago·Neutral

  Super Micro Computer stock surges 9% as guidance shatters expectations

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• News (RSS)seekingalpha·3d ago·Neutral

  Super Micro Computer Non-GAAP EPS of $1.70 beats by $0.74, revenue of $11.12B misses by $440M

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• Newszacks.com·3d ago·Positive

  Super Micro Computer (SMCI) Q4 Earnings and Revenues Top Estimates Super Micro Computer (SMCI) came out with quarterly earnings of $1.7 per share, beating the Zacks Consensus Estimate of $0.68 per share. This compares to earnings of $0.41 per share a year ago.

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• Newsmarketwatch.com·3d ago·Negative

  Super Micro's earnings report brings more good news, and the stock is climbing Super Micro has been working its way back into Wall Street's good graces, and its latest earnings report furthered the cause.

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• News (RSS)investing.com·3d ago·Neutral

  CRWV, LITE, SMCI: Which earnings is most important to watch tonight?

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• News (RSS)seekingalpha·3d ago·Neutral

  GraniteShares Autocallable SMCI ETF declares $0.8103 dividend

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• Newsyoutube.com·3d ago·Positive

  EARNINGS PANEL: CRWV, SMCI, LITE While not as large as many Big Tech earnings as of late, Tuesday's slate of after-hour reports offer more color to the tech picture. Marley Kayden, Sam Vadas, and Alex Coffey discuss the earnings beats in CoreWeave (CRWV), Super Micro (SMCI), and Lumentum (LITE) along with the varying investor reaction to all three reports.

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• Newswsj.com·3d ago·Neutral

  Super Micro Computer Fourth-Quarter Profit Surges, Sales Nearly Double The server company reported a quarterly profit of $1.17 billion, up from $195.2 million in the year-ago period.

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• Newsbenzinga.com·3d ago·Neutral

  Super Micro Stock Pops On Q4 Print — Here's Why Super Micro Computer Inc. (NASDAQ:SMCI) posted mixed fourth-quarter results after Tuesday's closing bell, beating the analyst earnings estimate. Here's a look at the details inside the report.

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• Newsreuters.com·3d ago·Positive

  Super Micro forecasts upbeat annual revenue Super Micro Computer on Tuesday forecast fiscal ​2027 revenue above Wall Street ‌expectations, betting that strong demand for its AI-optimized servers would fuel ​another year of growth.

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• Newsbenzinga.com·3d ago·Neutral

  What's Going On With Super Micro Stock Today? Super Micro Computer Inc. (NASDAQ:SMCI) shares are trading lower Tuesday as investors position ahead of the company's fourth-quarter results, due after market close today.

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• News247wallst.com·3d ago·Positive

  Live: Can Super Micro’s Q4 Earnings Tonight Spark a Rebound After 30% 1-Year Decline? Live Updates Institutions Are Pouring Capital Into AI Infrastructure. This Offering Is Open to Everyone.By BluSky's count, institutions and private capital have committed more than $1 trillion to AI datacenters, an asset class individual investors rarely get direct access to. Regulation A changes thatmath: it lets companies raise from the general public under an SEC-qualified... Live: Can Super Micro's Q4 Earni

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• Newsbenzinga.com·4d ago·Neutral

  Supermicro's $60 Billion Backlog Meets its Audited Truth Test Super Micro Computer, Inc. (NASDAQ:SMCI) has already given the market a preview of its upcoming earnings report, set to be released on Tuesday after market close. The company's July 21 business update disclosed more than $60 billion in new orders and lifted gross margin guidance to 15%-17%, nearly double the prior 8.2%-8.4% outlook.

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• Newsbenzinga.com·4d ago·Negative

  Super Micro Computer Earnings Are Imminent; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call Super Micro Computer, Inc. (NASDAQ:SMCI) will release its fourth quarter earnings report after the closing bell on Tuesday, Aug. 11.

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• Newsfool.com·4d ago·Neutral

  Super Micro Already Told Us Its Revenue, Its Margins, and Its Orders. Tuesday's Report Has One Number Left. Supermicro's July 21 preliminary update put fiscal fourth-quarter revenue near the low end of its $11.0 billion to $12.5 billion guidance. Preliminary gross margin of 15% to 17% is roughly double the 8.2% to 8.4% management guided for the quarter.

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• Newsinvestopedia.com·4d ago·Negative

  Here's How Much Supermicro Stock Is Expected to Move After Earnings Super Micro Computer is scheduled to report earnings after the closing bell Tuesday, with traders anticipating a big move in the AI server maker's stock.

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• News (RSS)seekingalpha·4d ago·Positive

  Super Micro Computer options traders go big on calls ahead of earnings

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• Newsyoutube.com·4d ago·Positive

  Strengths to Watch in SMCI Earnings & Comparisons to DELL Olivier Blanchard says he is "expecting good things" from Super Micro (SMCI) earnings Tuesday. He sees the company's HPC revenue and DLC technology as the crux to what he expects will be a strong report.

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• News (RSS)seekingalpha·4d ago·Neutral

  Super Micro Computer Q4 earnings preview: Order backlog, margin expansion and cash flow in focus

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• Newsinvezz.com·5d ago·Positive

  Supermicro earnings preview: why SMCI needs more than a top-line beat Supermicro (SMCI) shares are inching higher ahead of the artificial intelligence (AI) server firm's Q4 earnings scheduled for release after the market closes on August 11. Consensus is for the company to post $11 billion in revenue – up an exciting 91% year-on-year – on $0.68 per share of earnings (EPS), which would represent a significant increase from $0.41 per share last year.

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• News247wallst.com·5d ago·Negative

  SMCI Price Prediction: High Risk, High Reward, Huge Potential Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) is one of the most polarizing AI infrastructure names on the tape.

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• News247wallst.com·5d ago·Neutral

  Super Micro Computer Continues Its 3-Month Fall: One Wall Street Bull's Thesis Predicts 55% Upside From Here Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) currently trades at $31.13 against a Wall Street consensus price target of $37.81, leaving roughly a 21% gap between current levels and where sell-side analysts think the shares belong.

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• Newsbarrons.com·5d ago·Positive

  SMCI, Apple, Intel, Berkshire Hathaway, and More Stocks That Explain Today's Market The artificial intelligence trade is chugging along as investors wait for a CPI inflation print that could decide where rates go next.

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• 4chan /biz/biz·5d ago·Neutral

  THIS WEEKS EARNINGS SMCI CISCO

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• News (RSS)seekingalpha·6d ago·Neutral

  Earnings Week Ahead: SMCI, CSCO, JD, PLUG, and more

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• Newsseekingalpha.com·6d ago·Positive

  SMCI's Q4 Has To Address A $14B Cash Hole (Earnings Preview) Super Micro Computer's revenue surged 72% YTD, but margins compressed and operating cash flow hit –$7.56B, revealing a business scaling faster than its ability to convert profits into cash. Working capital ballooned to $13.69B as inventories and receivables exploded, forcing SMCI to raise debt and equity; finished goods now carry significant obsolescence risk. Despite strong demand and preliminary Q4 margin improvement, SMCI's ROIC rem

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• Newsfool.com·6d ago·Neutral

  Super Micro Computer Landed $60 Billion in Orders Last Quarter, but Trades at Just $30 Supermicro booked more than $60 billion in new AI server orders in one quarter and expects significantly higher gross margins (15% to 17%). The market remains cautious because some orders are not firm commitments.

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