Super Micro Computer reported better-than-expected earnings with revenue of $19.9 billion and EPS of $1.81, triggering an initial 11% stock rally. Despite this, Wall Street analysts showed mixed reactions: only one out of five gave a 'Buy' rating, while others were 'Neutral' or 'Sell'. Price targets mostly remained below the recent average, with an overall 12-month forecast of a 35.5% rise to $42.54. The stock's gains were mostly erased the following day, indicating cautious investor sentiment despite strong earnings.
SMCI trades at USD 31.68 on Pluang as of Nov 04, 2026 21:22 WIB, showing a modest 0.92% gain in one day. The stock's market cap stands at $20.62 billion, with a strong buy sentiment of 73% among Pluang users. Despite the recent earnings news, investors hold SMCI for an average of 21 days on the platform.
Super Micro Computer's stock climbed 4% ahead of its Q1 FY2027 earnings report, buoyed by a recovery in AI server stocks and a new strategic partnership with SambaNova to build inference racks combining SambaNova SN50 chips with NVIDIA GPUs. Prelimin...
AI server stocks are falling sharply ahead of key earnings reports, with Super Micro Computer down 5% before its November 3 report. Despite a strong preliminary revenue forecast of $18.5-$19.5 billion, concerns remain about margin pressure, cash flow...
AMD, Arista Networks, and Supermicro are set to report earnings after a tough month that saw their stocks fall sharply due to concerns over AI demand and memory costs. Despite strong year-to-date gains, recent declines have raised questions about the...
Dell Technologies' stock fell 11% following Intel's warning about memory shortages and a slowdown in PC demand, which also impacted HP, Hewlett Packard Enterprise, and Super Micro. The memory supply issues raise costs and limit shipments, pressuring ...
