Supermicro's stock fell nearly 24.5% in one week amid a selloff in AI hardware stocks, despite the company reporting a record $60 billion in new orders and guiding fiscal 2027 revenue to $65-$72 billion. The stock trades at a low forward P/E of 7, suggesting undervaluation compared to peers like Dell and Arista. Risks include heavy cash burn and governance issues, but strong order growth and expanding data center solutions support a bullish price target of $40.15, implying nearly 27% upside from current levels. Investors are watching upcoming revenue reports and export-control reviews for further clarity.
As of Oct 21, 2026 18:12 WIB, Supermicro (SMCI) trades at USD 36.39, recovering with a 12.07% gain on the day but still below its 52-week high of USD 54.82. This contrasts with Dell (DELL) and Arista (ANET), which trade closer to their peaks at USD 486.79 and USD 185.50 respectively, with smaller daily gains of 5.42% and 2.38%. Supermicro's shorter typical hold time of 20 days on Pluang versus Dell and Arista's 57 and 54 days reflects a more active trading interest amid its volatility and growth potential.
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Super Micro Computer unexpectedly reported stronger-than-expected revenue and profitability for its latest quarter, driven by robust demand for its artificial intelligence servers. This surprise update indicates that AI is significantly accelerating ...
AI server stocks, including Super Micro Computer, Hewlett Packard Enterprise, and Dell Technologies, rallied strongly following a steep selloff last week. Super Micro led the gains with a 4% rise, supported by strong revenue growth and a new CFO focu...
