Super Micro Computer reported a strong Q1 with $19.95 billion in revenue, up 299% year-over-year, and better-than-expected earnings per share. Despite negative cash flow, customer prepayments help cover funding needs, reducing immediate capital raise risks. However, heavy reliance on one client for 44% of revenue and 49% of receivables poses a significant risk. The company was upgraded to Hold due to attractive valuation at 4.5 times forward earnings, balanced against ongoing cash flow and customer concentration concerns.
Super Micro Computer's shares are currently priced at USD 28.84 on Pluang, showing a modest gain of 0.84% in the last day. Trading volume is active with over 41 million shares changing hands. These figures are as of Nov 11, 2026, 11:41 WIB.
Shares of AI server makers Super Micro, Dell, and Hewlett Packard Enterprise dropped following a 6% decline in NVIDIA stock due to an investigation into NVIDIA's CEO over alleged ties to a Chinese spy. Super Micro fell 4%, Dell 6%, and HPE 2%, reflec...
Super Micro Computer, Inc. reported strong first quarter 2027 earnings, surpassing both EPS and revenue expectations. Despite this, the company experienced negative organic cash flow due to increased working capital needs, and margin uncertainty rema...
Wall Street analysts remain cautious on Super Micro Computer (SMCI), maintaining a 'Sell' rating and lowering its 12-month price target to $18, reflecting concerns despite the company's recovery from a 2024 accounting scandal. In contrast, Oracle (OR...
Super Micro Computer (SMCI) shares have fallen nearly 40% since early October amid a broader tech selloff, despite reporting a strong Q1 FY2027 revenue surge of 298% to $19.9 billion. Management raised its full-year 2027 revenue guidance to between $...
AI server stocks Super Micro Computer, Dell Technologies, and Hewlett Packard Enterprise rose between 2% to 6% following a sharp sell-off after the U.S. midterm elections. The rebound comes despite concerns over political risks to data center constru...
