FeesSafety
Pluang+

Super Micro shares drop 40% despite Q1 revenue soaring 298% to $19.9B and raised FY2027 guidance.

Company Fundamentals
07 Nov 2026, 20:27 WIB
Seeking Alpha
View Source
Bullish
Super Micro shares drop 40% despite Q1 revenue soaring 298% to $19.9B and raised FY2027 guidance.

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 $72 billion and $82 billion, signaling confidence in growth. The company also improved cash conversion from 149 to 97 days, although operating cash flow remained negative at $434 million. Valuation scenarios suggest a potential upside of 22% to 55% based on earnings multiples, indicating possible investment opportunities despite recent stock weakness.

Super Micro Computer (SMCI) has a market cap of $18.89 billion and an enterprise value of $24.36 billion as of Nov 08, 2026 01:41 WIB. On Pluang, SMCI shares are trading at USD 28.76, up 6.20% for the day, with a volume of 36,909,303 and a typical hold time of 21 days. The platform shows a balanced order activity with 40% Sell and 60% Buy, reflecting active investor interest following recent company updates.

More News (SMCI)

AI server stocks Super Micro, Dell, and HPE rebound after election sell-off amid strong orders and cautious outlook.

AI server stocks Super Micro, Dell, and HPE rebound after election sell-off amid strong orders and cautious outlook.

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...

Market News
Bullish
1 day ago
Super Micro Computer beats Q1 revenue estimates with $19.95B on strong AI demand, keeps Strong Buy rating.

Super Micro Computer beats Q1 revenue estimates with $19.95B on strong AI demand, keeps Strong Buy rating.

Super Micro Computer, Inc. reported Q1 2027 revenues of $19.95 billion, surpassing consensus estimates by $3.7 billion due to high demand for AI infrastructure. The company also posted a gross margin of 12.8%, exceeding its guidance. Despite concerns...

Company Fundamentals
Bullish
2 days ago
AI server stocks fall sharply post-midterms as Dell drops 12% amid Texas moratorium and memory cost worries

AI server stocks fall sharply post-midterms as Dell drops 12% amid Texas moratorium and memory cost worries

Shares of AI server makers Dell, Hewlett Packard Enterprise, and Super Micro fell 10-12% following the U.S. midterm elections, as investors reacted to Democrats gaining control of Congress and a Texas governor's pledge to halt data center constructio...

Bearish
2 days ago
Super Micro Computer beats Q1 FY27 estimates, raises full-year outlook despite stock price lagging.

Super Micro Computer beats Q1 FY27 estimates, raises full-year outlook despite stock price lagging.

Super Micro Computer, Inc. reported strong Q1 FY27 earnings and raised its full-year guidance, driven by AI-related sales now making up 71% of revenue. Despite surpassing expectations for two consecutive quarters, the stock price has not reflected th...

Company Fundamentals
Neutral
3 days ago
Super Micro shares drop 4% despite strong quarter amid margin concerns and data center restrictions.

Super Micro shares drop 4% despite strong quarter amid margin concerns and data center restrictions.

Super Micro reported a strong Q1 FY2027 with revenue and earnings surpassing expectations, but its stock fell 4% due to worries over shrinking profit margins and heavy reliance on one large AI data center customer. The company raised its full-year re...

Market News
Bearish
3 days ago
banner-footerbanner-footer

Invest & Trade with
#1 Award-Winning Investment Super App