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 about cash flow, SMCI's strong core business momentum and cash reserves support its valuation at 5.1x P/E, which remains attractive compared to peers like Dell and Hewlett-Packard Enterprise. The robust AI-driven growth outlook keeps the stock rated as a Strong Buy.
Super Micro Computer Inc (SMCI) trades at USD 26.86 on Pluang as of Nov 06, 2026 05:41 WIB, down 9.26% in one day. The stock's market cap is $19.45 billion with a 52-week range between $20.53 and $50.17. Despite recent price drops, Pluang order activity shows a slight buying interest at 56%.
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...
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...
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...
Super Micro disclosed that a single unnamed customer accounted for 44% of its quarterly revenue, up from 28% the previous year, highlighting significant customer concentration. This customer likely relates to large AI data center projects, possibly l...
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, wh...
