Supermicro recently reported a record $60 billion order backlog and expects fiscal 2027 revenue between $65 billion and $72 billion, driven largely by AI data center demand. Despite this, its stock trades near 52-week lows at about 10 times forward earnings, much cheaper than rivals Dell and Arista. Analysts see a 24.85% upside to a $40 price target, citing strong profit margins and expanding customer base, though risks include cash burn and customer concentration. The stock's valuation gap versus peers suggests a buying opportunity if Supermicro can convert orders into sales and maintain growth momentum.
As of Oct 22, 2026 18:21 WIB, Supermicro (SMCI) trades at USD 34.33, closer to its 52-week low of USD 20.53 than its high of USD 52.69, reflecting a valuation gap compared to peers Dell and Arista. Dell trades at USD 467.15, well below its 52-week high of USD 588.67, while Arista is at USD 178.90, also below its 52-week high of USD 216.74. Despite Supermicro's lower price and shorter typical hold time of 20 days on Pluang, its order activity leans more bullish with 66% buys versus Dell's 67% and Arista's 58% buy activity, indicating investor interest amid its current valuation.
Supermicro introduced a new liquid-cooled NVIDIA Vera CPU rack designed for agentic AI and reinforcement learning workloads, supporting up to 22,500 concurrent agent sandboxes per rack. This rack integrates 256 NVIDIA Vera CPUs and BlueField-4 DPUs, ...
Super Micro Computer (SMCI) received a renewed buy rating from Rosenblatt Securities after announcing a strong Q1 fiscal 2027 sales pre-guidance of $18.5-$19.5 billion, well above prior estimates. The company also raised its gross margin outlook to 1...
Super Micro Computer forecasted first-quarter revenue between $18.5 billion and $19.5 billion, significantly above its previous guidance of $14.5 billion to $15.5 billion, driven by strong demand for AI infrastructure. The company also expects improv...
Netflix reported its slowest revenue growth in three years, causing its shares to drop as analysts reacted with mixed opinions. Some, like Needham, downgraded Netflix due to rising competition and margin pressure, while others such as Deutsche Bank a...
Super Micro Computer reported preliminary revenue of at least $18.5 billion for Q1 FY2027, surpassing its own forecast due to strong AI server demand. This caused its shares to surge 12%, outperforming Dell and Hewlett Packard Enterprise, which also ...
