Supermicro's revenue nearly doubled amid the AI hype cycle, yet its stock trades 80% below all-time highs, reflecting market skepticism. The company reported a $60 billion order backlog, mostly AI-related, and expects fiscal 2027 revenue between $65 billion and $72 billion. Despite recent revenue misses, strong earnings and a positive free cash flow signal recovery potential. Analysts give a 24/7 Wall St. price target of $43.38, suggesting a 23.74% upside from current prices, highlighting a significant undervaluation compared to peers like Dell and HPE. Risks include margin pressure and ongoing board reviews, but the backlog and growth prospects support a buy rating with 90% confidence.
Supermicro (SMCI) trades at USD 34.97 on Pluang as of Oct 29, 2026 19:21 WIB, down 2.40% in one day. Its market cap stands at $23.53 billion, well below its 52-week high of $52.69. Meanwhile, Dell (DELL) shares are priced at USD 480.03, down 2.77%, with a market cap of $313.96 billion. Pluang order activity shows a balanced interest in Supermicro with 54% buys and 46% sells, compared to Dell's stronger buy sentiment at 87%.
Super Micro reported preliminary Q1 revenue of $18.5-$19.5 billion, exceeding prior guidance by about $4 billion, reflecting strong backlog conversion. The company raised its gross margin forecast to 12-12.5%, implying gross profit near $2.33 billion...
Super Micro Computer reported preliminary Q1 results with revenue exceeding prior guidance and stabilized gross margins around 12–12.5%, easing concerns about further margin declines. The company is valued at 7x forward earnings, well below its 5-yea...
