Supermicro Announces Participation in Upcoming Investor Events

SAN JOSE, Calif.--(BUSINESS WIRE)--Super Micro Computer, Inc. (Nasdaq: SMCI), a Total IT Solution Provider for AI/ML, HPC, Cloud, Storage, and 5G/Edge, today announced its participation in the upcoming investor conferences: Morgan Stanley Technology, Media & Telecom Conference Date: March 2, 2026 1x1 meetings only Location: San Francisco, CA Keybanc Emerging Technology Summit Date: March 3, 2026 1x1 meetings only Location: San Francisco, CA Loop Capital Markets 7th Annual Investor Conferenc.

Business Wire • 21 hours ago

NVIDIA vs. SMCI: Which AI Hardware Stock Is the Better Buy Now?

NVIDIA Corporation NVDA and Super Micro Computer, Inc. SMCI are both currently riding the artificial intelligence (AI) infrastructure boom. But with Supermicro facing margin pressure and NVIDIA offering far stronger profitability metrics, could NVDA now be the better investment?

Zacks Investment Research • 14 hours ago

Super Micro Computer: Strong Growth Setup As Industry CapEx Soars

Super Micro Computer (SMCI) delivered record Q2'26 results, with 123% revenue growth and robust AI server demand driving a 14% share price gain after earnings. Despite intense competition and non-GAAP gross margin contraction to 6.4%, SMCI remains highly profitable and benefits from accelerating hyperscaler CapEx trends. Super Micro is set to benefit from demand for the new Vera Rubin NVL72 rack-scale system later this year.

Seeking Alpha • Feb 10, 2026

Super Micro Computer: This Stock Is Still Dead Money

Super Micro Computer, Inc. reported solid Q2 2026 earnings. Revenue grew significantly, and SMCI raised its FY2026 outlook. Despite these results, operating leverage continues to deteriorate.

Seeking Alpha • Feb 10, 2026

Super Micro: Market Still Showing No Love For A Big AI Boost

Super Micro Computer delivered a record quarter, posting $12.7B in sales and 123% YoY growth, yet the stock barely rallied. The AI server company guided to $12.3B in FQ3 sales and raised FY26 revenue targets to $40B, but these appear conservative given current run rates. Gross margins remain pressured at 6.4% due to discounted contracts, but management expects DCBBS solutions to drive some gross margins above 20%.

Seeking Alpha • Feb 11, 2026

Super Micro Computer Stock: Why 123% Revenue Growth Isn't Enough of a Reason to Invest

Super Micro Computer has benefited from strong demand for its AI servers. Its margins, however, are incredibly low and have been declining.

The Motley Fool • Feb 9, 2026

Prediction: This Metric Is a Warning Sign Not to Buy Super Micro Computer Stock

Supermicro's revenues have soared amid the AI infrastructure buildout. However, its gross margins have been under extreme pressure.

The Motley Fool • Feb 9, 2026

Super Micro Computer (SMCI) Shares Pull Back After Earnings Rally: What Investors Need To Know

Shares of Super Micro Computer Inc (NASDAQ: SMCI) are trading slightly lower Monday morning, giving back a portion of last week's post-earnings rally as investors digested analyst rating updates and ongoing volatility in the high-flying AI server name. Here's what investors need to know.

Benzinga • Feb 9, 2026

Investors Heavily Search Super Micro Computer, Inc. (SMCI): Here is What You Need to Know

Super Micro (SMCI) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

Zacks Investment Research • Feb 9, 2026

How A 2X Leveraged AI Server ETF Gained 20% in Minutes

When a single-stock leveraged ETF launches, it's either a gift to speculators or a trap for the unwary.

24/7 Wall Street • Feb 8, 2026