Super Micro Computer Has A New Problem

Super Micro Computer, Inc. reinstates its $40 billion FY 2026 revenue guidance after strong fiscal Q2 results, but margin compression risks persist. While SMCI aims to improve margins by complementing its more profitable DCBBS ramp with a pivot towards enterprise opportunities where it has stronger pricing leverage, elevated execution risks remain. The enterprise-led margin recovery strategy has become increasingly prone to intensifying server CPU supply constraints, most acutely felt at Intel.

Seeking Alpha • 15 hours ago

TSLA, PLTR and SMCI Forecasts – US Tech Giants Mixed and Sluggish Early

The market for some of the larger tech stocks in the US looks a bit lackluster in early Tuesday premarket trading. However, we are at a support level in several markets at the same time.

FXEmpire • 14 hours ago

3 AI Stocks Outpacing NVIDIA in 2026 - With More Upside Ahead

TSM, Micron and Supermicro are outpacing NVDA as AI-driven data center demand, chip shortages and margin gains power bold revenue and earnings forecasts.

Zacks Investment Research • Feb 23, 2026

Super Micro Computer Stock Could Double, But Only if Management Fixes This

Super Micro Computer (SMCI +0.79%) is riding massive AI demand with triple-digit revenue growth, but margin compression is the key battleground. If profitability stabilizes and execution stays clean, the path to $64 becomes realistic.

The Motley Fool • Feb 21, 2026

Super Micro Computer: The Less Discussed FQ2 Accounting Items (Rating Upgrade)

Super Micro Computer: The Less Discussed FQ2 Accounting Items (Rating Upgrade)

Seeking Alpha • Feb 21, 2026

Super Micro Computer, Inc. (SMCI) Is a Trending Stock: Facts to Know Before Betting on It

Recently, Zacks.com users have been paying close attention to Super Micro (SMCI). This makes it worthwhile to examine what the stock has in store.

Zacks Investment Research • Feb 20, 2026

Stock Market Today, Feb. 19: Super Micro Computer Surges After $40B Revenue Outlook Reignites AI Momentum

Expand NASDAQ: SMCI Super Micro Computer Today's Change (8.25%) $2.45 Current Price $32.16 Key Data Points Market Cap $18B Day's Range $30.99 - $32.20 52wk Range $27.60 - $62.47 Volume 42M Avg Vol 28M Gross Margin 8.02% Super Micro Computer (SMCI +8.25%), a modular server and storage solutions provider, closed Thursday at $32.16, up 8.25%. The stock moved higher after analyst upgrades, institutional buying disclosures, and reports of a potential “Make in India” AI server expansion.

The Motley Fool • Feb 19, 2026

Where Will Super Micro Computer Stock Be in 5 Years?

Super Micro Computer (SMCI +5.22%) is seeing massive demand for AI infrastructure, yet margin pressure and trust issues continue to weigh on the stock. I break down what went wrong, what must improve, and what could unlock meaningful upside from here.

The Motley Fool • Feb 19, 2026

Super Micro Computer: Margins May Expand This Year (Rating Upgrade)

Super Micro Computer: Margins May Expand This Year (Rating Upgrade)

Seeking Alpha • Feb 19, 2026

TSLA, PLTR and SMCI Forecasts – Tech Stocks Mixed Early on Thursday as Traders Uncertain

Tech stocks are looking very shaky in the early hours of trading on Thursday.

FXEmpire • Feb 19, 2026