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↗️Advanced Micro Devices (AMD): Shares of the chipmaker soared premarket after it reported stronger sales and logged higher profit. Shares of its peer Super Micro Computer Inc. (SMCI) also jumped premarket.
Recent performance snapshot and why Super Micro Computer is on investors’ radar Super Micro Computer (SMCI) has moved quietly but meaningfully, with the stock up about 20% over the past month, even as the past 3 months show an 18% decline and a 16% drop over the past year. See our latest analysis for Super Micro Computer. The recent 1 month share price return of about 20% contrasts with a weaker 1 year total shareholder return of roughly a 16% decline. This suggests that short term momentum...
Super Micro Computer (NASDAQ:SMCI) reported fiscal third-quarter 2026 results marked by sharp year-over-year growth, a sequential revenue decline tied to customer site readiness delays, and a notable rebound in gross margin. The company also addressed a recent U.S. Department of Justice indictment i
CEO and Chairman Charles Liang said Supermicro’s relationship with vendors including Nvidia, AMD, Intel, and Broadcom was “strong” despite the accusations against a Supermicro cofounder. Supermicro stock rose 17% in after-hours trading.
Michael Thomas Staiger: Good afternoon, and thank you for attending Super Micro Computer, Inc.’s call to discuss financial results for the third quarter of fiscal 2026, which ended March 31, 2026. As you know, with me today are Charles Liang, Founder, Chairman, and Chief Executive Officer, and David E. Weigand, Chief Financial Officer. By now, you should have received a copy of the press release from the company that was distributed at the close of regular trading, and it is available on the company’s website.
Super Micro (SMCI) delivered earnings and revenue surprises of +34.25% and -17.14%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?
Investing.com -- Super Micro Computer on Tuesday projected fourth-quarter net sales above analyst estimates, as demand for datacenter infrastructure remains strong amid rising adoption of artificial intelligence.
The maker of server and computer products logged a third-quarter profit of $483.4 million, up from $108.8 million a year earlier.
Server solutions provider Super Micro (NASDAQ:SMCI) fell short of the market’s revenue expectations in Q1 CY2026, but sales rose 123% year on year to $10.24 billion. On the other hand, next quarter’s outlook exceeded expectations with revenue guided to $11.75 billion at the midpoint, or 7.6% above analysts’ estimates. Its non-GAAP profit of $0.84 per share was 34.5% above analysts’ consensus estimates.
Super Micro Computer on Tuesday forecast fourth-quarter revenue and adjusted profit above Wall Street estimates, banking on robust demand for its artificial intelligence servers, sending shares up 17% in extended trading. "With the addition of our new U.S. manufacturing facilities in Silicon Valley, we are exceptionally well-positioned to meet the massive demand for various AI and enterprise verticals," CEO Charles Liang said in a statement. The company projected fourth-quarter revenue in the range of $11 billion to $12.5 billion, compared with analysts' average estimate of $11.07 billion, according to data compiled by LSEG.
VRT rides on the AI data center boom with strong gains, acquisitions, and global growth momentum, signaling continued upside potential for the stock.
Super Micro is scheduled to report fiscal third-quarter financial results after the stock market closes on Tuesday.
Super Micro Computer has underperformed the broader market over the past year, and analysts remain skeptical about the stock’s prospects.
AI server demand strong, but investigations cloud outlook
Everything you need to know before you reach the office this morning.
The company will report financial results on Tuesday after disclosing it has launched an internal probe that could reshape its management and future with the Department of Justice.
The latest update on Super Micro Computer trims the modeled fair value estimate from US$48.53 to US$33.20, a sizeable reset to where analysts think the stock could reasonably trade. This shift lines up with more cautious research that highlights execution risks, governance questions and the impact of revised revenue and margin assumptions on valuation, reflected in a series of recent target cuts from both bullish and bearish analysts. As you read on, you will see how this evolving analyst...
Super Micro is currently the cheapest entry point into the AI revolution with a P/E of 12, despite doubling its revenue to an incredible $28 billion. While the Malaysian plant is churning out hardware for Meta and Tesla, the US Department of Justice is breathing down the company’s neck over a $2.5 billion export scandal. It’s a classic high-risk, high-reward play: you’re either buying a future titan at a fire-sale price, or boarding a ship that’s already being dismantled by lawyers.
Super Micro Faces Make-or-Break Week as Legal Risks Shake AI Bulls
Super Micro Computer (SMCI) enters earnings with uncertainty over another corporate governance issue
Nvidia stock is looking to consistently trade above $200. Earnings from fellow chip and AI companies could help.
Nvidia stock is looking to consistently trade above $200. Earnings from fellow chip and AI companies could help.
Server solutions provider Super Micro (NASDAQ:SMCI) will be reporting results this Tuesday after market close. Here’s what you need to know.
Generating cash is essential for any business, but not all cash-rich companies are great investments. Some produce plenty of cash but fail to allocate it effectively, leading to missed opportunities.
These stocks have been consolidating ahead of a potential breakout.
The April scoreboard is in for the three biggest pure plays on artificial intelligence (AI) server hardware, and the spread between first and last is wider than the headline gains suggest. Shares of Dell Technologies (NYSE:DELL) closed the month up 28%, pulling away from Hewlett Packard Enterprise (NYSE:HPE) at 21% and Super Micro Computer (NASDAQ:SMCI) ... Dell, Super Micro, or HPE: Which AI Server Stock Crushed It in April?
Over the last 7 days, the United States market has remained flat, yet it is up 29% over the past year with earnings forecast to grow by 16% annually. In this environment, identifying growth stocks with high insider ownership can be appealing as these companies often benefit from strong alignment between management and shareholders, potentially driving sustainable revenue growth.