Notícias

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.

First quarter earnings season is in full swing, with a full slate of semiconductor and consumer companies slated to report results.

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.

SMCI eyes explosive Q3 growth on AI server demand, but margin pressure and cash cycle issues may temper investor optimism.

Investors may be wondering if Super Micro Computer's share price still reflects its underlying worth, or if the recent swings have left it mispriced. Over the past week the stock return is 2.4%, over the last month it is 20.3%, while year to date it shows an 11.5% decline and the one year return is a 16.3% decline, set against a very large 3 year gain and a roughly 7x 5 year gain. These moves sit against ongoing interest in data center hardware and AI related infrastructure, where investors...

Super Micro Computer, Inc. (NASDAQ:SMCI) is one of the 7 Best Data Center Hardware Stocks to Invest in. On April 16, JPMorgan reduced its price target for Super Micro Computer, Inc. (NASDAQ:SMCI) from $40 to $28. It maintained a Neutral rating on the stock and updated hardware and networking coverage ahead of Q1. The firm […]

Shares of Super Micro Computer (NASDAQ:SMCI) are climbing again Thursday afternoon, up about 4% to $27.40. The move extends a dramatic one-month rebound for the artificial intelligence (AI) server maker. SMCI stock is up 25% in April, recovering from a brutal stretch that included an Oracle (NASDAQ:ORCL) contract cancellation and a swarm of legal filings. ... Super Micro Computer Climbs 25% in April: 3 Reasons SMCI Is the Tech Sector’s Comeback Kid

Nvidia AI Servers Hit $1M in China as Supply Crunch Deepens

With price targets implying moderate upside and the next earnings report likely to set the tone, investors consider the best way to move with SMCI?