Stock Data
$1.75 (5.96%)
Asset Type
Common Stock
Exchange
NASDAQ
Currency
USD
Country
USA
Sector
TECHNOLOGY
Industry
COMPUTER HARDWARE
Super Micro Computer Inc specializes in creating high-performance server and storage solutions, catering to a diverse range of needs including enterprise data centers, cloud computing, artificial intelligence, and 5G and edge computing. With a focus on modular and open architecture, their product lineup includes server and storage systems, modular blade servers, workstations, networking devices, and software for server management. Founded in 1993 and based in San Jose, California, Super Micro emphasizes application-optimized server solutions and offers comprehensive support and services, selling through a mix of direct and indirect channels globally.
Cramer is sorting the AI server trade into winners and one name to avoid, sending retail attention toward Dell and HPE while Supermicro still works through its accounting and export-control overhang.
SuperMicro helps the cause, too, but i am not a fan. Dell's better, so is HPE!
Gross margin nearly doubled to 17.5% from 9.5% a year ago, turning a slight revenue miss into an EPS beat and putting fiscal 2027 revenue guidance as high as $72 billion. Negative operating cash flow is the offsetting worry.
Super Micro Computer rocketed 20.88% at the close as data center infrastructure stocks dominated, with Dell gaining 9.67% on the same wave of demand for AI servers and networking gear.
Digital Turbine and Astera Labs surged 15% and 14% respectively at Monday's close, while Super Micro Computer and Ulta Beauty skidded lower in a split session.
Super Micro Computer surged 15.83% at the bell while semiconductor darlings Arm and Palantir crashed, signaling a sharp rotation away from Big Tech consensus picks.
192 Articles
Our top personal finance-related articles today. Your wallet will thank you later.
