Headquartered in San Jose, CA Fiscal year ends June NASDAQ: SMCI supermicro.com
Super Micro Computer, Inc. (Supermicro) is a Total IT Solution Provider specializing in application-optimized server, AI, storage, IoT, and switch systems for enterprise, cloud, AI, and 5G/Edge infrastructure. The company designs and manufactures products in-house across facilities in the United States, Taiwan, and the Netherlands, leveraging its proprietary Server Building Block Solutions and Data Center Building Block Solutions (DCBBS) architecture that allows customers to configure systems from modular, reusable components supporting a comprehensive range of form factors, processors, memory, GPUs, storage, networking, power, and cooling solutions including liquid cooling. Supermicro serves a global customer base that includes hyperscale cloud providers and increasingly enterprise customers deploying AI infrastructure. The company also provides software and support services alongside its hardware portfolio. Listed on NASDAQ under the ticker SMCI, Supermicro has rapidly scaled its operations to meet surging demand for AI infrastructure, with fiscal year 2026 revenue approaching $39 billion. Updated
Super Micro finally has a permanent finance chief after a search that ran close to two years, and he inherits unfinished internal control repairs plus SEC scrutiny that has dogged the accounting since the auditor walkout. For a $22.2 billion AI server maker whose credibility problem is the filings themselves, the next quarterly report is the test of whether the fix is real.
Nearly 16 points separated the best and worst close across a 390-name watchlist, with Super Micro Computer up 9.56% to $35.58 and AT&T down 6.08% to $22. AI infrastructure and crypto-linked names took the top spots; communications and consumer took the hits.
Super Micro Computer opened up 13.4%, the biggest move across a 387-name priority list, with Dell, Vertiv and Bloom Energy also clearing 5%. Netflix and AT&T anchor the other end, each off roughly 4.8%.
Telecom carriers become a new GPU buyer class here: Nokia's radio software now rides on Supermicro boxes built around NVIDIA's Aerial RAN Computer, with the edge ARC-Pro node delivering up to 1.6 PFLOPS of FP4 inference at the cell site. The ARC MGX servers are generally available now, with the 2U ARC-Pro hitting general availability in the first half of 2027.
A fresh Form 3 lands at the $21 billion AI-server maker just as it fills out leadership following its long-awaited CFO hire. Board additions at Super Micro carry extra weight after its accounting and filing troubles, so any new director signals where governance is headed next.
A criminal conviction tied to Super Micro's supply chain lands while the company is still repairing internal control weaknesses, and it hands export-control hawks a live example of Nvidia silicon reaching China.
JUST IN: Super Micro contractor pleads guilty to diverting "AI servers" with Nvidia chips to China
Cramer's warning: strip out Microsoft, Nvidia and Meta and the safety names were hit, meaning three stocks are carrying the index. He says the bond market tells the truth longer term, and the 30-year at 5.66% caps any broad rally. Owning the hyperscalers has been the only trade that worked.
Chips and hardware took the top five slots at Thursday's close, led by ON Semiconductor's 5.52% gain, while every big decliner but one was a cybersecurity name. Zscaler's 9.88% drop to $193.43 was the worst in the group.
Same $10,000 into the two AI-server names on January 2: Dell is worth $46,396 today, Super Micro just $13,212. A 4.6x versus 1.3x gap inside the same end market.
Tempus AI closed 14.46% higher, the biggest move in a 111-name priority list where four other gainers ran 9% or better. The downside was far tamer: DraftKings led decliners at 7.38%, and nothing else lost more than 6.4%.
Hewlett Packard Enterprise (NYSE:HPE | HPE Price Prediction) stock climbed about 4% to $57.46, outpacing its peers in the AI server group. Dell Technologies (NYSE:DELL) shares advanced roughly 2% to $462.42, while…
When Super Micro Computer joined the S&P 500, index funds had no choice but to buy in at the peak of the hype. What happened next reveals a hidden cost that never…
Supermicro just booked a record order backlog while its stock sits near 52-week lows, trading at a fraction of what rivals Dell and Arista command. Whether that gap represents a rare opportunity…
Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) just posted a preliminary quarter. It cleared its own revenue forecast by a wide margin, and the update is pulling the artificial intelligence (AI)…
Super Micro Computer just blew past its own revenue forecast by a margin that stunned even veteran analysts, but the company's cash position and an open board review raise questions about whether…
Supermicro just lost nearly a quarter of its value in a single week while sitting on a record-breaking order book, and that contradiction is exactly what makes this stock so hard to…
AI server makers are bouncing back together after a sharp hardware selloff last week. Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) stock is up 4% to $32.87 in morning trading, leading…
Taiwan just announced plans to criminalize AI chip shipments to China, and the legal gap still open is the only thing standing between three major semiconductor companies and a tighter regulatory net.
AI hardware stocks are cracking under a debate investors cannot yet resolve: who actually pays for the data center buildout, and whether the revenue surge was ever what it seemed.
Barclays just pulled its buy ratings on three major AI hardware names, and the reason has nothing to do with demand collapsing. A quiet force inside the supply chain may have been…
Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) stock dropped 8% to $35.85 this afternoon, leaving the stock up 22% in 2026. The year-to-date gain still might look healthy, and it raises…
Dell Technologies (NYSE:DELL | DELL Price Prediction) stock is down 8% to $526.86 in morning trading after Barclays cut its rating on the shares to Equal Weight from Overweight. The call questions…
Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) shares are down 3% to $43.63 early in the session, giving back the prior session’s gain. This slide reads as profit taking in a…
Hewlett Packard Enterprise (NYSE:HPE | HPE Price Prediction) has spent the past month convincing the market that its networking business drives its role in artificial intelligence (AI) infrastructure. Shares of Hewlett Packard…
Server stocks are climbing while the broader tech tape bleeds lower, and the way buyers are spreading across all three hardware names tells a specific story about where the money is going…
Super Micro Computer, Inc. (Supermicro) is a Total IT Solution Provider specializing in application-optimized server, AI, storage, IoT, and switch systems for enterprise, cloud, AI, and 5G/Edge infrastructure.
24/7 Wall St.'s 12-month price target for SMCI is $41.73, rated Buy. The Wall Street consensus target is $43.27. SMCI price prediction →
