Super Micro Computer, Inc.
No SEC Form 4 filings for $SMCI in the last 30 days.
See all $SMCI insider activity →Super Micro Computer (SMCI) reported Q4 adjusted gross margin of 17.6%, up from 9.6% a year earlier, and adjusted EPS of $1.70 versus $0.41. Management forecast fiscal 2027 revenue of $65B to $72B. Q1 adjusted gross margin is expected at 10.4% to 10.8%. Analysts cite margin sustainability and AI server competition, keeping a Hold rating.
AI infrastructure stocks rose Wednesday after strong earnings from Supermicro (SMCI) and AI cloud providers CoreWeave (CRWV) and Nebius (NBIS). Supermicro’s Q4 beat and forecast lifted shares over 6%. Nebius revenue topped expectations, while CoreWeave’s results showed accelerating demand and a surging backlog. Lumentum (LITE) revenue more than doubled to $1.01B, lifting peers and memory/storage ETFs.
U.S. S&P 500 and Nasdaq 100 E-mini futures rose as WTI crude fell more than 2% after OPEC and the IEA cut 2026 demand forecasts. Investors awaited U.S. PPI, core PPI, and jobless claims for Fed policy clues. Wall Street stocks were mixed, with SMCI up over 19% and CoreWeave up over 19% after results.
Over the past 7 days, alphai's AI scored 179 news stories mentioning SMCI (Super Micro Computer, Inc.). Coverage has skewed bullish: 136 bullish, 37 neutral, and 6 bearish.
Recent SMCI coverage spans market movers, financial news and earnings.
The piece frames a margin inflection that may not be durable, which can keep SMCI valuation capped despite strong backlog and revenue growth.
Earnings beat plus positive forecast is a near-term demand signal for AI server hardware, supporting momentum and sentiment.
A major forecast beat can trigger upward estimate revisions and continued momentum into the next earnings cycle.
Guidance outperformance despite revenue miss can keep the stock bid, especially for AI server margin narratives.
Beat plus constructive Q1 outlook supports continued positioning in AI server infrastructure exposure.
alphai scores every news story that mentions SMCI with an AI model for sentiment and relevance, and aggregates insider trades from Super Micro Computer, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
Super Micro Computer (SMCI) reported Q4 adjusted gross margin of 17.6%, up from 9.6% a year earlier, and adjusted EPS of $1.70 versus $0.41. Management forecast fiscal 2027 revenue of $65B to $72B. Q1 adjusted gross margin is expected at 10.4% to 10.8%. Analysts cite margin sustainability and AI server competition, keeping a Hold rating.
6 min readAI infrastructure stocks rose Wednesday after strong earnings from Supermicro (SMCI) and AI cloud providers CoreWeave (CRWV) and Nebius (NBIS). Supermicro’s Q4 beat and forecast lifted shares over 6%. Nebius revenue topped expectations, while CoreWeave’s results showed accelerating demand and a surging backlog. Lumentum (LITE) revenue more than doubled to $1.01B, lifting peers and memory/storage ETFs.
4 min readU.S. S&P 500 and Nasdaq 100 E-mini futures rose as WTI crude fell more than 2% after OPEC and the IEA cut 2026 demand forecasts. Investors awaited U.S. PPI, core PPI, and jobless claims for Fed policy clues. Wall Street stocks were mixed, with SMCI up over 19% and CoreWeave up over 19% after results.
7 min readInvesting.com’s “stocks of the week” highlights gains in Nebius Group, Super Micro Computer, and SanDisk, citing quarterly results, guidance, and analyst target changes. Nebius revenue rose 454% to $582.3 million. Super Micro’s Q4 missed revenue but beat earnings. SanDisk gained on AI momentum. On Holding fell after a Q2 revenue miss and lower guidance; Reddit rose on S&P 500 inclusion.
7 min readTech stocks rose Friday, with the Nasdaq higher after strong earnings earlier in the week. The Financial Times reported Anthropic investors are targeting a $2 trillion IPO expected this fall. CoreWeave (CRWV) shares jumped nearly 20% after earnings and a $104B sales backlog plus $25B Q3 commitments. Supermicro (SMCI) gained about 20% on results and a strong Q1 outlook. Meta faces a social media lawsuit by 29 state AGs.
3 min readInvesting.com reports the S&P 500 closed at a record 7,799 after July CPI and PPI came in cooler than expected, reducing September rate-hike odds from 55% to 35%. The article cites Fed uncertainty, Q2 earnings beats across the S&P 500, and geopolitical risks around the Strait of Hormuz affecting oil and gas.
7 min readInvesting.com reports Super Micro Computer (SMCI) at $39.16, above a $36.97 fair value estimate, after a 25.8% weekly rise tied to FY2027 guidance. The company guided Q1 FY2027 revenue to $15.0B and FY2027 midpoint $68.5B, citing $60B orders and a backlog. Risks noted include cash burn, potential dilution, and governance overhang.
4 min readAt the Vetri Tamil Nadu Investment Conclave 2026, several global manufacturers announced new Tamil Nadu investments. Daimler India Commercial Vehicles plans Rs. 4,000 crore to expand its Oragadam facility. Saint-Gobain will invest Rs. 2,000 crore in Krishnagiri and expand in Kanchipuram. YKK will invest Rs. 1,651 crore in Tiruvallur. Ascendas Firstspace will build a Rs. 1,000-crore industrial park, and Super Micro Computer will set up server assembly in Chennai.
2 min readASX futures point to a 0.4% lower open after Wall Street hit fresh records, helped by softer US producer inflation. In Australia, CBA fell 2.2% and Rio Tinto dropped 3.6% on a $2.5bn support package for Tomago. Telstra, ANZ, Westpac, NAB, TWE, Origin and Cleanaway (EQT offer $3.13) reported results or moves.
6 min readSuper Micro Computer reported fiscal 2026 revenue up 78% year over year, citing AI-driven demand and a shift to higher-margin enterprise and CPU-based solutions. Q4 gross margin rose to 17.6% amid mix changes and non-recurring tariff and reserve benefits. For fiscal 2027, it targets $65B to $72B revenue and >80% AI revenue, with Q1 gross margin guidance of 10.4% to 10.8%.
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