Super Micro Computer

SMCI

Market cap $27.7B

Super Micro Computer (SMCI) is transitioning from a low-margin hardware assembler to a full-stack AI data center infrastructure provider, offering significant re-rating potential. SMCI's Q3 revenue miss was attributed to timing and supply chain issues, not demand destruction, with deferred revenue expected to be recognized in future quarters. Gross and operating margins improved materially in Q3, and management guides for continued revenue growth and double-digit gross margins, supporting a bullish speculative BUY rating.

Expand NASDAQ: SMCI Super Micro Computer Today's Change (11.59%) $4.79 Current Price $46.09 Key Data Points Market Cap $25B Day's Range $44.17 - $48.33 52wk Range $19.48 - $62.36 Volume 5.5M Avg Vol 39.3M Gross Margin 8.39% Super Micro Computer (SMCI +11.59%), a developer of server and storage solutions based on modular and open-standard architecture, closed at $46.09, up 11.60%. The stock advanced after reports of a new European AI cloud partnership, improved export-compliance sentiment, and strong AI server demand, with investors watching for continued momentum in AI infrastructure.

Server makers Dell and Super Micro Computer headline the top stocks. A slew of companies that issued weak earnings reports bring up the rear.

The Super Micro Computer (NASDAQ: SMCI) stock price extended its rally on Friday as the artificial intelligence supercycle gained momentum. It jumped to $48, its highest point since November 25, up by 145% from its lowest point this year.

Powerful earnings from Dell last night signal continued health for the AI revolution. Super Micro is a Dell competitor, but should benefit from the same strong demand for AI servers that helped Dell.

Even stocks in the beleaguered software industry have been on fire.

Wall Street has spent two months pricing in the worst for Super Micro Computer Inc. (NASDAQ:SMCI).  It hasn't started pricing in the recovery.

Shares of Dell Technologies (NYSE:DELL | DELL Price Prediction) are up 33% in early Friday trading to roughly $424, capping a blowout reaction to fiscal Q1 2027 results delivered after Thursday's close.

Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) just printed $10.24 billion in Q3 FY2026 revenue, up 122.68% year over year, while CEO Charles Liang declared that “Supermicro's transformation into a total datacenter infrastructure provider is accelerating.

Super Micro Computer stock and other AI server companies were rising after Dell's blowout earnings.