All articles tagged with #smci
Nvidia CEO Jensen Huang reportedly urged Super Micro to tighten trade/compliance controls after Taiwan detained three people for allegedly misdeclaring AI servers made by the U.S. partner, per Bloomberg.
Taiwanese prosecutors detained three suspects in a $2.5 billion Nvidia chip-smuggling case tied to Super Micro Computer (SMCI), alleging SMCI servers with Nvidia chips were sold to China using falsified documents; U.S. authorities had previously charged SMCI employees and a contractor for evading export controls. SMCI says the conduct violates its policies and has paused two employees and terminated a contractor. The move comes as the stock had jumped about 9% the prior day, with analysts rating it Hold and an average target near $34.82, signaling modest upside.
Super Micro Computer (SMCI) surged after its Q3 FY26 results, with adjusted EPS of $0.84 beating estimates and gross margins rebounding to 10.1% from 6.3%, easing fears of pricing pressure in the AI server market. Revenue came in at $10.2B, below consensus of $12.3B, but management attributed the miss to customer site readiness rather than weak demand, noting a record backlog and strong AI infrastructure demand. The company raised FY26 revenue guidance to $38.9–$40.4B and projected Q4 sales up to $12.5B, underscoring optimism for a late-year uptick. The rally was buoyed by AMD strength and ongoing AI buildout, though investors will watch inventory levels (~$11.1B) and a DOJ export-controls probe.
U.S. stock futures rose after Trump signaled progress toward a possible Iran deal, while AMD and SMCI jumped after strong earnings; extended trading saw AMD up about 16% and SMCI up about 18%, and regular trading pushed the Nasdaq and S&P 500 to fresh record highs as oil slid ahead of a busy earnings slate and payroll data.
Super Micro Computer (SMCI) jumped about 18% after-hours after reporting a quarter with non-GAAP EPS of $0.84 and revenue of $10.2 billion (up 122% year over year) but missing estimates; management guided Q4 revenue to $11–$12.5 billion and non-GAAP EPS of $0.65–$0.79, while full-year revenue guidance of $38.9–$40.4 billion came in below consensus. Margins improved to 9.9% from 6.3% prior quarter, easing some fears of pricing pressure, but governance concerns from March remain a talking point as investors weigh trust and competitive risks, with top investor James Foord rating SMCI Strong Sell and Wall Street largely neutral with a $30.53 12-month target.
Super Micro Computer reported Q3 FY2026 EPS of $0.84 (beat) on $10.2B revenue, up 122% YoY but below the $12.39B expected; management highlighted AI-driven data-center demand and new U.S. manufacturing capacity, and issued Q4 guidance of $11.0–$12.5B in revenue with GAAP EPS of $0.53–$0.67 (non-GAAP $0.65–$0.79). For FY2026, revenue is guided to $38.9–$40.4B. Analysts remain mostly on Hold with a $30.53 average target (~9.8% upside); shares rose after-hours.
Super Micro Computer is set to report its Q3 FY26 after hours on May 5. Wall Street expects about $0.62 per share on roughly $12.39 billion in revenue, a roughly 170% year‑over‑year increase, but gross margin around 6.4% last quarter highlights ongoing margin pressure. Investors will scrutinize the Nvidia partnership and the rollout of Blackwell systems for growth, with options implying a post‑earnings move near 13%. Analysts remain cautious, with a consensus Hold and a roughly $30.5 target implying ~9% upside. The stock has fallen more than 42% over six months amid U.S. charges over diverted Nvidia chips, though it has rebounded recently; legal risks including indictments and shareholder lawsuits remain a concern for investors.
Despite a 30%+ stock drop after DoJ charges against employees, the DoJ found no charges against Super Micro; the alleged $2.5B smuggled sales amount to about 10% of FY25 revenue, while FY26 net sales guidance remains at least $40B. The company isn’t implicated, and ongoing growth and new products support a buying opportunity, though risk remains if future executive involvement emerges.
Super Micro Computer (SMCI) tumbled 33% after charges against individuals linked to the company, including a co-founder, for aiding AI technology smuggling to China. Traders piled into put options, driving up put volume and signaling a sharp shift from pre-news bullish call positioning, which was under-hedged before the announcement.
TipRanks reports that SMCI’s stock tumbled after co-founder Wally Liaw’s arrest over alleged illegal Nvidia-server shipments to China, amplifying ongoing governance concerns that previously threatened Nasdaq delisting. A once-bullish top investor, James Foord, has downgraded SMCI to Strong Sell, saying governance and trust issues make the stock uninvestable, despite past revenue strength and AI infrastructure momentum. The broader market remains cautious with a Hold consensus and a roughly $39 12‑month price target, while customers and hyperscalers may reassess partnerships as the governance risk eclipses fundamentals.
Super Micro Computer Inc. stock tumbled about 28% after the indictment of co-founder Wally Liaw for alleged export-control violations tied to diverting Nvidia chips to China; the company wasn’t named in the charges, but analysts say the case raises credibility and controls concerns and could strain relationships with customers and suppliers, including Nvidia, with potential beneficiaries like Dell if disruptions persist.
Super Micro Computer reported fiscal Q2 adjusted earnings of $0.69 a share on revenue of $12.7 billion, up 123% year over year and ahead of expectations, as AI demand boosts server sales. The stock rose about 16% after the report, even though gross margin declined to 6.3% from 11.8% a year earlier. Guidance was solid, with expected Q3 revenue of ~$12.3 billion and earnings of $0.60 per share, signaling continued demand but ongoing margin pressure.
Super Micro Computer (SMCI) jumped about 7% after a Q2 beat, posting EPS of $0.69 on revenue of $12.70 billion versus expectations of $0.49 and $10.42 billion. The company guided higher for the current quarter (~$0.60 EPS and ~$12.30 billion revenue) and raised its full-year revenue view to about $40 billion, driven by strong demand for AI‑optimized servers using Nvidia chips. With a consensus Hold and a roughly $44 price target, the stock could see further upside if AI demand remains robust.
Super Micro Computer (SMCI) sees strong AI‑driven demand with a $13B+ backlog, but ten straight quarters of margin decline — gross margin was 9.3% in Q1 2026 — keep investors cautious that its best days may be behind it. An investor warns that further margin weakness into Q3 could crater the stock, saltier due to competition, while revenue growth and Nvidia collaborations remain. The Street's consensus is Hold with a $44 12‑month target, implying roughly 50% upside if margins stabilize or the stock pulls back.
Super Micro Computer is set to report Q2 FY26 after the close, with consensus EPS around $0.49 on roughly $10.4 billion in revenue as AI-driven demand supports its data-center servers; however, margins are seen at risk from competitive bidding and higher costs. Analysts are mixed, with a Hold consensus and an average target near $44, while options imply about a 12% post-earnings move.