SMCI Margin Squeeze: Bulls See Undervaluation, Bears Drive 6% Drop
Bullish thesis persists despite 3.1% net margins: SMCI trades at 42.9% EV/Sales discount to peers with $37-$62 targets, fueled by Blackwell servers...
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Bullish thesis persists despite 3.1% net margins: SMCI trades at 42.9% EV/Sales discount to peers with $37-$62 targets, fueled by Blackwell servers...
SMCI's Q3 fiscal earnings will reveal if AI infrastructure spend translates to sustainable growth.
Key watchpoints:
Supermicro (SMCI) unveils the industry's first high-density blade server platform powered by AMD EPYC 4005 series processors. It features a flexible...
$1,000 invested in SMCI in February 2016 would be worth $10,431.54 today—a 943.15% gain—far outpacing the S&P 500's 255.90% and gold's 303.87%. Analysts see more upside from AI demand, with recent shares up 7.66% and rising earnings estimates.
Nvidia crushed Q4 with data center revenue up 75% YoY to $62.3B, now 91% of total sales; total rev $68.13B beat estimates.
Q1 guidance $78B (+/-2%)...
Key angles on SMCI's momentum:
CNode-X drives surge: SMCI shares rose >8% to $33.58 (+7.87%) on Nvidia-powered AI data platform with VAST Data, unveiled Feb 24-26.
Zacks highlights SMCI with DELL, HPE, CSCO in latest blog on key stocks.
Contrarian opportunity: SMCI trades at $30-32 despite $12.68B Q2 FY2026 revenue (+123% YoY).
SMCI's short interest as a percent of float has risen 4.64% since its last report, per exchange data—flagging rising bearish bets amid volatility.
DCBBS drives AI growth by enabling rapid scaling, simplified deployment, faster time-to-market, and lower TCO via rack-scale plug-and-play servers...
Key insights from latest $SMCI video update:
Educational only; DYOR.
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