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Supermicro saw a big improvement in margins, but the stock remains shrouded in controversy. The news from Supermicro should bode well for Nvidia, which is the safer and smarter stock to buy.
Super Micro expects fourth-quarter revenue to come in at the lower end of its previously issued guidance. While revenue growth is modest, Super Micro reported higher-than-expected profit margins and record backlog.
Super Micro Computer received $60 billion of new orders during its fiscal fourth quarter. Meanwhile, Super Micro told investors that gross margin is expected to be double what management previously guided for.
Two hot tech stocks and a quieter healthcare mover take the attention of @Stockstotrade's Tim Bohen to close out the trading week. He sees Alphabet (GOOGL) tapping notable support as a tentative buy opportunity, expects Super Micro (SMCI) to make a similar bull run it saw earlier this week, and points to CVS Health (CVS) as a reliable, low beta stock.
33% meer cores, 2x zoveel PCIe-bandbreedte en 2,6x meer geheugenbandbreedte zorgen voor een enorme prestatieboost bij veeleisende taken De uitgebreide
Fifth Third Bancorp boosted its position in shares of Super Micro Computer, Inc. (NASDAQ: SMCI) by 240.0% during the undefined quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 65,217 shares of the company's stock after buying an additional 46,037 shares during the quarter. Fifth
33% more cores, 2X PCIe Bandwidth and 2.6X higher memory bandwidth supercharge high-performance workloads Powered by 6 th Gen AMD EPYC CPUs and AMD Instinct™ GPUs, comprehensive rack-scale systems, built on DCBBS architecture, are optimized for Cloud, Enterprise, Storage, HPC and AI workloads Industry's broadest portfolio also includes the 72-GPU AMD Helios Platform, designed for large-scale AI training and high-throughput inference SAN JOSE, Calif., July 23, 2026 /PRNewswire/ -- Super Micro Computer, Inc. (NASDAQ: SMCI), an AI, Enterprise, Storage, and 5G/Edge Total IT Solution Provider featuring Data Center Building Block Solutions® (DCBBS), today announced its next-generation H15 server portfolio powered by 6th Gen AMD EPYC™ 9006 Series CPUs, optimized for next generation GPUs including AMD Instinct™, and connected by AMD Pensando™ networking.
Super Micro Computer, Inc. demonstrated significant gross margin improvement, with Q4 preliminary margins at 15%-17% versus prior 8.2%-8.4% guidance. SMCI received over $60 billion in new Q4 orders, reinforcing robust AI infrastructure demand, though revenue is expected at the low end of guidance. I now rate SMCI a Buy (down from Strong Buy), pending confirmation of margin sustainability, cash flow, and order quality in the 11 August Q4 report.
SEC filings for SMCI aren't indexed yet — common for recently launched funds. Browse the issuer's filings on SEC EDGAR directly.