Super Micro Computer WKN: A40MRM ISIN: US86800U3023 Kürzel: SMCI Forum: Aktien Thema: Hauptdiskussion

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Super Micro Computer: Valuation Mirrors FY2026 Revenue Guidance Aug. 06, 2025 7:27 AM ETSuper Micro Computer, Inc. (SMCI) Stock, SMCI:CA StockSMCI, SMCI:CA RI Research 967 Followers 5 Share Save (8min) Comment (1) About this article Ticker Analyst rating STRONG BUY Price at publication - Last price $57.26 Change since publication - S&P 500 change since publication - Days since publication 1 Summary I maintain my Strong Buy rating on SMCI despite the dual earnings miss, viewing the recent share price drop as a buying opportunity. The earnings miss was minor and temporary, with management citing resolved capital constraints and delayed revenue recognition from a major customer. SMCI's FY2026 sales guidance of $33 billion, driven by AI tailwinds and DCBBS innovation, signals robust growth and market expansion. Valuation remains extremely attractive with a forward P/S of 1 and P/E of 14. Суперкомпьютерная комната в форме круга CasarsaGuru/E+ via Getty Images Super Micro Computer (NASDAQ:SMCI) delivered a solid bull run since May 30 when I covered it last time with a Strong Buy rating. The share price was circa $40 then, significantly lower even if compared to yesterday's after-earnings panic that led it to around $48. I think that the dual earnings miss that triggered the after-market share price plunge provides investors with a great opportunity to initiate their SMCI positions or to double them down. SMCI's gross undervaluation definitely means that a Strong Buy rating should be maintained. Reasons to ignore the dual earnings miss SMCI closed at above $57 yesterday, but the dual earnings miss triggered a large sell-off which undermined the share price to around $48. Of course, this is painful for investors who love to track their unrealized profits every day. However, for me as a long-term SMCI investor the earnings miss and share price plunge

… die sind halt die letzten Jahre sehr schnell gewachsen. Das es in dem Tempo nicht weiter geht, war ein Stück weit vorherzusehen. Aber so eine fette Abstrafung, bei minimaler Untererfüllung ist für mich übertrieben. Quartale schwanken. Am Ende werden wir am Jahresergebnis sehen, wie stark das Jahr wird.

… die sind halt die letzten Jahre sehr schnell gewachsen. Das es in dem Tempo nicht weiter geht, war ein Stück weit vorherzusehen. Aber so eine fette Abstrafung, bei minimaler Untererfüllung ist für mich übertrieben. Quartale schwanken. Am Ende werden wir am Jahresergebnis sehen, wie stark das Jahr wird.