$SUPER MICRO COMPUTER INC(SMCI

$SUPER MICRO COMPUTER INC(SMCI)$ Supermicro just posted $11.1B in quarterly revenue, nearly doubling YoY, with $1.70 adjusted EPS and a dramatically improved 17.6% non-GAAP gross margin.

Management is now targeting $14.5B–$15.5B next quarter and $65B–$72B for FY27.

Meanwhile, the stock keeps trading under a cloud of skepticism. That's exactly where the opportunity could be: massive AI infrastructure growth plus improving profitability plus a depressed valuation.

Wall Street doesn't have to love SMCI today. If execution continues, eventually the numbers force the conversation.

I'm staying patient and sticking with my conviction here. The rerating story may only be beginning.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":597737847955504,"tweetId":"597737847955504","gmtCreate":1786961082000,"gmtModify":1786978815367,"author":{"id":3527667611426942,"idStr":"3527667611426942","authorId":3527667611426942,"authorIdStr":"3527667611426942","name":"Joy34","avatar":"https://static.tigerbbs.com/b610f7fa83d7281fe00c102df34d1691","vip":8,"userType":8,"introduction":"-","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":84,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a>Supermicro just posted $11.1B in quarterly revenue, nearly doubling YoY, with $1.70 adjusted EPS and a dramatically improved 17.6% non-GAAP gross margin.\nManagement is now targeting $14.5B–$15.5B next quarter and $65B–$72B for FY27.\nMeanwhile, the stock keeps trading under a cloud of skepticism. That's exactly where the opportunity could be: massive AI infrastructure growth plus improving profitability plus a depressed valuation.\nWall Street doesn't have to love SMCI today. If execution continues, eventually the numbers force the conversation.\nI'm staying patient and sticking with my conviction here. The rerating story may only be beginning.</body></html>","htmlText":"<html><head></head><body><a href=\"https://ttm.financial/S/SMCI\">$SUPER MICRO COMPUTER INC(SMCI)$&nbsp;</a>Supermicro just posted $11.1B in quarterly revenue, nearly doubling YoY, with $1.70 adjusted EPS and a dramatically improved 17.6% non-GAAP gross margin.\nManagement is now targeting $14.5B–$15.5B next quarter and $65B–$72B for FY27.\nMeanwhile, the stock keeps trading under a cloud of skepticism. That's exactly where the opportunity could be: massive AI infrastructure growth plus improving profitability plus a depressed valuation.\nWall Street doesn't have to love SMCI today. If execution continues, eventually the numbers force the conversation.\nI'm staying patient and sticking with my conviction here. The rerating story may only be beginning.</body></html>","text":"$SUPER MICRO COMPUTER INC(SMCI)$ Supermicro just posted $11.1B in quarterly revenue, nearly doubling YoY, with $1.70 adjusted EPS and a dramatically improved 17.6% non-GAAP gross margin. Management is now targeting $14.5B–$15.5B next quarter and $65B–$72B for FY27. Meanwhile, the stock keeps trading under a cloud of skepticism. That's exactly where the opportunity could be: massive AI infrastructure growth plus improving profitability plus a depressed valuation. Wall Street doesn't have to love SMCI today. If execution continues, eventually the numbers force the conversation. I'm staying patient and sticking with my conviction here. The rerating story may only be beginning.","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/597737847955504","repostId":0,"isVote":1,"tweetType":1,"viewCount":54,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["AMD","SMCI"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":585,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/597737847955504"}