Super Micro Computer's stock rose 0.6% following several recent developments. In early February 2026, the company reported second quarter fiscal 2026 results with net sales of $12.7 billion, exceeding guidance of $10 billion to $11 billion. The company raised full-year fiscal 2026 revenue guidance to at least $40 billion. AI platforms accounted for over 90% of quarterly revenue. Non-GAAP diluted EPS reached $0.69 compared to guidance of $0.46 to $0.54. On February 4, Needham lowered its price target to $40 from $51 while maintaining a Buy rating, citing sector-wide valuation compression in AI hardware. CEO Charles Liang and CFO David Weigand purchased shares in early February at approximately $33.33 per share. A Seeking Alpha analyst upgraded the stock to strong buy, citing potential margin expansion from the Data Center Building Block Solutions platform.
Read full analysisSuper Micro Computer's stock rose 0.6% following several recent developments. In early February 2026, the company reported second quarter fiscal 2026 results with net sales of $12.7 billion, exceeding guidance of $10 billion to $11 billion. The company raised full-year fiscal 2026 revenue guidance to at least $40 billion. AI platforms accounted for over 90% of quarterly revenue. Non-GAAP diluted EPS reached $0.69 compared to guidance of $0.46 to $0.54. On February 4, Needham lowered its price target to $40 from $51 while maintaining a Buy rating, citing sector-wide valuation compression in AI hardware. CEO Charles Liang and CFO David Weigand purchased shares in early February at approximately $33.33 per share. A Seeking Alpha analyst upgraded the stock to strong buy, citing potential margin expansion from the Data Center Building Block Solutions platform.
Super Micro Computer designs and manufactures high-performance server and storage systems and has become a major supplier of AI infrastructure hardware, reporting record quarterly revenue of $12.7 billion with 123% year-over-year growth. The company has been dogged by governance issues — including a 14-month-and-counting search for a permanent CFO following a special investigation — and gross margin compression to roughly 6.4%, which have kept shares volatile near 52-week lows despite surging AI demand. Today's underperformance versus peers highlights the stock-specific overhang that continues to cap upside even in favorable sector conditions.