Super Micro Computer: A Buy For Risk-Tolerant Investors Eyeing AI Growth

Star Investments
6.21K Followers

Summary

  • Supermicro is a buy for investors willing to speculate, as it overcomes past accounting issues and capitalizes on robust AI infrastructure demand from hyperscalers and enterprises.
  • Despite a Q3 revenue miss due to delayed AI platform adoption, AI GPU solutions still drive over 70% of revenues, signaling strong market appeal.
  • Upcoming quarters should benefit from Nvidia ramping up shipments of new Blackwell GPUs, supporting future topline growth.
  • Supermicro's FY 2026 PEG ratio indicates a potential high upside.

Supermicro headquarters in San Jose, California, USA

JHVEPhoto

When I last discussed Super Micro Computer (NASDAQ: SMCI), also called Supermicro, I recommended a buy, despite it still being out of favor with investors at the time due to alleged accounting issues. My reason for the buy recommendation on

This article was written by

6.21K Followers
I have been a Merchant Seaman that has traveled the world for over 30 years. Within the last 15 years, I developed a very intense interest in investing. I learned a lot of what I know about investing from The MF. Also because I have a engineering background, I often tend to gravitate to Tech stocks

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Recommended For You

About SMCI Stock

SymbolLast Price% Chg
Market Cap
PE
Yield
Rev Growth (YoY)
Short Interest
Prev. Close
Compare to Peers

More on SMCI

Related Stocks

SymbolLast Price% Chg
SMCI
--
SMCI:CA
--