NASDAQ:SMCI 7 February 2026 - 6 May 2026

SAN JOSE, California, May 5, 2026, 14:02 Super Micro Computer projected revenue and adjusted earnings for the current quarter that topped Wall Street's estimates on Tuesday, giving investors some reassurance the AI server maker can boost margins even as orders surge. Shares jumped roughly 17% after hours.

SAN JOSE, California, May 4, 2026, 08:02 PDT Super Micro Computer faces its fiscal third-quarter earnings on Tuesday with investors poised for volatility. The AI-server maker’s shares are in focus as robust revenue forecasts meet pressure from slimmer margins—and the export-control probe remains unresolved.

New York — March 26, 2026, 09:08 EDT Super Micro Computer stock climbed 8.3% to $24.05, shrugging off news that shareholders have filed a lawsuit against the AI server maker. The legal action follows a China-linked criminal case targeting co-founder Yih-Shyan Liaw and two other individuals connected to the company. Super Micro itself faces no charges.

Super Micro Computer climbed roughly 2.7% in premarket action Wednesday, building on its bounce from last week’s sharp drop as traders weighed new political attention on the AI server maker’s situation. Shares traded around $22.84 ahead of the open, up from Tuesday’s $22.23 close. This shift is notable: SMCI remains roughly 28% under its March 19 closing level of $30.79, when prosecutors announced charges tied to an alleged $2.5 billion plot moving AI servers to China. Now, investors are parsing more than courtroom updates—they’re trying to gauge the risk of lost orders, stricter supplier controls, and whether the shares will keep trading at a steeper discount.

Super Micro Computer managed to rebound 5.1% Monday, closing at $21.58. The bounce, though, came just as the company was hit with another downgrade—this time from Northland, which shifted to a market perform rating and hacked its price target down to $22, from $63. The server firm remains caught up in the expanding China export-control scandal. This is coming to a head for Super Micro, which is scrambling to hold its ground in the AI infrastructure business just as investors shift their focus. The looming question: does the legal issue stay focused on individuals, or will it start to affect customer confidence, supplier relationships, and fresh server demand? While Super Micro hasn’t been charged, its fortunes are deeply linked to Nvidia’s chips—and to how much faith big cloud and enterprise clients still have.

Super Micro Computer Inc. shares kept sliding Monday, with investors dumping the AI server stock in the wake of last week’s export-control case. After Friday’s staggering 33.3% drop, the price closed at $20.53—just barely above the 52-week low of $20.35. Early broker data pointed to another 1% to 2% loss before the bell. Super Micro’s role is pivotal—it’s a key node in the AI hardware pipeline, assembling servers built on Nvidia chips. U.S. export controls, which boil down to licensing restrictions, block the sale of advanced AI chips and the associated servers to buyers in China or Hong Kong. The indictment targets the company’s internal compliance and how it screens customers.

Shares of Super Micro Computer slid 33.2% to $20.53 on Friday, following news that U.S. prosecutors had charged co-founder Yih-Shyan “Wally” Liaw and two others with illegally funneling billions worth of AI servers to China, allegedly sidestepping export controls. After hours, the stock clawed back roughly 2%, as the company announced Liaw’s resignation from the board. The selloff doesn’t just hit for a day. Super Micro, a key supplier of AI servers loaded with high-end graphics chips—critical for training and deploying AI—only bumped up its fiscal 2026 revenue forecast to at least $40 billion last month. Back then, CFO David Weigand called “order strength... strong,” and Emarketer’s Gadjo Sevilla noted the company’s growth is tied to its status as an integrator for big cloud and AI clients.