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Supermicro Stock Plunges 8% After Revenue Forecast Cut – Is the AI Server Gold Rush Over?

SMCI Stock Forecast – November 2025: Supermicro’s AI Server Boom, Earnings, and Outlook

Introduction: Cooling Sentiment After a Red-Hot AI Run Super Micro Computer (SMCI) – better known as Supermicro – has hit a rough patch after a stellar run driven by the AI server boom. The stock’s meteoric rise earlier in 2025 has given way to a sharp pullback in recent weeks. In fact, SMCI shares have tumbled over 33% in the past month alone as investors reacted to a disappointing earnings miss and cautious guidance barchart.com. This sentiment shift comes despite Supermicro’s prominent role in powering artificial intelligence (AI) data centers, making the company’s recent performance and future outlook highly relevant
15 November 2025
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NVIDIA 2025: Dominating the AI Boom – Company Overview, Key Segments, Competition, and Future Outlook

Nvidia Stock Today (Nov 12, 2025): NVDA Holds Near $193 as Foxconn’s AI Server Boom Offsets SoftBank Overhang; Mexico Data Center Claim Draws Company Denial; Q3 FY26 Earnings Set for Nov. 19

Updated: Wednesday, November 12, 2025 Price Action at a Glance Nvidia (NASDAQ: NVDA) traded essentially flat midday Wednesday, changing hands around $192.95 (–0.1%) as of 18:39 UTC. The session opened at $195.69 and has ranged between $191.60–$196.39, on heavy volume north of 100 million shares. Premarket, shares briefly ticked higher after a strong read-through on AI server demand from supplier Foxconn, with NVDA quoted near $196 before the bell. Barron’s What’s Moving NVDA Today 1) Foxconn underscores an AI server upcycleHon Hai/Foxconn topped profit expectations and said AI server momentum is accelerating, with cloud & networking (including AI servers) again
12 November 2025
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NVIDIA (NVDA) News Today: Stock Edges Higher as Santa Clara Data Centers Await Power; New ‘Dynamo’ AI Inference Integrations — Nov. 10, 2025

Nvidia (NVDA) Stock Today — Nov. 12, 2025: Premarket Rebound on Foxconn AI-Server Boom as SoftBank Exit Lingers; Earnings Set for Nov. 19

Date: Wednesday, November 12, 2025 Nvidia shares are pointing higher in early trading on Wednesday after a key supplier signaled another leg of demand for AI infrastructure. The move comes a day after the stock slipped on headlines that SoftBank sold its entire Nvidia stake, shifting the narrative from a one‑off shareholder exit to the strength of the order book behind AI servers. Barron’s+1 NVDA at a glance (as of this morning) Premarket indications and commentary point to Nvidia trading about 1.5% higher before the open. The prior close and 52‑week range are based on LSEG/Reuters data. Exact prices will
12 November 2025
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Super Micro’s AI Server Boom: SMCI Stock Stumbles on Earnings Miss but Preps for a Major Rebound

Super Micro’s AI Server Boom: SMCI Stock Stumbles on Earnings Miss but Preps for a Major Rebound

Earnings Miss and Post-Earnings Stock Slump Super Micro’s latest earnings report (for fiscal Q1 2026) initially shocked investors, sending the stock down over 8–9% in after-hours and pre-market trading reuters.com alphaspread.com. The company missed Wall Street’s expectations on both the top and bottom lines. Revenue for the September quarter came in at $5.0 billion, well under the ~$5.8–6.0B analysts had anticipated finanznachrichten.de. This was a 15.5% drop from the $5.94B in the same quarter last year finanznachrichten.de – a rare year-over-year decline for a high-growth tech company. Net income plunged accordingly; GAAP earnings were just $0.26 per share (vs $0.67
5 November 2025
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Supermicro Stock Plunges 8% After Revenue Forecast Cut – Is the AI Server Gold Rush Over?

Supermicro Stock Plunges 8% After Revenue Forecast Cut – Is the AI Server Gold Rush Over?

SMCI shares fell about 8% on Oct. 23 after Super Micro said Q1 (FY2026) revenue would be ~$5 billion, down from a prior $6–7 billion forecast ts2.tech. The company blamed “design win upgrades” and delivery schedule shifts on major AI server orders ts2.tech. Supermicro reaffirmed its full-year FY2026 revenue guide of ≥$33 billion ts2.tech. Despite the drop, SMCI stock is still up roughly 60–70% in 2025 reuters.com ts2.tech on surging AI demand. Major tech firms are projected to spend ~$400 billion on AI infrastructure in 2025 reuters.com, underscoring continued tailwinds. Analysts are split: some (e.g. Needham) remain bullish (Buy, $60 target ts2.tech), while others
24 October 2025
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AI Stock Boom or Bubble? Tech Rally Soars as Experts Warn of Risk

Supermicro Stock Plunges 8% as AI Server Boom Hits a Snag – What’s Next for SMCI?

Shares Slump on a Surprise Revenue Warning Supermicro (NASDAQ: SMCI) shares tumbled on Thursday, October 23, after the server maker issued a surprise revenue warning for its current quarter. The company revealed that first-quarter fiscal 2026 revenue would come in around $5 billion, well below its earlier $6–7 billion outlook reuters.com. The announcement – which cited “design win upgrades” and customer delivery schedule shifts for large AI projects – immediately spooked investors. SMCI stock plunged roughly 7–8% on the news, falling from about $52 to $48 by day’s end reuters.com investing.com. That erased roughly a month’s worth of gains in a single
23 October 2025
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SMCI Stock Soars After Rebound: What Investors Need to Know in October 2025

Supermicro Surges in the AI Server Boom: Latest Stock Moves, Breakneck Growth, and What’s Next

Stock Price Performance (Early October 2025) Supermicro’s stock has been on a rollercoaster in 2025, and early October saw another upswing. On October 1, SMCI shares surged ~9–10% in one day (closing at $52.39 ts2.tech) after breaking above a key moving average, accompanied by unusually high volume of ~45–48 million shares traded ts2.tech ts2.tech. This rebound came after a late-September dip and signaled renewed investor interest in the company’s AI server story. By October 6, the stock continued climbing to around $55 (a ~15% gain from late September) stockanalysis.com, before settling in the mid-$50s on October 7. Year-to-date, SMCI has returned roughly +79% – a remarkable run that dwarfs
7 October 2025
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