SMCI

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

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

AI Technology · Company Analysis · Financial Trends · Investment News · NASDAQ:SMCI · Stock Market

Supermicro (SMCI) Stock Soars: Hedge Funds Snatch Up Shares as AI Data Center Boom Accelerates

Institutional Trades and Insider Moves Recent SEC filings show hedge funds and asset managers are actively buying and selling SMCI stock. For example, Chevy Chase Trust raised its SMCI holding by 2.6% in Q2, acquiring an additional 6,997 shares (now 271,104 shares worth ~$13.3M) marketbeat.com. Similarly, International Assets Investment Management boosted its stake 18.3% to 31,675 shares (~$1.55M) marketbeat.com. By contrast, TD Asset Management trimmed its position by 3.6%, selling 8,922 shares to hold 238,723 shares (~$11.7M) marketbeat.com. (As MarketBeat notes, institutional investors own about 84.06% of SMCI’s stock marketbeat.com, underscoring the dominance of large holders.) Meanwhile, insiders have been

20 October 2025

Artificial Intelligence · Data Centers · Investing · Stock Market · Technology

SMCI Stock Soars After Rebound: What Investors Need to Know in October 2025

Key Facts About SMCI (Super Micro Computer, Inc.) Stock Stock Performance on 1 October 2025 Super Micro Computer, Inc. (SMCI), a leading provider of high‑performance server and storage systems, has experienced significant volatility in 2025. On 1 Oct 2025 the stock closed at $52.39, up almost 10 % from the prior session after breaking above its 50‑day SMA fxleaders.com. MarketChameleon reported that approximately 45.58 million shares changed hands that day marketchameleon.com—a high volume that reflected renewed investor interest following weeks of selling pressure. Despite this rebound, the share price remained below the three‑year high of $66.44 and above the $17.25 low reached earlier in the period marketchameleon.com. SMCI’s beta

1 October 2025

Financial News · Investing · Market Analysis · NASDAQ:SMCI · Stock Market · Technology Stocks