SMCI Stock Recent News

The server maker's CEO said it will consider expanding production in states such as Mississippi and Texas.

The three newest companies added to the ROBO Global Artificial Intelligence Index (THNQ) have become the No. 1, No. 2, and No. 9 best performers within the strategy quarter-to-date, highlighting the impact of strategic, timely inclusions.

Artificial intelligence (AI) stocks have soared over the past two years, gaining in the double and even triple digits. Names like chip designer Nvidia and software player Palantir Technologies led the movement as they reported soaring demand for their offerings, and this equaled top earnings and stock price performance.

NVDA offers stronger fundamentals, more stable growth and better risk-adjusted upside, making it a superior AI hardware stock to own now compared to SMCI.

SMCI's modular, energy-efficient SuperBlade and MicroBlade servers offer unmatched compute density and flexibility, targeting HPC, AI, cloud, and edge computing markets. Innovative liquid cooling and disaggregated architecture drive lower total cost of ownership and superior energy savings versus competitors like Dell and HPE. Valuation multiples suggest SMCI is undervalued with a PEG ratio of 0.75 and presenting a significant upside potential for investors.

Q3 results missed guidance due to customer hesitance between Hopper and Blackwell architectures, impacting revenue and margins. Despite underwhelming Q3, Q4 guidance is strong, with analysts expecting 10.7% year-on-year sales growth, driven by Blackwell product ramp-up. Valuation looks stretched for FY25, but 40% upside potential by FY27 and strong EBITDA growth support a bullish long-term outlook.

Charles Liang, CEO of Supermicro, talks about the company's data center buildout and latest deals with Nvidia, AMD and Saudi Arabia's Data Vault.

The three major tech stocks in this analysis all look as if they are going to struggle a bit, as they are all lower in premarket trading on Monday. At this point, there should be buyers under current levels.

Suite of Supermicro servers with NVIDIA RTX PRO 6000 Blackwell GPUs to include NVIDIA-Certified Systems Supermicro collaborating on development of new NVIDIA Enterprise AI Factory validated designs based on RTX PRO Servers and NVIDIA HGX B200 systems Supermicro's new 4-GPU UP system based on the NVIDIA MGX reference design, bringing NVIDIA RTX PRO Server closer to the Edge for more powerful AI inference TAIPEI , May 19, 2025 /PRNewswire/ -- Supermicro , Inc. (NASDAQ: SMCI) a total IT solution provider for AI/ML, HPC, cloud, storage, and 5G/edge today announced that it is now taking orders for enterprise AI systems with NVIDIA RTX PRO 6000 Blackwell Server Edition GPUs . Supermicro's broad portfolio of optimized servers enables AI and visual computing to be deployed in virtually any industry or environment.

The boom in artificial intelligence (AI) may be hitting its next leg. Microsoft just reported accelerated cloud computing growth due to AI, while OpenAI's ChatGPT is gaining hundreds of millions of users around the globe.