Quick Read – Super Micro Computer (SMCI) posted Q3 FY2026 revenue of $10.24B (+123% YoY) with full-year guidance raised to $38.90-$40.40B nearly doubling FY2025’s $21.97B, though Q3 non-GAAP EPS beat consensus by 34.51% and gross margins recovered to 9.9% from Q2’s 6.3%…
mpression. – The stock sits 40% below its 52-week high due to ongoing export-control review headwinds and margin volatility, but reaching $60 per share in 2027 is achievable if the regulatory review clears cleanly, gross margins normalize toward 11.1%, and over $13B in Blackwell Ultra orders convert to revenue without inventory write-downs. – Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Super Micro Computer didn’t make the cut. Grab the names FREE today
Super Micro Computer (NASDAQ:SMCI) just printed $10.24 billion in Q3 FY2026 revenue, up 122.68% year over year, while CEO Charles Liang declared that “Supermicro’s transformation into a total datacenter infrastructure provider is accelerating.” Shares are up 41.1% year to date, yet still sit miles below last cycle’s highs. Can SMCI reach $60 per share in 2027? Why SMCI Shares Are Stuck Below Their Old Highs The recent ramp is real, but the year-long picture is messier.
SMCI is down 1.57% over the trailing twelve months and sits 40% below its 52-week high of $62.36. The overhang is governance. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Super Micro Computer didn’t make the cut.