Over 65% of Super Micro Computer’s procurement depends on one supplier; tariff exposure and supplier risk remain high. Click ...

SMCI's weak profitability, past regulatory issues, and shifting AI growth trends lead to a SELL rating. Click here to find ...

Shares of U.S.-based AI server manufacturer Super Micro Computer (SMCI) led a rally in the S&P 500 (SPY) on Monday, as ...

“We expect SMCI’s valuation premium (12x NTM+1 P/E) to server OEM peers (e.g., DELL at 9x) to converge over time on lack of differentiation in AI server product&risks from customer&supplier ...

Super Micro Computer, Inc. (NASDAQ:SMCI) develops and sells high-performance server and storage solutions ... and pressure from major customers and suppliers could further impact gross margins ...

which is likely to converge due to the "lack of differentiation in AI server product" and risks associated with high customer and supplier concentration. SMCI Price Action: At the time of ...

Super Micro Computer (NASDAQ:SMCI) AI server maker Super Micro Computer ... 2025-2027 owing to the Blackwell product transition, supplier and customer pressure, and rising competition.

“We expect SMCI’s valuation premium (12x NTM+1 P/E) to server OEM peers (e.g., DELL at 9x) to converge over time on lack of differentiation in AI server product & risks from customer & supplier ...