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

Super Micro Computer leads AI infrastructure with innovative tech and rapid solutions. Learn why SMCI stock is a Buy.

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 recently published a list of 12 AI News and Analyst Ratings You Probably Missed. In this article, we are going to take a look at where Super Micro Computer, Inc. (NASDAQ:SMCI) stands against other ...

“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 ...

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 ...

“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 ...