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Mizuho Highlights Super Micro (SMCI) Growth Amid Margin Pressure, Competitive Challenges
Super Micro Computer Inc. (NASDAQ:SMCI) is one of the under-the-radar AI stocks to buy. On February 4, Mizuho analyst Vijay Rakesh raised the firm’s price target on Super Micro to $33 from $31 while keeping a Neutral rating. Rakesh informed that the company reported strong results, though competition and margin pressure continue to be challenges. […] Feb 11, 2026 - $SMCI
The Top 5 Analyst Questions From Super Micro’s Q4 Earnings Call
Super Micro’s fourth quarter results drew a positive market reaction, as the company reported robust revenue growth driven by accelerating demand for AI infrastructure and large-scale data center solutions. Management highlighted that strong adoption of its Rack Scale AI and Data Center Building Block Solutions (DCBBS) contributed to the outperformance, supported by rapid deployment cycles and expanding partnerships with major cloud customers. CEO Charles Liang credited these results to Super Mi Feb 10, 2026 - $SMCI
Super Micro (SMCI) Is One of the AI Stocks Analysts Are Watching After Q2 Blowout
Super Micro Computer, Inc. (NASDAQ:SMCI) is one of the 10 AI Stocks Analysts Are Watching. On February 4, Rosenblatt analyst Kevin Cassidy reiterated a Buy rating on the stock with a $50.00 price target. The rating affirmation follows SMCI’s robust fiscal Q2 2026 results. SMCI’s had a significant earnings and revenue beat, posting an earnings per share […] Feb 10, 2026 - $SMCI
Super Micro Computer’s AI Growth Meets Mounting Margin And Profit Concerns
Super Micro Computer (NasdaqGS:SMCI) is reporting rapid AI driven sales growth tied to demand for servers and data center systems. The company has raised its full year revenue guidance while highlighting new data center wins. At the same time, gross profit margins are compressed and unusually low, with a clear downward trend. This mix of strong top line momentum and weaker margins is drawing investor attention to profitability and competitive pressures. Super Micro Computer builds server... Feb 10, 2026 - $SMCI
Kyndryl Stock Drops 55%. It’s So Much Worse Than an Earnings Miss.
Kyndryl Holdings stock plummeted on Monday after the company announced the immediate departures of chief financial officer and general counsel. CFO David Wyshner and General Counsel Edward Sebold vacated their positions, the company said. Kyndryl shares sank 55% to $10.59, the largest single-day percent decrease on record, according to Dow Jones Market Data. Feb 9, 2026 - $SMCI
Super Micro Record Q2 And Higher Outlook Highlight AI Server Tradeoffs
Super Micro Computer (NasdaqGS:SMCI) reported record fiscal Q2 earnings, driven by strong demand for its AI optimized servers. The company highlighted major new infrastructure design wins in the AI data center segment during the quarter. Following this momentum, Super Micro raised its full year 2026 revenue outlook above its earlier expectations. Super Micro focuses on high performance, modular server and storage systems that are widely used in AI data centers, cloud infrastructure, and... Feb 8, 2026 - $SMCI
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