Super Micro Computer (NASDAQ: SMCI) stock extended its winning streak, climbing 7.52% today—marking its fourth consecutive day of gains. The stock has soared 83% year-to-date, driven by bullish revenue guidance for fiscal year 2026, which the company unveiled on February 11.
Super Micro expects $40 billion in revenue for FY 2026, a 70% jump from its FY 2025 estimates. This outlook exceeded analyst expectations, and CEO Charles Liang suggested that even this forecast could be “conservative.”
Super Micro’s bullish outlook is partly attributed to the commencement of the NVIDIA (NASDAQ: NVDA) Blackwell ramp. On February 5, the company announced the full production availability of its AI data center Building Block Solutions, powered by the NVIDIA Blackwell platform. This comprehensive portfolio, including numerous air-cooled and liquid-cooled systems, aims to streamline Blackwell’s integration with its advanced thermal designs and extensive data center management software suite.
Despite these promising developments, Super Micro Computer (NASDAQ: SMCI) has faced challenges. The company has been under scrutiny from short-sellers and has dealt with governance issues that led to the resignation of its previous auditor. Additionally, the company has experienced delays in filing its financial statements. Super Micro is working to file its Annual Report on Form 10-K for the fiscal year 2024, and its Quarterly Report on Form 10-Q for the period ending September 30, 2024, by February 25, 2025. It has also filed a Form 12b-25 for its second fiscal quarter and expects to file its Q2 FY 2025 report on the same date.
While these issues remain, investors appear to be focusing on Super Micro’s future revenue potential and new product offerings. The strong stock performance signals confidence in the company’s strategy and its potential to capitalize on AI data center market growth.
Zabih Ullah is a seasoned finance writer with more than ten years of experience. He is highly skilled at analyzing market trends, decoding economic data, and providing insightful commentary on various financial topics. Driven by his curiosity, Zabih stays updated with the latest developments in the finance industry, ensuring that his readers receive timely and relevant news and analysis. Read Full Bio
