"SMCI's fiscal Q3 results showed a non-GAAP EPS of $0.84, beating expectations by 34.51%, while revenue of $10.24 billion fell short of the $12.45 billion consensus."
"Management raised full-year FY26 guidance to between $38.9 billion and $40.4 billion, reflecting confidence in the company's growth despite ongoing export-control reviews."
"The bull case for SMCI suggests a price target of $44.18 within 12 months, driven by a $13 billion Blackwell Ultra order book and expansion in large-scale datacenter customers."
Super Micro Computer reported a margin-driven earnings beat with a non-GAAP EPS of $0.84, despite a revenue miss of $10.24 billion. Shares rallied 14.61% intraday, but remain down 13.49% year-over-year. The company raised its full-year guidance to $38.9 billion to $40.4 billion. The bull case suggests a price target of $44.18, while the bear case estimates a drop to $26.88 due to export-control issues. Insider activity appears bullish, indicating confidence in the company's future.
Read at 24/7 Wall St.
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