Supermicro Rally Rolls on After Rosy 2026 Revenue Forecast Last Week
Key Points
- SuperMicro shares rose for the fourth consecutive trading day after the company’s business update last week.
- AI server manufacturers forecast significant revenue growth in 2026 as demand for infrastructure supports AI grows.
- The company also expects that Nasdaq’s talk show can be avoided by submitting arrears regulatory documents by February 25.
Supercomputer (SMCI) Stocks soared on Tuesday, accelerating Expand its profits As the company predicts sales growth in 2026. AI server.
On Tuesday, the company’s stock rose more than 10%, which will be the growth day since Supermiro’s fourth growth Second quarter business updates February 11 (President’s Day market closed on Monday). All in all, stocks have grown by about 40% since the update.
super CEO Charles Liang called for revenues of $40 billion in 2026, 60% higher than the company’s projects in 2025, as infrastructure supports the growth in demand for AI.
Last week, JPMorgan analysts said the 2026 estimate “proposes a good upside” but also called the number a “positive” target. Analysts maintained a “underweight” rating on the stock, but raised its target from $23 to $35.
As part of last week’s update, Supermicro also said it expects to file its delayed financial reports starting in fiscal 2024 Nasdaq The deadline for February 25 is to avoid being crossed. It is worth noting that despite a week of growth, Supermicro’s stock has been down about a third over the past 12 months, partly due to concerns about the company Accounting practices.