Seeking Alpha
11 Nov 2026, 04:26 UTC · 12h ago
Super Micro Computer: The Story Is Getting Better And Better (Rating Upgrade)
Impact · against what's priced in
The revenue beat provides evidence for the FY2027 growth targets that the market has previously discounted, potentially shifting sentiment toward the bull case. However, the continued negative cash flow and extreme customer concentration reinforce existing concerns about the company's structural stability.
- SMCI+0.30
Challenges what's priced in
- The price assumes
The fiscal 2027 revenue target of $65–72 billion
Reporting $19.95B in Q1 (up 299% Y/Y) provides concrete data supporting the higher revenue targets that the market has previously declined to value.
What SMCI's price assumes · Sep 11
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