Super Micro: Buy The Fear
Summary
Super Micro's stock is under pressure due to missed earnings as a realist of the prior delayed 10-K. The company faced c...
Super Micro's stock is under pressure due to missed earnings as a realist of the prior delayed 10-K. The company faced capital constraints and customer order delays hurting FQ4 results, but a $2.3B debt raise addressed the funding issue. Super Micro guided to FY26 revenue of at least $33B, with potential for the original $40B target, offering significant EPS upside versus consensus.