Super Micro Computer: Competitive Pressures Bite - Sell

The renewed AI hype has resulted in Super Micro Computer's shares more than doubling from recent lows. However, financial results continue to disappoint. After the close of Tuesday's session, Super Micro Computer reported another set of less-than-stellar quarterly results, with both sales and profitability coming in below consensus expectations. Adding insult to injury, the company issued weak Q1/2026 guidance and reduced full-year sales projections by almost 20%.