Super Micro Computer's Gross Margin Compression Is Temporary
Summary
Super Micro Computer, Inc. stock has dropped in price from $60 to $45 following gross margin contraction concerns. Opera...
Super Micro Computer, Inc. stock has dropped in price from $60 to $45 following gross margin contraction concerns. Operational analysis shows a high likelihood of gross margin expansion in FY26, leading to a present "buy the fear" opportunity. Treat SMCI as a short-term tactical trade, not a long-term core holding. Returns could be 50% in less than 12 months. Set a $70 stock price take-profit target.