Super Micro: Likely The Most Hated AI Stock
Update - Feb. 4, 2026 Super Micro reported an impressive Q4'25 as forecast. -Q2 Non-GAAP EPS of $0.69 beats by $0.20. -Revenue of $12.7B (+122.8% Y/Y) beats by $2.36B. -The Company expects net sales of at least $12.3 billion vs $10.20B consensus for the third quarter of fiscal year 2026 ending March 31, 2026, GAAP net income per diluted share of at least $0.52 and non-GAAP net income per diluted share of at least $0.60 vs $0.52 consensus. -For fiscal year 2026, the Company expects net sales of at least $40.0 billion. The Out Fox Investing Group was alerted to Buy SMCI at $29.60 prior to earnings. The stock is up to $33.50 now, but the Bull Case is for a $7+ EPS in FY27. Looking for a portfolio of ideas like this one? Members of Out Fox The Street get exclusive access to our subscriber-only portfolios. Learn More » Original article posted on Jan. 18 Super Micro Computer has pulled back to yearly lows due to recent accounting concerns and order upshots despite strong AI ...