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Super Micro: Likely The Most Hated AI Stock

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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. 


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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 server demand.
  • SMCI's Data Center Building Block Solutions positions it to capture a significant share of the $5.2–$8.0 trillion AI data center buildout by 2030.
  • Consensus analysts underestimate SMCI's margin potential; even Base Case FY27 EPS of $3.30 implies the stock is undervalued at $29.
  • Wall Street skepticism creates an opportunity to accumulate ahead of likely revenue and EPS beats through FY27.
Super Micro Computer, Inc. (SMCI) enters the quarterly earnings period with possibly the most hated AI stock now. The data center company appears to have survived an accounting scare with a temporary disruption to server orders, but Super Micro appears to be full speed ahead now. My investment thesis remains ultra Bullish on the stock, especially after falling back to yearly lows despite ongoing strong AI server demand.


Read the full article on Seeking Alpha. 

Disclosure: No position mentioned. Please review the disclaimer page for more details. 

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