Super Micro Computer (SMCI) will report fiscal first-quarter 2027 results on Nov. 3, and it has guided above earlier forecasts, with revenue of $18.5 billion to $19.5 billion versus the previous $14.5 billion to $15.5 billion. Gross margin is now expected at 12% to 12.5%, up from 10.4% to 10.8%. The article notes that the midpoint of the revenue forecast would be nearly four times the $5 billion generated a year earlier. The stock is up about 12% this year, and analyst projections put its forward P/E at about eight times. However, the author points to past accounting and governance issues, tech bubble concerns and volatile growth, suggesting risk-tolerant investors may see the low valuation as a reason to consider buying, while risk-averse investors may prefer to wait.
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| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.1T |
| Close on 10/23/2026 | 211.00 |
| Change that session | -0.57% |
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