Posts  / SMCI  / #POST-249122
REDDIT

SMCI is out of the penalty box

E
Aug 12, 2026 · 01:01

The company has made a few mistakes but they have learned from those mistakes.

There is alot to like going forward

\-added several hundred enterprise and other customers in the past year

\-generated more than $60 billion in new orders

\-booked record backlog entering fiscal 2027, forecast fiscal 2027 revenue between **$65 billion and $72 billion**

\-For the first quarter, Supermicro projects net sales between $14.5 billion and $15.5 billion. Analysts were expecting $11.9 billion

\-Gross margins topped out at 17.6%, up from 9.6% a year ago

\-new collaboration to build a gigawatt-scale data center for SpaceX and xAI

\-launch partner for NVIDIA's new Vera Rubin NVL4 AI platform

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Bottom line, there is alot to like, the stock has been beaten down for too long.