Aug. 28 at 2:19 AM
$SMCI I pulled together the strongest latest positive SMCI data we’ve discussed as of August 27, 2026. I can’t independently verify newer live filings/news right now because web search is disabled, so I’m keeping this grounded in the most recent data available to me.
SMCI — the valuation disconnect is getting ridiculous. 🔥🐂
📈 FY26 revenue:
$39.1B, up from
$22.0B
💰 Q4 revenue:
$11.1B
💵 Q4 net income: ~
$1.18B
🚀 Q4 non-GAAP EPS:
$1.70 vs
$0.41 YoY
📊 Gross margin: 17.6% vs 9.6% YoY
📦
$60B+ in new orders
🔥 Record year-end backlog
🎯 FY27 revenue guide:
$65B–
$72B
🎯 Q1 FY27 guide:
$14.5B–
$15.5B
Meanwhile, SMCI has been trading around just ~8.6x forward earnings, compared with roughly 24x for Dell.
At only 25x ~
$3.44 EPS, the math points to roughly
$86/share.
And the demand backdrop keeps strengthening: NVIDIA just posted massive AI/Data Center growth, while Supermicro remains positioned across NVIDIA and AMD platforms, rack-scale AI systems, networking, storage and direct-liquid cooling.
Add the Cisco Secure AI Factory relationship, next-gen Blackwell/GB300 platforms and enormous AI infrastructure spending ahead…
The market is pricing SuperMicro like growth is disappearing while the numbers are saying the exact opposite.
$39B →
$65B–
$72B revenue guidance.
$60B+ orders. Record backlog. Improving margins.
Execution is the catalyst.
The rerating hasn’t happened yet. That’s exactly why I’m bullish. 🐂🔥
$NVDA $AMD $DELL $CBRS
