ewsba.se
Written by Howard Smith for The Motley Fool->
Super Micro Computer, (NASDAQ:SMCI) which develops and sells modular AI server and storage solutions closed Wednesday at $34.65, up 24.51%. The stock moved higher after fiscal Q3 results showed an earnings beat, improving margins, and strong AI data center demand. Investors are watching management’s above-consensus revenue outlook and AI infrastructure growth narrative next.Trading volume reached 125.4 million shares, coming in about 228% higher than its three-month average of 38.2 million shares. Super Micro Computer IPO'd in 2007 and has grown 3,855% since going public.
The S&P 500 (SNPINDEX:^GSPC) gained 1.46% to finish Wednesday at 7,365, its first close above 7,300. The Nasdaq Composite (NASDAQINDEX:^IXIC) advanced 2.02% to close at 25,839. Within computer hardware, industry peers Dell Technologies (NYSE:DELL) closed at $238.81 (+10.40%) and Hewlett Packard Enterprise (NYSE:HPE) finished at $30.37 (+1.10%) as investors reassessed AI server demand.
Super Micro’s earnings report was a relief for investors, and the stock reaction proved it. Shares are still 70% off 2024 highs after investors fled due to several past issues. Investors are trying to get beyond past internal control problems and an ongoing investigation into whether its co-founder was separately involved with illegal server shipments to China.
The fiscal Q3 earnings report showed robust AI data center demand, though, along with a welcome recovery in gross margins. Forward guidance also impressed investors, strengthening the growth strategy centered on AI.
Super Micro shares could yet be attractive, though investors would need to be comfortable moving beyond past issues.
Before you buy stock in Super Micro Computer, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Super Micro Computer wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $473,985!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,204,650!*
Now, it’s worth noting Stock Advisor’s total average return is 950% — a market-crushing outperformance compared to 203% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
*Stock Advisor returns as of May 6, 2026.
Howard Smith has positions in Dell Technologies. The Motley Fool has positions in and recommends Hewlett Packard Enterprise. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
This data feed is not available at this time.