Super Micro Computer, Inc. experienced a 12% surge in stock price following positive revenue forecasts for 2026 and updates on their Nasdaq status. The CEO projected $40 billion revenue for fiscal 2026, revising down fiscal 2025 expectations to $23.5-$25 billion. The company faces a potential Nasdaq delisting due to delayed SEC filings but aims to meet the February deadline for 10-K submissions. Despite recent auditor controversies, Super Micro remains optimistic about its AI infrastructure growth and tech innovations in liquid cooling for data centers.
Super Micro is well positioned to grow AI infrastructure designs wins based on Nvidia Blackwell and more, projecting $40 billion in revenue for fiscal 2026.
We believe it will make the SEC deadline to submit its delayed 10-K filings, thereby avoiding delisting from Nasdaq.
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