Super Micro Computer, Inc.
SMCI · Nasdaq
SMCI · Nasdaq
Super Micro Computer sells computing systems for data centers and AI infrastructure, including NVIDIA Vera Rubin NVL72 liquid-cooled racks. It earns revenue from product sales and related infrastructure offerings; the supplied evidence does not provide a segment breakdown or the share each contributes. Its deployments serve the expanding AI-computing market, with sovereign and enterprise demand cited as industry drivers, though the evidence does not identify specific Super Micro customers. In FY2026, the company reports $39.1 billion in revenue and $2.2 billion in net income, up from $22.0 billion and $1.0 billion, respectively, in FY2025.
SMCI rose 1.41%, from $41.20 on September 21 to $41.78 on September 28, but the net gain masked a sharp reversal. Shares edged up through September 24, jumped to $43.26 on September 25, then fell 3.42% on September 28, giving back most of Friday’s advance; Zacks separately reported a 3.41% drop that session. The supplied evidence does not establish a company-specific catalyst for either the Friday surge or Monday selloff. A MarketBeat report highlighted Super Micro’s shipment of NVIDIA Vera Rubin liquid-cooled racks and an estimated $60 billion backlog, but its timing relative to the price moves is not supplied. No broader-market performance data is provided to explain the reversal.
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