Feb 11 - Super Micro Computer Inc. (SMCI, Financial) shares jump 3% today after the semiconductor company reveals a robust revenue forecast. The chip maker predicts $40 billion in revenue for 2026, which exceeds analyst expectations by a wide margin. Super Micro Computer Inc. predicts its sales will increase by 60% from its projected $23.5-$25 billion revenue this year. CEO Charles Liang defines the predicted target as "very conservative", yet analysts doubt its feasibility.
Wedbush analyst Matt Bryson remains doubtful about Super Micro revenue reaching $35 billion because he fears the company could struggle to obtain a sufficient supply of Nvidia (NVDA, Financial) Blackwell GPUs, which serve as core components for its operations. Samik Chatterjee from JPMorgan observes escalating competition within AI servers together with lasting supply chain challenges, while Quinn Bolton from Needham anticipates equivalent revenue numbers supported by 11–12% gross margin stability. The increased market demand for AI hardware substances is a tough obstacle for Super Micro in achieving its ambitious growth objectives and sustaining supply chain competitiveness. Big tech corporations Meta (META, Financial) and Microsoft (MSFT, Financial), along with financial data, continue to invest heavily in AI research, which creates additional challenges for the marketplace.
