Nvidia Partner Super Micro Computer Sees Weakening Momentum As Margin Pressures, Revenue Shortfall Weigh On Stock

Benzinga11-27

Super Micro Computer Inc. (NASDAQ:SMCI), a key partner in Nvidia Corp.'s (NASDAQ:NVDA) AI infrastructure ecosystem, saw its market sentiment collapse this week as its Benzinga Edge’s Stock Rankings‘ ...

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(NASDAQ:SMCI), a key partner in Nvidia Corp.'s (NASDAQ:NVDA) AI infrastructure ecosystem, saw its market sentiment collapse this week as its Benzinga Edge’s Stock Rankings‘ ...</p>\n\n<a href=\"https://www.benzinga.com/markets/equities/25/11/49104278/nvidia-partner-super-micro-computer-sees-weakening-momentum-as-margin-pressures-revenue-shortfall-weigh-on-stock\">Source Link</a>\n\n</div>\n","source":"benzinga_hot_news","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Partner Super Micro Computer Sees Weakening Momentum As Margin Pressures, Revenue Shortfall Weigh On Stock</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Partner Super Micro Computer Sees Weakening Momentum As Margin Pressures, Revenue Shortfall Weigh On Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-27 20:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/markets/equities/25/11/49104278/nvidia-partner-super-micro-computer-sees-weakening-momentum-as-margin-pressures-revenue-shortfall-weigh-on-stock><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Super Micro Computer Inc. (NASDAQ:SMCI), a key partner in Nvidia Corp.'s (NASDAQ:NVDA) AI infrastructure ecosystem, saw its market sentiment collapse this week as its Benzinga Edge’s Stock Rankings‘ ...</p>\n\n<a href=\"https://www.benzinga.com/markets/equities/25/11/49104278/nvidia-partner-super-micro-computer-sees-weakening-momentum-as-margin-pressures-revenue-shortfall-weigh-on-stock\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"SMCI","symbol_name":"超微电脑","start_time":0,"source_url":"https://www.benzinga.com/markets/equities/25/11/49104278/nvidia-partner-super-micro-computer-sees-weakening-momentum-as-margin-pressures-revenue-shortfall-weigh-on-stock","article_id":"2586324008","we_media_id":null,"thumbnails":["https://cdn.benzinga.com/files/images/story/2025/11/27/Supermicro-Computer-Logo-On-Smartphone-S.jpeg?optimize=medium&dpr=2&auto=webp&width=260"],"rights":{"source":"benzinga_hot_news","url":"https://www.benzinga.com/markets/equities/25/11/49104278/nvidia-partner-super-micro-computer-sees-weakening-momentum-as-margin-pressures-revenue-shortfall-weigh-on-stock","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2586324008","pubTimestamp":1764247380,"columns":[],"sourceInfo":{"source_id":"benzinga_hot_news","name":"Benzinga"},"weMediaInfo":null,"summary":"Nvidia partner SMCI's momentum score falls after Q1 earnings miss. See why margin pressures are weighing on the stock despite high growth.","collect":0,"end_time":0,"defaultTopTitle":"benzinga.com","property":["earning"],"viewcount":null,"language":"en","relate_stocks":{"SMCI":"超微电脑"},"translate_title":"英伟达合作伙伴超微计算机认为，由于利润率压力和收入短缺拖累股票，势头减弱","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"SMCI":1.5},"content_text":"Super Micro Computer Inc. (NASDAQ:SMCI), a key partner in Nvidia Corp.'s (NASDAQ:NVDA) AI infrastructure ecosystem, saw its market sentiment collapse this week as its Benzinga Edge’s Stock Rankings‘ momentum score plummeted from a robust 72.05 to a bearish 20.83.\nCheck out SMCI’s stock price here.\nThis precipitous week-on-week drop places the stock in the bottom quintile for relative price strength, signaling intense selling pressure following a disappointing fiscal first-quarter earnings report.\nThe sharp decline in momentum reflects immediate investor dissatisfaction with the company’s recent financial performance. According to the Benzinga Edge data, Super Micro's price trends have turned negative across all timeframes—short, medium, and long—indicating a sustained downward trajectory over the last year.\nHowever, its quality rankings remain strong. Additional performance details, as per Benzinga’s Edge Stock Rankings, are available here.\nSee Also: Forget Applied Materials— This Nvidia And Intel Supplier Is Set To Seize AI Demand Amid Rising Quality Score\nWhile the Momentum metric captures the stock’s struggle with volatility and price weakness, the catalyst lies in the company’s first-quarter FY2026 results.\nSuper Micro reported revenue of $5.01 billion, missing analyst estimates of $5.99 billion, while gross margins compressed to 9.3% due to the high costs associated with ramping up large-scale liquid-cooled AI clusters. \nThe stock has fallen by 36.34% over the last month and 21.02% in six months. However, it was higher by 9.25% year-to-date and down 6.39% over the year.\nAs a strategic partner for Nvidia, Super Micro is preparing to launch next-generation platforms, including the Nvidia Vera Rubin NVL144, in 2026. However, for now, the market is weighing the immediate impact of margin pressures and revenue shortfalls heavily than the company's long-term AI pipeline. \nRead Next\nDisclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.\nImage via Shutterstock","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.35.9","shortVersion":"4.35.9","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2586324008","isCrawlerRequest":true}