Super Micro Still Seen With Risks Despite Strong F2Q -- Market Talk
Dow Jones02-04 21:59
0859 ET - Super Micro Computer's strong F2Q showing, with sales up more than twofold year-over-year, is a welcome turnaround for a company that has consistently struggled to meet its own guidance, according to Wedbush in a note. Still, the analysts say the company as an original equipment manufacturer might struggle to sustain margins or differentiate solutions as Nvidia grows even more dominant in data center rack design and content. Super Micro also remains levered to broader AI server margin trends, they say, as it lacks strong storage and networking IP. Super Micro surges 9.7% premarket.(elias.schisgall@wsj.com)
(END) Dow Jones Newswires
February 04, 2026 08:59 ET (13:59 GMT)
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