Super Micro Computer: Why It's Still Worth Having In Your Portfolio
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Super Micro Computer (SMCI) shows strong revenue backlog growth, supporting its ambitious $40 billion FY26 revenue outlook. Despite margin erosion concerns, the stock's valuation has moderated, making it attractive for high-growth potential.
March 15, 2025 | 8:30 am
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Super Micro Computer's strong revenue backlog growth supports its ambitious $40 billion FY26 revenue outlook. Despite margin erosion concerns, the stock's valuation has moderated, making it attractive for high-growth potential.
The article highlights SMCI's strong revenue backlog growth, which supports its ambitious revenue outlook. Although there are concerns about margin erosion, these are already reflected in stock expectations, suggesting that the stock is undervalued given its growth potential.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100