Supermicro与Cisco合作扩展Secure AI Factory，股价当日已涨9%

Shares of Super Micro Computer (SMCI) climbed just over 9% on Tuesday. The stock closed at $38.46, gaining $3.29 after the AI server and IT infrastructure company announced a new partnership with Cisco to expand its Secure AI Factory offering with NVIDIA.
Tuesday's catalyst was a freshly announced partnership between Cisco and Supermicro, under which Cisco will incorporate Supermicro's liquid- and air-cooled server systems into its Secure AI Factory portfolio alongside NVIDIA infrastructure. The integrated solutions are slated to become available starting October 2026.
The news arrived after a choppy stretch for the stock. SMCI fell more than 5% in the prior session and had declined in four of the five sessions before that, unwinding a portion of the gains that followed the company's strong fiscal Q4 earnings report on August 11.
The earnings report itself had been a significant event. SMCI posted adjusted EPS of $1.70, topping the $1.59 consensus estimate, on revenue of $11.12 billion.
By the Numbers: Super Micro Computer
Previous Close: $35.17
52-Week High: $58.78, roughly 35% above today's close
52-Week Low: $19.48, roughly 49% below today's close
50-Day SMA: $30.55, with shares trading 15.13% above this level
200-Day SMA: $31.39, with shares trading 12.03% above this level
RSI (14-Day): 55.09, a neutral reading
Short Interest (% of Float): 16.23%
Forward P/E (Non-GAAP): 8.11x
PEG Ratio (Non-GAAP, FWD): 0.39
Volume: approximately 47.5 million shares (0.88x relative volume)
Recent Stock Movement: Super Micro Computer
The table below showcases the stock's daily activity over the past few days:
August 20, 2026: Supermicro announced the completion of its independent investigation into an alleged export smuggling scheme, with investigators finding no evidence that current senior management had knowledge of the alleged diversion. The company adopted all recommendations to enhance its export compliance program.
August 13, 2026: Bernstein raised its price target on SMCI to $42 from $37, maintaining a Market Perform rating, following the stronger-than-expected FY2027 guidance and calling out favorable read-across for Dell and HP Enterprise.
July 30, 2026: SMCI launched 10 new AI rack models across 44U to 52U configurations, compatible with NVIDIA Vera Rubin and GB300 MGX platforms, with capacity to manufacture up to 3,000 racks per month.
Latest Analyst Commentary on Super Micro Computer
Louis Gerard (August 25): Upgraded SMCI from Strong Sell to Sell following a strong quarter, but flagged that FY26 operating cash flow was negative $6.81 billion despite $2.23 billion in net income, with the Q4 margin spike to 17.6% viewed as unsustainable. Read more
Envision Research (August 25): Argued that Q4 margin expansion was driven by one-time events including deferred low-margin projects and temporary tariff benefits, and expects free cash flow pressure to return. The analysis noted a non-GAAP trailing P/E of 10.4x versus a 25.4x sector median. Read more
Summit Research (August 20): Noted the stock gave up much of its post-earnings gains, citing unresolved internal control over financial reporting deficiencies and ongoing regulatory scrutiny ahead of the FY2026 10-K release as key overhangs. Read more
Deep Value Investing (August 12): Upgraded SMCI to Buy, pointing to a non-GAAP gross margin of 17.6% — more than double prior guidance — and a book-to-bill ratio above 5x on over $60 billion in new orders. Read more
Pythia Research (August 12): Sees the enormous backlog and DCBBS expansion as transformative for SMCI's AI infrastructure positioning, though flagged $12.9 billion in inventory levels as a key test of the bullish thesis. Read more
What SA Users Are Saying About Super Micro Computer
Seeking Alpha community members offered a range of views, with sentiment running mixed to cautiously bullish as technical traders eyed further upside targets while others flagged unresolved governance and regulatory risks.
One SA user expressed skepticism the stock will revisit the $20s, suggesting the worst of the selloff has passed. Read more
Another commenter flagged that the regulatory subpoena and litigation tied to the indictment remain outstanding, with limited management update on remedying multi-year internal control deficiencies. Read more
One SA community member argued SMCI is "far from restoring credibility," citing tone-at-the-top concerns from the indictment compounding prior accounting issues. Read more
One reader drew a parallel to a past contrarian investment in GE, predicting SMCI will recover to the $60 level once uncertainty clears. Read more
A separate SA user offered a technical view suggesting a long-term price target above $80, with near-term support identified in the $34 to $36 range. Read more