Quick Read

• Super Micro Computer (SMCI) posted Q3 FY2026 revenue of $10.24B (+123% YoY) with full-year guidance raised to $38.90-$40.40B nearly doubling FY2025’s $21.97B, though Q3 non-GAAP EPS beat consensus by 34.51% and gross margins recovered to 9.9% from Q2’s 6.3% compression.

• The stock sits 40% below its 52-week high due to ongoing export-control review headwinds and margin volatility, but reaching $60 per share in 2027 is achievable if the regulatory review clears cleanly, gross margins normalize toward 11.1%, and over $13B in Blackwell Ultra orders convert to revenue without inventory write-downs.

• Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Super Micro Computer didn’t…