Quick Read

• SMCI sits 32% lower over twelve months, yet our $34.92 BUY target sees 10% upside as AI server demand stays intact.

• CEO Charles Liang flagged over $13 billion in Blackwell Ultra orders, but $8.8 billion in debt and an export-control review cloud the outlook.

• Q3 FY26 revenue surged 123% year over year to $10.24 billion, with non-GAAP EPS beating consensus by 35%.

• Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Super Micro Computer didn’t make the cut. Grab the names FREE today.

Super Micro Computer (NASDAQ:SMCI) has whipsawed investors over the past year, with the stock down 32.03% over twelve months even as AI server demand has…